InvestOps USA 2025
March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Sponsors
Interested in joining this list of Sponsors?
Principal Sponsors
AccessFintech
Website: www.accessfintech.com
AccessFintech’ Synergy is a collaboration network enabled through shared data, providing optimization, scale and multilization of risk. Multi party data is continuously enriched and segregated for maximum security, allowing for smarter electronic decision making and optimization of resources. Synergy is a network of leading financial institutions which allows resolution and... 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
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
BNY
Website: www.bny.com
BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For 240 years we BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping... Read More
Brown Brothers Harriman
Website: www.bbh.com
Brown Brothers Harriman (BBH) is a
privately owned and managed financial services firm. We serve the most
sophisticated individuals and institutions with expertise in Private Banking,
Investment Management, and Investor Services.
Without the distraction of
third-party shareholders, our interests are wholly aligned with those of our
clients, and have been... Read More
Citi
Website: https://www.citibank.com/mss/solutions/pfss/solutions/fund/
Citi Securities Services supports the world’s leading asset managers, institutional investors, and financial institutions. We provide a full suite of solutions in over 60 proprietary custody markets and 23 fund domiciles, including: custody, clearing, asset servicing, fund administration, ETF services, middle office, agency securities lending, collateral management, transfer agency, and... 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
Genesis Global
Website: www.genesis.global
Genesis Global enables financial markets organizations to innovate at speed through its software application development platform and deep expertise in capital markets and financial services. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows,... Read More
Linedata
Website: https://www.linedata.com/
Linedata AMP: Reimagine your asset management operations. Transform your business. Whether you’re an institutional manager or a hedge fund, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world. Cloud-enabled software, collaborative expertise with integrated data... Read More
S&P Global Market Intelligence
Website: https://www.spglobal.com/market-intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep, and insightful information. Our team of experts delivers unrivalled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. S&P Global Market Intelligence is a division... Read More
Saphyre
Website: www.saphyre.com
Saphyre leverages patented AI technology to digitize all pre-trade, thru post-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 interoperable platform maintains memory of data and documents, resulting in clients... Read More
SimCorp
Website: http://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 3,000 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
SIX
Website: https://six-group.com/financial-information
SIX is a global financial services provider supporting the entire value chain. Operating the Swiss, Spanish, and Digital Stock Exchanges, SIX ensures efficient market infrastructure while delivering essential financial data and services. As a global provider of financial information, SIX specializes in high-quality data from all over the world, delivered... Read More
Snowflake
Website: http://www.snowflake.com
Snowflake makes enterprise AI easy, efficient and trusted. Thousands of companies around the globe, including hundreds of the world’s largest, use Snowflake’s AI Data Cloud to share data, build applications, and power their business with AI. The era of enterprise AI is here. Learn more at snowflake.com (NYSE: SNOW) 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
Sponsors
Accelex
Website: https://www.accelextech.com/
From acquisition to analytics, Accelex technology disrupts the alternative investment industry by transforming unstructured content into actionable investment data to drive superior operational and investment outcomes. The Accelex AI platform delivers document acquisition, dynamic data extraction and portfolio analysis in one integrated system to enable operations and investment teams. Accelex... Read More
Acuity Knowledge Partners
Website: https://www.acuitykp.com/
Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry... 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
Altaira Strategic Partners, LLC
Website: https://www.altairastrat.com/
Altaira Strategic Partners, LLC partners with both emerging and established asset managers to provide a state-of-the-art institutional operating environment that allows such managers to bring their products and ideas to the marketplace with speed, efficiency and the necessary tools to augment their ability to compete with their relevant peer universe... 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
Altimetrik
Website: https://www.altimetrik.com/
Altimetrik is a pure-play digital business services company focused on delivering measurable business outcomes through an agile, product-oriented approach. Our industry-first, proven digital business methodology serves as a blueprint to develop, scale, and launch new products to market faster. With a team of over 6,500+ practitioners skilled in software, data,... Read More
Appian
Website: https://appian.com/
Appian is a software company that orchestrates business processes. The Appian Platform empowers leaders to design, automate, and optimize important processes from start to finish. With our industry-leading platform and commitment to customer success, Appian is trusted by top organizations to drive transformational process change. For more information, visit appian.com.... Read More
