InvestOps USA 2027
February 22 - 24, 2027
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.
2026 Lead Sponsors
S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the... 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
2026 Premier Sponsors
Aladdin by BlackRock
Website: https://www.blackrock.com/aladdin
BlackRock's Aladdin is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation. As a strategic partner to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, Aladdin combines sophisticated risk... Read More
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
Bloomberg
Website: www.bloomberg.com
Bloomberg's solutions deliver 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
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 more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps... Read More
Brown Brothers Harriman
Website: www.bbh.com
Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. We have a 200-year track record helping clients innovate and navigate complex financial markets. Our 6,000 employees support our clients’ investments in over 90 markets from 18 offices globally. As a private partnership,... Read More
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
Clearwater Analytics
Website: https://cwan.com/
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates... Read More
Deloitte
Website: www.deloitte.com
Deloitte is an industry leader in providing audit, tax, and a broad range of 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. Our Investment... Read More
EY
Website: https://www.ey.com/en_us/industries/wealth-asset-management
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today... 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
Linedata
Website: https://www.linedata.com/
Linedata: Simplify. Modernize. Transform. At Linedata, we empower 350+ buy-side clients with flexible, modern software and expert services that transform the investment lifecycle. Our technology and services help wealth managers, alternative investors, fund administrators, and asset managers scale efficiently and adapt to evolving market demands.From front office to back office,... Read More
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
Saphyre
Website: www.saphyre.com
Saphyre leverages patented AI technology to digitize all pre-trade data and activities across multiple counterparties: from asset owners to investment managers, hedge funds to prime brokers, any client firms to broker-dealers and custodians, and much more. Saphyre’s platform maintains memory of data and documents, resulting in clients not having to... Read More
SimCorp
Website: www.simcorp.com
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,500 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services,... Read More
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
2026 Event Partners
ACA Global
Website: https://www.acaglobal.com/
ACA Group (ACA) is the leading governance, risk, investment performance and compliance (GRC) advisor in financial services. For over 20 years, we’ve empowered our clients to reimagine GRC to launch, grow, and protect their business. Our innovative approach integrates advisory, managed services, distribution solutions, and analytics with our ComplianceAlpha® technology... Read More
Accenture
Website: www.accenture.com
Accenture is a leading solutions and global professional services company that helps the world’s leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 779,000 people, our proprietary assets and platforms,... 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
ActiveOps
Website: https://activeops.com/
Your reconciliation teams are drowning in exceptions. Month-end means mandatory overtime. And you're one key person away from missing a NAV deadline. Sound familiar? You're not alone. Fund administration and middle office operations are under relentless pressure – growing transaction volumes, compressed timelines, talent shortages, and zero tolerance for errors.... Read More
Acuity Analytics
Website: www.acuityanalytics.com
Acuity Analytics (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 experts,... 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
Allvue Systems
Website: www.allvuesystems.com
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
AlphaCentrix
Website: https://alphacentrix.com/
AlphaCentrix is a leading solutions provider to global asset managers, fund administrators, and prime brokers. We deliver modern data management, operations outsourcing, and consulting services designed to simplify complexity across the investment lifecycle. Our flagship platform, AlphaFuse, centralizes and governs data across trading, accounting, reconciliation, and reporting environments—improving transparency, strengthening... Read More
Altaira Strategic Partners, LLC
Website: 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 will allow 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... 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
Amazon Web Services
Website: https://aws.amazon.com/
Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud, offering over 200 fully featured services from data centers globally. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—are using AWS to lower costs, become more agile, and innovate faster.https://aws.amazon.com/ Read More
Ascenteum
Website: https://ascenteum.co.uk/
