Interactive Brokers

Toggle is a developer of a SaaS-based logistics platform that aims to enhance efficiency and transparency in the shipping process. The platform addresses common challenges faced by shippers, carriers, and drivers by streamlining tedious scheduling and payment processes, intelligently planning routes, and facilitating precise logistical decisions. By providing real-time transparency regarding freight locations and offering granular data, Toggle empowers users to take control of their distribution plans. The company is focused on eliminating confusing pricing models and excessive costs, while also reducing payment delays and optimizing overall logistics efficiency. This approach not only minimizes operational complexities but also enables carriers to spend more time on the road and less time away from home.

ErisX is a digital asset trading platform that facilitates access to both spot and futures markets for cryptocurrencies. Founded in 2018 and headquartered in Chicago, Illinois, the company integrates advanced technology and capital markets workflows to provide a reliable and compliant trading environment. ErisX's platform enables users to trade, deposit, and withdraw digital assets seamlessly, leveraging its exchange and clearinghouse capabilities to ensure robust market operations. The company aims to simplify the process of cryptocurrency trading for its clients while maintaining high standards of compliance and reliability.

The Small Exchange is a financial services company based in Chicago, Illinois, founded in 2017. It operates a futures exchange platform aimed at simplifying and enhancing access to financial markets through smaller and more straightforward futures products. The company focuses on facilitating the trading of standardized futures contracts and options for a diverse range of market participants, particularly retail customers. By offering proprietary cash-settled indices and an individual subscription model, The Small Exchange reduces exchange and market data fees, making it easier for investors of all sizes to engage in trading. Its platform is designed to bridge the gap in futures products, creating new trading opportunities and promoting broader participation in the financial markets.

Covestor, Inc. is a registered investment adviser based in Boston, Massachusetts, that operates an online investment marketplace connecting investors with portfolio managers, advisers, hedge funds, and money managers. Established in 2008, Covestor offers a variety of portfolios and investment advisory services, allowing self-directed investors to compare and select from a transparent array of investment management talent, including top-performing portfolio managers. The company's innovative Portfolio Sync technology enables automatic trade replication, providing clients with a convenient "set and forget" experience while incorporating proprietary trade filtering for added protection. Covestor is recognized as a pioneer in bringing separately managed accounts online in a transparent manner and also has an office in London.

Quadriserv, Inc. is an independent provider of technology and business model innovation specifically for the securities lending industry. Founded in 2001 and based in New York, the company offers products designed to facilitate market structure changes for various financial entities, including beneficial owners, agent and custodial banks, broker dealers, and hedge funds. Its flagship offerings include Aquas, a web-based application that supplies daily lending rates, historical market data, analytics, and trading tools to assist both lenders and borrowers in making informed investment decisions. Additionally, Quadriserv operates AQS, an automated marketplace for securities lending and borrowing, further enhancing its service portfolio. The company's solutions encompass market data, transactions, technology, and credit services, positioning it as a leader in the field. Quadriserv has been functioning as a subsidiary of PDQ ATS, Inc. since August 2015.