Refinitiv US Holdings Inc. is a prominent provider of data, analytics, and technology for the global financial markets, serving over 40,000 institutions across more than 190 countries. The company offers a comprehensive suite of tools that support trading, investment, wealth management, regulatory compliance, and enterprise risk management. Its solutions include trading platforms, financial data analysis products, and governance, risk, and compliance tools. Refinitiv also develops open technology platforms that foster collaboration within the financial market community, enhancing performance in various sectors, including market data management and combating financial crime. With a strong emphasis on delivering accurate and timely data, Refinitiv provides market insights, economic data, and benchmarks, among other resources. Established in 2018 and headquartered in New York, Refinitiv operates as a subsidiary of Refinitiv Parent Limited, continuing the legacy of its predecessor, Thomson Reuters' Financial & Risk segment.
Priori is the global legal marketplace for in-house teams. We use data and technology to rapidly connect legal departments from 1 to 1000+ with the right outside counsel for projects globally, saving them time and money. Our clients include Fortune 500 enterprises and leading technology companies, who use our platform to find vetted boutique firms for projects requiring niche expertise, local counsel, cost-control, overflow, or temporary support. We were shortlisted in both 2018 and 2019 as a Financial Times Intelligent Business for our work reducing the cost of legal services for corporate clients by 60-80%.
Verady provides accounting and audit products and infrastructure networks through the Ledgible platform, where financial institutions, corporations, and regulators can audit, account, and verify blockchain assets. Verady believes traditional accounting systems, firms, and standards are currently lacking functionality around blockchain assets. Verady's Ledgible platform will be the bridge between these new assets and traditional financial verification and accounting which is needed to further their acceptance and growth.
Redbird is an AI-powered analytics platform for teams to easily automate advanced analytics work in minutes, without writing code. Redbird's solution offers a comprehensive set of automated data services, including collection, wrangling, modeling, and reporting, as well as a user-friendly interface that does not require specialized engineering knowledge to use. Redbird allows data engineers to be freed up to work on more complex or technical assignments.
Agolo does one thing exceptionally well: we turn messy, freeform unstructured product data into a clean entity graph-based data store that, in turn, powers many enterprise use cases. Use cases range from GenAI Apps to LLMs and RAG Pipelines to Business Intelligence Dashboards and Reports to Support Site Augmentation to Enterprise and Application Search. Taken together, the business impact is clear line of sight to your customers' product experience, leading to improved product quality, lower support costs, and faster detection of emerging issues.
The Occupier Team combines their deep experience in the commercial real estate (JLL) and proptech space (VTS, ProCore, WeWork), and applies it to the world of the commercial tenant. Commercial tenants are faced with unique real estate challenges so we build digital solutions that automate and streamline management of an organizations lease portfolio. Occupier is the only lease management software that enables tenants and brokers to collaborate on the entire lease life cycle from site selection to critical date management and lease accounting.
GIACT™ has been helping companies verify valued customers since 2004. From financial to insurance, to retail, to solutions for your industry, GIACT offers customer intelligence for complete payment confidence. As the leader in providing real-time data to help companies mitigate payment risk and fraud, our OFAC screening, ID verification, account verification and authentication, and mobile verification solutions enable you to focus on providing unmatched customer experiences. Since our founding, we’ve processed billions of transactions for our more than 1,000 customers.
Advisor Partners is a boutique investment manager that specializes in providing tailored portfolio solutions for independent advisors, wealth managers, and family offices. The firm employs a research-driven and systematic methodology to develop equity portfolios, leveraging advanced technology and rigorous processes to enhance investment outcomes. With a team that possesses deep and diverse investment experience, Advisor Partners focuses on creating smart portfolios that align with the specific needs of its clients. The company aims to deliver a high level of service through its commitment to a comprehensive understanding of client objectives and market dynamics.
Pondera Solutions was founded in 2011 with the singular focus of leveraging the power of cloud computing and advanced analytics to combat fraud, waste, and abuse in large government programs. Since that time, They have helped Their clients prevent and collect hundreds of millions of dollars in improper payments. Pondera offers a comprehensive cloud solution to help you detect, investigate, and enforce fraud, waste, and abuse. Their system combines your program data with third party consumer and business data and then runs every business, beneficiary, and transaction through a series of procedural and prediction models.