Ascenteum is a specialist capital markets consultancy delivering front to back transformation, platform implementation, and high calibre talent to global financial institutions. The firm combines deep domain expertise with hands on delivery across Trading, Valuation, Risk, Collateral, Payments, Settlements, and Regulatory Reporting. A core strength of Ascenteum is its dedicated... 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
BetaNXT
Website: https://betanxt.com/
BetaNXT powers the future of connected wealth, investing in platforms, products and partnerships to accelerate growth. We are a leading provider of frictionless wealth management enterprise solutions, real-time data capabilities and an enhanced advisor experience. Through our software, data, and operations-as-a-service approach, we empower our clients with flexible, efficient, connected... Read More
Bipsync
Website: https://bipsync.com/
Bipsync is a research management software (RMS) purpose-built for investment management. We help our clients capture, structure, and leverage collective intelligence at scale. Trusted by the world’s largest asset owners and asset managers, our clients use Bipsync as a system of record with customizable workflow automation to help them power... Read More
BNP Paribas
Website: https://securities.cib.bnpparibas
BNP Paribas’ Securities Services business is a leading global custodian providing multi-asset post-trade and asset servicing solutions to buy-side and sell-side market participants, corporates and issuers. As a pillar of BNP Paribas’ diversified banking model, Securities Services provides asset servicing solutions that are closely integrated with the first-class services of... Read More
Broadridge
Website: www.broadridge.com
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and... Read More
Carta
Website: carta.com
From acquisition to analytics, Carta LP Portfolio Analytics technology disrupts the alternative investment industry by transforming unstructured content into actionable investment data to drive superior operational and investment outcomes. The AI platform delivers document acquisition, dynamic data extraction and portfolio analysis in one integrated system to enable operations and investment... 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
CGI
Website: https://www.cgi.com/en
Founded in 1976, CGI is one of the world’s largest IT and business consulting services firms and a trusted leader in wealth and asset management technologies. We are insights-driven and outcomes-focused, helping organizations maximize returns on their technology and business investments. Operating across hundreds of locations worldwide, CGI delivers comprehensive,... Read More
Charles River
Website: https://www.crd.com
Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes. The Charles River Investment Management Solution scales easily, and supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement. The solution offers a simplified... Read More
CIBC Mellon
Website: www.cibcmellon.com
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at December 31, 2025, CIBC Mellon had more than C$3.4 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance... Read More
Citisoft
Website: http://www.citisoft.com
Citisoft is a global consulting firm dedicated to enabling change in the investment management industry. Our consultants are industry experts who have delivered transformative initiatives for global asset managers, asset owners, insurers, and asset servicers. We are the most experienced consultancy in the industry, offering unmatched domain expertise and leading-edge... Read More
Commcise
Website: https://commcise.com/
Commcise SaaS and managed service solutions are designed to bring the buy-side, sell-side and research providers together using a network of contracts and technology designed to service the needs of each participant. Commcise aims to bring greater transparency to the research market by developing industry leading technology and service solutions.... 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
Crisil Integral IQ
Website: https://integraliq.crisil.com/
Crisil Integral IQ delivers solutions and actionable intelligence to top financial institutions, driving strategic transformation, risk optimization, and operational excellence. Our offerings across research, risk, lending, analytics and operations have empowered clients to navigate complex markets, mitigate risks and unlock new opportunities. Our domain expertise, innovative solutions, future-ready technologies such... Read More
CSC
Website: https://www.cscglobal.com/cscglobal/home/
CSC is the world’s leading provider of business administration and compliance solutions, partnering with buy-side investment operations leaders to design and run scalable operating models. We bring deep alternatives expertise and global reach to fund managers and asset owners, delivering integrated fund administration, middle-office, and capital markets services across the... Read More
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... Read More
Deutsche Bank
Website: https://www.db.com/index?language_id=1&kid=sl.redirect-en.shortcut
Deutsche Bank provides retail and private banking, corporate and transaction banking, lending, asset and wealth management products and services as well as focused investment banking to private individuals, small and medium-sized companies, corporations, governments and institutional investors. Deutsche Bank is the leading bank in Germany with strong European roots and... Read More
