BlackRock

Plaid is a technology platform that provides APIs and developer tools to connect consumer bank accounts and financial data with applications. It enables developers to build modern financial services by offering infrastructure and intelligence tools that allow access to transactions, authentication for bank accounts, identity verification, real-time balances, asset verification, and income data. Its products include Transactions, Auth, Identity, Balance, Assets, and Income, supporting personal finance, consumer payments, lending, banking and brokerage, and business finance solutions. Plaid serves developers from startups to large financial institutions, helping democratize financial services with a developer-friendly experience. The company was founded in 2012 and is headquartered in San Francisco, California.

Flowdesk is a regulated digital asset trading firm specializing in market making, OTC services, and treasury management. It offers a compliant trading platform connecting blockchains, custodians, and service providers with deep liquidity and real-time analytics.

Founded in 2000, Sammaan Capital is an Indian non-banking financial company specializing in mortgage lending. It offers home loans, loans for NRIs, and loans against properties at competitive interest rates to salaried individuals and self-employed professionals within a relatively short processing time.

Upvest provides an investment API and blockchain wallet infrastructure that enables businesses and financial institutions to offer investment products and wallet experiences within their apps. Its modular, scalable platform supports portfolios, savings plans and micro-investing features such as roundups, while offering the digital infrastructure needed for licenses, vendor management, and back- and middle-office operations. The API also connects to blockchain networks and tokenized platforms, enabling DApps and exchanges to build wallet-enabled experiences for end users and allowing cross-border, secure access to investment products.

Founded in 2010, Dynasty Financial Partners provides an integrated wealthtech platform and comprehensive business services for independent financial advisors. Their offerings include technology, finance, marketing, compliance, practice management, investment solutions, mergers & acquisitions, capital strategies, and community support.

Preqin is a leading provider of private markets data platforms. It offers comprehensive datasets and analytical solutions for private capital and hedge fund investments throughout the lifecycle. The platform features market data, intelligent search, conferences news, visual analytics, and other tools, delivering real-time insights on private equity, venture capital, real estate, hedge funds, and infrastructure.

Willow is a women-focused financial coaching platform and community.

Securitize operates a platform for issuing and managing digital securities, offering issuer services (issuance, document handling, investor communications, accreditation), investor services (onboarding, wallet management, investor dashboards, token distribution), and support functions (fiat and crypto escrow, custody). Founded in 2017 and based in Redwood City, California, the company aims to modernize capital markets by enabling ownership, management and trading of digital securities across equities, funds, fixed income and real estate, with a global, compliant framework that increases transparency and liquidity and streamlines processes. It positions itself as an SEC-registered transfer agent integrated with multiple regulated US marketplaces and provides KYC/AML and capital management services.

Founded in 2000, Sammaan Capital is an Indian non-banking financial company specializing in mortgage lending. It offers home loans, loans for NRIs, and loans against properties at competitive interest rates to salaried individuals and self-employed professionals within a relatively short processing time.

Enviria specializes in solar-centric projects and energy-as-a-service solutions for businesses. It constructs innovative solar projects tailored to B2B sector requirements, leveraging EPC expertise and financial engineering.

Global Infrastructure Partners is an independent global infrastructure investor and fund manager established in 2006. It targets core infrastructure assets in energy, transportation, digital infrastructure, water and waste management, with operations spanning Europe, North America and beyond. The firm emphasizes a disciplined investment approach built on proprietary deal origination, thorough due diligence, strong stakeholder relationships, and clear value creation opportunities, while integrating ESG considerations to enhance long-term value for communities and investors.

Upvest provides an investment API and blockchain wallet infrastructure that enables businesses and financial institutions to offer investment products and wallet experiences within their apps. Its modular, scalable platform supports portfolios, savings plans and micro-investing features such as roundups, while offering the digital infrastructure needed for licenses, vendor management, and back- and middle-office operations. The API also connects to blockchain networks and tokenized platforms, enabling DApps and exchanges to build wallet-enabled experiences for end users and allowing cross-border, secure access to investment products.

