ETFS Capital

Fundment is a company that integrates discretionary fund management with advanced digital investment technology to enhance the services provided by financial advisers. Its platform automates the operational aspects of investment management, allowing advisers in the UK to efficiently manage their clients' portfolios. The technology offers a streamlined solution for goal-based asset allocation, integrated discretionary investment management, and automated account management, thereby alleviating regulatory burdens for advisers. Fundment also provides customizable portfolio options to meet the specific needs of clients while reducing complexity and costs associated with portfolio management. The company is authorized and regulated by the Financial Conduct Authority and recognized by HM Revenue & Customs as an approved ISA plan manager.

Neat is an InsurTech startup that specializes in providing embedded insurance solutions for retailers. The company offers a customizable insurance platform that allows businesses to enhance their revenue by integrating white-label insurance services into both digital and physical sales channels. Neat enables merchants to sell a variety of insurance products, including travel and mobility coverage, as well as extended warranties, directly at the point of sale. By combining technology with human support, Neat ensures comprehensive protection for products under clear and transparent terms, allowing merchants to prioritize their sales efforts while improving customer loyalty without the need for upfront fees or extensive technological resources.

Cognitive Credit Ltd. is a London-based company that specializes in developing web-based application software tailored for institutional credit investors. Founded in 2017, the firm focuses on integrating fundamental market data with real-time updates and advanced analytics, facilitating more efficient corporate credit analysis. Its proprietary software features modern productivity tools and data visualization capabilities, designed to enhance collaboration and connectivity among investment teams. By delivering accurate and timely credit metrics alongside comprehensive financial models, Cognitive Credit enables its clients to generate actionable investment insights more swiftly and effectively. Through its innovative solutions, the company strives to elevate productivity within the credit investment space.

WealthKernel Ltd. is a London-based company established in 2015 that specializes in developing a comprehensive API for automated financial services. Its platform is designed to facilitate access to financial advice for mass affluent customers in the U.K. and the European Union, offering both human and digital delivery options. WealthKernel provides a wealth management infrastructure that includes compliance and distribution services, along with tools for investment management and adviser support. This allows institutions to digitally distribute investment products and enhance their wealth management offerings beyond the traditional high net worth segment. By offering a user-friendly interface, WealthKernel positions itself as a critical resource for businesses looking to streamline their financial service operations.

Alphathena is a technology company that specializes in artificial intelligence software aimed at improving investment management. The company offers an AI-driven platform that empowers investors to build, customize, and share investment portfolios based on various market indices. Its product suite includes solutions for ETF-based direct indexing, personalized direct indexing, and tax loss harvesting as a service, along with Crypto and Digital Asset Indexes. By providing analytical insights on securities and access to extensive financial and economic datasets, Alphathena enables users to identify alpha opportunities with greater accuracy and reliability compared to traditional manual or passive investment strategies.

TreasurySpring Limited is a financial technology firm founded in 2016 and headquartered in London, United Kingdom. The company operates an online platform designed to connect issuers and investors in the institutional short-term funding markets. TreasurySpring offers a range of Fixed-Term Funds (FTFs) that provide access to sovereign, financial, and corporate fixed-term investments. These funds enable cash-rich firms to engage in short-term investments that were previously difficult to access, while also allowing institutions seeking funding to tap into a wider pool of capital providers. By leveraging legal, financial, and operational technology, TreasurySpring facilitates the creation and management of these financial instruments, enhancing security and potential yields for investors.

21Shares AG, established in 2018 and headquartered in Zug, Switzerland, specializes in developing and managing crypto exchange-traded products. The company offers a range of index-based products, including the 21Shares Crypto Basket Index (HODL5), which provides diversified exposure to the top five cryptocurrencies, listed on the Swiss Stock Exchange. 21Shares aims to make cryptocurrency investing accessible, secure, and regulated, enabling investors to buy, sell, and short cryptocurrencies through existing bank and brokerage accounts. The company's issuance platform, Onyx, is used for issuing and operating cryptocurrency ETPs worldwide.