DTCC
Website: https://www.dtcc.com
With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian... Read More
Duco
Website: www.du.co
Duco is empowering financial services firms to break the bad data cycle that has held the industry back for decades. We do this with a combination of proprietary technique, innovative cloud computing, no-code and artificial intelligence technology, and deep subject matter expertise. Our AI-powered operational data automation platform gives firms... Read More
ECI
Website: https://www.eci.com
ECI is the leading provider of cloud services, cybersecurity, and data and AI for alternative investment services organizations across the globe. With its unmatched platform of solutions, ECI provides assured business acceleration through technology, partnering with clients to drive innovation. More than 1,000 customers worldwide with over $3 trillion of... Read More
eClerx
Website: eclerx.com
eClerx provides AI, analytics, and digital operations services to help clients unlock growth and amplify business results. We create long-term value through a powerful combination of people, technology, data, and domain expertise. Read More
ECS Fin
Website: https://www.ecsfin.com/
ECS Fin is a global fintech delivering end-to-end transaction processing solutions specializing in payments, securities processing, trade settlement, cash management, and treasury services. Founded in 1999 as a consulting firm, ECS has partnered with Fortune 100 institutions for over two decades, aligning business and technology groups to drive operational excellence... Read More
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
EPAM Systems, Inc. (EPAM)
Website: https://www.epam.com/
EPAM Systems, Inc. (EPAM) is a leading digital transformation services and product engineering company. Since 1993, we have used our software engineering expertise to become a leading global provider of digital engineering, cloud and AI-enabled transformation services, and a leading business and experience consulting partner for global enterprises and ambitious... Read More
FactSet
Website: www.factset.com
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,600 global clients, including over 219,000 individual users. Clients across the buy-side and sell-side as well as wealth... Read More
Fenergo
Website: www.fenergo.com
Fenergo is the leading provider of Client Lifecycle Management (CLM) solutions that digitally transform how financial institutions, asset management, fintechs and corporates onboard and manage clients throughout their lifecycle. Its software digitally orchestrates every client journey from initial Know your Customer (KYC) and client onboarding, automating regulatory compliance and enabling... Read More
Finbourne Technology
Website: http://www.finbourne.com
FINBOURNE Technology structurally reduces the cost of investing by modernizing financial data infrastructure. Our cloud-native platform unifies data across public and private assets, connecting workflows and insights throughout the investment lifecycle—without disrupting existing systems. Trusted by global leaders including HSBC and Northern Trust, FINBOURNE eliminates data silos and inconsistencies, and... Read More
First Rate
Website: https://firstrate.com/
First Rate is a global WealthTech partner delivering innovative technology, services, and data insights worldwide. With more than 30 years of industry experience, the privately owned firm is built for long-term impact, ensuring stability, continuity, and client-focused innovation. Serving broker-dealers, asset managers, RIAs/IFAs, trust companies, banks, and family offices, First... Read More
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
Fund Recs
Website: https://www.fundrecs.com/
Fund Recs develops cloud-based reconciliation software for the global Funds Industry, replacing outdated enterprise software with Software-as-a-Service (SaaS). The Fund Recs software simplifies complex reconciliation and data transformation in the funds industry reducing the time to complete reconciliations by up to 90%. Fund Recs mission is to automate and improve... Read More
FundApps
Website: https://www.fundapps.co/
FundApps is a cloud-native RegTech SaaS platform that automates compliance monitoring and reporting for the world’s leading financial institutions. Trusted by some of the world’s largest hedge funds, asset managers, pension funds, and investment banks, FundApps monitors over $30 trillion in assets under management across 100+ jurisdictions. Our platform combines... Read More
GoldenSource
Website: https://www.thegoldensource.com/
GoldenSource solves financial services’ toughest data challenges. We are the leader in cloud-based data management excellence, ensuring tools used in data engineering, decision support, and traditional EDM and MDM always have the best data available to them, to accelerate business and reduce costs. Firms recommend GoldenSource to quickly onboard and... Read More
Grandview Analytics
Website: https://grandviewanalytics.com/
