InvestOps USA 2027
February 22 - 24, 2027
JW Marriott Grande Lakes, Orlando
These sponsors were part of the previous event. To review the most recent Sponsors list, click here.
2019 sponsors
Accenture
Website: https://www.accenture.com/ie-en/consulting-index
Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world’s largest delivery network – Accenture works at... 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
Archer’s core focus is empowering success through innovative solutions. We achieve this through products and services developed by leaders who have direct experience in the investment management industry, and with direct input from managers themselves. This combination leads to results measured by each investment manager’s unique needs and achieving their... Read More
AxiomSL
Website: https://www.axiomsl.com/
Leveraging
more than 25 years’ experience, AxiomSL combines deep industry expertise with
an intelligent data management platform to deliver services around regulatory
and risk reporting, liquidity, capital and credit, operations, trade and
transactions, and tax analytics. Its global footprint spans a client base of
regional and global financial institutions with... 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
Calypso
Website: http://www.calypso.com
Calypso Technology, Inc. is a leading provider of cross-asset, front-to-back technology solutions for financial markets. Calypso software and Cloud services support trading, risk management,collateral, processing, accounting and compliance needs in a uniquely integrated platform, bringing simplicity and cost efficiency to address today’s business and regulatory imperatives. With over 35,000 users... Read More
CBXmarket
Website: https://www.cbxmarket.com/
CBXmarket develops innovative
financial technology solutions for fixed income investors.
CBXmarket’s cloud-based OASIS platform is a fixed income
portfolio management solution that enables investment managers to realize the
benefits of workflow automation and portfolio optimization to streamline front,
middle, and back-office functions.
Our team combines industry
expertise with... Read More
Charles River
Website: http://www.crd.com
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate... Read More
Citisoft
Website: http://www.citisoft.com
Since 1986, we’ve solved complex technology and operations challenges for the investment management industry. With a team of over 100 dedicated consultants in North America and EMEA, we’re committed to working with asset managers and asset servicers globally on projects of every scope. From guiding complete business transformation programs to... 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
CloudMargin
Website: http://www.cloudmargin.com
CloudMargin is a cloud-based,
end-to-end collateral and margin management workflow tool covering every aspect
of the collateral management cycle. The single-instance platform supports the
collateralisation of all instruments and asset classes for cleared and
non-cleared transactions. The
technology scales up and down based on need, offers access to best-in-breed
solutions... Read More
Curium Data Systems
Website: http://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... Read More
Eagle Investment Systems
Website: http://www.eagleinvsys.com
Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create... Read More
Electra Information Systems
Website: http://www.electrainfo.com
Electra provides award-winning post-trade operations workflow solutions and managed services for reconciliation, data aggregation, trade matching, settlement and fee billing to global institutional buy-side firms. Asset managers, hedge funds, fund administrators and outsourced service providers use Electra solutions across their middle and back offices to reduce and manage risk, improve... Read More
ETNA
Website: http://www.etnasoft.com
ETNA is a leading technology provider for capital markets
with a focus on retail brokerage and digital advising firms. ETNA’s key
offering is front-to-back white label platforms for operating an online
broker-dealer, RIA, digital advisory or FinTech firm. Clients benefit from using
all-in-one multi-asset solution with web and mobile trading... Read More
Fannie Mae
Website: http://www.fanniemae.com/portal/index.html
Fannie Mae is a government-sponsored enterprise (“GSE”) chartered by Congress. We serve as a stable source of liquidity for purchases of homes and financing of multifamily rental housing, as well as for refinancing existing mortgages. Our role in the market enables qualified borrowers to have reliable access to affordable mortgage... Read More
Fidelity Corporate Actions Solutions
Website: http://fcas.fidelity.com
As a trusted source for global corporate actions data and workflow tools that streamline activities across the lifecycle of anevent, we give clients the confidence they need to effectively process this time-sensitive information. Our experiencedteam runs data from multiple global sources through our proprietary announcement capture and validation process toquickly... 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
GlobeTax
GlobeTax is the world's leading third-party provider of cross-border withholding tax recovery solutions. Through the firm’s outsourced MIDAS® offering, GlobeTax procures documentation, monitors investment income, manages relief at source elections, and files reclaim applications for investors, investment managers, and financial institutions, securing all possible tax entitlements. Through ESP, GlobeTax collects... Read More
HSBC
Website: http://www.gbm.hsbc.com/solutions/securities-services
HSBC Securities Services provides award winning fund administration, global custody and direct custody and clearing services. We have one of the world’s largest and strongest securities services networks with assets of more than USD7.7 trillion under custody (as at February 2018). This global network is combined with specialist emerging market... Read More
Kessler Topaz Meltzer & Check
Website: https://www.ktmc.com/
Kessler
Topaz Meltzer & Check, LLP is one of the world’s foremost advocates in
protecting the public against corporate fraud and other wrongdoing. Our
lawyers regularly take on the foremost defense attorneys—and win—in class
actions, shareholder derivative suits, antitrust litigation and other complex
litigation around the globe. We are proud... Read More
Lumint
Lumint Corporation is a boutique
currency specialist with a technology company at its core. Lumint provides an
outsourced, passive currency overlay service to institutional investors using
our automated and feature-rich platform called “Emma”. Lumint also offers Emma to currency managers
looking for a scalable, automated, feature rich solution with a... Read More
Meradia
Website: http://meradia.com/
Meradia specializes in strategic advisory and implementation
services for the investment management industry. Since 1997 we have helped our
clients enhance their processes, productivity and profitability through
improvements in operations and technology. Meradia leverages its time-tested
methodologies to solve business challenges, including strategic assessment,
workflow optimization, vendor selection, and system... Read More
Murex
Website: www.murex.com
For more than 30 years, Murex has been providing
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
45,000 daily users in... Read More
NeoXam
Website: http://www.neoxam.com
NeoXam DataHub provides a set of functional modules which
answer to the specific requirements of financial institutions such as
investment and retail banks, asset managers, brokers, custodians or fund
administrators. Consolidation and centralization of a securities master file
fed from different sources, improved management of business entities
(counterparties, issuers), the... 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
RIMES
Website: http://www.rimes.com/
RIMES is an award-winning Managed Data Service and RegTech Solutions provider. We’re passionate about solving the data and regulatory challenges faced by our clients--300+ investment managers, hedge funds, wealth managers, private banks, custodian banks, insurance companies and pension funds in 40 countries across the globe--including 60 of the 100 largest... 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
Simcorp Coric
Website: http://www.simcorpcoric.com
SimCorp Coric is a best-in-class enterprise client communications and reporting solution for institutional asset management firms to automate their end-to-end global reporting processes and enhance client service. The solution integrates with virtually any investment management solution, drawing data from any source into a consistent and transparent form across all client... Read More
SmartStream
Website: http://www.smartstream-stp.com
SmartStream is a global software and managed services provider that in challenging markets conditions has outpaced its rivals in the financial markets sector, creating an impressive base of more than 1,500 customers. This includes more than 70 of the world’s top 100 banks alongside the world’s leading asset managers, custodians... Read More
SS&C Advent
Website: http://www.advent.com
Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries – from established global institutions to small start-up practice – to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help our clients minimize risk,... 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
Sponsorship and Exhibiting opportunities sell out fast! Contact us today to reserve your place.
Want to see who sponsored with us previously? View the list here.