Qover is a European insurtech company specializing in embedded insurance. It enables businesses to offer seamless, tech-driven insurance experiences through its modular platform, serving over 4 million users across 32 countries. Notable partners include Revolut, Monzo, Deliveroo, NIO, and Canyon.

Heelstone Renewable Energy, founded in 2012, is a prominent developer of utility-scale solar projects aimed at generating clean and sustainable energy. The company has established its expertise across the entire downstream solar value chain, encompassing greenfield and mid-stage development, finance, construction, and operation. By leveraging its founders' extensive experience in structured finance, Heelstone has successfully acquired and developed early and mid-stage solar projects across the United States. The company focuses on delivering high-quality solar assets and energy to local communities, utilizing advanced technology and industry expertise to enhance its development capabilities. With continued growth and support from industry partners, Heelstone is well-positioned to expand its footprint in the renewable energy sector.

South Street Securities LLC, established in 2001 and headquartered in New York, is a broker-dealer specializing in trade execution and financing services. The company focuses on financing matched books of U.S. Government and Agency repurchase agreements, utilizing a portfolio of financing collateral comprising government-backed debt, such as Ginnie Mae, Federal Home Loan Bank, and SBA loan pools, as well as Fannie and Freddie paper. South Street Securities offers trading and financing services, back office support including clearing and settlement, and managed services such as data management and security. The company's expertise extends to various financial services, including repo cash investment, repo security financing, fixed-income trading, and securities lending, catering to institutional investors, hedge funds, asset managers, and banks.

AlphaSense is a market intelligence platform that helps research and business professionals discover, navigate, and monitor financial data and disclosures. The web-based platform collects data from filings, research, news, and other sources and makes it searchable through artificial intelligence and natural language processing, enabling users to search, set alerts, and analyze data points with accuracy. It serves a large enterprise base, including financial institutions and a majority of S&P 500 clients. Headquartered in New York, the company also operates offices in London, Helsinki, and Pune.

Wagestream Ltd., founded in 2018 and headquartered in London, United Kingdom, develops a financial services application designed to enhance employee benefits and financial well-being. The platform allows employees to access their earned wages instantly, providing them with greater control over their pay schedules. This innovation aims to alleviate financial stress related to unexpected expenses by eliminating the need for advances, loans, and the burdens of high-interest credit or payday loans. Additionally, Wagestream offers various financial tools that help businesses support their employees in managing expenses, setting savings goals, and developing financial plans. By addressing these financial challenges, Wagestream seeks to reduce the poverty premium and prevent employees from falling into cycles of debt.

Leightal Capital Management is a global hedge fund that invests in a variety of asset classes, including equities, fixed income, and commodities. The fund is managed by a team of experienced professionals with a proven track record of success. Leightal Capital Management is committed to providing its investors with superior returns over the long term. The fund's investment philosophy is based on the belief that alpha can be generated by identifying and investing in mispriced assets. The fund's investment team uses a variety of research and analysis techniques to identify mispriced assets. The team also has a strong focus on risk management and capital preservation. Leightal Capital Management is a good choice for investors who are looking for a long-term investment partner with a proven track record of success.

Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors and organizations. The SaaS solution enables systematic measurement and optimization of the social impact of investment portfolios by analyzing the societal needs of populations and how those needs are addressed by various actors. The platform provides data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and regulatory reporting, supporting decision-makers in understanding sustainability across all societal stakeholders. Clarity AI serves a global client base and helps allocate capital toward sustainable outcomes.

Infobip is a London-based cloud communications platform that enables omnichannel engagement for businesses, providing tools for customer engagement across messaging channels, authentication and security, mobile identity, numbers and short codes, number lookup, and IoT connectivity. The platform scales messaging, maintains two-way traffic, and supports onboarding, retention, and digital transformation across retail, finance, and on-demand sectors.

