Citi

Kanastra operates as a technology-driven back office for alternative investments, focusing on private credit and private equity. The company has developed an asset management platform that addresses inefficiencies in the securitization market. This platform provides a range of services, including bank services, debt issuance, bookkeeping, and distribution. It also supports passive management and mirroring while offering real-time analytics and structured data. By leveraging technology, Kanastra aims to facilitate a seamless investment experience, allowing investors and originators to operate more efficiently and with greater freedom.

Sepio has developed an innovative asset risk management platform focused on protecting organizations from hardware-based attacks. Unlike traditional methods that monitor asset activity, Sepio's solution uses physical layer asset DNA profiling to provide actionable visibility and control over hardware assets. This platform enables security teams to gain comprehensive insight into their infrastructure, regardless of whether it includes IT, OT, or IoT components. With trafficless monitoring, the solution reports the actual assets present within 24 hours, along with associated risk factors, allowing for effective policy enforcement and mitigation of rogue devices. By enabling administrators to define granular usage rules and continuously monitor their hardware assets, Sepio enhances cybersecurity posture and helps organizations manage their assets efficiently and securely.

ZILO is a technology company dedicated to transforming the global asset management sector through innovative software solutions. The company aims to revolutionize fund administration by replacing outdated systems with modern, efficient technology designed to streamline operations. ZILO's platform facilitates digital processing of transactions in compliance with regulatory standards, supports various operational tasks, and generates detailed audit reports. By unifying transfer agency, fund platforms, and fund accounting into a single solution, ZILO helps clients reduce operational costs and enhance user experience. Founded by experienced professionals with a history of innovation in the financial technology sector, ZILO is committed to creating sustainable value for firms and their customers while striving to become a market leader in global asset management.

Sepio has developed an innovative asset risk management platform focused on protecting organizations from hardware-based attacks. Unlike traditional methods that monitor asset activity, Sepio's solution uses physical layer asset DNA profiling to provide actionable visibility and control over hardware assets. This platform enables security teams to gain comprehensive insight into their infrastructure, regardless of whether it includes IT, OT, or IoT components. With trafficless monitoring, the solution reports the actual assets present within 24 hours, along with associated risk factors, allowing for effective policy enforcement and mitigation of rogue devices. By enabling administrators to define granular usage rules and continuously monitor their hardware assets, Sepio enhances cybersecurity posture and helps organizations manage their assets efficiently and securely.

Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

Propel was founded in 1996 with the goal of providing flexible and accessible financing to SMEs across the country. It specializes in a wide range of asset finance solutions to meet the needs of individuals and businesses. It aspires to take its services to the next level, to push the boundaries of what is available, and to create great customer experiences that are consistent with its values.

Claira’s deal intelligence platform for finance automates your deal pipeline, deal origination and deal management while streamlining business processes, enabling deep business insights, & empowering business leaders to make more informed decisions. Whether you're working on behalf of your firm or providing advisory, consulting or legal services across multiple firms, Claira will assist you in achieving efficiency, control, compliance and risk management across a variety of finance & insurance business areas: * Private Credit Analysis; * Investment Management; * Commercial Real Estate; * Asset Management; * Capital Markets; * Commercial Real Estate; * Corporate Banking; * Credit and Lending; * Digital Assets; * Fund Administration; * Hedge Funds; * Insurance; * Investment Banking, M&A; * Investment Management; * Legal, Reg, & Compliance; * Prime Brokerage; * Private Equity, Private Placement, VC; * Real Estate; * Retail Banking; * Wealth Management; etc. Claira is pre-trained and pre-configured with insight modules that don't require your time and effort to train our models on your documents. Claira's unique approach using computational linguistics and sentence-level, deep-semantic parsing provides greater understanding and higher accuracy. Claira's answers are fully traceable and transparent because Claira understands language, just like you. For each document, Claira shows you how we concluded for you to understand and be fully confident in your actions. Claira was created by top data scientists and engineers experienced in solving complex non-finance problems alongside financial service experts on a mission to digitize traditional finance. Claira launched in 2024 and is based in New York, USA.

Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, specializing in providing tailored investment solutions for clients at various life stages. The company distinguishes itself as the first in Brazil to adopt a goal-based investment model, a strategy previously utilized primarily by ultra-high-net-worth individuals abroad. Warren Investimentos emphasizes a client-centric approach that aligns its services with the specific objectives of each investor, effectively mitigating conflicts of interest that often arise in the market. Through its innovative wealth management platform, the firm enables clients to set investment goals, analyze results, and track performance, thereby facilitating informed decision-making and enhancing the overall investment experience.

