FNZ

Ifsam is a business-to-business fund platform that serves financial and insurance companies, as well as wealth management and institutional investors. The company specializes in trailer fee management, research, and execution services, providing a comprehensive suite of offerings to asset managers and fund distributors worldwide. Its advanced trading platform integrates technology, infrastructure, and investment operations, allowing its partners to develop customized and innovative financial products and services. This streamlined approach enables clients to better align their offerings with the specific needs of their customers.

Advicefront Limited is a London-based company that provides an investment and client engagement platform tailored for financial advisors. Established in 2013, the firm combines algorithmic investing with the personal aspects of financial advice, allowing advisors to streamline their workflows and enhance client interaction. Its platform offers a range of features, including custom model portfolios, automatic portfolio rebalancing, and automated annual review tools, all designed to simplify time-consuming tasks. By facilitating efficient management of client data and delivering insightful financial and investment advice, Advicefront aims to empower advisors to focus on the relational and creative elements of their practice. Through its innovative approach, the company seeks to modernize the financial advice landscape and enhance competitive advantages for advisory firms.

YieldX is a company that focuses on transforming fixed income investing through its comprehensive digital platform, which is designed to enhance personalization at scale. By providing a yield marketplace, analytics engine, and a suite of workflow tools, YieldX enables wealth management professionals to access real-time pricing, monitor portfolios, and optimize fixed income allocations. With a leadership team boasting over 70 years of combined experience in fixed income and fintech, the company aims to serve as a gateway to liquid, global yield-driven investment opportunities, ensuring that the benefits of this evolving asset class are accessible to all investors.

Authenteq Ltd. is an online identity verification and privacy platform that enables users to verify their identities and create their own sovereign digital IDs, which are securely stored using blockchain technology. Founded in 2012 and headquartered in Reykjavik, Iceland, the company has additional offices in Berlin, London, and Palo Alto. Authenteq's services are delivered through a mobile application, facilitating real-time identity verification for organizations. The platform utilizes AI to authenticate over 5,000 government-issued photo IDs from 193 countries in under 45 seconds. Authenteq has gained recognition and support from notable investors and has received various awards for its innovative approach to identity verification.

The Hokus Platform is a software-as-a-service (SaaS) company that specializes in providing a digital distribution platform for life insurance tailored to private banks. The platform is designed to standardize and centralize the management of life insurance contracts from various providers, streamlining the administrative processes associated with life insurance. By simplifying these operations, The Hokus Platform enables private banks to significantly reduce processing times and enhance the efficiency of life insurance services within an open architecture framework.

Nokkel is a real estate technology company that intelligently combines data to help individuals make informed decisions about properties. Its platform enables homeowners and buyers to explore both listed and unlisted properties, fostering direct communication between parties.

DIAMOS is a prominent provider of software and services tailored for the investment management industry, operating since 1984. The company specializes in delivering flexible and scalable solutions that encompass the entire value chain for the administration of funds, retail investment accounts, and ownership participations. Its product range includes tools for fund accounting, investment compliance, order management, fee and commission management, and reconciliation. In addition to its software offerings, DIAMOS provides expert technical and functional consulting services, ensuring clients maximize the operational benefits of their solutions. The company also streamlines operations through professional SaaS/ASP services backed by its ISAE certified data processing center. Headquartered in Germany, DIAMOS has established subsidiaries in Luxembourg and Switzerland, serving leading financial institutions across the industry.

New Access is a prominent provider of software solutions tailored for the private banking and wealth management sectors, with offices in Geneva and Singapore. The company specializes in developing agile and scalable core-to-digital software that meets the unique needs of its clients. Its product suite includes Branch® for banking relationship management, Equalizer® for asset and advisory management, and the Logical Access® Suite for electronic document management. Additionally, New Access offers tools for client report production through Xeres and legal document creation with Docs. These solutions facilitate digital transformation for clients, enhancing customer satisfaction through improved digital front-end capabilities.

Bondsmith is a company that specializes in cash management and savings solutions tailored for the wealth industry, corporate, and institutional clients. It has developed a treasury platform that facilitates effective management of liquidity, allowing clients to diversify counterparty risk and enhance their interest income. The platform encompasses a range of services, including savings, payments, and treasury management, aimed at optimizing financial operations for its users. Through its innovative solutions, Bondsmith addresses the specific needs of its clients in managing their financial resources efficiently.

Titanbay is a private equity investment platform that aims to democratize access to private equity funds for a wider range of investors. The company provides a platform designed to facilitate diversified allocations across various asset classes, enabling both private and institutional investors to participate in top-tier private equity, distressed debt, and venture capital funds. Through this platform, Titanbay offers tools for deal flow and portfolio analysis, allowing investors to engage without the burden of large ticket sizes or high fees. By focusing on accessibility, Titanbay seeks to enhance investment opportunities and facilitate returns for its users.

