FNZ

Ifsam operates a business-to-business fund platform designed for wealth management, institutional investors, and leading financial institutions. The company offers services such as trailer fee management, research, and execution to financial and insurance firms worldwide. By combining advanced technology, infrastructure, and investment operations, Ifsam provides a comprehensive platform that allows partners to develop personalized and innovative financial products and services. This enables clients to better align their offerings with the specific needs of their customers, enhancing their overall service delivery in the financial sector.

Advicefront Limited is an investment and client engagement platform designed for financial advisors, integrating algorithmic investing with the human aspects of financial advice. Founded in 2013 and based in London, the company offers a suite of tools including custom model portfolios, automatic portfolio rebalancing, and automated annual review features. These services streamline the advisory workflow, allowing financial professionals to focus on engaging with clients while reducing the burdens of time-consuming tasks. By emphasizing digital solutions and efficiency, Advicefront aims to enhance the advisory experience and provide firms with a competitive advantage in the financial services market.

YieldX is a company focused on transforming fixed income investing through a comprehensive digital platform designed for the wealth management industry. It offers a suite of tools that includes a yield marketplace, an analytics engine, and various workflow applications, allowing clients to access real-time pricing, monitoring, and portfolio allocation for fixed income securities. With a team of experienced professionals from the fields of fixed income and fintech, YieldX aims to provide personalized investment solutions at scale, serving as a gateway to liquid global yield-driven opportunities. The company's innovative approach seeks to enhance the management of fixed income portfolios and make these investment options more accessible to a broader range of 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) solution designed for private banks, focusing on the distribution of life insurance products. This digital wealth technology platform provides a variety of features that standardize and centralize the management of life insurance contracts from various providers. By simplifying administrative processes, The Hokus Platform enables private banks to streamline life insurance processing times and enhance the efficiency of digital life insurance intermediation services.

Nokkel operates a real estate platform that enables homeowners and buyers to discover and unlock the potential of properties. The platform facilitates property searches, whether on or off the market, and fosters direct communication between buyers and homeowners. Homeowners can claim their property profiles, monitor critical information such as property value, and gauge buyer interest without the need to formally list their properties. Additionally, Nokkel offers a business-to-business solution that connects financial institutions with users engaged in property transactions. By leveraging technology to combine data intelligently, Nokkel aims to enhance the real estate experience and improve perceptions of the market.

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 operates a private equity investment platform that aims to democratize access to private equity funds. The platform allows both private and institutional investors to invest in top-tier private equity, distressed debt, and venture capital funds alongside leading investors. By building diversified allocations across various asset classes, Titanbay provides tools for deal flow and portfolio analysis, making it easier for investors to participate without the barriers of large ticket sizes or high fees. This approach enables a broader range of investors to access opportunities in the private equity market and potentially generate returns on their investments.

GIST Impact is an established provider of impact data and analytics, with over 16 years of experience in quantifying corporate impacts. The company employs a team of over 100 professionals, including scientists, engineers, and data experts, to deliver comprehensive impact platforms and datasets for more than 14,000 companies. GIST Impact's platform aggregates sustainability data from publicly available sources, ensuring quality control and facilitating time-series analyses, including forecasts. This enables organizations to measure, value, and benchmark their impacts against competitors at various organizational levels. GIST Impact collaborates with innovative companies across multiple sectors and supports investors managing over $8 trillion in assets. Additionally, it partners with major ESG data providers and fintech platforms to enhance impact measurement within global markets.

Timelineapp Tech Limited, founded in 2018 and based in Basildon, United Kingdom, specializes in developing retirement income software tailored for financial planners. The platform provides tools that enable planners to illustrate, create, and effectively manage withdrawal strategies for their clients. By leveraging extensive academic research, historical returns, and mortality data, Timeline assesses the viability of various retirement strategies under different market conditions. Additionally, the software aids clients in visualizing potential outcomes during retirement and evaluating income drawdown portfolio withdrawal strategies.

Appway AG operates a digital transformation platform that enables organizations, particularly in the financial services sector, to automate and manage their processes and data effectively. Founded in 2003 and based in Zurich, Switzerland, Appway offers a range of solutions including client onboarding for wealth and retail sectors, regulatory reviews, digital mortgages, and client updates. Their software suite is utilized by many prominent institutions, including Credit Suisse, AXA, and Deutsche Bank, to enhance customer experiences and improve operational efficiencies while ensuring compliance with complex regulations. Additionally, Appway provides support services encompassing innovation, implementation, and user education, facilitating a comprehensive approach to digital transformation for its clients.

Fondsdepot Bank is a private bank located in Hof, Germany, specializing in a range of financial services. The bank operates as both a business-to-business (B2B) and business-to-business-to-consumer (B2B2C) institution, providing commercial lending, trading, and investment services. In addition to these core offerings, Fondsdepot Bank also facilitates loans, funds, gold deposits, and savings products. The bank supports clients with legal, technical, and organizational frameworks for advising and brokering shares in investment funds, ensuring comprehensive consulting services tailored to diverse financial needs.

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 Ltd is a technology company based in Glasgow, United Kingdom, that specializes in managing the bereavement process through its cloud-based platform. Founded in 2018 and formerly known as Excession Ltd, Exizent provides a comprehensive solution for legal service firms, institutions, and executors by connecting relevant data and services required when someone passes away. The platform facilitates case management, estate discovery, and the generation of court forms, streamlining the administrative tasks associated with probate. By simplifying these processes, Exizent aims to reduce uncertainty and accelerate resolution, ultimately making the bereavement experience more straightforward for all involved parties.

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, founded in 2002. The bank provides a range of services including custody, financial portfolio management, and deposit services. It caters primarily to financial distributors, insurance companies, banks, asset managers, and capital management firms. By offering brokerage and banking solutions, European Bank for Financial Services enables its clients to effectively manage money and assets on behalf of their own customers. As a subsidiary of FNZ (UK) Ltd, the bank focuses on delivering B2B-specific services that support asset accumulation and investment strategies.