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.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

Finomial Corporation develops and operates a cloud-based investor services platform designed for fund administrators, fund managers, and investors. The platform automates the hedge fund subscription process, enhancing efficiency and compliance while minimizing costs and risks. It features a FATCA dashboard that analyzes investor data to identify those requiring FATCA declarations and automates outreach for compliance. The platform also allows investors to respond to inquiries online, facilitating real-time data capture. Additionally, it provides an Investor Portal for personalized investor information and a Subscriptions feature that enhances visibility into capital flows and ensures adherence to compliance standards. By delivering comprehensive investor analytics, Finomial supports hedge fund managers in compliance, marketing, and investor relations. Founded in 2010 and headquartered in Boston, Massachusetts, Finomial aims to transform the investment process through automation and improved client interactions.

Archway Technology Partners, LLC is a software and service provider catering to the investment management and private wealth management sectors in the United States and internationally. The company offers a comprehensive suite of products designed to support accounting, investment management, and reporting functions for single and multi-family offices, private banks, investment advisors, and hedge funds. Among its key offerings is ATWeb, a web-deployed application that streamlines partnership and trust accounting, global investments, ownership structures, and performance reporting, while also facilitating essential administrative tasks such as bill payment and document management. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writer for in-house report design. The company also delivers client and professional services, including training, product support, implementation consulting, and software development. Established in 2002 and headquartered in Indianapolis, Indiana, Archway Technology Partners maintains regional offices in New York, Denver, and Oaks, Pennsylvania, and has formed strategic partnerships with various organizations in the industry.