Interactive Brokers

The Small Exchange, founded in 2017 and based in Chicago, Illinois, operates a futures exchange platform aimed at simplifying access to financial markets. It focuses on providing smaller and more manageable futures products, catering primarily to retail customers while also accommodating a diverse range of market participants. By offering standardized futures contracts and options, the Small Exchange helps bridge the gap in the futures product market. It enhances trading opportunities through an individual subscription model that reduces exchange and market data fees, along with providing uniform proprietary cash-settled indices. This approach allows investors of all sizes to engage in trading various financial products with greater ease and efficiency.

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 to the securities lending industry. Quadriserv has established itself as a leader in delivering transformational market structure changes to beneficial owners, agent and custodial banks, broker dealers and hedge funds.