Wells Fargo

White Oak Commercial Finance is a global financial services company that specializes in providing credit facilities to middle-market companies, typically ranging from $1 million to $30 million. The company offers a variety of financial solutions, including asset-based lending, full-service factoring, invoice discounting, supply chain financing, inventory financing, and U.S. import/export financing. Additionally, it provides trade credit risk management, accounts receivable management, and credit and collections support. White Oak Commercial Finance aims to partner with businesses that demonstrate strong management, innovative ideas, and valuable products and services, with the goal of fostering opportunities that contribute to the betterment of society for both current and future generations.

Canal Road Group, established in 2023 and based in Miami, Florida, is a specialized lender operating within the financial services industry. The company, with a team of 15 employees, focuses on sourcing, underwriting, and managing senior secured corporate debt investments, aiming to provide structured credit solutions to its clients.

ExchangeRight is a vertically integrated real estate investment firm that provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth. The firm strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate successfully in the necessity-based retail and healthcare industries. It was founded in 2012 and headquartered in Pasadena, California.

Arevon is a prominent renewable energy company in the United States, specializing in the development, construction, financing, and operation of utility-scale solar and energy storage projects. The company provides comprehensive renewable asset management services, including commercial, financial, and performance management for utilities and corporations. Arevon focuses on delivering clean, reliable, and cost-effective energy solutions, enabling its clients to adopt sustainable business models. Through innovative approaches, Arevon also manages solar-plus-storage projects and distributed generation assets, contributing to the transition towards renewable energy.

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.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

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.

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.

Sitetracker is a software-as-a-service (SaaS) platform that specializes in the deployment, operation, and servicing of critical infrastructure and technology. It provides a comprehensive project management solution tailored for high-volume, repeatable, and distributed projects across industries such as telecommunications, alternative energy, and utilities. The Sitetracker platform utilizes features like artificial intelligence, automation, and actionable analytics to optimize the entire asset lifecycle. By conducting capacity planning and leveraging vendor analytics, it helps organizations identify staffing needs and resource bottlenecks, enabling stakeholders to effectively plan, deploy, maintain, and grow their capital asset portfolios. Industry leaders, including major companies in telecommunications and utilities, depend on Sitetracker to manage millions of sites and projects, collectively representing significant portfolio holdings worldwide.

Sitetracker is a software-as-a-service (SaaS) platform that specializes in the deployment, operation, and servicing of critical infrastructure and technology. It provides a comprehensive project management solution tailored for high-volume, repeatable, and distributed projects across industries such as telecommunications, alternative energy, and utilities. The Sitetracker platform utilizes features like artificial intelligence, automation, and actionable analytics to optimize the entire asset lifecycle. By conducting capacity planning and leveraging vendor analytics, it helps organizations identify staffing needs and resource bottlenecks, enabling stakeholders to effectively plan, deploy, maintain, and grow their capital asset portfolios. Industry leaders, including major companies in telecommunications and utilities, depend on Sitetracker to manage millions of sites and projects, collectively representing significant portfolio holdings worldwide.

Sitetracker is a software-as-a-service (SaaS) platform that specializes in the deployment, operation, and servicing of critical infrastructure and technology. It provides a comprehensive project management solution tailored for high-volume, repeatable, and distributed projects across industries such as telecommunications, alternative energy, and utilities. The Sitetracker platform utilizes features like artificial intelligence, automation, and actionable analytics to optimize the entire asset lifecycle. By conducting capacity planning and leveraging vendor analytics, it helps organizations identify staffing needs and resource bottlenecks, enabling stakeholders to effectively plan, deploy, maintain, and grow their capital asset portfolios. Industry leaders, including major companies in telecommunications and utilities, depend on Sitetracker to manage millions of sites and projects, collectively representing significant portfolio holdings worldwide.

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.

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.

AltX, Inc. develops a data, intelligence, and collaboration platform specifically designed for firms involved in hedge fund servicing, targeting, and investing. The platform provides a comprehensive workflow tool that synthesizes large unstructured data sets, offering actionable insights and facilitating informed decision-making. Clients can utilize the platform to search for funds that meet their criteria, access valuable investment insights, and centralize market intelligence while tracking activities and collaborating on strategic initiatives. The company caters to a diverse clientele, including investment banks, asset managers, wealth managers, service providers, and hedge funds. Founded in 2012 and based in San Francisco, California, AltX, Inc. was previously known as iMatchative, Inc. and currently operates as a subsidiary of Addepar, Inc.

Wachovia Corporation, a financial holding company, provides commercial and retail banking services, and other financial services. Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo in 2008, Wachovia was the fourth-largest bank holding company in the United States based on total assets. Wachovia provided a broad range of banking, asset management, wealth management, and corporate and investment banking products and services. At its height, it was one of the largest providers of financial services in the United States, operating financial centers in 21 states and Washington, D.C., with locations from Connecticut to Florida and west to California.