Grandview Analytics is a professional services company exclusively serving the financial industry. Our professional services include data strategy, technology implementation, systems integration, and strategic consulting services. Our services drive integrated technologies, accurate and timely data, and enhanced decision-making capabilities as well as improved business processes and automated workflows. Our seasoned... Read More
Gresham
Website: https://www.greshamtech.com/
Gresham is a global leader in enterprise data automation solutions for the financial services industry. Leveraging innovative modern technology and deep industry expertise we make the complex simple, enabling firms to streamline their processes, manage risk, reduce costs, and ensure compliance. As a trusted partner to the world’s leading financial... Read More
Gryphon
Website: https://gryphon-strategies.com/
Established in 1989, Gryphon is a global business intelligence and investigations firm headquartered in New York, with offices in London, Los Angeles and Miami. Gryphon’s diverse global teams bring deep expertise and a range of perspectives to their work in complex due diligence, litigation support, internal investigations, and global political... Read More
Hypercore
Website: https://www.hypercore.ai/
Hypercore leads the private credit industry with innovative loan management software and AI-powered administration services. Their end-to-end platform streamlines the whole loan lifecycle from origination to maturity, combining funding source management and client data in one integrated system. With the launch of their AI Admin Agent, Hypercore is redefining servicing... Read More
Indus Valley Partners
Website: https://www.ivp.in/
Indus Valley Partners (IVP) is a trusted transformation partner to leading alternative asset managers, including global leaders in private credit, private equity, and hybrid fund strategies. With 25 years focused exclusively on the buy side, IVP brings unmatched expertise in modernizing data, operating, and reporting infrastructures. Our integrated platform and... Read More
Intelligo
Website: www.intelligo.ai
Intelligo is a premier risk intelligence platform that combines insights driven by our proprietary AI model, 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... 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
LTM
Website: www.ltm.com
LTM Canada is a leader in the IT Products and Services industry and the Business Creativity partner to some of the largest financial institutions around the world. Our flagship product, Unitrax?, is the leading wealth and asset management platform in Canada, with Assets Under Administration in excess of $1Tril CAD.... Read More
Lucera
Website: https://www.lucera.com/
Lucera is an industry leading technology service provider delivering performant, secure, and scalable solutions designed to power today's demanding financial applications. We provide best in-class on-demand co-located infrastructure and connectivity, priced on a month-to-month basis, offering a compelling solution to businesses looking to lower expenses and reduce operational overhead. We... Read More
Mantle
Website: https://withmantle.com/
Mantle is building modern solutions for managing private assets, from cap tables to capital calls. While global alternative assets are projected to reach $30+ trillion by 2030, the infrastructure to manage these investments hasn't kept pace. Institutional investors still operate with fragmented manual processes, logging into dozens of GP portals... 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
Morningstar
Website: https://www.morningstar.com/business/brands/data-analytics
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Power great investment... Read More
MSCI
Website: https://www.msci.com/
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more... Read More
NAV Fund Services
Website: www.navfundservices.com
Founded in 1991, NAV Fund Services is a privately owned fund administrator recognized for its award-winning premium solutions and innovative proprietary technology. An expert team of 3,400+ professionals provides comprehensive services to 2,300+ funds globally encompassing all fund strategies and sizes, including digital asset/cryptocurrency funds, while maintaining a 99% client... Read More
NeoXam
Website: www.neoxam.com
NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide. NeoXam is committed to its clients’ success: We provide reliable and scalable solutions, processing more than €25 trillion worth of assets per day and serving over 10,000 users. Through its combined... Read More
OnCorps AI
Website: https://www.oncorps.ai/
Orbit
Website: https://orbit.ai
At Orbit, we harness artificial intelligence to empower bespoke investment research at scale. Our platform collects, processes and transforms unstructured data sets across more than 71,000 companies, 200,000 fund share classes and 20,000 news sources, allowing our clients to streamline investment research and ESG scorecards, according to their specific investment... Read More
Ortec Finance
Website: www.ortecfinance.com
Ortec Finance is a leading provider of technology and solutions for risk and return management. It is Ortec Finance’s purpose to enable people to manage the complexity of investment decision making. This is accomplished via the delivery of leading technologies and solutions for investment decision making to financial institutions around... 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 US Corp.
