Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.
Mirae Asset Global Investments, originally established in Asia in 1997 has since expanded it's presence in 12 countries from Australia to Hong Kong to the United States. Our goal is to provide our clients with insightful financial strategies for all of their investing and financial needs. Our scope of services include traditional equity & fixed income products, ETF's, and other alternative strategies like hedge funds. We strive to maintain a diversified platform that will benefit our clients and allow us to offer an insightful and research driven approach to managing their assets.
We have offices in 12 countries: Australia, Brazil, Canada, China, Colombia, Hong Kong, India, Korea, Taiwan, the U.K., the United States and Vietnam
Elinvar GmbH is a Berlin-based technology company that offers a comprehensive Platform as a Service tailored for independent discretionary portfolio managers and private banks. Founded in 2016, Elinvar's integrated solution facilitates the digital transformation of asset and wealth management businesses by providing essential applications for client relationship management, online onboarding, portfolio management, and reporting. Its micro-services architecture allows for flexibility in adapting to technological advancements and regulatory changes. Elinvar also supports connections with third-party services, such as custodian banks and market data providers, ensuring a seamless digital experience for its partners. With the necessary regulatory licenses, Elinvar empowers its clients to enhance their business models and deliver customized digital offerings, ultimately benefiting their end clients through advanced analytics and individualized solutions.
Private Equity Round in 2020
Permira Advisers Ltd. is a prominent European private equity firm established in 1985, with its headquarters in London and additional offices across Asia, Europe, and North America. The firm focuses on long-term investments in medium to large companies, particularly in sectors such as consumer goods, financial services, healthcare, industrial products, and technology. Permira typically invests in companies with enterprise values up to €3 billion, favoring majority control and significant minority stakes. Its investment strategy encompasses a variety of approaches, including leveraged buyouts, growth capital, and restructuring. The firm is known for its commitment to transforming the performance of its portfolio companies and driving sustainable growth over an investment horizon of five to twelve years. Permira's global network and extensive experience have positioned it as a leading player in the private equity landscape, allowing it to target investments in regions including Europe, North America, the Middle East, and East Asia.
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.
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.
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.
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.
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.
S&P Investment Advisory Services (SPIAS), is part of S&P Global Market Intelligence, a division of S&P Global. Since 1995, SPIAS has provided non-discretionary investment advice on multi-manager, equity and, fixed income strategies. SPIAS acts as a sub-advisor to institutional investment managers, and offers the same institutional-grade investment advice to our financial intermediary clients through model portfolios. As part of S&P Global, the world’s foremost provider of credit ratings, benchmarks and analytics, the SPIAS team is able to use internal resources to create a unique set of strategies for different investment objectives.
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.
Private Equity Round in 2018
Westbrook Partners is a privately-owned real estate investment management firm that was founded in April 1994 and is headquartered in New York, with additional offices in various major cities including Boston, Washington, DC, Palm Beach, San Francisco, London, Munich, Paris, and Tokyo. The firm specializes in value-add investment opportunities and manages a diverse portfolio that includes office, multi-family residential, hotel, retail, industrial, and single-family residential properties. Westbrook's team is involved in all aspects of real estate investment, including acquisition, value enhancement, financial accounting, and risk management. With extensive experience in the real estate sector, Westbrook Partners focuses on enhancing property value and optimizing investment returns.
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.
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
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.
Pacific Global Advisors is a QPAM providing customized solutions and implementation services for institutional investors with a focus on corporate defined benefit pension plans. They are an interdisciplinary team with deep expertise in the areas of asset-liability management, asset allocation, hedge implementation, collateral management, actuarial science, manager selection, ERISA, and pension risk transfer strategies. Their platform is centered around core corporate finance principles and the issues their clients face as senior decision-makers. This shared perspective allows us to bring clarity and efficiency to pension plan management and achieve funded status risk reduction within the framework of their clients' objectives.
Mellon Ventures specializes in investments in venture capital to later stage growth and buyouts. The firm invests through three groups: Financial and Business Services, Growth and Buyouts, and Technology. In Financial and Business Services, it typically invests in financial services industry with a focus on trade cycle processing, asset management, treasury management, information services, application services, transaction based services, and professional services and outsourcing. The firm prefers to invest in companies with revenues in excess of $3 million.
Private Equity Round in 2006
Wall Street on Demand, Inc. designs, develops, and hosts custom Websites, charts, reports, and financial tools for the financial services industry. It also provides alert services via the Web, email, wireless devices, fax, and postal mail. The company was founded in 1991 and is headquartered in Boulder, Colorado. Wall Street on Demand, Inc. previously operated as a subsidiary of Goldman Sachs Group, Inc.
Wall Street on Demand, Inc. designs, develops, and hosts custom Websites, charts, reports, and financial tools for the financial services industry. It also provides alert services via the Web, email, wireless devices, fax, and postal mail. The company was founded in 1991 and is headquartered in Boulder, Colorado. Wall Street on Demand, Inc. previously operated as a subsidiary of Goldman Sachs Group, Inc.
Business Logic has been building clear, powerful finance tools for the last 16 years. The world’s largest financial institutions work with us to help their customers understand, organize, and manage investments. We build products based on one idea - just because finance is complex doesn't mean its tools have to be.