IGM Financial

Rockefeller Capital Management is an independent financial advisory firm based in New York City, established in 1882. It serves a diverse clientele, including families, individuals, institutional investors, and corporations, focusing on wealth preservation, growth, and diversification. The firm specializes in a range of services, such as investment advisory, private banking, lending, and capital market advisory, while also offering expertise in mergers and acquisitions, transaction structuring, and proprietary investments. With a legacy rooted in a century-old family investment office, Rockefeller Capital Management prides itself on its integrity and the depth of expertise of its professionals, who are dedicated to providing sophisticated financial solutions tailored to the unique needs of their clients, including charitable organizations and nonprofit entities.

Nesto Inc. is a Montreal-based mortgage broker founded in 2017. The company focuses on providing financial and mortgage advice, covering various aspects of property-related lending, including help-to-buy, buy-to-let, and affordable housing schemes. Nesto aims to deliver a transparent and empowering property financing experience by utilizing advanced technology to quickly screen the market for affordable mortgage options. Its commission-free experts offer unbiased support throughout the entire process, helping homebuyers make informed financing and property decisions. Through its innovative approach, Nesto seeks to simplify the mortgage process from start to finish.

Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

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.

Quovo Inc. is a data platform that specializes in providing financial analytics and data management solutions for small- and mid-sized investors. Founded in 2009 and headquartered in New York, the company enables businesses to connect to millions of consumer financial accounts across over 14,000 institutions. Quovo's platform retrieves, organizes, and analyzes data, offering features such as automated data repair, portfolio reconciliation, and insights into client account activity. Its services are tailored for a diverse clientele, including endowments, foundations, family offices, and financial advisors. By facilitating deeper connectivity and insights, Quovo assists financial service providers in enhancing customer relationships and personalizing their offerings. In 2019, Quovo became a subsidiary of Plaid Inc.

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.

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.

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.