Goldman Sachs is a prominent global investment banking, securities, and investment management firm, established in 1869 and headquartered in New York City. The firm provides a range of services to corporations, financial institutions, governments, and high-net-worth individuals. Its Investment Banking segment offers advisory services for mergers and acquisitions, divestitures, and restructuring, as well as underwriting for public offerings and private placements of various securities. The Institutional Client Services segment focuses on client execution across fixed income, currencies, commodities, and equities, while also offering financing and securities lending to institutional clients. The Investing & Lending segment engages in originating long-term loans and investing in debt securities and real estate. Additionally, Goldman Sachs Asset Management serves both institutional and individual investors with comprehensive investment and advisory solutions across diverse asset classes. The firm also operates several specialized investment groups, including private equity and infrastructure funds, targeting a variety of sectors and investment strategies worldwide.
Varagon Capital Partners is an asset manager specializing in direct lending to mid-sized companies primarily in the United States, focusing on those with EBITDA ranging from $10 million to $75 million. Founded in 2014 and headquartered in New York, with an additional office in Fort Worth, Texas, the firm offers flexible financing solutions and emphasizes building strong relationships with borrowers and private equity firms. Varagon provides investors direct access to quality middle-market loans, delivering investment, risk management, analytics, and reporting services tailored to the commercial, industrial, healthcare, and energy sectors. The experienced team at Varagon is committed to providing transparency, flexibility, and exceptional service to meet the needs of sophisticated investors.
FundPark is a FinTech focused trade finance platform. FundPark provide purchase order financing and invoice financing to Small and Medium enterprises (SMEs), hence business owners can focus on its own business development, and FundPark can take care of its funding for working capital production.
Capital Markets Gateway Inc. is a financial technology firm that modernizes the equity capital markets by offering a platform that connects investors and underwriters through integrated data and analytics. The platform provides real-time information, enabling users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions. Launched in 2017 by experienced equity capital markets practitioners, the platform enhances transparency and workflow efficiency, serving nearly 100 buy-side firms and 15 investment banks. Capital Markets Gateway, incorporated in 2015 and headquartered in Chicago, Illinois, also has offices in New York and Seattle.
Up&Up is a New York-based platform that facilitates fractional homeownership, providing individuals with a more accessible and flexible approach to renting and owning property. Established in 2017, it allows users to invest in real estate and become part-owners of their chosen homes, thereby helping them build equity over time. This innovative model not only offers a rewarding alternative to traditional rentals but also enables residents to prepare for future homeownership or cash out when desired. Through its services, Up&Up aims to enrich the housing experience and provide users with greater financial opportunities in the real estate market.
Developer of a real estate platform designed for agents, teams, and brokerages. The company offers an end-to-end suite of software and business services that include administrative support, marketing and branding, lead generation, accounting, legal, human resources, back-office infrastructure, and training, enabling clients to build relationships with consumers from their first real estate purchase through every piece of property they buy in their lifetime.
Mirae Asset is a global asset management firm headquartered in South Korea, established in 1997. The company has expanded its operations to 12 countries, including Australia, the United States, and various locations in Asia and Europe. Mirae Asset focuses on providing innovative investment solutions and insightful financial strategies to meet diverse client needs. Its service offerings encompass traditional equity and fixed income products, exchange-traded funds, and alternative strategies like hedge funds. The firm emphasizes a research-driven approach to asset management and maintains a commitment to high ethical standards, prioritizing client interests. By fostering teamwork and attracting top talent, Mirae Asset aims to create value and lasting profits while contributing positively to the communities it serves.
Ribbon Home, Inc. operates an online real estate platform that facilitates the buying and selling of properties. Founded in 2017 and based in New York, the company aims to make homeownership more accessible by allowing clients to purchase a new home before selling their existing one. This model provides homeowners with the flexibility and time needed to secure the best possible price for their current property. Ribbon collaborates with realtors in local markets, creating a supportive ecosystem that simplifies the home buying process and eliminates mortgage contingencies, thereby reducing stress for families looking to transition to their next home.
