Ameriprise Financial is a comprehensive financial services company founded in 1894, headquartered in Minneapolis, Minnesota. The firm specializes in financial planning, investment management, and insurance services, offering a wide range of products including auto, home, personal liability, and travel insurance. With a commitment to helping clients achieve their financial goals, Ameriprise has assisted millions of individuals in investing significant assets for their future. The company operates through a network of offices and partnerships, including collaborations with well-known retailers for its insurance products. With over $655 billion in assets under management and administration, Ameriprise Financial stands as a leading global institution, dedicated to putting clients' needs first and fostering confidence in their financial futures.
Seismic’s leading sales enableSeismic is the leading global sales and marketing enablement solution, improving close rates, and delivering larger deals for sales while increasing marketing’s impact on the bottom line. Large enterprises use Seismic to increase sales productivity through the automatic distribution of relevant information and personalized content to reps for any buyer interaction. Powerful content controls and visibility into usage ensures brand integrity and reduces risk. Seismic’s machine learning and analytics capabilities continuously improve the entire enablement process for large enterprises, increasing the ROI of sales content and tying it directly to revenue. Headquartered in San Diego and with more than 300 employees across the globe, Seismic is privately held by its executive team and investment firms General Atlantic, JMI Equity, and Jackson Square Ventures.
BMO Financial - EMEA asset management business
Acquisition in 2021
BMO Financial - Europe, Middle East, and Africa asset-management unit (EMEA) asset management business is a provider of investment and asset management services.
Watches of Switzerland Group PLC operates as a retailer of luxury watches in the United States and the United Kingdom. It offers luxury watches and jewelry; fashion and classic watches and jewelry; and gifts. The company operates 113 stores in the United Kingdom and 22 stores in the United States, as well as through five transactional websites under the Mono-Brand Boutiques, Watches of Switzerland, Mappin & Webb, Goldsmiths, and Mayors brand names. The company was incorporated in 2019 and is headquartered in Leicester, the United Kingdom.
Seismic’s leading sales enableSeismic is the leading global sales and marketing enablement solution, improving close rates, and delivering larger deals for sales while increasing marketing’s impact on the bottom line. Large enterprises use Seismic to increase sales productivity through the automatic distribution of relevant information and personalized content to reps for any buyer interaction. Powerful content controls and visibility into usage ensures brand integrity and reduces risk. Seismic’s machine learning and analytics capabilities continuously improve the entire enablement process for large enterprises, increasing the ROI of sales content and tying it directly to revenue. Headquartered in San Diego and with more than 300 employees across the globe, Seismic is privately held by its executive team and investment firms General Atlantic, JMI Equity, and Jackson Square Ventures.
Investment Professionals (IPI) is an independent Texas-based investment and insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for community financial institutions across the United States.
Marvell Semiconductor is a company that specializes in integrated circuit solutions, utilizing advanced communications mixed-signal processing and digital signal processing technologies. It offers a diverse portfolio of semiconductor solutions that focus on data infrastructure, covering areas such as compute, networking, security, and storage. Marvell's innovative technologies serve as critical components for the future of infrastructure technology, providing a unique blend of programmability, scalability, and performance. This enables carriers to drive innovation within their networks. Founded in 1995, Marvell is headquartered in Santa Clara, California.
Quotient Technology is a digital promotion and media platform that connects brands, retailers, and consumers through a variety of digital coupon offerings. The company, which was established in 1998 and is based in Mountain View, California, distributes digital printable coupons, paperless coupons, coupon codes, and card-linked offers. Its flagship site, Coupons.com, along with approximately 30,000 third-party publishers and mobile applications such as Coupons.com and Grocery iQ, form a robust distribution network. Quotient operates Retailer iQ, a mobile-first platform that integrates with retailers' point-of-sale systems, providing targeted promotions and analytics. By leveraging its extensive network and analytics capabilities, Quotient Technology enables advertisers and retailers to effectively reach and influence consumers, driving sales through targeted digital promotions and comprehensive performance measurement.
JHS Capital Advisors, LLC, a securities broker dealer and investment advisor, provides financial products and services for investors in the United States.
Columbia Management Investment Advisers is a privately owned investment manager. The firm provides its services primarily to investment companies. It also caters to individuals, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and corporations. It launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm also launches and manages hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm was founded in 1962 and is based in Boston, Massachusetts with additional offices in Greenwood Village, Colorado, San Francisco, California, New York City; Menlo Park, California, El Segundo, California, Alpharetta, Georgia, Boston, Massachusetts, Princeton, New Jersey, San Clemente, California, and Cambridge, Massachusetts. Columbia Management Investment Advisers, operates as a subsidiary of Ameriprise Financial, Inc.
H&R Block is a global consumer tax services provider, having prepared more than 680 million tax returns since 1955. There are approximately 12,000 company-owned and franchise retail locations in all 50 states, Puerto Rico and other U.S. territories, and on U.S. military bases around the world. An H&R Block branded retail office is located within five miles of most Americans.
J & W Seligman is a money management firm that specializes in developing innovative investment products and offering comprehensive asset management services. The company is known for creating the nation's first growth mutual fund and pioneering single-state municipal funds, alongside one of the leading technology funds in the country. Seligman has conducted extensive research into investment risk since the early 1990s, leading to the development of the Seligman Time Horizon Matrix® asset allocation strategy, which redefines the relationship between risk and reward over time. This strategy provides clients with a range of investment solutions tailored to various financial goals, including retirement planning and college savings. Seligman's services encompass retirement plans, such as 401(k) plans and IRAs, as well as fixed income and balanced mutual funds, ensuring that clients have access to suitable financial options to meet their needs.
Threadneedle Asset Management is a leading asset management organization based in the U.K., established in 1994. With over GBP 48 billion in assets under management, it serves a diverse clientele, including insurance companies, private investors, corporations, investment funds, pension plans, and affiliated group companies. The firm specializes in managing a variety of investment vehicles, including equity, fixed income, hedge funds, and balanced mutual funds, catering to both individual and institutional investors. Additionally, Threadneedle has a presence in Germany and other European markets, positioning itself as a significant player in the asset management sector.
YOUpowered is a prominent provider of permission-based personalization software designed for e-businesses and consumers. The company's software facilitates web-wide profiling while ensuring consumer trust by aligning users' privacy preferences with website privacy policies through the Platform for Privacy Preferences (P3P). By enabling businesses to deliver tailored experiences that respect user privacy, YOUpowered positions itself as a leader in the personalization market, catering to the growing demand for transparency and trust in online interactions.
Equinix is an internet company that provides data center services for companies, businesses, and organizations. It offers a software application platform designed for digital businesses that help its users to connect to their customers, employees, and partners. The company was founded in 1998 and headquartered in Redwood City, California.
Securities America Inc., founded in 1984 and headquartered in La Vista, Nebraska, is a prominent investment advisory firm offering a range of financial services to financial advisory firms and individual clients. The firm specializes in areas such as cash flow management, investment planning, taxation, insurance review, retirement planning, and estate planning. By supporting over 1,700 financial professionals across the nation, Securities America emphasizes the importance of independence in financial advisory, enabling its professionals to provide objective and quality counsel to their clients. The firm's commitment to fostering independence includes providing user-friendly technology, professional development resources, and exceptional service, all aimed at helping advisors deliver optimal financial products and services.
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