Grail Partners

CBL Markets operates a global exchange platform that facilitates access to various commodity markets, specializing in spot energy and environmental commodities, as well as other soft commodities. The company aims to enhance efficiency, transparency, and liquidity in environmental markets by connecting buyers and sellers worldwide. Through its platform, CBL Markets enables secure trading of these commodities, contributing to a more organized and efficient marketplace.

SoFi is a financial services company founded in 2011 and headquartered in San Francisco, California. It offers a diverse range of products targeting early-stage professionals, including personal loans, MBA loans, and mortgage refinancing. In addition to lending, SoFi provides wealth management services that assist individuals in saving, spending, and investing their money. The company also offers financial solutions for retirement planning and student loan repayment management. Its comprehensive suite of services includes credit cards, checking and savings accounts, and small business financing, positioning SoFi as a versatile player in the financial sector.

FolioMetrix is an investment management research company that specializes in tactical asset management products and distribution programs for portfolio managers, financial advisors, and institutions throughout the United States. Founded in 2009, the company has leveraged over two decades of expertise from its executives, who have collaborated with industry thought leaders to enhance portfolio diversification and delivery methods. In 2013, after extensive research and development, FolioMetrix launched RiskX, one of the first liquid mutual fund platforms dedicated entirely to tactical asset management. Through its innovative solutions, FolioMetrix aims to meet the evolving needs of the investment management landscape.

Manifold Partners is a systematic asset manager that employs prediction science, artificial intelligence, and machine learning to forecast equity prices for mid and large-cap stocks across nine countries. Their primary offering is a product known as EMN. The firm's innovative approach allows for the application of their predictive science to various investment strategies, including long-only products, provided that sufficient big data is accessible. Manifold Partners aims to achieve superior, risk-adjusted returns through diversified portfolios that maintain low correlation to traditional investment styles.

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.

Credit Sesame, Inc. operates a credit and loan management platform designed to simplify and automate consumer credit management. Founded in 2006 and headquartered in Mountain View, California, with an additional office in San Francisco, the company provides tools that allow users to analyze their loans, credit scores, home mortgages, and credit card debts. Credit Sesame offers free access to credit score monitoring, credit reports, and identity theft protection. It also delivers personalized recommendations for refinancing and managing various financial products, including personal loans, home loans, and credit cards. By integrating these services, Credit Sesame aims to help consumers enhance their financial wellness and improve their credit and spending power.

Integrated Trade Processing is a provider of trading technology services that enables financial institutions to automate and manage the flow of trade information efficiently. The company's cloud-based platform supports asset managers, custodians, and broker-dealers by facilitating the entire trade process life-cycle, from order inception to settlement. Founded in 1999 and headquartered in New York City, Integrated Trade Processing focuses on enhancing product innovation, operational efficiency, and cost-effectiveness while maintaining high service quality. The company's solutions are utilized by a diverse range of clients, including investment managers, brokers, custodians, plan sponsors, and operations outsourcers, who seek to streamline their global, multi-asset class trading activities. The team comprises industry veterans with extensive experience from leading firms, contributing to the development of cutting-edge solutions in the trading technology sector.

XShares Group is a financial services company that develops and distributes exchange-traded funds. It is based in New York, United States.