Arteria
Website: https://www.arteria.ai/
Arteria AI is a data-first documentation platform that accelerates operations and drives smarter decision-making. Arteria’s platform can generate and digitize documentation to facilitate the ingestion, collaboration, negotiation, workflow, and analytics of critical documents. This enables stakeholders to understand documents at any given moment, monitor risk and compliance, discover client preferences,... Read More
AutoRek
Website: www.autorek.com
AutoRek is a leading provider of automated reconciliation software. We’ve been revolutionizing finance operations and controls for the global financial sector since 1994. Our solutions are purpose-built to reduce operating costs, achieve regulatory compliance and help firms get in control of their data. AutoRek is the go-to end-to-end automated reconciliation... Read More
Bloomberg
Website: https://www.bloomberg.com/professional/solutions/asset-owners/buy-side/
Bloomberg Buy-Side Solutions delivers fully hosted technology across the entire investment lifecycle so you can rise to new challenges with fresh data insights, leading portfolio management tools, and streamlined operational workflows. 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
Broadridge
Website: https://www.broadridge.com/financial-services/asset-management/
Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help 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... Read More
Cardo AI
Website: https://cardoai.com/
Intelligent technology for the asset-based finance and private credit markets. Cardo AI is a global fintech company with the mission to make the market more efficient, transparent, and accessible to all players. Using proprietary technology that integrates software, data, and intelligence Cardo AI accompanies banks, credit originators, servicers, asset managers,... Read More
Cassini
Website: https://cassini.com/
Discover Cassini, your go-to analytics partner for derivatives users. Since 2014, we've been at the forefront of margin and collateral analytics, delivering innovative solutions to asset management firms, hedge funds, pension funds, clearing brokers, prime brokers, and more. Our cutting-edge algorithms and intelligence-driven analytics empower you to boost returns, minimize... 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 Development
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: https://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, 2024, CIBC Mellon had more than C$3 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance... 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
Continuus
Website: https://www.continuus.ai/
Continuus is a data analytics and cloud consulting firm that employs an elite, focused group of industry experts who design innovative, custom solutions that enable the financial industry to achieve operational alpha. We help our clients surface insights faster, increase operational efficiency, and harness the exponentially growing world of data.... Read More
Crux
Website: https://www.cruxdata.com/
Crux is on a mission to make the world’s external data model ready. As a trusted partner to top financial institutions, we simplify external data integration, transformation, and observability—helping firms accelerate time to market, minimize operational risks, and reduce data costs. Our fully managed service ensures seamless, resilient, and scalable... Read More
Curium Data Systems
Website: www.curiumdata.com
Curium Data Systems is a fast-growing
technology provider that works exclusively within data management for financial
services companies.Curium solutions are an evolution from the
traditional data management applications - easier to implement, maintain and
operate and designed to sit at the heart of the Business Operations groups
within the firm.CuriumEDM... 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 strategies... Read More
Deloitte
Website: https://www2.deloitte.com/us/en/pages/financial-services/topics/investment-management.html?icid=top_investment-management
Deloitte is an industry leader in providing audit, tax, and a broad range of advisory and consulting services to investment management firms. We are committed to being a leading professional services organization serving the investment management industry which is demonstrated through a blend of trust, innovation, and extensive multidisciplinary capabilities.... Read More
Delta Capita
Delta Capita is a leading Consulting, Managed Services, and Technology provider, covering the spectrum of CLM and regulatory activities. Whether you’re looking to optimize your operating model, replace technology, harmonize policy, or go digital, we are here to help. Qwyn, a subsidiary of Delta Capita, is your all-in-one solution for... Read More
Delta Data
Website: https://deltadata.com/
Delta Data is a leading provider of technology solutions for the global investment fund industry, processing trillions of dollars in assets for top financial institutions. We simplify the complexities of global investment fund administration through our industry-vetted SaaS integrated suite. Trusted by four of the top 10 US banks, three... 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, a leading data automation company, is helping businesses to unleash their potential by removing the friction around data. Duco’s cloud-based, no-code platform brings the processing of mission-critical data to business users with governance and control, giving firms the tools they need to increase business agility, reduce risk, stay compliant... Read More
eClerx
Website: https://eclerx.com
eClerx is a productized services company, bringing together people, technology and domain expertise to amplify business results. Read More
Egnyte
