The Goldman Sachs Group

Float offers modern financial services, powerful software and industry-leading support designed for every company and stage of growth. Our product suite includes corporate cards, bill pay, expense management and high-yield accounts, giving finance teams everything they need to manage spending and cash flow efficiently.

Ualá is a financial technology company that offers a digital banking application aimed at democratizing access to financial services. The platform provides a comprehensive financial ecosystem, allowing users to manage payments, request loans, and invest in various financial products. Ualá's services include a prepaid Mastercard and savings accounts, which enhance financial inclusion by enabling users to make secure purchases and transfer money instantly through a traditional transactional payment network. The company's mission is to empower individuals by offering accessible financial solutions.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Groupe Crystal is a financial services firm that specializes in wealth management and advisory services. Operating across Europe, Asia, the Pacific, the Middle East, and Africa, the company offers a comprehensive suite of services including investment planning, retirement planning, estate management, and tax planning. Additionally, Groupe Crystal provides asset allocation, insurance, securities accounts, real estate rental, and risk management services. The firm is particularly focused on delivering personalized solutions for French speakers living abroad and for international investors, ensuring that their specific wealth management needs are effectively addressed.

Elwood Technologies is a prominent fintech firm that specializes in digital asset trading and portfolio management software tailored for institutional clients. The company offers a comprehensive platform that connects users to global crypto exchanges, liquidity providers, custodians, and fund administrators. With a focus on advanced execution management, portfolio analytics, and risk management, Elwood's solutions are designed to enable financial institutions, neobanks, and corporations to navigate the complexities of the digital asset market effectively. Founded by experts with extensive backgrounds in both traditional finance and digital technology, Elwood aims to deliver secure and efficient tools that enhance clients' ability to engage with digital assets.

Founded in 2015, PeopleFund is a premier data-driven digital lender in South Korea, specializing in consumer finance. The company aims to provide financial freedom through affordable loans and attractive investment opportunities. Utilizing a proprietary credit model and advanced technology, PeopleFund enhances loan rates for borrowers while maintaining a low loss rate, benefiting both retail and institutional investors. It is recognized as the first digital lender in Korea to exceed $1 billion in loan originations and has innovatively engaged nearly 400,000 retail investors. PeopleFund stands out as the first fintech platform to offer loan and investment products directly through KakaoTalk, a popular messaging app in Korea. Additionally, the company operates a lending platform that collaborates with banks and financial institutions to streamline the loan process, making personal loans accessible at competitive interest rates through various third-party applications.

Ualá is a financial technology company that offers a digital banking application aimed at democratizing access to financial services. The platform provides a comprehensive financial ecosystem, allowing users to manage payments, request loans, and invest in various financial products. Ualá's services include a prepaid Mastercard and savings accounts, which enhance financial inclusion by enabling users to make secure purchases and transfer money instantly through a traditional transactional payment network. The company's mission is to empower individuals by offering accessible financial solutions.

Elinvar GmbH is a Berlin-based company that specializes in developing an integrated wealth technology platform tailored for independent discretionary portfolio managers and private banks. Founded in 2016, Elinvar provides a B2B2C solution that facilitates the digital transformation of asset and wealth managers by offering a comprehensive Platform as a Service. This platform includes essential applications for client relationship management, online onboarding, portfolio management, and reporting, among other services. By employing a micro-services architecture, Elinvar ensures flexibility in adapting to technological advancements and regulatory changes. The company also holds all necessary licenses from BaFin, allowing its partners to leverage leading technology within a compliant framework. This holistic approach enables partners to streamline their operations and deliver customized digital offerings that enhance client engagement and satisfaction.

Folio Financial, Inc. specializes in developing and supporting digital-first investment platforms for advisors and enterprises, offering brokerage, clearing, and custody solutions. Founded by former SEC commissioner Steven Wallman, the company has been dedicated to democratizing investing since the late 1990s. Folio is known for its innovative technologies such as fractional share investing, tax management tools, and online account management. The business includes Folio Institutional for RIAs and enterprises, Folio Investing and Folio First for retail investors, VIA Folio for private investments, First Affirmative Financial Network for responsible investment advisors, and The SRI Conference and Community for impact investing. Through a focus on access, automation, transparency, and flexibility, Folio has maintained a reputation for being at the forefront of the industry.

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.

Ualá is a financial technology company that offers a digital banking application aimed at democratizing access to financial services. The platform provides a comprehensive financial ecosystem, allowing users to manage payments, request loans, and invest in various financial products. Ualá's services include a prepaid Mastercard and savings accounts, which enhance financial inclusion by enabling users to make secure purchases and transfer money instantly through a traditional transactional payment network. The company's mission is to empower individuals by offering accessible financial solutions.

