InvestOps USA 2025
March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Sponsors
Interested in joining this list of Sponsors?
These sponsors were part of the previous event. To review the most recent Sponsors list, click here.
Adenza+Nasdaq
Website: www.adenza.com
We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth. Our end-to-end trading, treasury, risk management and regulatory compliance solutions enable financial institutions to consolidate and streamline their operations. We serve global, central and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds,... Read More
AlphaCentrix
Website: https://alphacentrix.com/
AlphaCentrix helps investment managers, custodians, and fund administrators streamline back & middle office operational workflows with its software, cloud services, and managed services. AlphaFuse, a low-code transaction processing and reference data master platform, provides financial services firms with a solution to rapidly automate data-centric workflows like custodian file management, market... 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
Arria
Website: www.arria.com
Arria NLG is a form of artificial intelligence [AI] that transforms structured data into natural language. Arria software replicates the human [Hu] process of expertly analyzing and communicating data insights. Arria empowers humans with machine processing power to communicate advanced knowledge and understanding in natural language, at machine speed —... Read More
Assette
Website: www.assette.com
Assette software helps firms create client, sales and portal communications across the customer lifecycle using a single, trusted source of data. Designed for asset management, the Assette platform provides technical capabilities in data management, authoring, production, delivery and analytics. From first contact with a prospect to sharing perspective with longstanding... 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
BestX®
Website: https://www.bestx.co.uk/
BestX® is recognised by more than 135 clients as the Industry Standard for TCA & Best Execution Analytics We are a technology company, delivering independent open-architecture real-time analytics, that operate autonomously from any liquidity provider or execution venue. Our analytics create a level playing field across which clients can assess... Read More
Bloomberg
Website: www.bloomberg.com/professional/expertise/buy-side
Bloomberg’s Buy-Side solutions deliver front-to-back technology for the investment lifecycle, from decision support and order management, to portfolio management and post-trade services, for some of the largest asset managers, asset owners, and hedge funds. Bloomberg AIM, a leading order management system (OMS), is used by nearly 15,000 professionals at over... Read More
BNY Mellon
Website: www.bnymellon.com
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. BNY Mellon can act... Read More
Broadridge
Website: http://www.broadridge.com/
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
Cassini
Website: https://cassinisystems.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
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
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
Citisoft
Website: www.citisoft.com
Citisoft is a global consulting firm dedicated to servicing the investment management industry. Our staff and management bring credibility and hands-on knowledge to every facet of our client relationships, backed by a history of successful partnerships with leading investment management firms and industry service providers. With our deep understanding of... Read More
Clearwater Analytics
Website: https://clearwater-analytics.com/
Clearwater Analytics® is the leading provider of web-basedinvestment portfolio accounting, reporting, and reconciliation services forinvestment managers, corporate treasuries, and insurance companies. Clearwateraggregates, reconciles, and reports on more than $1.7 trillion in assets acrossthousands of accounts daily. For more than a decade, Clearwater best-in-classtechnology and client services have enabled firms to... 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
Endava
Website: https://www.endava.com/
Endava - Reimagining the relationship between people and technology. We accelerate our clients’ ability to take advantage of new business models and market opportunities by ideating and delivering dynamic platforms and intelligent digital experiences that fuel the rapid, ongoing transformation of their businesses. By leveraging next-generation technologies, our agile, multi-disciplinary... Read More
Enfusion
Website: https://www.enfusion.com/
Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system. Through its software, analytics, and middle/back-office managed services, Enfusion creates enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth. Enfusion partners with 680+ investment managers from 10 global offices... 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
FlexTrade
Website: www.flextrade.com
FlexTrade Systems is a global leader in high performance multi-asset execution management and order management systems for equities, fixed income, foreign exchange, futures, and options. FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding investment and trading workflows of the global hedge fund and asset... Read More
FX Connect
Website: https://www.fxconnect.com/
As part of State Street’s GlobalLink suite of market-leading e-trading platforms, technology and workflow solutions, FX Connect simplifies and automates the entire FX trading process - from pre-trade through execution to post-trade settlement. It also seamlessly integrates with GlobalLink’s TradeNeXus℠ platform for the electronic matching, confirmation and communication of FX... 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
Website: www.genesis.global
The world’s leading financial institutions “buy-to-build” with Genesis to power application development in weeks, not years. The Genesis platform powers application development with the speed, performance and flexibility today’s financial institutions need to gain a sustained competitive edge. With highly composable and customizable components, financial markets organizations can accelerate innovation... 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
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
IHS Markit
Website: https://ihsmarkit.com/index.html
IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to... Read More
Intersystems
Website: https://financial.intersystems.com/
InterSystems is the leading provider of technology for critical data initiatives in the healthcare, finance, manufacturing and supply chain sectors, including production applications at most of the top global banks. Its cloud-first data platforms solve interoperability, speed, and scalability problems for large organizations around the globe. Established in 1978, InterSystems... 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
Linedata
Website: www.linedata.com
Linedata
Asset Management
offers a robust, configurable platform of software, data and services that
enable our wealth, institutional and
alternative
clients to grow, operate efficiently, manage change and provide excellent
service to their own clients and stakeholders.
