Ameriprise Financial is a financial services company that focuses on financial planning, investment products, and insurance. Founded in 1987, it aims to help individuals achieve their financial goals and build confidence in their futures. The company provides various insurance products, including auto, home, personal liability, and travel insurance, primarily through partnerships with well-known retailers such as Costco. With a commitment to client care and competitive pricing, Ameriprise serves clients across 42 states through its offices in Wisconsin, Arizona, and Nevada. As a leading global financial institution, Ameriprise manages over $655 billion in assets, helping millions of people invest for their future.
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.
Quotient Technology (NYSE: QUOT), which recently changed its name from Coupons.com Incorporated, is a digital promotion and media platform that connects brands, retailers, and consumers. It distributes digital coupons and media through a variety of products, including: digital printable coupons, digital paperless coupons, coupon codes, and card linked offers. The company operates Retailer iQ, a mobile-first, real-time digital coupon platform that connects directly into a retailer’s point-of-sale system and provides targeting and analytics for manufacturers and retailers. It also powers digital coupon initiatives in online marketing campaigns — including display and video advertising. Quotient's distribution network includes the company's flagship site, Coupons.com, approximately 30,000 third-party publishers, as well as its mobile applications, Coupons.com and Grocery iQ, and those of the company's many partners. Quotient Technology was established in 1998 and is based in Mountain View, California.
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 is one of the premier asset management organizations in the U.K., with more than GBP 48 billion (USD 80.35 billion) in assets under management as of the end of the second quarter of 2003. Founded in 1994, Threadneedle manages assets for insurance companies, private investors, corporations, investment funds, pension plans and Zurich affiliate group companies. It is the fourth largest retail investment funds manager(a) and the ninth largest segregated pension fund manager(b) in the U.K. by assets under management. Threadneedle also operates in Germany and other European markets.
YOUpowered is the leading provider of permission based personalization software that enables ebusinesses to deliver webwide profiling with built-in consumer trust.
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. is a leading financing, investment, and structured product solutions and offers its services to financial advisory firms, individual clients. It ensures independence of financial professionals so they can provide quality, objective counsel and services to their clients. With more than 1,700 financial professionals nationwide, everything that they do revolves around helping them deliver the best financial products, services and financial counsel to their clients.
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