Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.
Penelope is a self-service retirement platform aimed at small and micro businesses. It provides a comprehensive solution that simplifies the process of offering retirement plans, catering specifically to the needs of busy business owners and entrepreneurs. The platform automates employee investing, reduces administrative costs, and minimizes paperwork, making it easier for small businesses to manage retirement savings. Additionally, Penelope includes educational tools for employees, enhancing their understanding of retirement options and encouraging informed decision-making. Through its technology-driven approach, Penelope seeks to empower small businesses to effectively provide retirement benefits to their employees.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Maxwell Financial Labs, Inc. is a technology company based in Palo Alto, California, founded in 2015. It specializes in developing a digital platform that facilitates collaboration among home buyers, real estate agents, and lenders within the residential mortgage market. By connecting numerous lenders through an intuitive and seamless interface, Maxwell aims to streamline the mortgage process, allowing users to focus on finding a home rather than dealing with paperwork. The platform is utilized by hundreds of lenders across the United States, enabling them to originate substantial mortgage loans each month with cycle times significantly faster than the national average.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.
Forge Global Inc. is a prominent private securities marketplace founded in 2014, designed to address the needs of the private market ecosystem. The firm enables investors and shareholders to access liquidity in private markets, facilitating connections through its advanced technology and expertise. By providing a platform for private equity, Forge allows both private and institutional investors to engage with leading pre-IPO companies. The company is supported by notable Silicon Valley investors and major global institutions, including Deutsche Börse and Temasek, which underscores its strong position in the market.
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.
Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks will simplify the primary issuance process through the use of structured data and streamlined communications. The new service will increase the efficiency and accuracy of deal workflow information among market participants by disseminating it through a robust communication platform that can be integrated into underwriter and investor systems to better connect underwriters and their clients.
Visible Alpha, LLC operates an online data and analytics platform that focuses on enhancing the investment research process for institutional investors. Founded in 2012 and headquartered in New York, the company also has operations in Mumbai, Noida, and London. It specializes in developing a proprietary dataset and a suite of tools that provide insights into the future fundamentals of companies by extracting detailed forecasts, assumptions, and logic from sell-side models. This approach offers a high level of transparency and granularity, enabling investors to make informed decisions and generate alpha through improved understanding of analysts' perspectives. Visible Alpha aims to drive efficiencies in the research process by unlocking valuable intelligence that was previously hidden within traditional financial models.
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.
FastPay, established in 2009 and headquartered in multiple locations including Los Angeles, San Francisco, New York, Westborough, MA, and London, specializes in providing liquidity and financial workflow solutions tailored for the global media industry. The company has successfully originated over $2 billion in loans to a diverse range of clients, including publishers, networks, exchanges, demand-side platforms (DSPs), supply-side platforms (SSPs), agencies, and app developers. FastPay's platform automates the media payment process, enhancing efficiency for agencies, advertisers, and suppliers. It offers a proprietary media database, media dashboards, and accounting system integration, along with payment follow-ups and relationship management services, effectively addressing challenges related to inefficient payment processes and lengthy payment terms.
Castle Pines Capital
Acquisition in 2011
Castle Pines Capital provides accounts receivable and purchases order finance services for technology vendors and their reseller customers.
Ragen Mackenzie
Acquisition in 1999
Ragen MacKenzie is the leading regional brokerage firm headquartered in the Pacific Northwest. The Company's primary business is retail securities brokerage, which it conducts through its Seattle headquarters and 10 additional offices in Washington, Oregon and Alaska, which include four offices operated by independent contractors. This business is directly supported by the Company's proprietary research efforts, which are based on a value-oriented, contrarian approach to investing.
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