SEI

Ctrl Alt, founded in 2020 by Matt Ong, aims to democratize access to alternative investments for individual investors. The company offers a platform that facilitates investment in tokenized assets such as green energy and real estate, catering to the needs of both fintechs and investment platforms. By allowing asset holders to fractionalize their assets, Ctrl Alt helps them raise capital while providing investors with opportunities that were once limited to the wealthiest individuals. Operating under the regulations of the Financial Conduct Authority, the platform emphasizes simplicity, transparency, and security in the investment process. With a team based in London and Dundalk, Ireland, Ctrl Alt combines financial expertise from institutions like Morgan Stanley and Credit Suisse with innovative technology to enhance the investment landscape.

LifeYield, LLC is a financial technology company that provides innovative software solutions to wealth management firms and advisors. Based in Boston, the company offers the LifeYield Advantage Suite, which includes a variety of tools designed to optimize financial health and asset management for investors. Key components of this suite are the LifeYield UMH, which integrates seamlessly into existing workflows, and tools like the LifeYield Dashboard, Cash Harvester, Payment Modeler, and Reporter. These applications enable wealth advisors to analyze client households, manage cash flow, forecast sustainable withdrawal levels, and generate detailed asset reports. By delivering a comprehensive view of investors' assets, LifeYield helps clients maximize their returns, minimize taxes, and enhance overall financial well-being. The company was founded in 2008 and has established a strategic alliance with Jackson National Life Insurance Company.

Altigo is a cybersecurity and open-source software that enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents by utilizing online technological tools and digital workflows.

Finomial transforms the buy side investment process, investor analytics, and regulatory compliance by automating the current manual hedge fund subscription process between investor, fund manager and administrator. Finomial delivers risk reduction, cost savings and efficiency, and provides hedge fund managers with powerful investor analytics to drive compliance, marketing, and investor relations.

Stanza Living is a leading shared living company in India, targeting the multi-billion-dollar student housing and co-living market. Founded in 2017 and headquartered in New Delhi, the company manages 55,000 beds across 14 cities, making it the largest operator in the sector. Stanza Living offers an online accommodation platform that provides secure and comfortable living arrangements for students and working professionals. Its services include accommodation, food, Wi-Fi, and other amenities, designed to enhance the daily living experience of its residents. By focusing on the needs of new-age migrants, Stanza Living aims to deliver affordable and hassle-free living solutions, backed by prominent global investors such as Equity International and Sequoia India.

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.

Bounce (formerly known as Metro Bikes) is a smart mobility solution, with a mission of making daily commute stress-free, time-saving, reliable, and convenient. With a breakthrough technology that lets users access the bike with just an OTP, the Keyless bikes, have not only done away with keys, but the whole process of renting a bike has just become devoid of any physical or human intervention. With Bounce's new One Way Rental service, users can now pick up and drop the bike anywhere they need to and be done with the ride. This is aimed at providing a seamless first mile and last-mile connectivity to metro users. Founded in 2014, Bounce aims at decongesting the roads by encouraging commuters to choose public transport by delivering convenient options to rent bikes and reach their destinations from metro stations. It is based in Bangalore, India.

Shuttl exists to take the pain away from the daily commute. Currently, the company provides an app-based office shuttle service to make daily commute safe, reliable, affordable and dignified for everyone. The future of mass transit, according to us, will be shared, eco-friendly, tech-enabled commute. Shuttl is the future of public transport. It's a mobile-based minibus service aimed at making your daily commute more convenient. Their vehicles are air-conditioned and operate with high frequency on fixed routes freeing you from the hassles of existing public transport options at a very economical price point.

Archway Technology Partners, LLC is a software and service company that specializes in providing comprehensive solutions for the investment management and private wealth management sectors. The firm offers a suite of products designed to support accounting, investment management, and reporting for single and multi-family offices, private banks, investment advisors, and hedge funds. Its flagship product, ATWeb, is a web-deployed application that streamlines operations by integrating partnership and trust accounting, global investments, ownership structures, and consolidated performance reporting into one platform. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writing tool. The company also offers various client services, including product support, training, and professional consulting, along with strategic partnerships with several industry organizations. Founded in 2002 and based in Indianapolis, Indiana, Archway Technology Partners has regional offices in New York, Denver, and Oaks, Pennsylvania.

NorthStar Systems International, Inc. provides wealth management software solutions to financial services institutions primarily in the United States. Its solutions include NorthStar Client Acquisition Solution that allows asset managers and wealth management firms to provide their advisors the client profiling and communication tools; NorthStar Client Reporting Solution, which enables wealth managers to offer reports and reviews for clients; NorthStar Compliance Solution that offers compliance systems' functionalities; and NorthStar Product Catalog Solution, which allows wealth managers to build customized portfolios. The company also offers client hierarchy, enterprise product hub, planning and portfolio construction, data, and platform services; and professional and technical support services. Its solutions allow users to automate and streamline their wealth management workflows. The company serves financial advisors, wealth managers, banks, trusts, broker-dealers, multi-family offices, and service providers. It delivers its solutions on-premise or on-demand. The company was founded in 2001 and is based in San Francisco, California.