Business, technology and policy are changing faster than ever before. We provide our clients with clarity in the chaos. The global economy is changing. Markets are shifting, technology is evolving at high speed, and policy and regulatory frameworks adapt continuously to keep pace. This changing business world provides real opportunities for companies to grow. But in order to succeed, they need clarity of purpose, confidence in their capabilities and the right connections.
HighQ provides innovative enterprise collaboration and content management solutions to the world’s leading law firms, banks, governments and corporations. The company's blue chip client base includes over 40% of the global top 100 law firms and some of the largest global financial institutions. HighQ combines secure, enterprise-grade technology with an amazing user experience to transform the way businesses collaborate, communicate and share information securely in the cloud. Founded in 2001, HighQ is headquartered in London, with offices in New York, Amsterdam, Frankfurt, Sydney and Ahmedabad.
Confirmation is the digital platform and global network trusted by audit firms, banks, law firms, and credit managers to quickly and securely verify financial data. Founded in 2000, Confirmation invented electronic confirmations, which transformed and modernized the audit confirmation process. Today, Confirmation helps nearly 1.5 million users across 170 countries confirm more than $1 trillion in financial data every year. Confirmation's patented service minimizes fraud and brings efficiency to the confirmation process, plus the company's guaranteed in-network responses and global team of 200 people in 10 offices worldwide ensure a premium service for clients.
AlphaDesk provides real-time order, portfolio, and operations management tools to fund managers. It was developed and supported by SGGG Portfolio Systems, a member of the SGGG group of companies. The SGGG group provides systems and administration services to over 500 alternative investment funds globally.
FINBOURNE Technology was founded in December 2016 with a mission to reduce the cost of investing and increase transparency for everyone. The company has grown from seven founders to over 130 people in less than five years. The company's SaaS-native solutions offer greater agility and control, designed to deliver a new standard for data management, with a faster time to market. Built as a bitemporal engine and using open APIs, LUSID®ingests and translates data across organizations’ existing operational stack and the wider ecosystem. The data platform supports IBOR, ABOR, tax-lot accounting, valuation, and risk workflows. While, Luminesce®, a data virtualization engine, solves the need to find and securely gather an extended world of data in real time, enabling deeper insights and analytics. Together, they cover a depth of critical data management processes, for start-up managers, through to global investment institutions.
At Integration Point, they believe in breaking barriers. Every day they continue building the network for global trade that makes the world not just smaller, but smarter. By bringing the world’s economy together on a single integrated platform, they empower businesses to make better informed, more strategic decisions for their supply chain and trade compliance operations. It’s their mission to create a world where anything is possible. And a global trade network with fully integrated enterprise, supply chain, and regulatory knowledge is just the beginning.
Enveil uses homomorphic crypto to protect data interactions including search and analytics. They allow enterprises to securely operate on both encrypted and unencrypted data in the cloud, on-prem, or anywhere in between.
Elsen is the Platform-as-a-Service company for large financial institutions. The Elsen nPlatform enables anyone to effortlessly harness vast quantities of data to make better decisions and quickly solve the most complex problems.
FINBOURNE Technology was founded in December 2016 with a mission to reduce the cost of investing and increase transparency for everyone. The company has grown from seven founders to over 130 people in less than five years. The company's SaaS-native solutions offer greater agility and control, designed to deliver a new standard for data management, with a faster time to market. Built as a bitemporal engine and using open APIs, LUSID®ingests and translates data across organizations’ existing operational stack and the wider ecosystem. The data platform supports IBOR, ABOR, tax-lot accounting, valuation, and risk workflows. While, Luminesce®, a data virtualization engine, solves the need to find and securely gather an extended world of data in real time, enabling deeper insights and analytics. Together, they cover a depth of critical data management processes, for start-up managers, through to global investment institutions.