Elvie is a health and lifestyle brand developing smarter technology for women. They are committed to building extraordinary products that improve the health and lives of women everywhere and at all stages of life. Their first product, Elvie Trainer, is an award-winning app-connected Kegel trainer that helps women strengthen the pelvic floor via fun, five-minute workouts. Launched in October 2015 to great acclaim, they took the wellness industry by storm! Our street cred includes more than 12 awards for innovation and design, including the prestigious CES Innovation Award, the IDA Design Award, and the Red Dot Award. As a business, Elvie has been recognized as one of Wired’s ‘hottest start-ups" and named one of the 15 start-ups "to watch" by The Sunday Times, and both products have been featured in the Oscar nominee gift bags. They recently launched a second innovation: Elvie Pump, the world’s first silent wearable breast pump, which is making it possible for new mothers to pump anytime, anywhere. Elvie Pump received international praise following its unveiling on the catwalk at London Fashion Week and at the Consumer Electronics Show (CES) in Las Vegas. In April 2019, Elvie announced a $42 million Series B led by IPGL and supported by Octopus Ventures and Impact Ventures. This represented the largest ever fundraise in femtech. This new round of financing will accelerate Elvie’s research and development efforts as well as help grow brand awareness and distribution for Elvie Pump and Elvie Trainer across the Americas, Europe, and Asia. Headquartered in London, UK, with offices also in New York City, the company has received numerous awards and raised more than $52 million in investment.

Sunlight Financial is a technology-enabled point-of-sale financing company in the United States that partners with contractors to provide homeowners with financing for the installation of residential solar systems and other home improvements. The company offers point-of-sale financing to accelerate purchases and installations, serving projects across solar, roofing, HVAC, windows, energy efficiency, interiors, and related home upgrades. By leveraging technology and underwriting capabilities, Sunlight Financial aims to simplify consumer finance for both contractors and homeowners, delivering a fast, frictionless financing experience. It operates nationwide and was founded in 2014, with headquarters in New York.

FlixBus, operated by FlixMobility, is a notable provider of intercity travel, focusing on affordable, convenient, and environmentally-friendly transportation solutions. Since its inception in 2013, the company has established Europe's largest long-distance bus network and introduced green long-distance trains in 2018, alongside a pilot for all-electric buses in Germany and France. The platform offers travelers a sustainable alternative to private transportation, featuring amenities such as free WiFi, flexible online booking, and innovative ticketing systems. FlixBus also expanded its services to the United States in 2018, bringing its unique travel model to a broader audience. By collaborating with regional bus partners and private train companies, FlixMobility combines technological innovation with traditional transportation expertise, positioning itself as a leader in the evolving mobility landscape. As a result, FlixBus has transformed the travel experience for over 100 million people across Europe and the United States while contributing to job creation in the mobility sector.

Congressional Bancshares, Inc. is the bank holding company for Congressional Bank, a community bank based in Bethesda, Maryland. Established in 2005, Congressional Bank provides a range of commercial banking services to customers in Maryland and the District of Columbia. The bank focuses on serving the financial needs of local businesses and individuals, emphasizing personalized service and community engagement.

Aquila Heywood builds modern software solutions for businesses, pension providers and third parties that help transform how their members manage their lifelong financial journeys. Thier aim is to inspire members, customers and policymakers, and together create and promote an environment that enables everyone to make more informed decisions to improve their financial security. They work collaboratively with the industry and its customers to create long-term growth and lasting business value through technology solutions.

Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors and organizations. The SaaS solution enables systematic measurement and optimization of the social impact of investment portfolios by analyzing the societal needs of populations and how those needs are addressed by various actors. The platform provides data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and regulatory reporting, supporting decision-makers in understanding sustainability across all societal stakeholders. Clarity AI serves a global client base and helps allocate capital toward sustainable outcomes.

