Envestnet

FIDx operates a technology-driven retirement platform that offers comprehensive solutions for retirement and wealth planning. The company integrates brokerage, insurance, and advisory services to create a product-agnostic system designed to meet the evolving needs of investors. By collaborating with leading insurance carriers, FIDx enables insurance advisors to provide annuities and insurance packages that enhance income and downside protection within clients' investment portfolios. This approach allows for a seamless experience, as clients can access these offerings through existing wealth management platforms. Through its services, FIDx aims to support individuals and families in securing their financial futures.

Redi2 Technologies is a provider of revenue management solutions tailored for the global financial services sector, founded in 2002. The company specializes in developing billing software for asset managers, wealth managers, and financial advisors. Its cloud-based platform facilitates intelligent workflows, billing approval processes, fee calculations, invoice creation, billing compliance, payouts, and accounting, allowing clients to streamline operations and enhance cash flow. Renowned for its exceptional client service and partnership-oriented approach, Redi2 has established itself as an innovative and industry-involved technology company, dedicated to attracting and retaining top professionals to deliver high-quality software and implementation services.

401kplans.com is a digital platform focused on enhancing the efficiency and transparency of retirement plan distributions for small businesses. By leveraging technology, the company aims to streamline the due diligence process for financial advisors and third-party administrators (TPAs). Its platform provides a consistent and accurate display of plan pricing, services, and investments, along with real-time data on retirement plan activity. This approach addresses the evolving regulatory landscape and the industry's need for modernization, positioning 401kplans.com as a crucial resource for financial professionals navigating the complexities of retirement planning. The company seeks to facilitate collaboration among various stakeholders, including providers and investment managers, to improve the overall landscape of retirement benefits.

Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform. We are the first end-to-end data-driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

YieldX is a company focused on transforming fixed income investing through a comprehensive digital platform designed for the wealth management industry. It offers a suite of tools that includes a yield marketplace, an analytics engine, and various workflow applications, allowing clients to access real-time pricing, monitoring, and portfolio allocation for fixed income securities. With a team of experienced professionals from the fields of fixed income and fintech, YieldX aims to provide personalized investment solutions at scale, serving as a gateway to liquid global yield-driven opportunities. The company's innovative approach seeks to enhance the management of fixed income portfolios and make these investment options more accessible to a broader range of investors.

Harvest Savings & Wealth Technologies Inc. specializes in developing digital technology solutions for the financial industry, enabling banks, credit unions, and other financial institutions to enhance their services. Founded in 2012 and based in Larkspur, California, the company offers a range of tools designed to facilitate effective savings and wealth management. Its products include Goalkeeper, a goals-based savings solution; Signals, which integrates with core systems to trigger value-added actions; Jumpstart, a digital account opening tool; and Automate, which supports clients throughout their wealth journey. By focusing on innovation and efficiency, Harvest Savings & Wealth Technologies aims to provide comprehensive, enterprise-grade solutions that improve the financial experiences of clients at every stage of their financial journey. The company, previously known as Trizic, Inc., rebranded in September 2019.

Finbit Inc is a financial data aggregation and analytics platform based in Bengaluru, India. The company specializes in gathering and analyzing extensive financial data, including bank statements and transactions, to provide meaningful insights and visual reports. Its services aim to help underwriters and financial institutions understand customer financial behavior, facilitating better decision-making in the financial sector. As a subsidiary of Yodlee Infotech Private Limited, Finbit focuses on serving the Indian and Asian markets, offering innovative solutions to manage and interpret large data sets effectively.

Dynasty Financial Partners, established in 2010 and headquartered in Saint Petersburg, Florida, focuses on providing wealth management and technology platforms specifically for independent financial advisory firms. The company offers a range of services that encompass community support, technology solutions, investment strategies, capital sourcing, mergers and acquisitions, joint ventures, operational assistance, marketing, compliance, and practice management. By catering to sectors such as consumer products and services, information technology, and financial services, Dynasty aims to enhance the capabilities of its partner firms, enabling them to deliver better service to their clients.

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 specializes in providing a cloud-based wealth management platform designed for broker dealers, bank trusts, registered investment advisors, custodians, and wealth management service providers. The platform offers modern technology and institutional-quality investment research, facilitating the management of assets, including customized equity, fixed income, and alternative asset portfolios. It aims to enhance operational efficiency, improve compliance, and elevate client service, ultimately driving business growth. By delivering comprehensive wealth management solutions, FolioDynamix helps firms attract and retain advisors, establish competitive program offerings, and accelerate client acquisition while gaining end-to-end visibility across all accounts.

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, Inc. is a technology company that operates a cloud-based financial services platform known as the Yodlee Financial Cloud. This platform offers a variety of financial applications, or FinApps, designed for sectors including retail finance, wealth management, and small businesses. These applications help consumers and small businesses manage their finances by simplifying tasks such as reviewing accounts, tracking spending, and calculating net worth. Additionally, the Yodlee Financial Cloud allows customers to create their own applications using open application programming interfaces, providing secure data and various financial functionalities. Yodlee also offers data solutions and market research services, catering to financial institutions and third-party developers of financial applications. Founded in 1999 and headquartered in Redwood City, California, Yodlee operates as a subsidiary of Envestnet, Inc.

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 Financial is a company that specializes in providing an automated investment advisory platform aimed at enhancing the services of registered investment advisors. Its technology leverages algorithms to enable advisors to effectively manage and service clients seeking advanced investment solutions. The platform features a fully automated, white-labeled managed account system that includes functionalities such as paperless account opening, portfolio selection, automated trading and rebalancing, as well as dedicated portals for both clients and advisors. Additionally, the platform offers practice analytics presented in an intuitive, design-focused user interface, allowing advisors to optimize their operations and improve client engagement.

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.