Sponsors
Interested in joining this list of Sponsors?
Aladdin by BlackRock
Website: https://www.blackrock.com/aladdin
BlackRock's Aladdin is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation. As a strategic partner to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, Aladdin combines sophisticated risk... Read More
Alkymi
Website: https://www.alkymi.io
Alkymi is the end-to-end solution for managing your private markets data processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how private markets firms access their data—empowering them to service more clients, quickly pivot... Read More
Alpha FMC
Website: https://alphafmc.com
Alpha Financial Markets Consulting is a leading global provider of specialist consultancy services to the asset management, wealth management and insurance industries. It has the largest dedicated team across those industries, with 1,000 consultants globally, operating from 17 offices spanning the North America (US and Canada), UK, Europe and APAC.... Read More
Alter Domus
Website: https://alterdomus.com/
Driven by a deep understanding of what it takes to succeed in alternatives, Alter Domus is able to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide; mitigating risks, reducing costs, creating efficiencies, and ultimately driving growth. Our fund, corporate and asset experts know first-hand the... Read More
Arcesium
Website: https://www.arcesium.com/
Arcesium is a global financial technology company delivering pre- and post-investment and enterprise data management solutions to some of the world’s most sophisticated financial institutions, including private market firms, hedge funds, and institutional asset managers. Expertly designed to achieve a synchronized golden source of data throughout a client’s ecosystem, Arcesium’s... Read More
Bipsync
Website: https://bipsync.com/
Bipsync is a research management software (RMS) purpose-built for investment management. We help our clients capture, structure, and leverage collective intelligence at scale. Trusted by the world’s largest asset owners and asset managers, our clients use Bipsync as a system of record with customizable workflow automation to help them power... Read More
BNP Paribas
Website: https://securities.cib.bnpparibas
BNP Paribas’ Securities Services business is a leading global custodian providing multi-asset post-trade and asset servicing solutions to buy-side and sell-side market participants, corporates and issuers. As a pillar of BNP Paribas’ diversified banking model, Securities Services provides asset servicing solutions that are closely integrated with the first-class services of... Read More
BNY
Website: www.bny.com/corporate/global/en
BNY is a global financial services platforms company entrusted to oversee over $59 trillion in assets for clients around the world. Through our platforms, we help power the global financial system, combining expertise and technology to help our clients unlock greater efficiency, drive growth and achieve their ambitions. No matter... Read More
Broadridge
Website: www.broadridge.com
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and... Read More
Brown Brothers Harriman
Website: www.bbh.com
Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. We have a 200-year track record helping clients innovate and navigate complex financial markets. Our 6,000 employees support our clients’ investments in over 90 markets from 18 offices globally. As a private partnership,... Read More
Carta
Website: https://carta.com/uk/en/
Accelex is now part of Carta. Experience Carta's new LP Portfolio Analytics suite, powered by Accelex technology. Tap into private market AI to manage your alternative investment data—and make faster, more insightful decisions. Read More
Castle Peak Associates
Website: https://castlepeakassociates.com
Castle Peak Associates helps institutional asset managers transform their business. From strategy and solution architecture to system selection, implementation, business process re-engineering and integration. Castle Peak has expertise with trade order management systems, investment accounting, data management, compliance, performance and attribution, financial and regulatory reporting, analytics and business intelligence. Our... Read More
Charles River
Website: https://www.crd.com
Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes. The Charles River Investment Management Solution scales easily, and supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement. The solution offers a simplified... Read More
CIBC Mellon
Website: www.cibcmellon.com
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at December 31, 2025, CIBC Mellon had more than C$3.4 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance... Read More
Citisoft
Website: http://www.citisoft.com
Citisoft is a global consulting firm dedicated to enabling change in the investment management industry. Our consultants are industry experts who have delivered transformative initiatives for global asset managers, asset owners, insurers, and asset servicers. We are the most experienced consultancy in the industry, offering unmatched domain expertise and leading-edge... Read More
Clearwater Analytics
Website: https://clearwater-analytics.com
Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data... Read More
Confluence
Website: https://www.confluence.com/
Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset... Read More
CSC
Website: https://www.cscglobal.com/cscglobal/home/
CSC is the world’s leading provider of business administration and compliance solutions, partnering with buy-side investment operations leaders to design and run scalable operating models. We bring deep alternatives expertise and global reach to fund managers and asset owners, delivering integrated fund administration, middle-office, and capital markets services across the... Read More
Davies Group
Website: https://davies-group.com/consulting/
We are the global consulting division of Davies, accelerating business, technology, and people performance across financial services, including Asset and Wealth Management, Banking, Insurance, and other highly regulated industries. We advise and partner with firms to provide bespoke advisory, delivery, managed services, and interim resourcing. We help build and implement... Read More
DTCC
Website: https://www.dtcc.com
With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian... Read More
Duco
Website: www.du.co