Aperio Group, LLC, established in 1999 and headquartered in Sausalito, California, is a privately owned investment manager. It caters to a diverse client base, including high net worth individuals, investment companies, pension funds, and charitable organizations. Aperio specializes in creating custom, quantitative-driven equity portfolios tailored to clients' specific needs, risk factors, and ESG values. The firm's technology-based processes and consultative approach aim to deliver flexibility, efficiency, and insight, fostering trust and long-term client relationships. As of 2018, Aperio operates as a subsidiary of Golden Gate Capital.

Klarna is a technology-driven payments company that provides a platform for connecting consumers and merchants with flexible payment options for online and offline shopping. It offers direct payments, pay-after-delivery options, and installment plans, supported by a mobile app that enhances the shopping experience with flexible payment options and cashback rewards. The company operates across multiple countries and serves merchants with payment solutions and tailored advertising services, including messaging and insights features. Klarna is known for its buy now, pay later model, enabling interest-free financing for purchases divided into installments.

Trustly is a payments technology company that provides online banking payment and processing solutions across Europe. It enables merchants, consumers, and banks to transfer funds directly from bank accounts through browsers and mobile devices, supporting real-time transactions, cross-border payments, and refunds. The platform offers features such as real-time processing, account reconciliation, API integration, and plug-ins for e-commerce platforms, as well as recurring and one-click payments for subscriptions and in-app purchases. Trustly serves consumers and global merchants in sectors including e-commerce, travel, financial services, and online gaming, and its service is designed to improve conversion and user experience by enabling seamless online payments without cards. The company was founded in 2008 and is headquartered in Stockholm, Sweden.

MEMX LLC is a member-owned equities trading platform catering to both retail and institutional investors. Founded in 2018 and headquartered in Jersey City, New Jersey, the company focuses on enhancing the trading experience through its innovative platform. By prioritizing transparency and efficiency, MEMX aims to improve market access and execution for its members.

Founded in 2017, Unqork develops a no-code enterprise application platform that enables large companies to build complex custom software faster, with higher quality and lower costs. Its platform serves insurance, financial services, state and local government sectors.

Klarna is a technology-driven payments company that provides a platform for connecting consumers and merchants with flexible payment options for online and offline shopping. It offers direct payments, pay-after-delivery options, and installment plans, supported by a mobile app that enhances the shopping experience with flexible payment options and cashback rewards. The company operates across multiple countries and serves merchants with payment solutions and tailored advertising services, including messaging and insights features. Klarna is known for its buy now, pay later model, enabling interest-free financing for purchases divided into installments.

FlixBus, operated by FlixMobility, is a notable provider of intercity travel, focusing on affordable, convenient, and environmentally-friendly transportation solutions. Since its inception in 2013, the company has established Europe's largest long-distance bus network and introduced green long-distance trains in 2018, alongside a pilot for all-electric buses in Germany and France. The platform offers travelers a sustainable alternative to private transportation, featuring amenities such as free WiFi, flexible online booking, and innovative ticketing systems. FlixBus also expanded its services to the United States in 2018, bringing its unique travel model to a broader audience. By collaborating with regional bus partners and private train companies, FlixMobility combines technological innovation with traditional transportation expertise, positioning itself as a leader in the evolving mobility landscape. As a result, FlixBus has transformed the travel experience for over 100 million people across Europe and the United States while contributing to job creation in the mobility sector.

eFront is a financial software company that specializes in providing solutions for the management of alternative assets, serving sectors such as private equity, real estate investment, banking, and insurance. Founded in 1999 and headquartered in Paris, France, eFront develops comprehensive software designed to support the entire lifecycle of alternative investments, including due diligence, portfolio planning, and performance analysis. The company's integrated solutions facilitate decision-making and investment oversight, empowering investment professionals to navigate complex investment landscapes with enhanced efficiency and reduced risk. Recognized as one of the top global providers of financial technology, eFront has established itself as a key player in the realm of alternative investments and enterprise risk management.