Website: https://www.egnyte.com/
Egnyte combines the power of cloud content management, data security, and AI into one intelligent content platform. More than 22,000 customers trust Egnyte to improve employee productivity, automate business processes, and safeguard critical data, in addition to offering specialized content intelligence and automation solutions across industries, including architecture, engineering, and... Read More
Enfusion
Website: https://www.enfusion.com/
Enfusion’s investment management platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one SaaS-based system built on one golden data set. Through our industry-leading software, analytics, and middle/back-office managed services, we create enterprise-wide cultures of real-time, data-driven intelligence, boosting agility and powering growth. As a Fintech leader,... Read More
Exafluence
Website: https://www.exf-financialdatasolutions.com
EXF Financial Data Solutions empowers investment management through cloud-native, AI-driven solutions. By integrating and modernizing data systems, EXF enhances decision-making, trade accuracy, compliance, and reporting efficiency. Request a demo today to see how EXF can streamline your data lifecycle. www.exf-financialdatasolutions.com Read More
EY
Website: https://www.ey.com/en_us/industries/wealth-asset-management
How EY’s Global Wealth & Asset Management Sector can help your business In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older... Read More
FactSet
Website: https://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 8,200 global clients, including over 218,000 individual users. Clients across the buy-side and sell-side as well as wealth... Read More
FINASTRA
Website: https://www.finastra.com/solutions/investment-management
Finastra is a global provider of financial software applications, services and marketplaces, and launched the leading open platform for innovation, FusionFabric.cloud, in 2017. Pioneer of open finance and collaboration, Finastra is trusted by 8,600+ institutions and manages more than $5b assets under management across all continents. Fusion Invest, our integrated... Read More
FINBOURNE
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
FIS
Website: https://www.fisglobal.com/
FIS is a global leader in financial services technology,
with a focus on retail and institutional banking, payments, asset and wealth
management, risk and compliance, and outsourcing solutions. Through the depth
and breadth of our solutions portfolio, global capabilities and domain
expertise, FIS serves more than 20,000 clients in over... Read More
FRS
Website: https://frsltd.com/
Invest|Pro™ from FRS (Financial Risk Solutions Ltd) is software for the investment management of variable annuity, separate account subaccounts, investment divisions, mutual funds and fund of funds structures into which they invest. InvestPro contains a fully integrated general ledger that produces financial statements for funds, subaccounts and portfolios. InvestPro manages... 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
FundRecs
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
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
Gradient
Website: https://www.gradient.ai
Gradient is the only AI-powered Finance Reasoning Platform that enables businesses to automate complex data workflows, used to power advanced business process automations. 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
Intelligo
Website: https://www.intelligo.ai/
Intelligo is a premier risk intelligence platform that combines AI-driven insights with expert human analysis to deliver a comprehensive view of individuals and companies. We specialize in pre-investment and investment due diligence, continuous monitoring, and executive background checks, empowering financial institutions, corporations, and investors. Intelligo’s platform streamlines workflows, enabling teams... Read More
ISS SCAS
Website: https://www.issgovernance.com/
ISS Securities Class Action Services (ISS SCAS) delivers a fully outsourced litigation research and claims filing solution that successfully maximizes client recoveries of lost assets. In fact, during the last two calendar years, ISS SCAS’ claims filing clients have recovered more than $1 billion. For more than 30 years, ISS... 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
JPSB Group
Website: https://jpsbgroup.com/
JPSB Group provides buy-side financial institutions with technology transformation expertise and post-production support. We are a globally trusted and outcome driven technology partner with senior professionals covering front-to-back activities and specializing in system integration and implementation services. Our focus is on vendor platforms, and we are one of only three... 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
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
Murex
Website: https://www.murex.com/en
For more than 35 years, Murex has provided enterprise-wide, cross-asset financial technology solutions to capital markets players. Its cross-function platform, MX.3, supports trading, treasury, risk and post-trade operations, enabling clients to better meet regulatory requirements, manage enterprise-wide risk, and control IT costs. With more than 60,000 daily users in more... Read More
NeoXam
Website: https://www.neoxam.com/
NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. Through its combined talents... Read More
OSTTRA
Website: https://osttra.com
OSTTRA – The home of industry-shaping businesses MarkitServ, Traiana, TriOptima and Reset, OSTTRA (www.osttra.com) brings the expertise, processes and networks together to solve the post-trade challenges of the global financial markets. OSTTRA strengthens the post-trade infrastructure and ecosystem with robust and progressive end-to-end post-trade solutions and unrivalled connectivity. Read More