Sharegain Ltd. is a fintech company based in London that operates a global securities lending platform aimed at pension funds, insurance companies, and asset managers. Established in 2015, the company seeks to democratize the securities lending industry, which is valued at approximately $3 trillion. Sharegain's platform allows financial institutions to unlock the hidden value in their portfolios, enabling them to lend stocks, bonds, and ETFs to generate additional income from existing assets. The solution is designed to provide full control and transparency while minimizing overhead and upfront costs, thereby empowering private banks, asset managers, and online brokers to enhance their revenue opportunities.

T-Rex Group, Inc., established in 2012, is a New York-based enterprise Software-as-a-Service (SaaS) provider, with additional offices in San Francisco and Tel Aviv. It specializes in developing analytics platforms for the finance, renewables, and technology sectors. T-Rex's flagship product, T-REX Analytics, is a comprehensive SaaS solution designed to analyze and manage solar asset acquisitions and sales, structure renewable energy deals, and monitor portfolios. It enables users to stress test production and credit risk parameters, value solar assets, and create capital structures for securitization. By digitizing and standardizing data, and automating workflows, T-Rex aims to facilitate capital flow into complex assets, fostering innovation in the renewable energy sector.

Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.

ZILO is a technology company dedicated to transforming the global asset management sector through innovative software solutions. The company aims to revolutionize fund administration by replacing outdated systems with modern, efficient technology designed to streamline operations. ZILO's platform facilitates digital processing of transactions in compliance with regulatory standards, supports various operational tasks, and generates detailed audit reports. By unifying transfer agency, fund platforms, and fund accounting into a single solution, ZILO helps clients reduce operational costs and enhance user experience. Founded by experienced professionals with a history of innovation in the financial technology sector, ZILO is committed to creating sustainable value for firms and their customers while striving to become a market leader in global asset management.

CloudMargin Ltd. is a London-based company that offers a cloud-based collateral and margin management platform tailored for financial institutions of all sizes, including banks, brokerage firms, asset managers, and pension funds. Established in 2014 by a team with extensive experience in collateral management and technology, CloudMargin aims to provide a more efficient and accessible alternative to traditional collateral management solutions. The platform operates on a Software-as-a-Service (SaaS) model, enabling users to automate workflows, gain real-time insights into collateral positions, and streamline processes associated with settlement. By helping organizations meet regulatory requirements and reduce costs related to collateral management, CloudMargin supports its clients in navigating the complexities of the financial landscape.

Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

T-Rex Group, Inc., established in 2012, is a New York-based enterprise Software-as-a-Service (SaaS) provider, with additional offices in San Francisco and Tel Aviv. It specializes in developing analytics platforms for the finance, renewables, and technology sectors. T-Rex's flagship product, T-REX Analytics, is a comprehensive SaaS solution designed to analyze and manage solar asset acquisitions and sales, structure renewable energy deals, and monitor portfolios. It enables users to stress test production and credit risk parameters, value solar assets, and create capital structures for securitization. By digitizing and standardizing data, and automating workflows, T-Rex aims to facilitate capital flow into complex assets, fostering innovation in the renewable energy sector.

T-Rex Group, Inc., established in 2012, is a New York-based enterprise Software-as-a-Service (SaaS) provider, with additional offices in San Francisco and Tel Aviv. It specializes in developing analytics platforms for the finance, renewables, and technology sectors. T-Rex's flagship product, T-REX Analytics, is a comprehensive SaaS solution designed to analyze and manage solar asset acquisitions and sales, structure renewable energy deals, and monitor portfolios. It enables users to stress test production and credit risk parameters, value solar assets, and create capital structures for securitization. By digitizing and standardizing data, and automating workflows, T-Rex aims to facilitate capital flow into complex assets, fostering innovation in the renewable energy sector.

Pagaya is a financial technology company focused on transforming the asset management and lending landscapes through advanced machine learning and big data analytics. By utilizing sophisticated AI-driven credit analysis technologies, Pagaya aims to enhance the lending marketplace and improve the overall customer experience in the credit industry. The company's proprietary technology platform integrates into a network of partners to streamline access to credit while supporting institutional investors, including pension funds, insurance companies, and banks. Pagaya's emphasis on fixed income and alternative credit services reflects its commitment to delivering scalable performance and value within the financial sector. Operating primarily in the United States, Pagaya seeks to create a more efficient and effective credit ecosystem for both institutions and consumers.

Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.

Quilter Cheviot is a prominent privately owned wealth management firm based in London, United Kingdom, with a history dating back to its establishment in 1771. It provides discretionary investment management services to a diverse client base, including private individuals, charities, trusts, pension funds, corporate entities, and life companies. The firm specializes in managing tailored investment portfolios that encompass equity, fixed income, and balanced strategies, catering to the specific financial goals and needs of its clients. In addition to advisory services, Quilter Cheviot also manages mutual funds, ensuring a comprehensive approach to investment management. The firm is recognized as one of the largest independent discretionary investment managers in the UK, emphasizing personalized client service and effective portfolio management.