21.co is a cryptocurrency company providing access to crypto through simple and easy-to-use products. 21.co is the parent company of 21Shares, the world’s largest issuer of cryptocurrency exchange-traded products (ETPs) – which is powered by Onyx, a proprietary technology platform used to issue and operate cryptocurrency ETPs for 21Shares and third parties – in addition to Amun, a token provider focused on making the Defi world more accessible. The company was founded in 2018 by Hany Rashwan and Ophelia Snyder. 21.co is registered in Zug, Switzerland with offices in Zurich and New York.

WealthKernel Ltd. is a London-based company established in 2015 that specializes in developing a comprehensive API for automated financial services. Its platform is designed to facilitate access to financial advice for mass affluent customers in the U.K. and the European Union, offering both human and digital delivery options. WealthKernel provides a wealth management infrastructure that includes compliance and distribution services, along with tools for investment management and adviser support. This allows institutions to digitally distribute investment products and enhance their wealth management offerings beyond the traditional high net worth segment. By offering a user-friendly interface, WealthKernel positions itself as a critical resource for businesses looking to streamline their financial service operations.

Bita GmbH is a Fintech company based in Frankfurt, Germany, founded in 2018. It specializes in providing an innovative platform designed for index-based and systematic investing, catering specifically to institutional clients. The company offers a comprehensive suite of services, including enterprise-grade indexes, data, and cloud-based infrastructure. Its BITA Data and API supply critical information for analyzing, trading, and tracking indexes, while the platform allows users to design, backtest, calculate, and benchmark their investment strategies with flexibility. By leveraging advanced technologies, BITA eliminates the need for traditional index solutions and multiple data vendors, streamlining the investment process for its clients.

BITADATA is the world's first provider of end-to-end infrastructure for index-based and systematic investing. BITA's platform allows institutional clients to flexibly design, backtest, calculate and benchmark investment strategies and indexes without having to rely on traditional index solutions, multiple data vendors and complex internaltools. BITA was founded in 2021 and is headquartered in Frankfurt, Hessen.

Advisor Circle is a creator, curator, and distributor of high-quality financial content for growth-oriented financial professionals. It was founded in 2021 and is based in Boston, Massachusetts.

TreasurySpring Limited is a financial technology firm founded in 2016 and headquartered in London, United Kingdom. The company operates an online platform designed to connect issuers and investors in the institutional short-term funding markets. TreasurySpring offers a range of Fixed-Term Funds (FTFs) that provide access to sovereign, financial, and corporate fixed-term investments. These funds enable cash-rich firms to engage in short-term investments that were previously difficult to access, while also allowing institutions seeking funding to tap into a wider pool of capital providers. By leveraging legal, financial, and operational technology, TreasurySpring facilitates the creation and management of these financial instruments, enhancing security and potential yields for investors.

ETF.com is a leading provider of exchange-traded fund (ETF) data, news, and analysis, aimed at improving investment outcomes for investors and advisors. The company serves as a comprehensive resource for ETF intelligence, delivering independent and authoritative information about ETFs online. By focusing on education and insights, ETF.com aims to enhance awareness and support the growth of the investment community surrounding exchange-traded funds. Its offerings include the latest news and analytical tools designed specifically for its audience, ensuring that clients are well-informed and equipped to make better investment decisions.

Fundment is a company that integrates discretionary fund management with advanced digital investment technology to enhance the services provided by financial advisers. Its platform automates the operational aspects of investment management, allowing advisers in the UK to efficiently manage their clients' portfolios. The technology offers a streamlined solution for goal-based asset allocation, integrated discretionary investment management, and automated account management, thereby alleviating regulatory burdens for advisers. Fundment also provides customizable portfolio options to meet the specific needs of clients while reducing complexity and costs associated with portfolio management. The company is authorized and regulated by the Financial Conduct Authority and recognized by HM Revenue & Customs as an approved ISA plan manager.

Velox Financial Technology, LLC specializes in developing customized real-time trading technology and analytics solutions for investment banks and the asset management sector. Founded in 2017 and headquartered in New York, with additional offices in London and Shanghai, Velox offers a platform that streamlines the entire order life-cycle. By delivering real-time web applications, Velox enables clients to overcome the limitations of their legacy systems and transition to a more integrated solution. The company's technology allows for seamless aggregation, analysis, and action on fast-moving order flow and data, providing clients with the ability to enhance their existing systems and innovate more rapidly than traditional off-the-shelf products or in-house developments.