Cubeiq is a business intelligence company that provides its clients with consumer behavior and trend insights.The company offers its clients with marketing, retail, research, and publisher services. Its marketing platform offers audience targeting, offline campaign attribution, performance analytics, and location insights. Its retail platform offers footfall analysis, site selection, and audience and geo-behavioral consumer insights. Its publisher platform offers audience segmentation, campaign attribution, and data monetization services.
Clarient Global offers Entity Hub, a reference data solution that provides control, standardization, and transparency during client onboarding process and ongoing client lifecycle events. The company operates an interface that enables investment managers, hedge funds, and corporations to upload, store, maintain, and share legal entity documentation and hierarchy information with counterparties. It also offers centralized services to help firms meet broader related regulatory requirements, including Know Your Customer, Foreign Account Tax Compliance, and Wall Street Reform and Consumer Protection Acts. The company was founded in 2014 and is based in New York, U.S.
Avox Limited, a subsidiary of The Depository Trust & Clearing Corporation (DTCC), is a UK-based supplier of legal entity data on financial entities globally, that matches, enriches and maintains legal entity reference data for its clients, delivering corporate hierarchies, registered address information, industry sector codes and company identifiers. This approach ensures that clients can rely on the most accurate and timely data available to facilitate decision making and regulatory reporting.
ForwardLane is a fast-growing, award-winning applied AI fintech startup that dramatically enhances productivity with AI-powered insights for financial advisors and fund distributors. Our patent-pending insight platform featuring NLP built for financial services, synthesizes data to find signals for personalized client engagement. The platform delivers insights integrated into financial advisor and fund distributors workflows in CRM, with Salesforce being a key partner. The platform acts as a powerful "virtual analyst" reviewing all the data across all clients everyday, ranking and scoring it and then surfacing signals for growth opportunities, wallet share increase, retention conversations and awareness across the book as to who to reach out to, and what to talk about. Together this fuels organic, scalable growth through frequent, proactive personalized engagement.
Axoni is a real-time data replication technology company serving the world’s largest financial institutions. Axoni’s platform enables rapid, reliable deployment of critical financial networks and automated, real-time data replication across market participants. Founded in 2017, the company serves banks, asset managers, hedge funds, and financial market infrastructure firms across the globe from offices in New York and London.
Funderbeam is a funding and trading platform that connects companies and investors to buy and sell equity stakes. The platform allows the founders to gain exposure, legal support, a funding manager, or an investor network. It also allows the investors to take control of their investments and trade anytime they want. The company was founded in 2013 as a global data platform for startup companies.
Airside Mobile builds innovative digital identity products for businesses and consumers with privacy-by-design and leading-edge security as its guiding principles. Airside's digital identification platform saves time and protects privacy by leveraging technology trusted by the US government and the world's largest airline, as well as millions of customers. Users can utilize Airside's technology to authenticate their identification once and then securely control their ID for the rest of their journey. Reusability strengthens digital ID, increasing trust between users and their favorite places.
Hijro is the financial operating network for global trade powered by distributed ledger technology. Hijro connects banks, buyers, and suppliers across one network designed to streamline and automate settlement, reduce fraud risk, and break down costly data silo’s in the $4 trillion open-account trade market. Built on distributed ledger technology, the Hijro Network acts as a global “fabric” for trade, providing partners and network participants with a much smarter, more secure, and more efficient way to move value and assets around the world. Our applications and solutions are built on the Hijro Network including a multi-bank, multi-lender trade asset marketplace, flexible working capital solutions for businesses, and APIs that allow easy connection into the network. Tokenize, transfer, and trade different types of digital assets between financial institutions including receivables and approved payables on the Hijro global trade asset marketplace. Connect with Hijro and bring your organization into the future of trade.