Entera is an online platform founded in 2017 and headquartered in San Francisco, California, that assists users in finding and purchasing residential properties in the United States. The company leverages machine learning and proprietary algorithms to modernize the real estate investment process. By providing a comprehensive suite of intelligent tools and access to tech-enabled local real estate experts, Entera enables investors to efficiently discover, evaluate, and acquire residential real estate. This end-to-end platform facilitates data-driven decision-making and enhances clients' ability to compete effectively in the market, all conducted entirely online.
Goldman Sachs Gao Hua Securities Co., Ltd. is an investment bank based in China, offering a comprehensive suite of investment banking services to domestic clients. The firm specializes in underwriting A shares, RMB-denominated corporate bonds, and convertible bonds. In addition to these underwriting services, it provides financial advisory services, including guidance on mergers and acquisitions, as well as other related offerings. By focusing on these areas, Goldman Sachs Gao Hua Securities aims to meet the diverse needs of its clients within the Chinese 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.
Permira Advisers Ltd. is a private equity firm founded in 1985 and headquartered in London, United Kingdom, with additional offices across Europe, North America, and Asia. The firm specializes in making long-term investments in medium to large companies across various sectors, including technology, consumer goods, healthcare, industrial products and services, and financial services. Permira focuses on both majority control investments and strategic minority stakes, aiming to enhance the performance and drive sustainable growth of its portfolio companies. It targets enterprises with values up to €3 billion and typically invests between €500 million and €3 billion, with equity investments ranging from approximately €60 million to €700 million. The firm is known for its strategic approach to acquisitions, including public-to-private transactions, business services, and capital goods. Permira seeks to maintain its investments for five to twelve years, playing an active role as non-executive directors on the boards of its portfolio companies.
Capital Markets Gateway Inc. is a financial technology firm that modernizes the equity capital markets by offering a platform that connects investors and underwriters through integrated data and analytics. The platform provides real-time information, enabling users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions. Launched in 2017 by experienced equity capital markets practitioners, the platform enhances transparency and workflow efficiency, serving nearly 100 buy-side firms and 15 investment banks. Capital Markets Gateway, incorporated in 2015 and headquartered in Chicago, Illinois, also has offices in New York and Seattle.
Spark Systems is an exciting new Fin-Tech startup funded by industry veterans, we are the first high tech solution provider for institutional forex trading that is originated in Asia. We aim to build world class FX trading platform to serve a growing Asia financial hub. As early member of the firm you will be involved from the very beginning of building something truly special, and will be duly rewarded with a fast-track career.
Folio Financial, Inc. develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with our brokerage, clearing, and custody solutions. After serving as an SEC commissioner, Folio’s founder, Steven Wallman, set out to democratize investing in the late 1990s. His vision of making investing available to all has played out in a series of ongoing innovations with a common theme – access, automation, transparency, and flexibility. We’ve been ahead of the curve since our inception, pioneering technologies including fractional share investing, patented tax management tools, end-to-end online account opening and management, online proxy voting, online private placement investing, and the ability to create portfolios using security, sector, and social-issue filters. Folio’s businesses include Folio Institutional, focused on providing innovative solutions for RIAs and enterprises; Folio Investing and Folio First for self-directed retail investors; VIA Folio, an end-to-end investing platform for private investments available to both institutional and retail investors; First Affirmative Financial Network, the leading advisor network serving the responsible investment community; and The SRI Conference and Community, the nation’s premier conference on impact investing.
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.
Ribbon Home, Inc. operates an online real estate platform that facilitates the buying and selling of properties. Founded in 2017 and based in New York, the company aims to make homeownership more accessible by allowing clients to purchase a new home before selling their existing one. This model provides homeowners with the flexibility and time needed to secure the best possible price for their current property. Ribbon collaborates with realtors in local markets, creating a supportive ecosystem that simplifies the home buying process and eliminates mortgage contingencies, thereby reducing stress for families looking to transition to their next home.
DiligenceVault delivers a technology enabled environment to simplify and transform the process that an investor employs in investing with external managers. DiligenceVault creates a many-to-many ecosystem of institutional investors, investment managers, and intermediaries, leveraging data-driven decisions and process automation.