LvYue Travel Information Technology (Beijing) Co., Ltd., established in 2016 and based in Beijing, operates within the hotel management sector in China. The company is part of the Luyue Group, which is strategically linked to Ctrip Group and focuses on integrating hotel management with information technology and procurement. Under the leadership of CEO Zhang Qiang, the Luyue Group aims to enhance the tourism industry by leveraging internet innovations and technology to improve operational effectiveness. It utilizes data-driven strategies derived from user information from Ctrip and Qunar.com, alongside its own technology development team. The group is recognized for its innovative systems, including the Aladdin global intelligent location system and XPMS, which facilitate the management of non-standard hotels through a comprehensive service approach.

CredFIC offers enterprise financial analytics tools to family offices, investment funds, and asset administrators. Along with it, the company caters to an academic clientele in Indian in capacity building. Spread into two segments with SaaS and CaaS offering financial analysis and insight consulting for private wealth management to HNIs and UHNIs, and enterprise-grade investment analytics and opportunity prospecting for B2B clientele, including family offices and small-sized investment funds.

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.

Nutmeg, established in 2011 and headquartered in London, UK, is a pioneering online investment management service. It specializes in investments, ISAs, and pensions, offering a smart, secure, and straightforward approach to wealth management. The company's digital platform enables clients to access sophisticated global investment portfolios, keeping costs and charges low while boosting returns. With a six-year performance track record in the UK, Nutmeg is the first wealth manager of its kind, providing an intelligent and fair alternative to traditional investment management.

Lufax is a technology-driven personal financial services platform based in China and affiliated with Ping An Insurance. The company specializes in various financial services, including wealth management and retail credit facilitation. Lufax offers a range of services related to financial asset transactions, including investment services for institutions and individual investors, as well as transaction financing consulting. Its comprehensive platform supports financial asset allocation and transaction organization, enabling clients to manage their financial needs effectively. Through its innovative approach, Lufax aims to enhance financial accessibility and efficiency for its users.

Ualá is a financial technology company that offers a digital banking application aimed at democratizing access to financial services. The platform provides a comprehensive financial ecosystem, allowing users to manage payments, request loans, and invest in various financial products. Ualá's services include a prepaid Mastercard and savings accounts, which enhance financial inclusion by enabling users to make secure purchases and transfer money instantly through a traditional transactional payment network. The company's mission is to empower individuals by offering accessible financial solutions.

Visible Alpha, LLC is a data and analytics company founded in 2012 and headquartered in New York, with additional operations in Mumbai, Noida, and London. The company develops an online platform that enhances the investment research process for institutional investors by providing access to a proprietary dataset and a comprehensive suite of analytical tools. By extracting detailed forecasts, assumptions, and logic from sell-side models, Visible Alpha creates consensus data that offers transparency and granularity. This enables investors to gain deeper insights into company fundamentals and improve their decision-making processes, ultimately assisting them in generating alpha through more informed investment strategies.

Hyphen Group operates CompareAsiaGroup, a prominent personal finance management platform in Asia. Established in 2013 and headquartered in Hong Kong, CompareAsiaGroup provides users with free and independent online tools to compare a wide range of financial products, including banking, insurance, credit cards, and personal loans. The platform partners with leading financial institutions across the region, enabling users to evaluate over 2,500 products. With a workforce of over 250 employees, CompareAsiaGroup has a significant presence in multiple countries, including Hong Kong, Malaysia, the Philippines, Singapore, Taiwan, and Thailand. The Group's mission is to empower individuals to save money and make informed financial decisions through its comprehensive comparison services.

Honest Dollar, Inc. is an online platform that focuses on providing investors with transparency and information regarding finances and retirement plans. Established in 2014 and headquartered in Austin, Texas, the company operates as a subsidiary of Goldman Sachs Private Wealth Management. Honest Dollar aims to simplify the investment process for individuals by offering accessible financial tools and resources.

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.

Hyphen Group operates CompareAsiaGroup, a prominent personal finance management platform in Asia. Established in 2013 and headquartered in Hong Kong, CompareAsiaGroup provides users with free and independent online tools to compare a wide range of financial products, including banking, insurance, credit cards, and personal loans. The platform partners with leading financial institutions across the region, enabling users to evaluate over 2,500 products. With a workforce of over 250 employees, CompareAsiaGroup has a significant presence in multiple countries, including Hong Kong, Malaysia, the Philippines, Singapore, Taiwan, and Thailand. The Group's mission is to empower individuals to save money and make informed financial decisions through its comprehensive comparison services.

Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.

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.