Business Integrity is a leader in contract creation and lifecycle management for the Microsoft SharePoint 2007 platform. Business Integrity's ContractExpress for SharePoint solution enables organizations to reduce the time, cost, and risk of creating and managing business contracts. Unlike other contract lifecycle management vendors Business Integrity has a proven record of delivering self service contract creation solutions for global corporations and law firms based on its patented DealBuilder document assembly technology. Business Integrity was formed in 1999 and has offices in New York and London
Agolo does one thing exceptionally well: we turn messy, freeform unstructured product data into a clean entity graph-based data store that, in turn, powers many enterprise use cases. Use cases range from GenAI Apps to LLMs and RAG Pipelines to Business Intelligence Dashboards and Reports to Support Site Augmentation to Enterprise and Application Search. Taken together, the business impact is clear line of sight to your customers' product experience, leading to improved product quality, lower support costs, and faster detection of emerging issues.
Tamr is an enterprise data unification company that is accessible to any enterprise. Tamr team began building a commercial-grade solution designed to tackle the challenge of connecting and enriching diverse data at scale and cost-effectively. Tamr is deployed in production at a variety of organizations, including information services providers, pharmaceutical firms, and retailers. Tamr, based in Cambridge, Massachusetts, was founded in 2013 by database industry veterans Andy Palmer, Mike Stonebraker, and Ihab Ilyas with George Beskales, Daniel Bruckner, and Alex Pagan.
Genospace is a medicine software platform that genomics is driving the development of precision medicine. Their mission is to deliver the platform that makes biomedical data useful and usable by everyone. Genospace has built a comprehensive platform for precision medicine to enable interpretation, analysis, reporting, and collaboration on high-dimensional genomic and other biomedical data. With specific applications supporting research, development, pathology, and clinical care, many of the most advanced precision medicine organizations are powered by Genospace. The platform was founded in 2011 and is headquartered in Cambridge, Massachusetts, United States
Omnesys is a leading provider of software for Securities markets worldwide. Omnesys products range from multi-asset, multi venue trading systems, market data and connectivity solutions to buy-side and sell-side firms, consumer oriented trading terminals and websites. The main product suite Omnesys NEST is available as a firm or broker hosted model, and in a Software As a Service (SaS) Model. Omnesys NEST is a platform of choice for leading institutions, exchanges and brokers in India. OMNESYS NEST™ is used by more than 200 of the top institutions in India as well as various exchanges which provide OMNESYS NEST™ as a front office service to their customers. The software as a service model is available to all the members of the exchanges and covers the entire trading community. Omnesys NEST is a fully integrated eco-system for securities including Order Management System, comprehensive pre-trade risk management systems, supports various types of front ends, automated trading systems, and Algos. Omnesys NEST also provides FIX execution capabilities and APIs for both buy and sell side firms. With exceptional throughput and scalability capabilities, NEST has captured significant market share in the Indian markets within a short period of time. A substantial percentage of the volumes on the markets happen through Omnesys NEST automated trading systems and algos.
FXall, now a Thomson Reuters Company, is the leading independent electronic foreign exchange platform, giving over 1,300 institutional clients a trading edge with choice of execution, end-to-end workflow management, and straight through processing. FXall’s neutral platform and flexible, integrated tool set deliver access to the right execution strategies and liquidity in all market conditions. Our global team of over 160 knowledgeable, service-driven professionals serves the needs of active traders, asset managers, corporate treasurers, market makers, broker-dealers and prime brokers, all in a conflict-free environment.
MarkMonitor, the global leader in enterprise brand protection, offers comprehensive solutions and services that safeguard brands, reputation and revenue from online risks. With end-to-end solutions that address the growing threats of online fraud, brand abuse and unauthorized channels, MarkMonitor enables a secure Internet for businesses and their customers. The company's exclusive access to data combined with its patented real-time prevention, detection and response capabilities provide wide-ranging protection to the ever-changing online risks faced by brands today.
FXall is a foreign exchange aggregator providing electronic trading to banks and brokers using an electronic communication network with headquarters in New York
Zawya provides business intelligence and news focused on the Middle East and North Africa regions. The company’s membership solutions provide content and tools, including detailed profiles on public and private sector companies in the region, unparalleled reporting on MENA markets, asset classes and details of regional projects to provide in-depth analysis for investors and business professionals in order to make more informed investment decisions, and build profitable relationships. Zawya was founded in 2000 and is based in Dubai, United Arab Emirates.