GIST Impact is a leading provider of impact data and analytics, measuring corporate impacts for over 16 years. With a team of 100+ experts, they deliver market-leading platforms and datasets covering 14,000+ companies worldwide, enabling corporations and investors to integrate sustainability into decision-making.

Timelineapp Tech Limited is a fintech company based in Basildon, United Kingdom, that specializes in developing retirement income software tailored for financial planners. Established in 2018, Timeline provides innovative tools that enable financial professionals to illustrate, create, and manage withdrawal strategies for their clients. The software leverages extensive academic research, historical returns, and mortality data to analyze the potential performance of various retirement strategies under different market conditions. Additionally, Timeline assists clients in visualizing probable outcomes during retirement and evaluating withdrawal strategies from income drawdown portfolios, thereby enhancing the financial planning process.

Appway AG is a Zurich-based company that operates a digital transformation platform tailored for the financial services industry. Founded in 2003, it specializes in automating and operationalizing processes and data to enhance customer-focused organizations. Appway's software solutions include tools for client onboarding, regulatory reviews, digital mortgages, and client updates, all designed to streamline core business functions. The platform is utilized by prominent financial institutions, including Credit Suisse, LGT, and AXA, to improve customer experience and internal efficiencies while ensuring compliance with industry regulations. In addition to its software offerings, Appway provides services such as innovation, rollout, continuity, education, and support to its clients.

Fondsdepot Bank is a private bank based in Hof, Germany, specializing in business-to-business and business-to-business-to-consumer services. The bank offers a range of financial solutions, including commercial lending, trading, and deposit services. Additionally, it provides investment services and facilitates the legal, technical, and organizational aspects of advising and brokering shares in investment funds. Fondsdepot Bank also offers savings products and consulting services, catering to both individual and institutional clients.

Hatch develops a retail trading platform aimed at simplifying investing by giving users access to tools and products they need to build their financial futures. The company offers digital investment opportunities with low flat fees and no monthly subscription costs, thereby allowing investors to trade in the market.

Bondsmith is a company that specializes in cash management and savings solutions tailored for the wealth industry, corporate, and institutional clients. It has developed a treasury platform that facilitates effective management of liquidity, allowing clients to diversify counterparty risk and enhance their interest income. The platform encompasses a range of services, including savings, payments, and treasury management, aimed at optimizing financial operations for its users. Through its innovative solutions, Bondsmith addresses the specific needs of its clients in managing their financial resources efficiently.

Exizent is a technology company that streamlines the bereavement process. It connects relevant data, services, and professionals involved when someone passes away, simplifying case management, estate discovery, and court form generation. Incorporated in 2018, Exizent is headquartered in Glasgow, United Kingdom.

IPSI provides a full range of technology enabled Third Party Administration (TPA) solutions to European and global Life and Pension providers.

GBST Holdings Limited is a provider of technology solutions for the finance, banking, and capital markets sectors, operating globally from its base in Brisbane, Australia. Established in 1984, the company specializes in client accounting and securities transaction technology, offering platforms such as GBST Syn and GBST Composer. These platforms facilitate the processing of equities, derivatives, fixed income, and managed funds transactions, while also delivering comprehensive fund administration and management software tailored for the wealth management industry. GBST's solutions are designed to enhance operational efficiency and reduce costs for brokers and fund administrators. The company has expanded its capabilities through strategic acquisitions, integrating innovative technologies that enhance its product offerings. GBST is recognized for its scalable and flexible systems, which empower clients to manage trade processes across multiple products and markets effectively. Additionally, the company provides various services, including software licenses, maintenance, and hosting, supporting a diverse range of financial institutions in Australia and Southeast Asia.

JHC Systems Limited, established in 1985 and headquartered in Birmingham, UK, specializes in providing technology solutions and services to the wealth management industry. As a subsidiary of FNZ (UK) Ltd since 2019, the company offers its FIGARO platform, a comprehensive front-to-back office solution, to over 60 financial institutions in the UK and Ireland, managing assets totaling over £100 billion and processing approximately 36,000 trades daily. JHC's services extend beyond software, encompassing consultancy and advisory services to enhance clients' operational efficiency, compliance, and end-customer service quality.

European Bank for Financial Services GmbH is a full-service bank based in Aschheim, Germany, established in 2002. The bank specializes in providing custody, financial portfolio management, and deposit services. Its clientele includes financial distributors, insurance companies, banks, asset managers, and capital management firms. By offering brokerage and banking solutions, the bank supports these entities in managing money and assets on behalf of their clients. As a subsidiary of FNZ (UK) Ltd, European Bank for Financial Services focuses on delivering tailored B2B services that facilitate asset accumulation and investment for its customers.