Preyer
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
PureFacts
Website: https://www.purefacts.com/
PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue... Read More
PwC
Website: https://www.pwc.com
PwC, a global leader in Asset and Wealth Management professional services, combines cutting-edge technology, expert talent, and actionable insights to drive transformative outcomes. Trusted to deliver value at scale, we help organizations solve complex challenges, advance innovation, and expand capabilities through collaboration—all while building trust and sustained success worldwide. Read More
RBC Investor Services
Website: https://www.rbcis.com/en/home.page
RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 15 banks globally (1), our focus is on safeguarding the assets of our clients and... 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 enterprise data management solutions to the global investment community. Driven by our passion for solving the most complex data problems, we provide our clients with investment intelligence that powers more than US$ 75 trillion in AUM annually. The world’s leading institutional investors, asset managers and service providers... Read More
Saragossa
Website: https://saragossa.co.uk/
Saragossa specializes in driving technology projects and transformation for global investment firms and their portfolio companies. With a focus on Investment Systems, Data, and Change, our decade-long expertise has cultivated an unparalleled community of subject matter experts and partners. Our core services include; executive search, utilizing innovative strategies to penetrate... Read More
SmartStream
Website: https://www.smartstream-stp.com/
SmartStream is a recognised leader in financial transaction management solutions that enable firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with the regulators. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle... Read More
SS&C Technologies
Website: https://www.ssctech.com/
SS&C Technologies Holdings (NASDAQ: SSNC) is a trusted partner for buy-side firms, delivering innovative solutions to optimize investment operations. As the world’s largest hedge fund and private equity administrator and the leading mutual fund transfer agency, SS&C combines unmatched expertise with advanced technology to meet the unique needs of the... 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
Strata FSC
Website: https://stratafsc.com/
Strata is a delivery-focused consultancy specialising in Aladdin, eFront and Data & Analytics. We are industry practitioners who bring end-to-end strategic advisory and hands-on delivery capabilities to our clients, spanning Wealth and Asset Managers, Asset Owners and Asset Servicers. Our team draws expertise from involvement in the majority of all... Read More
Swift
Website: https://www.swift.com/
We’re the global specialist in financial transactions – the way the world moves value across borders, through cities and over seas. We keep funds flowing, supply chains moving and the world's economies turning. No other organisation can address the scale, precision and trust that this demands. We're unique too: a... Read More
Taskize
Website: http://www.taskize.com
Taskize is the leading investment ops collaboration platform and Euroclear-owned fintech trusted by over 600 financial firms – custodian banks, buy-sides, broker-dealers and FMIs – across 88 countries. Its interoperable, web-native collaboration platform is used by all investment operations teams including securities settlements, corporate actions and collateral management to minimise... Read More
TorreBlanc
Website: https://www.torreblanc.com
"Founded in 2017, TorreBlanc was established as an operations and technology consultancy to empower investment and wealth managers to deliver on their mission to their clients. We provide advisory and execution services that drive transformation initiatives to optimize operational efficiencies, expand product capabilities, and streamline technologies. We are headquartered in... 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
Ultimus Fund Solutions
Website: https://www.ultimusfundsolutions.com/
Ultimus Fund Solutions is the leading independent provider of tech-enabled full-service fund administration, accounting, and investor servicing solutions that supports the launching and servicing of funds along with offering outsourced middle office services for buy-side investment managers. As the largest independent administrator servicing 450+ investment management firms, Ultimus functions as... Read More
Verity
Website: https://verityplatform.com
About Verity: Verity is a leading provider of research management software, data, and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea-generation solutions to more than 360 institutional investors globally. The platform is the result of a strategic merger between MackeyRMS and InsiderScore, sponsored by... 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 manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions. We consistently increase investment performance by up to 52 basis points per annum for over 900 clients globally, through optimizing market coverage, shortening refund timelines, and improving cash flow. Our scalable and transparent tax... Read More
Xceptor
Website: https://www.xceptor.com
Xceptor is the intelligent data automation platform for financial markets, providing data ingestion, standardization, normalization, and validation services. Catering to thousands of unique use cases, its highly configurable and enterprise-grade platform offers pre-built solutions that deliver trusted data for tax, reconciliations, and confirmations workflows. Since 2003, Xceptor has been empowering... Read More
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