Apsmart is a London-based mobile innovation company who work with startups and established brands that are looking to drive innovation via unique mobile solutions. Their core offering is consultancy, design and development services. They also develop their own products. Apsmart was founded in 2009 by Rahul Powar, the creator of the Shazam iPhone application, which is now installed on over 100 million handsets worldwide. He has collect together a team who have deep experience in finance, telecommunications, FMCG, technology, entertainment, arts & travel and a Board comprised of some of the most experienced and respected executives in the industry.
Checkpoint FISCOSoft is a Brazilian provider of online solutions for tax and legal information. It aims to keep clients constantly updated, informing them and serving as an instrument of consultation through our website for the management of their tax, social security, labor, customs, and business activities.
Manatron is a nationwide customer and property-centric company celebrating 40 years of innovative software and system development breakthroughs. Manatron designs, develops, markets and supports a family of web-based and client-server application property software products for state and local governments. Manatron's products support back-office processes for governmental jurisdictions, while helping them also meet the broader needs of tax payers, industry professionals and businesses via eGovernment and Internet applications. Manatron also provides appraisal consulting services to help ensure updated and equitable property values.
Mastersaf is focused on the development of software solutions for tax and accounting. It offers MASTERSAF DFe, MASTERSAF DW | MASTERSAF GF, MASTERSAF Smart, MASTERSAF Tax Analyser, and more. Mastersaf was acquired by Thomson Reuters in May 2011. Mastersaf was founded in 1998.
Pangea3 has grown to become the largest pure-play LPO company globally. In 2010, They became part of Thomson Reuters, the world’s leading provider of intelligent information to legal and business professionals. Pangea3 is headquartered in New York City, NY and Mumbai, India, with operations in Mumbai, Delhi, and Dallas, TX. Pangea3 helps your company or law firm improve efficiency, minimize business and legal risks, stay ahead of the competition and reduce legal costs. You receive world-class LPO services from Their experienced attorneys, engineers,and professionals in a structured process that delivers quality work, peace of mind and dramatic cost savings.
Serengeti Law offers a legal matter management, e-billing, and analytics system to clients in the United States and internationally. It offers Serengeti Tracker, a SaaS system for managing legal matters, e-billing, and performance analytics among corporations and law firms. The company also provides professional services, including optimization, technical solutions, and training. It works with corporate law departments, law firms, universities, and government agencies.
CaseLogistix, Inc.
Acquisition in 2010
Case Logistix is an ediscovery document review solution that helps you organize and review ESI more efficiently. They provides evidence and litigation management software for the legal community. It offers CaseLogistix, a document viewer that provides viewing, annotation, search hit highlighting, and redaction of PDFs, tiffs, email, video, and native files, such as Word and Excel, including Unicode support and split-screen ability, without having to have external third party viewers.
Complinet, Ltd. provides risk and compliance solutions to the financial services industry. The company offers information and technologies to track and connect external events, such as regulatory updates or sanction changes, with internal policy management and screening activities. Its solutions include Regulatory Insight that combines created and contributed news services, which are analyzed and contextualized through guidance and connected to existing and upcoming rules and regulations; and Policy Manager, an enterprise-wide content management and governance tool. The company also provides Global Screening that provides an end-to-end anti-money laundering solution, which alerts to relevant external changes and risks; and an e-learning solution that comprises a catalogue of e-learning courses, custom e-learning development, and a learning management system. It serves securities and banking, retail, asset management, insurance, and legal sectors. The company was founded in 1997 and is based in London, the United Kingdom with additional offices in New York and Dubai. Complinet, Ltd. is a subsidiary of Complinet Group, Ltd.
