Grail Partners

FolioMetrix is an investment management research company and the creator of a diverse line of tactical asset management products and distribution programs for Portfolio Managers, Financial Advisors and Institutions across the United States. Over the past two decades, FolioMetrix’s executives have worked with a diverse network of industry thought leaders to evolve how portfolios are diversified and delivered. FolioMetrix was founded in 2009. In 2013, after dedicating more than four years of research and development, the Company launched RiskX one of the industry’s first liquid ’40 Act mutual fund platforms totally dedicated to tactical asset management.

United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.

Credit Sesame, Inc. operates a credit and loan management platform that simplifies and automates the management of consumer credit and loans. Founded in 2006 and based in Mountain View, California, with an additional office in San Francisco, the company offers a range of services, including credit score monitoring, credit reports, and identity theft protection. The platform analyzes loans, existing home mortgages, and credit card debts, providing personalized recommendations for refinancing and various loan options, such as personal and student loans. Credit Sesame aims to help consumers manage and improve their credit and spending power through an integrated online and mobile digital banking service.

Integrated Trade Processing is a provider of trading technology services that enables financial institutions to automate and manage the flow of trade information efficiently. The company's cloud-based platform supports asset managers, custodians, and broker-dealers by facilitating the entire trade process life-cycle, from order inception to settlement. Founded in 1999 and headquartered in New York City, Integrated Trade Processing focuses on enhancing product innovation, operational efficiency, and cost-effectiveness while maintaining high service quality. The company's solutions are utilized by a diverse range of clients, including investment managers, brokers, custodians, plan sponsors, and operations outsourcers, who seek to streamline their global, multi-asset class trading activities. The team comprises industry veterans with extensive experience from leading firms, contributing to the development of cutting-edge solutions in the trading technology sector.

XShares Group is a financial services company that develops and distributes exchange-traded funds. It is based in New York, United States.