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 San Francisco–based financial services company offering lending, banking, and wealth management products designed to help individuals borrow, save, spend, and invest. Its offerings include personal loans, MBA and student loan refinancing, mortgages, checking and savings accounts, and credit cards, as well as investment and retirement planning services. The company also provides small business financing as part of its product suite. By combining digital tools with traditional financial services, SoFi targets early-stage professionals seeking to manage debt, build savings, and pursue long-term financial goals.

FolioMetrix is an investment management research company founded in 2009, specializing in tactical asset management products and distribution programs tailored for portfolio managers, financial advisors, and institutions in the United States. With over two decades of experience among its executives, FolioMetrix has collaborated with a network of industry thought leaders to innovate and enhance portfolio diversification strategies. In 2013, the company launched RiskX, one of the industry's first liquid mutual fund platforms dedicated entirely to tactical asset management, marking a significant advancement in the field. Through its focus on research and development, FolioMetrix aims to provide effective asset management solutions that meet the evolving needs of its clients.

Manifold Partners is a systematic asset manager employing proprietary prediction science, AI, and machine learning to forecast equity prices for mid and large-cap equities across nine countries. Their primary product, EMN, aims to deliver superior, risk-adjusted returns through diversified portfolios that are not correlated to any investment style.

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 New York City-based company established in 1999 that specializes in providing trading technology services tailored for financial institutions. The firm offers a cloud-based platform that supports asset managers, custodians, and broker-dealers in managing the entire trade process life-cycle, from order inception to settlement. By automating and controlling the flow of trade information in real time, Integrated Trade Processing enhances operational efficiency, promotes product innovation, and reduces costs for its clients. The company serves a diverse range of clients, including investment managers, brokers, custodians, plan sponsors, and operations outsourcers, many of whom leverage its solutions to streamline and automate their global, multi-asset class trading activities. The team at Integrated Trade Processing comprises industry veterans with extensive experience from leading firms.

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