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.
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.
Standard & Poor's Investment Advisory Services (SPIAS), a division of S&P Global Market Intelligence, has been delivering non-discretionary investment advice since 1995. SPIAS specializes in multi-manager, equity, and fixed income strategies, serving as a sub-advisor to institutional investment managers. Additionally, it provides institutional-grade investment advice to financial intermediaries through model portfolios. Leveraging the extensive resources of S&P Global, a leading provider of credit ratings and analytics, SPIAS is equipped to develop tailored strategies that meet diverse investment objectives.
Plaid Inc. is a technology platform that enables users to connect their bank accounts to various financial applications, facilitating a more modern and digitally-enabled financial system. Founded in 2012 and headquartered in San Francisco, the company offers a suite of APIs that allows developers to create innovative financial products. Its offerings include tools for accessing transaction histories, authenticating bank accounts, verifying user identities, confirming real-time account balances, and assessing borrowers' assets and income. Plaid's solutions cater to a wide range of financial activities, including personal finances, consumer payments, lending, and business transactions. The platform serves a diverse clientele, including Fortune 50 companies, and aims to democratize financial services by providing the necessary infrastructure for both small startups and large financial institutions to enhance their service offerings.
Shanghai Lujiazui International Financial Asset Exchange (“Lufax”) is an online marketplace for the origination and trading of financial assets. Lufax was incorporated in September, 2011 in Shanghai with the support of Shanghai’s Municipal Government, and has grown into China’s largest internet finance company in less than four years. The company is an associate of China Ping An Group, the largest and most innovative non-SOE financial institution in China. Lufax’s number of registered users surpassed 7 million by February 2015, while the volume of online transactions grew more than 8 times year-on-year. Close to 50% of Lufax transactions are now handled via mobile. As a constant innovator and pioneer in the internet finance industry, Lufax has developed China’s most open, safe and convenient investment and financing platform. Investors come to Lufax for its broad product offering, diverse liquidity avenues and superior user experience. Asset owners look to Lufax to help them structure, price and place complex assets to investors in a credible and transparent manner. Lufax takes full advantage of the latest big data and IT technologies, and leverages the most advanced risk assessment models and risk control systems. Combined with its value proposition to customers, Lufax has a competitive edge which it believes cannot be replicated.
Rocaton Investment Advisors, LLC is an investment advisory consulting firm that specializes in providing objective investment consulting and advisory services to institutional investors. Founded in 2002 by a team of experienced investment professionals, the firm offers a range of services including alternative investments, asset allocation, manager search, performance reporting, and risk analysis. Rocaton serves a diverse clientele, including defined benefit and contribution plans, insurance companies, endowments, foundations, hospitals, and high net worth families, spanning various industries such as automotive, retail, and media. The company is based in Norwalk, Connecticut, and is fully employee-owned, ensuring a dedicated focus on delivering independent investment advice.
Shanghai Lujiazui International Financial Asset Exchange (“Lufax”) is an online marketplace for the origination and trading of financial assets. Lufax was incorporated in September, 2011 in Shanghai with the support of Shanghai’s Municipal Government, and has grown into China’s largest internet finance company in less than four years. The company is an associate of China Ping An Group, the largest and most innovative non-SOE financial institution in China. Lufax’s number of registered users surpassed 7 million by February 2015, while the volume of online transactions grew more than 8 times year-on-year. Close to 50% of Lufax transactions are now handled via mobile. As a constant innovator and pioneer in the internet finance industry, Lufax has developed China’s most open, safe and convenient investment and financing platform. Investors come to Lufax for its broad product offering, diverse liquidity avenues and superior user experience. Asset owners look to Lufax to help them structure, price and place complex assets to investors in a credible and transparent manner. Lufax takes full advantage of the latest big data and IT technologies, and leverages the most advanced risk assessment models and risk control systems. Combined with its value proposition to customers, Lufax has a competitive edge which it believes cannot be replicated.