Duco is empowering financial services firms to break the bad data cycle that has held the industry back for decades. We do this with a combination of proprietary technique, innovative cloud computing, no-code and artificial intelligence technology, and deep subject matter expertise. Our AI-powered operational data automation platform gives firms... Read More
eClerx
Website: eclerx.com
eClerx provides AI, analytics, and digital operations services to help clients unlock growth and amplify business results. We create long-term value through a powerful combination of people, technology, data, and domain expertise. Read More
ECS Fin
Website: https://www.ecsfin.com/
ECS Fin is a global fintech delivering end-to-end transaction processing solutions specializing in payments, securities processing, trade settlement, cash management, and treasury services. Founded in 1999 as a consulting firm, ECS has partnered with Fortune 100 institutions for over two decades, aligning business and technology groups to drive operational excellence... Read More
FactSet
Website: www.factset.com
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,600 global clients, including over 219,000 individual users. Clients across the buy-side and sell-side as well as wealth... Read More
Finbourne Technology
Website: http://www.finbourne.com
FINBOURNE Technology has created an interconnected network of functionality and data that helps its clients deliver what their clients need in a constantly changing world. It is a market leading provider of investment management solutions and a best-in-class cloud native data management platform to the global financial services industry. We... Read More
First Rate
Website: https://firstrate.com/
First Rate is a global WealthTech partner delivering innovative technology, services, and data insights worldwide. With more than 30 years of industry experience, the privately owned firm is built for long-term impact, ensuring stability, continuity, and client-focused innovation. Serving broker-dealers, asset managers, RIAs/IFAs, trust companies, banks, and family offices, First... Read More
FRT
Website: https://frtservices.com
Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement... Read More
Fund Recs
Website: https://www.fundrecs.com/
Fund Recs develops cloud-based reconciliation software for the global Funds Industry, replacing outdated enterprise software with Software-as-a-Service (SaaS). The Fund Recs software simplifies complex reconciliation and data transformation in the funds industry reducing the time to complete reconciliations by up to 90%. Fund Recs mission is to automate and improve... Read More
FundGuard
Website: www.fundguard.com
FundGuard is a next-generation SaaS platform for investment management and administration that is powered by AI. FundGuard helps asset managers and fund administrators to manage mutual funds, ETFs, hedge funds, insurance products, and pension funds, supporting digital transformation, operations automation, AI-based insights, resiliency, and migration to the cloud. Read More
GoldenSource
Website: https://www.thegoldensource.com/
GoldenSource solves financial services’ toughest data challenges. We are the leader in cloud-based data management excellence, ensuring tools used in data engineering, decision support, and traditional EDM and MDM always have the best data available to them, to accelerate business and reduce costs. Firms recommend GoldenSource to quickly onboard and... Read More
Grandview Analytics
Website: https://grandviewanalytics.com/
Grandview Analytics is a professional services company exclusively serving the financial industry. Our professional services include data strategy, technology implementation, systems integration, and strategic consulting services. Our services drive integrated technologies, accurate and timely data, and enhanced decision-making capabilities as well as improved business processes and automated workflows. Our seasoned... Read More
Gresham
Website: https://www.greshamtech.com/
Gresham is a global leader in enterprise data automation solutions for the financial services industry. Leveraging innovative modern technology and deep industry expertise we make the complex simple, enabling firms to streamline their processes, manage risk, reduce costs, and ensure compliance. As a trusted partner to the world’s leading financial... Read More
J.P. Morgan
Website: https://www.jpmorgan.com/securities-services
J.P. Morgan Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights. J.P.... Read More
Kurtosys
Website: https://www.kurtosys.com
Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide. Our set of easy-to-use tools seamlessly deliver accurate automated reporting, best-in-class digital fund tools and secure client portals. Trusted by the world’s largest and leading investment brands, Kurtosys has a team... Read More
Linedata
Website: https://www.linedata.com/
Linedata: Simplify. Modernize. Transform. At Linedata, we empower 350+ buy-side clients with flexible, modern software and expert services that transform the investment lifecycle. Our technology and services help wealth managers, alternative investors, fund administrators, and asset managers scale efficiently and adapt to evolving market demands.From front office to back office,... Read More
LSEG
Website: http://www.londonstockexchange.com
LSEG is a leading global financial markets infrastructure and data provider that operates connected businesses to serve customers across the entire financial markets value chain. With capabilities in data, indices and analytics, capital formation, trade execution, clearing and risk management, we operate at the heart of the world’s financial ecosystem... Read More
Meradia
Website: https://meradia.com/
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to... Read More
NeoXam
Website: www.neoxam.com
NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide. NeoXam is committed to its clients’ success: We provide reliable and scalable solutions, processing more than €25 trillion worth of assets per day and serving over 10,000 users. Through its combined... Read More
Northern Trust
Website: www.northerntrust.com
About Northern Trust Northern Trust is a global financial institution providing asset servicing solutions to institutional investors. For more than 130 years, we have partnered with asset owners and asset managers to support the operational, risk, and oversight demands of the investment lifecycle. Through deep industry expertise and a strong... Read More
OnCorps AI
Website: https://www.oncorps.ai/
Preyer US Corp.