Envestnet, Inc. is a provider of technology-driven wealth management and financial wellness solutions, operating primarily in the United States and internationally. The company is structured into two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. It offers a range of services including an open architecture wealth management platform, data aggregation and reporting, digital advice capabilities, and software for trading, rebalancing, and client relationship management through its Tamarac platform. Additionally, Envestnet delivers goals-based financial planning solutions via MoneyGuide, and services for advisor-sold retirement plans through Envestnet Retirement Solutions. The company also provides research and consulting services to support financial advisors in developing investment strategies and optimizing portfolios. Envestnet primarily serves banks, wealth management firms, brokerages, and registered investment advisors, facilitating their business operations and enhancing client interactions. Founded in 1999, Envestnet is headquartered in Chicago, Illinois.

Tennenbaum Capital Partners, LLC, established in 1999, is a prominent alternative investment management firm specializing in credit opportunities. With approximately $5 billion in assets under management, the firm invests in both performing credit and special situations, including debtor-in-possession financing, convertible strategies, and event-driven opportunities. Tennenbaum has invested around $9 billion across over 170 portfolio companies since its inception. The firm is known for its continuity in management, with all five partners staying on following a majority stake acquisition by BlackRock in 2018.

FutureAdvisor, founded in 2010 and based in Seattle, Washington, offers investment advisory services that aim to simplify wealth management for clients. The company specializes in providing personalized, data-driven recommendations to optimize retirement accounts such as 401(k)s and IRAs. FutureAdvisor's platform focuses on delivering financial projections and tailored diversification plans, helping clients make informed investment decisions. By implementing the principles of index investing in a user-friendly software format, FutureAdvisor addresses common investment challenges, such as high fees and poor performance associated with traditional mutual funds. As a subsidiary of BlackRock, FutureAdvisor continues to promote the notion that effective investing can be accessible and affordable for everyone.

Funding Circle operates an online marketplace connecting businesses seeking finance with investors worldwide. It facilitates direct lending for small and medium-sized enterprises, supporting growth, working capital needs, and various business expenses.

LendingClub Corporation is an online lending marketplace based in San Francisco, California, that connects creditworthy borrowers with investors. Founded in 2006, the platform offers a variety of unsecured personal loan products, including options for education, patient finance, auto refinancing, and small business loans. By facilitating direct investment in these loans, LendingClub provides investors access to an asset class that has traditionally been limited to institutional investors. The company generates most of its revenue through transaction fees from its role in processing loan applications and working with bank partners to enable loan originations. This approach aims to simplify and accelerate the lending process, making it more accessible for consumers and beneficial for investors.

Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.

Founded in 2005, Oportun is a digital banking platform that empowers members with responsible credit options, savings tools, and budgeting capabilities. It has provided over $15 billion in affordable credit, saving members approximately $2.3 billion in interest and fees.

Barclays Global Investors was an investment management subsidiary of Barclays Bank, headquartered in San Francisco. As the largest corporate money manager in the world, it managed over £1.04 trillion (US$2.08 trillion) in assets as of October 2007. The firm had research and portfolio management teams located in key financial hubs including London, Sydney, Tokyo, and Toronto, along with client service offices in various major financial centers across Europe, North America, and Asia. In its operational history, Barclays Global Investors played a significant role in the investment management industry before being acquired by BlackRock.

Merrill Lynch Investment Managers is a Finance company.

State Street Research & Management is an investment management company. It provides services for high-net-worth individuals; banking and thrift institutions; investment companies; pension and profit sharing plans; pooled investment vehicles; charitable organizations; corporations; and state and municipal government entities. State Street Research & Management manages separate client-focused portfolios and also serves as an investment advisor to a family of mutual funds. The firm invests in the public equity and fixed income markets across the globe, focusing on the United States and Canada. It invests in growth and value stocks of small- mid- and large-cap companies, employing quantitative analysis and hedging techniques. State Street Research & Management was founded in 1924 and is based in Boston, Massachusetts, with an additional office in New York. It was acquired by BlackRock, Inc. on January 31, 2005.