Website: https://www.preyer.de/
Connecting Business with IT – employing both our deep business and IT expertise we help to define a Target Operating Model and IT architecture that precisely fit your requirements, from concept to successful implementation and support of the constituent parts. Read More
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 delivers investment servicing solutions to Canadian asset managers and asset owners, insurance providers, investment counsellors and global financial institutions. With more than 1,500 employees and offices across the globe, our focus is on safeguarding the assets of our clients and enabling their growth. Part of Royal Bank... Read More
Ridgeline
Website: https://www.ridgelineapps.com/
Ridgeline is the industry cloud platform for modern investment management with intelligence at the core. Purpose-built in the cloud, our technology addresses the unique challenges of an industry in need of new thinking. Ridgeline's single, AI-enabled platform brings together core functions like portfolio accounting, trade order management, reporting, and compliance... Read More
RIMES
Website: https://www.rimes.com/
RIMES provides transformative data management services and analytics solutions to the world’s leading investors and asset managers. Driven by our passion for solving the most complex data problems, we partner with our clients to help them streamline their operations to make better investment decisions using accurate information and industry-leading technology.... Read More
Rivvit
Website: https://rivvitdata.com/
Rivvit is an AI-powered data management and reporting platform that simplifies complex data processes for investment and insurance asset management. With Rivvit, users can unify and access data across systems, ensure data quality, and automate reporting on a scalable platform. Whether as an end-to-end software solution or a managed service,... Read More
Saragossa
Website: https://saragossa.co.uk/
Saragossa delivers technology and transformation solutions for global investment firms and their portfolio companies. With ten years of sector focus across Investment Systems, Data, and Change, we’ve built one of the strongest expert communities in the industry. We support clients across three core areas: Connect: executive search and specialist hiring,... Read More
Shift AI
Website: www.shifthq.ai
Shift builds AI-powered workflow solutions for institutional finance, addressing one of the industry's most costly inefficiencies: fragmented research. Investment teams waste hours hunting for scattered information across emails, chats, research notes, models, and market platforms to piece together the intelligence they need. This fragmentation slows critical decisions and erodes alpha... Read More
SmartSettle AI, Inc.
Website: https://www.smartsettle.ai/
SmartSettle AI is an intelligent post-trade control layer built to eliminate settlement breaks before they occur. Using predictive AI, SmartSettle AI unifies trade, match, and settlement data into a real-time command center for operations teams. Asset managers and hedge funds use SmartSettle AI to reduce fails, automate exception workflows, and... Read More
Smartstream
Website: https://smart.stream/
Smartstream unlocks trusted, intelligent data insights – clearly, consistently, and without compromise. Empowering leading global financial institutions and enterprises with innovative solutions that deliver accurate, timely data insights to streamline operations, reduce costs, and meet regulatory demands with confidence. By harnessing data at the core of customer operations, Smartstream drives... Read More
SS&C Advent
Website: https://www.advent.com/
SS&C 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 practices—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, work together seamlessly,... Read More
Stable Kernel, Inc.
