InvestOps USA 2025
March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Sponsors
Interested in joining this list of 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
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
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 Financial Markets Consulting
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
Appian
Website: https://appian.com/
Appian is the unified platform for change. We accelerate customers’ businesses by discovering, designing, and automating their most important processes. The Appian Low-Code Platform combines the key capabilities needed to get work done faster, Process Mining + Workflow + Automation, in a unified low-code platform. Appian is open, enterprise-grade, 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
Archer
Website: www.archerims.com
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
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
Bloomberg
Website: https://www.bloomberg.com/europe
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster... 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
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
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
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
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
CIBC Mellon
Website: https://www.cibcmellon.com/en/home.jsp
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 September 30, 2024, CIBC Mellon had more than C$2.9 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance... Read More
Citibank
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
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 Technologies
Website: http://www.continuus-technologies.com
Your Data is Your Story in Your Voice. These are the fundamental cornerstones on which Continuus Technologies was built; enriching organizations through data, always putting people first, and delivering transparent communication. Our team of expert consultants guides financial services firms to feel confident in making better business decisions by utilizing... 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
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 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 is a global provider of self-service data integrity and reconciliation services. Our mission is to make managing data easy. The cloud-based Duco platform empowers end users to aggregate, normalise and reconcile data on demand - without infrastructure projects. Firms rely on us to increase business agility, reduce risk, stay... Read More
eClerx
Website: https://www.eclerxmarkets.com
For financial organizations worldwide, eClerx Markets offers consulting, technological innovation, and process management expertise to solve numerous operational challenges. We help financial institutions improve productivity, flexibility, accuracy, and adaptability by seamlessly integrating our digital and robotic process automation capabilities with our skilled resources. Our experts deliver holistic solutions across the... Read More
EXF Financial Data Solutions
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
EZOPS
Website: https://www.ezops.com
EZOPS harnesses the power of Machine Learning and Intelligent Process Automation to manage all aspects of data control and validation, including reconstruction, reconciliation, research, remediation and reporting, at some of the world’s largest financial institutions. EZOPS blends decades of financial services experience with cutting edge technology to eliminate age-old inefficiencies... Read More
FactSet
Website: https://www.factset.com
FactSet 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 globally. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive... Read More
Financial Recovery Technologies (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
Financial Risk Solutions (FRS)
Website: https://frsltd.com/
Invest|Pro™ from FRS (Financial Risk Solutions Ltd) is software for the investment management of variable and annuity separate account subaccounts, investment divisions, mutual funds and the fund of funds structures into which they invest. InvestPro contains a fully integrated general ledger that produces financial statements for funds, subaccounts and portfolios.... 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
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
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
Grandview Analytics
Website: https://grandviewanalytics.com/
Grandview Analytics is a professional services and data management software company serving the financial industry. Our professional services include data strategy, technology implementation, systems integration, and strategic consulting services. Grandview offers an outsourced data management and reporting service powered by our proprietary, cloud-based platform, Rivvit. Our services drive integrated technologies,... Read More
Gresham Technologies
Website: https://www.greshamtech.com/
Gresham’s award-winning Clareti software platform has been designed to provide financial institutions with complete certainty in their data processing. Clareti is a highly flexible and fully scalable platform for assuring enterprise data integrity and is designed to address today’s most challenging financial control, internal risk management, data governance and regulatory... Read More
ISS Securities Class Action Services (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
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
London Stock Exchange
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
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
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. Purpose-built in the cloud, our technology addresses the unique challenges of an industry in need of new thinking. Ridgeline brings together core functions like portfolio accounting, trade order management, reporting, and compliance with a single set of real-time data on... 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
S&P Global
Website: https://www.spglobal.com/en/
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
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
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
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
Snowflake
Website: http://www.snowflake.com
Snowflake enables every organization to mobilize their data with Snowflake's Data Cloud. Customers use the Data Cloud to unite siloed data, discover and securely share data, and execute diverse analytic workloads. Wherever data or users live, Snowflake delivers a single data experience that spans multiple clouds and geographies. Snowflake’s platform... Read More
SS&C
More than 1,200 institutions globally rely on SS&C I&IM to manage more than $32 trillion of investments. We provide innovative, technology-powered solutions and outsourcing across the front-, middle- and back-offices for Asset & Wealth Managers, Insurance and TPA’s. We enable companies to compete more effectively, grow more profitably and streamline... 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
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
TorreBlanc is a Chicago-based consultancy offering operational and technology expertise to the global investment management industry. We provide end-to-end planning, execution, and delivery for transformational projects. Our consultants have an average of 15 years of experience with investment technology initiatives, ensuring our clients get an execution strategy that works. TorreBlanc... 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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