Harvest Partners, LP is a private equity firm established in 1981, headquartered in New York, with an additional office in Palo Alto, California. The firm specializes in investing in middle-market companies across various sectors, including business services, consumer goods, healthcare, industrial services, and manufacturing. It focuses on private company recapitalizations, leveraged buyouts, growth capital, and corporate carve-outs, typically making equity investments ranging from $25 million to $250 million in firms with enterprise values between $100 million and $1 billion. Harvest Partners primarily targets companies with significant operations in the United States and prefers investments that can generate substantial revenue and EBITDA. The firm seeks to enhance value through strategic follow-on investments and aims to exit its investments within three to seven years via initial public offerings, mergers and acquisitions, or recapitalizations.
Francisco Partners is a prominent global private equity firm based in San Francisco that specializes in investing in technology and technology-enabled service companies. Established in 1999, the firm manages approximately $7 billion in capital and focuses on companies that are experiencing strategic, technological, or operational changes. Francisco Partners typically targets control investments with transaction values between $30 million and $2 billion and has a history of investing over $3 billion in more than 50 technology firms. The firm emphasizes investments in sectors such as software, cybersecurity, healthcare technology, and financial technology, among others. Its investment strategy includes financing divisional buyouts, acquisitions, and growth equity financing, often taking a majority stake and securing a seat on the Board of Directors of its portfolio companies. With additional offices in London and a focus on North America and Western Europe, Francisco Partners seeks to capitalize on opportunities in mature or maturing technology-related businesses.
Aretex Capital Partners is a private equity firm established in 2018 and headquartered in New York. The firm focuses on mid-market investments in North America and Europe, targeting sectors such as energy, financial services, consumer products, consumer services, and healthcare. Aretex partners with entrepreneurs and management teams that have demonstrated success, aiming to create value by facilitating access to international markets and promoting sustainable growth. The firm also has an office in London to support its global investment strategy.
Clearlake Capital Group is a private investment firm based in Santa Monica, California, founded in 2006. The firm specializes in investing in the lower and middle markets, focusing on sectors such as communications, healthcare, technology, consumer products, and industrials. Clearlake employs a flexible investment strategy, participating in both private and public transactions across various capital structures, including debt and equity securities. The firm engages in activities such as buyouts, corporate divestitures, recapitalizations, and reorganizations. Clearlake's investment approach includes targeting distressed assets and typically invests amounts ranging from USD 20 million to USD 100 million, depending on the fund and sector. The firm is led by co-founders José E. Feliciano and Behdad Eghbali.
Veritas Capital is a private equity investment firm based in New York, founded in 1992. It focuses on investing in companies that deliver critical products and services, particularly in technology and technology-enabled solutions, to both government and commercial customers around the world. The firm has a diverse investment portfolio that includes sectors such as software, aerospace and defense, communications, education, energy, national security, healthcare, and government services. With over $8.8 billion in assets under management, Veritas Capital has played a significant role as a lead investor in transactions exceeding $8 billion in value since its inception.
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.
TriplePoint Venture Growth BDC Corp is a business development company based in Menlo Park, California, focused on investing in growth-stage companies primarily in the technology and life sciences sectors. It offers various debt financing options, including growth capital loans, equipment financings, revolving loans, and direct equity investments, with funding amounts ranging from $0.1 million to $50 million depending on the type of financing. The firm targets investments in areas such as e-commerce, biotechnology, pharmaceuticals, cloud computing, and data storage, among others. Its investment strategy aims to maximize total returns for shareholders through current income and capital appreciation, primarily by providing loans secured by warrants. TriplePoint does not take board seats in the companies it finances, maintaining an external management structure under the regulatory framework of the Investment Company Act of 1940.
Genesis Capital is an independent financing advisory firm established in 2002 and headquartered in Atlanta, Georgia. The firm specializes in providing advisory services to public corporations, private companies, and family-owned businesses, focusing on key growth sectors of the economy. Their expertise lies in facilitating strategically important transactions, which include mergers, acquisitions, divestitures, and going-private transactions. By working closely with clients, Genesis Capital aims to support their strategic growth initiatives and enhance shareholder value.