Website: https://stablekernel.com/
Stable Kernel is a custom software and technology services firm specializing in digital transformation for financial services. We build platforms for financial institutions concerned about falling behind in modernization, frustrated with outdated systems that can't keep pace with expectations, or disappointed by previous technology investments that failed to deliver. Our... 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
Straive
Website: www.straive.com
Straive is a global leader in operationalizing enterprise AI for the financial services industry and beyond. Trusted by 5 of the top 10 global investment managers, Straive combines deep domain expertise (6K+ CFAs, MBAs, Masters, and PhDs) across the entire investment value chain, along with industry-leading advanced analytics and AI... Read More
Strata FSC
Website: https://stratafsc.com/
Strata is a delivery-focused consultancy specialising in Aladdin, eFront and the data ecosystem. 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
Substantive Research
Website: https://substantiveresearch.com/
Substantive Research provides independent comparison and discovery on investment research, ESG and market data pricing and products to 130+ financial institutions, that represent a combined AUM of more than $20 trillion and total assets of over $25 trillion. By providing transparency into previously opaque pricing models and fast-evolving supply dynamics,... 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: www.taskize.com
Taskize is trusted by over 600 firms across 88 countries to modernise the financial sector’s complex communications ecosystem. The Taskize platform – and our five solutions (communications, interoperability, business, data and AI) – connect all market participants, allowing firms to scale by increasing operational capacity, reducing regulatory risk and improving... Read More
Tata Consultancy Services
Website: https://www.tcs.com/what-we-do/industries/capital-markets
Tata Consultancy Services is the technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest standards of innovation, engineering excellence and customer service. It has set an aspiration to become the world's largest AI-led technology services company and is enabling its clients... Read More
teciem
Website: teciem.com
Teciem is a global provider of front-to-back treasury and capital markets software solutions, serving banks and financial institutions of all sizes. We deliver award-winning solutions for trading lifecycle and risk management, helping clients to operate seamlessly across asset classes and global markets. Built on decades of domain expertise, our solutions... Read More
TorreBlanc
Website: www.torreblanc.com
At TorreBlanc, we help investment managers turn transformation into measurable results. We deliver advisory and execution services across asset managers, wealth managers, and asset servicers—optimizing operations and modernizing technology platforms with clarity and precision. Our expertise spans the entire investment management value chain, covering people, process, technology, and data. From... Read More
TRG Screen
Website: https://www.trgscreen.com/
TRG Screen is the leading provider of market data and subscription management technology and expert insights for financial services and legal firms worldwide. Our unique combination of advanced technology and expert insights gives businesses complete clarity and control over market data, reference data and online research usage and costs at... Read More
Ultimus
Website: www.ultimusfundsolutions.com/
Ultimus is a leading independent provider of tech-enabled full-service fund administration, accounting, and investor servicing solutions, including outsourced middle office services for buy-side investment managers. With over $725 billion in AUA, our deep commitment to excellence is achieved through investments in talent and technology, with a focus on our consultative... Read More
Unqork
Website: https://www.unqork.com
Unqork empowers enterprises to accelerate growth by rapidly building, testing, and running AI-powered applications. Trusted by the world’s largest organizations in highly regulated industries, applications built on Unqork’s platform become more secure over time while significantly reducing technical debt, so businesses can focus on innovation rather than maintenance. Unqork’s customers... Read More
V7
Website: www.v7labs.com
V7 is an AI company automating the complex document work that slows down expert teams. Its flagship GenAI platform, V7 Go, uses a powerful reasoning engine to deploy intelligent AI agents. These agents extract and verify critical information from business documents, then provide trustworthy answers backed by source citations. This... Read More
Versana
Website: https://versana.io/
Versana is an industry-backed enterprise data and technology company transforming the syndicated loan and private credit markets. By digitally capturing agents’ loan data on a real-time basis, Versana provides unprecedented transparency into global loan level details and lender portfolio positions, bringing efficiency and velocity to the entire asset class. Through... Read More
Watson Wheatley
Website: https://www.watsonwheatley.com/
Watson Wheatley is a data aggregation and reconciliation software specialist serving hedge funds, asset managers, private equity firms and broker-dealers. Since inception in 2007 the iRecs reconciliation product has been offering comprehensive technology to normalise data using the aggregation engine and then provide advanced matching between any data source. With... Read More
Wipro
Website: https://www.wipro.com/
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading AI-powered technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our consulting-led approach and the Wipro Intelligence™ unified suite of AI powered platforms, solutions, and transformative offerings, we help... 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 proprietary solutions for tax, reconciliations, confirmations, client onboarding, and allocations. Since 2003, Xceptor has been empowering businesses worldwide... Read More
ZRG Partners
Website: https://www.zrgpartners.com/Sponsorship and Exhibiting opportunities sell out fast! Contact us today to reserve your place.
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