Discovery Logic, now a Thomson Reuters business, "connects the dots" across scientific and business databases to inform R&D investment decisions, visualize trends, locate experts and evaluate project and portfolio performance. We specialize in mining and refining knowledge from large scientific databases and have a rich history of accomplishment, achieving new technical and scientific breakthroughs with virtually every project. Our latest data platform, ScienceWire® v3, combines Discovery Logic's search and data mining technology, advanced algorithms and inter-source linkages among real-time open-source and proprietary databases including cross-agency R&D grant data, patents, citations, journals and news. We maintain and update these databases, create and apply algorithms to extract and link information across the databases, and deliver custom solutions that allow clients to apply the data to address their business needs. Discovery Logic is agile, flexible, fast, and open to new challenges. We maintain an open organizational structure and free flows of communication. We hire extraordinarily talented individuals and give them the freedom to innovate. We pursue new opportunities quickly, challenging ourselves and our clients to think boldly
Sabrix, Inc. is a leading provider of transaction tax management for companies of all sizes, enabling finance, tax, and IT professionals to achieve accurate, timely, and cost-effective compliance for sales tax, use tax, Value Added Tax (VAT), excise tax and industry-specific taxes and fees. The Sabrix Application Suite serves global enterprises such as Amazon.com, BASF, Cisco, DTE Energy, IBM, QUALCOMM, Sportsman's Warehouse, and York International. The Sabrix Application Suite seamlessly connects to all financial applications requiring the determination, calculation, and recording of transaction taxes. The company also offers the Sabrix Managed Tax Service (MTS), an outsourced transaction tax compliance service that helps finance departments of small-and-medium-sized businesses eliminate the hassle, control their audit exposure, and reduce the total cost of sales tax, use tax, and VAT compliance. Sabrix MTS seamlessly integrates with a company's existing accounting and e-commerce systems, and, similar to outsourced payroll services, operates as a trusted extension of a company's finance department to address tax compliance from start to finish: address validation, tax rate maintenance, tax determination and calculation, returns preparation and filing as well as audit research and documentation.
ASSET4 AG provides investment research information on economic, environmental, social, and governance (ESG) aspects of corporate performance. The company provides a database containing ESG information of publicly listed companies, countries, local authorities, state-owned companies, and supranational entities in a Web based architecture. It also provides equity-focused solutions and fixed income solutions for professional investors and corporate executives; extra-financial information for fixed income investments; and carbon data and estimates. In addition, the company provides assetmasterExecutive solution that enables corporate executives, board members, CSR managers, investor relations, and corporate communication professionals to reduce risk, enhance corporate governance, increase accountability and transparency, attract investment, and monitor ESG news. It serves financials, consumer, technology/telecommunication, healthcare, and industrials/energy/materials/utilities sectors in Switzerland and inernationally. ASSET4 AG was founded in 2003 and is headquartered in Zug, Switzerland. As of November 30, 2009, ASSET4 AG operates as a subsidiary of Thomson Reuters Corporation.
Breakingviews.com is the world's leading source of agenda-setting financial insight. Breakingviews.com has 22 correspondents and columnists based in London, New York, Hong Kong, Paris, Washington, San Francisco and Madrid. Their aim is to become the lingua franca for the global financial community.
Hugin Group is a European provider of Investor Relations and Public Relations services. Hugin Group is the leading pan-European provider of innovative services and professional support for connecting communication professionals with their target audiences. At the same time, Hugin ensures compliance with market authorities’ regulations. From its start in 1995, Hugin has pioneered the regulatory and news distribution service industry, developing methods driving best practice. Hugin helps companies with their complete distribution and compliance needs. Hugin’s distribution channels connect companies directly to hundreds of thousands of journalists, analysts, institutional investors and their specific stakeholders. Hugin Group is the favored partner of Investor Relations and Public Relations Officers, offering a full range of services including: financial, regulatory and media news distribution, online services, broadcast services and client services.
Vhayu Technologies Corp. provides enterprise tick data solutions. Its products include Velocity for Equities, a solution for tick data management that allows users to perform real-time and historical market data analysis in a single complex event processing (CEP) platform; Velocity for Fixed Income, a CEP solution for fixed income data, which supports various aspects of data management for bonds, swaps, and FX and synthetics; and Velocity for Options, a CEP platform that scans the equities options market in real-time. The company also offers data feed handlers, and analysis and programming tools. In addition, it offers consulting services. Vhayu Technologies Corp., formerly known as TraderBot, Inc., was founded in 1998. The company is based in Los Gatos, California with additional offices in New York, New York; Shibuya-ku, Tokyo; and London, the United Kingdom. As of August 3, 2009, Vhayu Technologies Corp. operates as a subsidiary of Thomson Reuters PLC.