Genesis Capital focuses on providing responsive, flexible and reliable personal service to highly qualified and experienced real estate developers who buy, renovate, and sell single family residential real estate and/or multi-family apartment buildings
Cadre is an online marketplace that connects accredited investors with commercial real estate opportunities, facilitating investments and transactions in a traditionally illiquid industry. Founded in 2014 by Ryan Williams, Josh Kushner, and Jared Kushner, Cadre employs advanced technology to enhance the investment process, offering tools for predictive analytics, asset management, and market trend identification. Investors benefit from increased transparency, efficiency, and liquidity, enabling them to make informed, data-driven decisions. Cadre also manages value-added funds that focus on various asset classes, including multi-family, industrial, office, and hospitality properties, primarily within the United States. The platform aims to streamline real estate investment, allowing users to diversify portfolios and mitigate risk while pursuing attractive long-term returns.
ArcLight Capital Partners is a private equity firm established in 2001 by co-founders Daniel R. Revers and Robb E. Turner, specializing in energy infrastructure investments. The firm is recognized for its broad and profitable investment strategy across the entire energy sector while effectively managing downside risks. Its investment performance stems from a conservative approach, extensive asset-level expertise, and significant market experience. With a proven track record of delivering superior returns throughout the energy industry value chain, ArcLight manages over $10 billion across five funds.
Plaid Inc. is a technology platform that enables users to connect their bank accounts to various financial applications, facilitating a more modern and digitally-enabled financial system. Founded in 2012 and headquartered in San Francisco, the company offers a suite of APIs that allows developers to create innovative financial products. Its offerings include tools for accessing transaction histories, authenticating bank accounts, verifying user identities, confirming real-time account balances, and assessing borrowers' assets and income. Plaid's solutions cater to a wide range of financial activities, including personal finances, consumer payments, lending, and business transactions. The platform serves a diverse clientele, including Fortune 50 companies, and aims to democratize financial services by providing the necessary infrastructure for both small startups and large financial institutions to enhance their service offerings.
Cadre is an online marketplace that connects accredited investors with commercial real estate opportunities, facilitating investments and transactions in a traditionally illiquid industry. Founded in 2014 by Ryan Williams, Josh Kushner, and Jared Kushner, Cadre employs advanced technology to enhance the investment process, offering tools for predictive analytics, asset management, and market trend identification. Investors benefit from increased transparency, efficiency, and liquidity, enabling them to make informed, data-driven decisions. Cadre also manages value-added funds that focus on various asset classes, including multi-family, industrial, office, and hospitality properties, primarily within the United States. The platform aims to streamline real estate investment, allowing users to diversify portfolios and mitigate risk while pursuing attractive long-term returns.
Cadre is an online marketplace that connects accredited investors with commercial real estate opportunities, facilitating investments and transactions in a traditionally illiquid industry. Founded in 2014 by Ryan Williams, Josh Kushner, and Jared Kushner, Cadre employs advanced technology to enhance the investment process, offering tools for predictive analytics, asset management, and market trend identification. Investors benefit from increased transparency, efficiency, and liquidity, enabling them to make informed, data-driven decisions. Cadre also manages value-added funds that focus on various asset classes, including multi-family, industrial, office, and hospitality properties, primarily within the United States. The platform aims to streamline real estate investment, allowing users to diversify portfolios and mitigate risk while pursuing attractive long-term returns.
Pantor offers an open and modular trading platform designed for the electronic execution of securities. The company's software is engineered to process transactions with high throughput and consistent low latency, ensuring fault tolerance. This reliability allows clients to meet current and future regulatory requirements effectively. Pantor collaborates closely with clients to tailor and manage trading environments that align precisely with their specific trading needs, ultimately facilitating predictable execution in their trading operations.