WealthKernel Ltd. is a London-based company established in 2015 that specializes in developing a comprehensive API for automated financial services. Its platform is designed to facilitate access to financial advice for mass affluent customers in the U.K. and the European Union, offering both human and digital delivery options. WealthKernel provides a wealth management infrastructure that includes compliance and distribution services, along with tools for investment management and adviser support. This allows institutions to digitally distribute investment products and enhance their wealth management offerings beyond the traditional high net worth segment. By offering a user-friendly interface, WealthKernel positions itself as a critical resource for businesses looking to streamline their financial service operations.

Skylight IPV is an independent company established in 2016 and headquartered in London, United Kingdom. It specializes in providing over-the-counter derivatives valuations data tailored for risk managers and product controllers at market-making institutions. The company delivers extensive and reliable valuation services across various asset classes, including commodities, equities, foreign exchange, and interest rates. Skylight IPV emphasizes transparency, security, and timeliness in its offerings, enabling clients to perform their accounting and risk management functions efficiently and accurately. By supplying credible and cost-effective independent market data, Skylight IPV supports its clients in navigating the complexities of financial risk assessment and reporting.

ETF Stream Ltd is an online media company based in Tonbridge, United Kingdom, specializing in news and analysis related to the exchange-traded fund (ETF) industry. Established in 2017, the company serves as a key resource for investors and financial advisors by providing educational content, guides, and expert analysis on passive investment strategies. Its platform features coverage of industry developments, personnel changes, and growth trends, enabling stakeholders in Europe and the Asia/Australasia regions to remain informed about the latest market dynamics. Additionally, ETF Stream organizes events and promotional activities to foster engagement and knowledge sharing among ETF industry participants.

Moorgate Benchmarks Limited, founded in 2017 by Gareth Parker and Tobias Sproehnle, is a London-based company specializing in providing solutions for index providers and product issuers to create new investment products. The firm offers services in designing, optimizing, managing, and calculating indices for clients, utilizing leading-edge technology to streamline operations and implement best practice governance systems. Moorgate Benchmarks is independent and employee-owned, with Mark Pralle serving as director and CTO since 2019. The company aims to deliver true choice to all investors by challenging the industry status quo and meeting EU Benchmarks Regulation obligations.

TreasurySpring Limited is a financial technology firm founded in 2016 and headquartered in London, United Kingdom. The company operates an online platform designed to connect issuers and investors in the institutional short-term funding markets. TreasurySpring offers a range of Fixed-Term Funds (FTFs) that provide access to sovereign, financial, and corporate fixed-term investments. These funds enable cash-rich firms to engage in short-term investments that were previously difficult to access, while also allowing institutions seeking funding to tap into a wider pool of capital providers. By leveraging legal, financial, and operational technology, TreasurySpring facilitates the creation and management of these financial instruments, enhancing security and potential yields for investors.

LOGICLY is a cloud-hosted, web-based platform that automates, simplifies, and streamlines portfolio management with a custom-indexing hybrid approach that uses ETFs and single stocks to diversify exposures. Investors, financial advisors, and portfolio managers get institutional-caliber ETF and fund screening tools, investment policy alerts, rebalancing notifications, and trade ideas to improve cost, performance, risk, and potential tax liability.

AltFi News is a London-based media company established in 2013 that focuses on providing comprehensive coverage of the alternative finance sector. It delivers market news, insights, and analysis on various topics, including lending, banking, and investing, along with specific areas such as crowdfunding, peer-to-peer finance, and digital wealth management. The platform serves the finance and fintech community by reflecting the rapidly evolving landscape of alternative finance through its detailed reporting and expert commentary. AltFi News also organizes industry conferences and seminars globally, fostering collaboration and knowledge-sharing within the sector. The editorial team, led by experienced journalist David Stevenson, leverages a wealth of knowledge in finance and media to inform readers about the latest developments and trends in alternative finance.