Streamlogics is dedicated to improving the way our customers communicate by offering innovative and flexible solutions that enable them to better achieve their desired business outcomes, whilst being supported by the highest quality, care & experience in the industry.
INDLAW is a business-to-business Internet provider of research modules relating to Indian legal, tax, business and regulatory issues. Indlaw is part of the Indianlawonline project which was launched in April 1997 as a collaborative exercise between professionals and academicians based in U.K. and in India to build an electronic legal library to enable solicitors, advocates, students and clients to have access to information on various primary and secondary legal documents like the constitutional texts, parliamentary debates, case law, Parliamentary and State enactments and delegated legislation in both India and the U.K. Indlaw is today a leading provider of easy-to-use comprehensive and cost-effective legal, tax and regulatory information on the Internet. Rating agencies like Alexa have confirmed that Indlaw is the most trafficked Indian legal and regulatory resource base online.
Planitax
Acquisition in 2009
Planitax, Inc. provides corporate tax software and services to enable corporate tax departments to manage the data. The company offers Data Collector, which automates the error prone and time consuming task of tax package data collection; Tax Positions that manages FIN 48 related tax positions; Provision Manager, which enable companies to manage and control tax information and documentation to calculate the tax provision; Workflow Manager to automates repeatable tax processes; and R&D Tax Credit Manager that is designed for companies to file federal and state R&D tax credits, as well as to automate survey distribution, monitors survey responses, and calculates federal and state credits. It also provides Audit Manager, which tracks audit information and provides rapid access to supporting documentation; Tax Operations and File Manager, a document storage and tracking solution for corporate tax, project management, and tax calendaring; and Global Entity Manager that tracks entity attributes, including governance information, mergers and acquisition activity, tax jurisdictions, registered agents, transfer pricing agreements, and inter-company transactions. Planitax, Inc. was founded in 1999 and is based in Alameda, California.
As of April 14, 2009, m35 Limited was acquired by Thomson Reuters PLC. m35 Limited operated as financial software and services provider. m35 Limited was formerly known as E-finance Consulting Limited and changed its name in April, 2003. The company was incorporated in 2001 and was based in London, United Kingdom.
Paisley provides comprehensive governance, risk, and compliance solutions for enterprises including software, training, and professional services. The company's software solutions portfolio includes Paisley Enterprise GRC and GRC on Demand, which support the business processes of financial controls management, internal audit, operational risk management, compliance, IT governance, and enterprise risk management. To complement these software solutions, it offers a set of GRC professional services that combine methodology and technology to offer a practical, proven approach for GRC convergence.
Liquid Engines provides software and services that empower corporate tax professionals to develop and manage world-class tax organizations. Today Liquid Engines is a recognized leader and innovator in corporate tax technology. Our comprehensive tax management solutions enable tax teams to transform their operations by evolving from manually intensive methods to highly automated processes, from single users to collaborative problem solving, and from questionable quality to certainty in data. Global 1000 companies in retail, financial services, manufacturing, and other industries rely on Liquid
Movea is a provider of motion sensing and data fusion software, firmware, and IP for the consumer electronics, particularly smart phones and tablets, sports and fitness and eHealth industries. Movea's proprietary SmartMotion™ technology - unique motion processing capabilities - enable customers and partners to quickly add motion intelligence to their products, providing reduced risk, cost, and time-to-market advantages for delivering compelling new motion-based features that create more value and a more exciting user experience for the consumer. Movea has a global presence with headquarters in Grenoble, France, a U.S. subsidiary in Silicon Valley, California, as well as technology and manufacturing partners and distributors around the world. The company was recently named a “Cool Vendor for 2012” by leading analyst firm Gartner Inc. Movea, Inc. was formerly known as Gyration, Inc. and changed its name to Movea, Inc. in January 2008. The company was founded in 1989 and is based in Milpitas, California. As of December 21, 2007, Movea, Inc. operates as a subsidiary of Movea SA.