Pacific Global Advisors is a qualified professional asset manager that offers tailored investment and risk management solutions primarily for institutional investors, with an emphasis on corporate defined benefit pension plans. The firm comprises an interdisciplinary team with extensive expertise in asset-liability management, asset allocation, hedge implementation, collateral management, and pension risk transfer strategies. By focusing on the unique challenges faced by senior decision-makers, Pacific Global Advisors aims to enhance clarity and efficiency in pension plan management. Their services are designed to help clients mitigate financial risks associated with pension funds, ultimately striving for improved funded status while aligning with their clients' specific objectives.
Motif is an online broker based in Silicon Valley that transforms the landscape of investing by providing a transparent social platform for individuals and investment advisors. It enables users to invest in stock and bond portfolios centered around everyday ideas and significant economic trends, as well as to create custom motifs. As a registered broker-dealer and member of SIPC, Motif aims to make investing accessible and engaging. The company has garnered support from notable investors, including Foundation Capital and Goldman Sachs, and boasts a board that features prominent figures such as former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck.
Motif is an online broker based in Silicon Valley that transforms the landscape of investing by providing a transparent social platform for individuals and investment advisors. It enables users to invest in stock and bond portfolios centered around everyday ideas and significant economic trends, as well as to create custom motifs. As a registered broker-dealer and member of SIPC, Motif aims to make investing accessible and engaging. The company has garnered support from notable investors, including Foundation Capital and Goldman Sachs, and boasts a board that features prominent figures such as former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck.
Compass is a real estate brokerage company based in New York City, founded in 2012 by Ori Allon, Robert Reffkin, and Ugo Di Girolamo. The company offers a comprehensive platform for residential real estate agents, equipping them with a suite of cloud-based software tailored for customer relationship management, marketing, and client service. This integrated approach enhances the ability of agents to provide exceptional service to buyers and sellers. In addition to its brokerage services, Compass has developed a mobile app for iOS and Android that facilitates buying, selling, and renting homes across the United States. The company operates primarily within the domestic market.
Motif is an online broker based in Silicon Valley that transforms the landscape of investing by providing a transparent social platform for individuals and investment advisors. It enables users to invest in stock and bond portfolios centered around everyday ideas and significant economic trends, as well as to create custom motifs. As a registered broker-dealer and member of SIPC, Motif aims to make investing accessible and engaging. The company has garnered support from notable investors, including Foundation Capital and Goldman Sachs, and boasts a board that features prominent figures such as former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck.
Compass is a real estate brokerage company based in New York City, founded in 2012 by Ori Allon, Robert Reffkin, and Ugo Di Girolamo. The company offers a comprehensive platform for residential real estate agents, equipping them with a suite of cloud-based software tailored for customer relationship management, marketing, and client service. This integrated approach enhances the ability of agents to provide exceptional service to buyers and sellers. In addition to its brokerage services, Compass has developed a mobile app for iOS and Android that facilitates buying, selling, and renting homes across the United States. The company operates primarily within the domestic market.
UNX is an independent trading technology firm and agency broker that specializes in providing advanced electronic trading solutions and premium services for institutional investors. Founded in 1999, the company focuses on enhancing trading efficiency through its innovative technology, which streamlines trade operations and helps traders identify best execution opportunities. UNX offers a range of services, including electronic trading, direct market access, and program trading. Its proprietary Catalyst Portal serves as a broker-neutral execution management system designed for equities and portfolio trading, allowing for customized solutions tailored to the needs of both buy-side and sell-side clients. Additionally, UNX provides various trading tools, such as MetaBook for single stock trading and intelligent order routing, as well as FLEXStream, which consolidates market data from multiple sources. The firm is committed to helping traders minimize market impact, reduce transaction costs, and navigate the complexities of fragmented liquidity in today's markets.
UNX is an independent trading technology firm and agency broker that specializes in providing advanced electronic trading solutions and premium services for institutional investors. Founded in 1999, the company focuses on enhancing trading efficiency through its innovative technology, which streamlines trade operations and helps traders identify best execution opportunities. UNX offers a range of services, including electronic trading, direct market access, and program trading. Its proprietary Catalyst Portal serves as a broker-neutral execution management system designed for equities and portfolio trading, allowing for customized solutions tailored to the needs of both buy-side and sell-side clients. Additionally, UNX provides various trading tools, such as MetaBook for single stock trading and intelligent order routing, as well as FLEXStream, which consolidates market data from multiple sources. The firm is committed to helping traders minimize market impact, reduce transaction costs, and navigate the complexities of fragmented liquidity in today's markets.