Website: https://www.preyer.de/
Connecting Business with IT – employing both our deep business and IT expertise we help to define a Target Operating Model and IT architecture that precisely fit your requirements, from concept to successful implementation and support of the constituent parts. Read More
RBC Investor Services
Website: https://www.rbcis.com/en/home.page
RBC Investor Services delivers investment servicing solutions to Canadian asset managers and asset owners, insurance providers, investment counsellors and global financial institutions. With more than 1,500 employees and offices across the globe, our focus is on safeguarding the assets of our clients and enabling their growth. Part of Royal Bank... Read More
Ridgeline
Website: https://www.ridgelineapps.com/
Ridgeline is the industry cloud platform for modern investment management with intelligence at the core. Purpose-built in the cloud, our technology addresses the unique challenges of an industry in need of new thinking. Ridgeline's single, AI-enabled platform brings together core functions like portfolio accounting, trade order management, reporting, and compliance... Read More
RIMES
Website: https://www.rimes.com/
RIMES provides transformative data management services and analytics solutions to the world’s leading investors and asset managers. Driven by our passion for solving the most complex data problems, we partner with our clients to help them streamline their operations to make better investment decisions using accurate information and industry-leading technology.... Read More
Saphyre
Website: www.saphyre.com
Saphyre leverages patented AI technology to digitize all pre-trade data and activities across multiple counterparties: from asset owners to investment managers, hedge funds to prime brokers, any client firms to broker-dealers and custodians, and much more. Saphyre’s platform maintains memory of data and documents, resulting in clients not having to... Read More
Saragossa
Website: https://saragossa.co.uk/
Saragossa delivers technology and transformation solutions for global investment firms and their portfolio companies. With ten years of sector focus across Investment Systems, Data, and Change, we’ve built one of the strongest expert communities in the industry. We support clients across three core areas: Connect: executive search and specialist hiring,... Read More
SimCorp
Website: www.simcorp.com
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,500 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services,... Read More
Smartstream
Website: https://smart.stream/
Smartstream unlocks trusted, intelligent data insights – clearly, consistently, and without compromise. Empowering leading global financial institutions and enterprises with innovative solutions that deliver accurate, timely data insights to streamline operations, reduce costs, and meet regulatory demands with confidence. By harnessing data at the core of customer operations, Smartstream drives... Read More
State Street
Website: www.StateStreet.com
This is State Street We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges, We recruit the best. We build partnerships and invest in innovation to help them seize new opportunities. Whether we’re helping investment... Read More
STP Investment Services
Website: https://stpis.com/
STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors providing the service, software, expertise, and confidence needed to focus on their core business objectives. STP provides a broad range of services and... Read More
TorreBlanc
Website: www.torreblanc.com
At TorreBlanc, we help investment managers turn transformation into measurable results. We deliver advisory and execution services across asset managers, wealth managers, and asset servicers—optimizing operations and modernizing technology platforms with clarity and precision. Our expertise spans the entire investment management value chain, covering people, process, technology, and data. From... Read More
TRG Screen
Website: https://www.trgscreen.com/
TRG Screen is the leading provider of market data and subscription management technology and expert insights for financial services and legal firms worldwide. Our unique combination of advanced technology and expert insights gives businesses complete clarity and control over market data, reference data and online research usage and costs at... Read More
Versana
Website: https://versana.io/
Versana is an industry-backed enterprise data and technology company transforming the syndicated loan and private credit markets. By digitally capturing agents’ loan data on a real-time basis, Versana provides unprecedented transparency into global loan level details and lender portfolio positions, bringing efficiency and velocity to the entire asset class. Through... Read More
Watson Wheatley
Website: https://www.watsonwheatley.com/
Watson Wheatley is a data aggregation and reconciliation software specialist serving hedge funds, asset managers, private equity firms and broker-dealers. Since inception in 2007 the iRecs reconciliation product has been offering comprehensive technology to normalise data using the aggregation engine and then provide advanced matching between any data source. With... Read More
WTAX
Website: https://wtax.co/
WTax is a foreign withholding tax (WHT) specialist offering fully-outsourced tax recovery solutions to global investors that primarily operates on a success fee model WTax’s vision of a truly automated reclaim process, coupled with two decades of indirect tax recovery experience and know-how, removes the administrative burden associated with the... Read More
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