Great-West Lifeco

Prudential Financial, Inc. is a diversified financial services company headquartered in Newark, New Jersey, founded in 1875. It provides a wide range of insurance, investment management, and retirement products and services through multiple segments, including PGIM, Retirement, Group Insurance, Individual Annuities, Individual Life, Assurance IQ, International Businesses, and Closed Block. The company focuses on helping both individuals and institutional clients manage and grow their wealth. Its offerings include asset management across public and private markets, retirement investment products, and various life insurance solutions tailored for different market segments. Prudential also delivers third-party life, health, and property and casualty insurance products through digital and independent distribution channels. Although its operations span several countries, the majority of its revenue is generated in the United States and Japan.

Northleaf Capital Partners Ltd. is an independent global private equity and infrastructure manager based in Toronto, Canada, founded in 2009. The firm specializes in a variety of investment strategies, including primary and secondary investments, direct co-investments, and fund of funds. Its fund of funds investment focus encompasses private equity, growth equity, venture capital, turnaround, distressed debt, and special situations. In direct investments, Northleaf targets technology companies across various stages, as well as infrastructure projects in renewable energy sectors such as wind, solar, and battery storage. The firm primarily invests in developed countries, including regions in Asia/Pacific, Europe, the United States, and Canada, and typically seeks investments between CAD150 million and CAD200 million. Northleaf's clients include pension plans, foundations, and family offices, and it actively co-invests alongside core partner relationships, while also serving as a fund manager and advisor to its portfolio companies. With a dedicated team located across North America, Europe, and Australia, Northleaf emphasizes building strong relationships based on trust and integrity.

Quovo Inc. is a financial data platform that specializes in providing connectivity and insights for consumer financial accounts from over 14,000 institutions. Founded in 2009 and based in New York, Quovo's technology enables businesses to retrieve, organize, and analyze data, thereby enhancing their customer relationships and improving service personalization. The platform offers automated portfolio data management, including features like data normalization, reconciliation, and client onboarding through Autoverified Micro-deposits. Quovo serves a diverse clientele, including small- and mid-sized investors, endowments, family offices, and financial advisors. Its solutions are utilized by notable fintech companies and retail banks, making it a vital player in the digital finance landscape. In January 2019, Quovo became a subsidiary of Plaid Inc.

EverWest, a wholly owned subsidiary of GWL Realty Advisors, is a real estate investment and operating company based in Denver, Colorado. EverWest has three primary competitive advantages. The first is the mix of operating and advising experience, which provides a powerful blend of entrepreneurial execution on individual investments with institutional-quality operating infrastructure and processes. The second stems from EverWest’s decentralized acquisition sourcing and asset management capabilities, which are accessed through six regional offices. EverWest’s investment professionals typically live in their respective markets, providing the team with extensive local real estate experience.

Financial Horizons Group is a Canadian-owned Managing General Agency (MGA) that provides a wide range of financial and insurance services to independent financial advisors across Canada. The company offers life and health insurance, employee benefits, pensions, investments, structured settlements, and risk management products. Appointed by multiple insurance companies, Financial Horizons Group facilitates the distribution of these products, enabling advisors to meet the diverse needs of Canadian consumers. Additionally, the company emphasizes timely support for advisors, addressing their inquiries and requirements in the financial services sector efficiently.

Payfirma Corporation, founded in 2010 and based in Vancouver, Canada, offers a comprehensive payment processing platform designed for businesses of all sizes, from small enterprises to multinational corporations. The company provides solutions for credit card processing, mobile payments, e-commerce, and integrated point-of-sale systems. Its platform, known as PayHQ, simplifies payment acceptance across various channels, including in-store, online, and through mobile devices. Additionally, it offers features such as invoicing, recurring billing, and analytics to help businesses make informed decisions. As of 2018, Payfirma operates as a subsidiary of Merrco Payments Inc. and serves thousands of clients across North America, focusing on delivering enterprise-level payment solutions with exceptional customer service.

Established in 1939, Irish Life is Ireland's leading life, investment and pension company. Irish Life is now part of the Great-West Lifeco group of companies, one of the world’s leading life assurance organisations. Founded more than a century ago in Winnipeg, Canada, Great-West Lifeco and its subsidiaries, including The Great-West Life Assurance Company, have a record for financial strength, earnings stability and consistently high ratings from the independent rating agencies. The Great-West Life Assurance Company has an AA rating for insurer financial strength from Standard & Poor's.