BTIG provides institutional brokerage and fund services. It is specialized in global trading and fund services for hedge funds, separate accounts, mutual funds, and family offices. The company operates in various areas, including equity trading, fixed income, future trading, convertible securities, equity derivatives, prime brokerage, outsource trading, direct market access, capital markets, equity research, and corporate access as well as international trading, commission management services, portfolio analytics, and market intelligence. In addition, the company provides trading solutions to investment managers. It serves institutional clients worldwide. BTIG was founded in 2002 and is based in San Francisco, California. It has additional offices in New York, San Francisco, Dallas, Boston, Chicago, Greenwich, Red Bank, Norwalk, Orinda, Atlanta, and Los Angeles. It operates as a subsidiary of Condor Trading LP.
UNX is an independent trading technology firm and agency broker that specializes in providing advanced electronic trading solutions and premium services for institutional investors. Founded in 1999, the company focuses on enhancing trading efficiency through its innovative technology, which streamlines trade operations and helps traders identify best execution opportunities. UNX offers a range of services, including electronic trading, direct market access, and program trading. Its proprietary Catalyst Portal serves as a broker-neutral execution management system designed for equities and portfolio trading, allowing for customized solutions tailored to the needs of both buy-side and sell-side clients. Additionally, UNX provides various trading tools, such as MetaBook for single stock trading and intelligent order routing, as well as FLEXStream, which consolidates market data from multiple sources. The firm is committed to helping traders minimize market impact, reduce transaction costs, and navigate the complexities of fragmented liquidity in today's markets.
Spear, Leeds & Kellogg
Acquisition in 2000
Spear, Leeds, & Kellogg, one of the largest specialist firms on the New York Stock Exchange.
Lightspeed Trading offers clients access to our proprietary order execution system, Lightspeed Trader, real time risk and margin management tools, equity and option market data scanners, and a high frequency equity DMA infrastructure. Lightspeed Trading delivers cost effective equity and option order execution combined with fast and reliable market quotes through its robust quote infrastructure and proprietary order management system. In addition to Lightspeed’s proprietary products, access to ten certified third party trading platforms presents clients with the ability to build a flexible combination of trading products tailored to fit their needs. Lightspeed Institutional supports professional traders, funds, institutions, and separately managed accounts by providing a complete suite of technology, Regulation T and portfolio margin leverage, access to our agency-only trade desk, as well as execution and clearing services. Offices are located in both New York and Chicago, and remote access to all products is available. Clients have long recognized the value of Lightspeed Trading's customized approach. The client experience perfectly balances robust and flexible technology solutions with focused, experienced, and high touch service.
BUYandHOLD, Inc. is a financial services company that specializes in long-term equity investment strategies. Founded in 1999 and based in Edison, New Jersey, it provides an online investing platform that caters to the needs of long-term investors. The company offers a range of business and financial information about stocks, including news, charts, SEC filings, and analyst ratings across various sectors such as consumer goods, finance, healthcare, technology, and more. Through its online brokerage subsidiary, BUYandHOLD.com Securities Corporation, the firm enables dollar-based investing and fractional share ownership, promoting a "Buy and Hold" investment philosophy aimed at optimizing returns over time. As of February 2015, BUYandHOLD operates as a subsidiary of FOLIOfn Investments, Inc.
Petroleum Place, Inc. is one of the leading portals and marketplaces for the upstream petroleum industry. The Petroleum Place Web site (www.petroleumplace.com), which launched in 1995, seeks to bring price and process efficiencies to each stage of the oil and gas property transaction lifecycle –streamlining the discovery, evaluation, acquisition, divestiture, and processing of petroleum properties.
LoanTrader, an online marketplace that connects mortgage brokers with lenders,
Hull Group
Acquisition in 1999
The Hull Group, a Chicago-based electronic market-maker.
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