YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale. The company aims to be a portal to liquid global yield-driven opportunities. It sees a key global asset class being transformed, and we are building the tools to bring those benefits to all investors. YieldX is led by senior fixed income and fintech professionals who offer more than 70 years of collective experience at marquee capital markets and technology firms.
Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions.
Dynasty Financial Partners is a provider of wealth management and technology platforms for financial advisory firms. Their service pillars include community, technology finance, investment, capital sourcing, mergers and acquisitions, joint ventures, operations, marketing, compliance, and practice management. The firm caters to consumer products and services, information technology, and financial services sectors.
TXN is based in San Francisco, CA, and is backed by leading investors. Their team has diverse experience in market research, payment processing, and consumer services, and has worked with some of the largest merchants in the world.
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.
FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with modern, web-based wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The FolioDynamix wealth management platform helps firms achieve greater operational efficiency, improved compliance, enhanced client service and stronger business growth.
Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises.
Castle Rock Innovations is a state of the art enterprise technology services organization that utilizes technical expertise and business knowledge to create value for our clients with focus on Financial Services Industry for over 15 years. Headquartered in Chicago IL,Local offices in CA, CT, NY, NJ, FL,TX, AL. 2009 & 2010 Inc500 fastest growing private companies in US. CRI has developed the AXIS Retirement Analytics Platform™ (“AXIS”), a leading retirement analytics and compliance solution.
Yodlee is a provider of financial applications that aims to make online banking more profitable. Yodlee's personal financial management, payments, and customer acquisition solutions unify all personal financial account information to deliver centralized way for users to manage their financial tasks.
Finance Logix® provides financial planning software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. Since 1998, Finance Logix® has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. Finance Logix® is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice.
AlphaHedge Capital Partners, LLC, a Blue Bell, PA-based provider of access to long/short equity strategies through separately managed accounts. AlphaHedge investment strategies are held in brokerage accounts registered under the name of the investor with all securities directly owned and transparent to the investor.AlphaHedge is a managed account platform that provides access to liquid, long/short equity strategies in a custodian agnostic, separately managed account structure with lower minimums than typical partnership investments. Organizations can provide their clients with access to individual strategies, multi-manager models or can create custom multi-manager model portfolios targeting specific return profiles. The platform is open architecture and has the ability to include strategies from AlphaHedge’s own stable of managers and/or an organization’s proprietary or externally sourced managers.
Upside helps registered investment advisors beat the “robo-advisors” by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company’s fully-automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, practice analytics in an intuitive design-led user interface.
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.
Tamarac, Inc. provides Independent Registered Investment Advisors with a broad suite of software tools and services to automate the process of portfolio management, rebalancing and trading within their practices. Tamarac's clients increase profitability through standardization of manual tasks without sacraficing quality customer service.
FundQuest Incorporated is a registered investment advisor based in Boston, MA. FundQuest Inc. is a leading provider of managed account programs, overlay portfolio management, mutual funds, institutional asset management, and investment consulting to RIAs, independent advisors, broker-dealers, banks, and trust organizations. FundQuest Inc.'s services are employed by more than 100 financial advisory firms. Since 1993, FundQuest Inc. has delivered innovative and flexible open architecture investment solutions. FundQuest Inc. distinguishes itself from the FundQuest businesses in Europe (France and the United Kingdom) by its focus on TAMP (Turnkey Asset Management Provider), whereas the European businesses are more focused on advisory and funds of funds management. This transaction will have no impact on the European activities of the FundQuest businesses. FundQuest Inc. is part of BNP Paribas Investment Partners which has assets under management and advice of $777 billion (June 30, 2011). FundQuest Inc. and BNP Paribas Investment Partners are both part of BNP Paribas, one of the world's largest financial services firms, which has been named one of the most stable global financial institutions by Global Finance magazine.
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