LiveNote is the legal industry's benchmark for evidence management software and services. Its flagship transcript management software is used by 83 percent of the top-200 U.S. law firms.
Quantitative Analytics
Acquisition in 2006
Quantitative Analytics is a developer and provider financial software and data applications to the financial services companies.
NexCura applications and custom services are made available through an application service provider (ASP) model on Web sites and are used to collect comprehensive clinical data and facilitate communication between patients and their physicians. The aggregate data They collect provides direct value to healthcare organizations, pharmaceutical companies, physicians, and patients.
KnowledgeNet provides e-learning solutions for the information technology training industry. The company develops synchronous and asynchronous content delivery solutions, representing an integrated suite of e-learning products that are customized to suit individual learning styles. Its customers include blue chip companies and institutions. KnowledgeNet was founded in 1998 and is based in Scottsdale, Arizona. Later on, it was acquired by Thomson NETg Inc.
Information Holdings Inc. provides an array of databases, information products, software, and complementary services for intellectual property (IP) and regulatory professionals through four units: MicroPatent, Master Data Center (MDC), IDRAC, and Liquent. MicroPatent offers information products and services primarily related to the search, retrieval, and analysis of IP information, as well as a trademark search service that enables users to search U.S. Federal, U.S. State, domain name, common law, and foreign trademarks over the Internet. MDC provides a service that organizes and assists owners of IP, including corporate and legal clients, with the payments of patent annuities and trademark ...
CCBN provides Web-based investor communications solutions for the investment community. It offers services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. CCBN's investor relations website hosting, webcasting, and disclosure services are utilized by corporate communications professionals at over 3,000 companies to deliver critical information via interactive and multi-media solutions. CCBN's StreetEvents service offers institutional and individual investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool subscribed to by over 15,000 Wall Street professionals. Headquartered in Boston, MA, CCBN has additional offices in San Francisco and London. As of March 12, 2004, CCBN.com, Inc. was acquired by Thomson Financial.
Visible Markets
Acquisition in 2001
Visible Markets is bringing Internet technology to the fixed-income markets. We are uniting a wide and diverse community of fixed-income institutional investors to enhance liquidity, reduce transaction costs, and improve price transparency for all market participants in what are now highly fragmented and illiquid markets. Founded in 1999, Visible Markets has incorporated input from numerous buy-side and sell-side institutions to develop its marketplace. Our growing staff combines experience from leading financial institutions and Internet companies including: Amazon.com, BARRA, Bear Stearns, Fidelity, Freddie Mac, Lehman Brothers, Merrill Lynch, Morgan Stanley Dean Witter, NASD, PlanetAll, Reuters, Salomon Smith Barney, State Street and Trilogy. Visible Markets is funded by several prominent Wall Street angel investors as well as Greylock Management, one of the nation's most successful early-stage venture firms.
Entegrity Solutions provides the industry’s most complete Trust Platform, Trust Solutions and Trust Services to enable trusted B2B e-commerce. Entegrity software and services offerings allow companies to rapidly deploy trusted B2B applications in a diverse cross-enterprise environment with minimum investment and entire confidence in the level of trust provided to their customers and partners. Founded in June 1996, Entegrity employs 200 employees worldwide with headquarters in San Jose, California, and sales, services, operations and R& D facilities in multiple locations worldwide. Entegrity is privately-held; its investors include Draper-Fisher Jurvetson, Internet Capital Group, Convergence Partners, Thomson-CSF Ventures, Questmark, J&W Seligman, and customers AOL and Reuters. Entegrity has been shipping products since 1997, and has more than 200 customers in the Global 2000 including, AOL, Reuters, Identrus and the US and UK governments.
Relevant offers software solutions for private equity, venture capital, real estate, private debt, and other alternative investment funds. Their services include a data model, investor reporting portal, fund accounting software, and a fund-raising portal.
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