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 Chicago-based company founded in 2018 that operates an online trading platform focused on the digital asset market. It offers both spot and futures contracts, facilitating easy access for users to exchange cryptocurrencies. The platform integrates advanced technology to create a reliable and compliant environment for trading, deposits, and withdrawals. By leveraging its digital asset exchange and clearinghouse capabilities, ErisX aims to streamline capital markets workflows, providing clients with a robust infrastructure for their trading needs.

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, established in 2008 and headquartered in Boston, Massachusetts, with an additional office in London, operates as a registered investment adviser. It specializes in an online investment marketplace, connecting self-directed investors with skilled portfolio managers, hedge funds, and money managers. Covestor's platform offers a range of investment advisory services, including active and passive investing solutions, and provides access to institutional-style strategies. Its proprietary Portfolio Sync technology facilitates automatic trade replication, ensuring convenience and protection for clients. Covestor is recognized for pioneering the online marketplace for separately managed accounts (SMAs).

Quadriserv, Inc. is an independent technology provider focused on the securities lending industry. Founded in 2001 and based in New York, the company specializes in delivering innovative business model solutions and transformational market structure changes for beneficial owners, agent and custodial banks, broker dealers, and hedge funds. Its flagship product, Aquas, is a web-based application that offers users access to daily lending rates, historical market data, analytics, synthetic products, and trading tools to aid investment decisions. Additionally, Quadriserv operates AQS, an automated marketplace designed for securities lending and borrowing. Through its comprehensive suite of products and services, Quadriserv provides critical market data, transaction technology, and credit solutions to its clients, enhancing their operational efficiency in the securities lending space.