We provide
a flexible, modular approach to the challenges of the investment lifecycle:... Read More
MJ Hudson
Website: www.mjhudson.com/service/custodian-bank-benchmarking
MJ Hudson (AIM:MJH) is the one-stop-shop solutions provider to the asset management industry, specializing in private markets and alternative investments. The firm helps fund managers and investors run more smoothly and perform at their best, through an integrated suite of advisory, outsourcing, and analytical services, supported by a range of... Read More
NeoXam
Website: www.neoxam.com
NeoXam is a global financial software company for the buy-side and sell-side. We automate complex processes at the heart of our clients’ industries enabling them to improve their competitiveness, better serve their clients, and further manage their growth. With more than 25 years of financial software experience, we have the... Read More
Northern Trust
Website: www.northerntrust.com
Northern Trust is the premier provider of Whole Office solutions for some of the world's most successful and complex asset managers and asset owners. Providing front, middle and back office solutions to help them meet the demands of a changing and complex investment landscape. Innovative technology, deep expertise, and personalized... 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: https://www.saphyre.com/
Saphyre leverages exclusive US Patent-Approved AI technology to structure all pre-trade data and documents, creating a cloud-based golden copy of reference data for use in trading and post-trade. Saphyre’s provides pre-trade workflows for multilateral counterparties: between asset owners and buy-sides/custodians, buy-sides and their brokers/prime brokers/custodians. It encompasses KYC, credit risk,... Read More
SEI
Website: www.seic.com
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of... Read More
SimCorp
Website: http://www.simcorp.com
SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of... Read More
SS&C
Website: www.ssctech.com/
SS&C offers a suite of industry-leading technology and services, backed by 35 years of industry experience, to service insurance and institutional investment operations. This ground-up approach results in a single solution provider that spans the front, middle and back offices with support for every asset class and every function across... 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 one of the most influential fintechs in pre- and post-trade communication, trusted by over 600 financial firms – custodian banks, buy-sides, broker-dealers and FMIs – across 88 countries. Quick and easy to deploy, our interoperable, web-native collaboration platform is used by all investment operations teams including securities settlements,... Read More
Temenos
Website: https://www.temenos.com/us/solutions/fund-management/
Temenos AG (SIX: TEMN) offers cloud-native, cloud-agnostic and AI-driven solutions that enable our clients to transform their businesses, gain new operational efficiencies and get ready for growth. Our uniquely cloud-first, Explainable AI (XAI) enabled solution, Temenos Multifonds, offers a single, global platform to consolidate fragmented, legacy systems, increase control and... Read More
TradeNeXus
Website: https://tradenexussolutions.com
TradeNeXus℠ is an multi award winning electronic post-trade processing service that provides matching, confirmation, settlement and clearing services for foreign exchange and money market transactions. As part of State Street’s GlobalLink suite of market-leading e-trading platforms, technology and workflow solutions, TradeNeXus provides straight-through processing, operational efficiencies and settlement risk reduction.... Read More
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Our Sponsors:
