State Street

Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.

Mizuho - Global Custody Business is a unit of Mizuho.

Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

ZILO is a technology company dedicated to transforming the global asset management sector through innovative software solutions. The company aims to revolutionize fund administration by replacing outdated systems with modern, efficient technology designed to streamline operations. ZILO's platform facilitates digital processing of transactions in compliance with regulatory standards, supports various operational tasks, and generates detailed audit reports. By unifying transfer agency, fund platforms, and fund accounting into a single solution, ZILO helps clients reduce operational costs and enhance user experience. Founded by experienced professionals with a history of innovation in the financial technology sector, ZILO is committed to creating sustainable value for firms and their customers while striving to become a market leader in global asset management.

Pantheon International Plc is an investment trust that offers investors access to a diversified portfolio of private equity-backed companies. Through a flexible and active investment approach, Pantheon International Plc provides opportunities in the growing private equity market. By partnering with top private equity managers, Pantheon International Plc grants shareholders access to otherwise inaccessible investment opportunities, enhancing their portfolios with global business growth potential.

CF Global Trading offers a bespoke equity trading solution for institutional clients via live dealing desks.

FundGuard Inc. is a technology company that specializes in developing an artificial intelligence-powered, cloud-based platform for investment management and administration. The FundGuard platform is designed to assist asset and fund managers in overseeing investments across various categories, including mutual funds, ETFs, hedge funds, insurance, and pension funds. Utilizing advanced AI and cloud technology, the platform automatically detects financial anomalies, resolves exceptions, and offers recommendations to enhance operational performance. By providing real-time transparency, FundGuard enables asset managers and fund administrators to transform their product offerings into more efficient digital experiences. Founded in 2018, the company is headquartered in Palo Alto, California, with an additional office in Tel Aviv, Israel.

Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

BBH’s Investor Services is a global asset servicer that provides cross-border custody, accounting, administration, and technology services to asset managers and financial institutions. It has a track record of exceptional client service and deep expertise in cross-border, alternatives, ETFs, and other high-growth asset classes.

Mercatus, Inc. is a San Francisco-based company that offers an enterprise-grade investment and asset management platform designed to streamline the energy investment life cycle. Founded in 2009, Mercatus provides tools for origination, development, finance, and management, effectively addressing the complexities faced by private market fund managers and asset owners. Its platform enables users to manage the entire investment process, including portfolio monitoring, deal management, valuation management, and environmental, social, and governance (ESG) considerations. Additionally, Mercatus features a PDF Parser for enhanced data extraction and offers professional services to support its clients. The platform's modern architecture facilitates the extraction, cleansing, and analysis of complex investment data, allowing users to gain transparency and flexibility in their investment operations.

Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

Aidentified is a Boston-based company founded in 2017 that specializes in relationship mapping and sales prospecting. Its platform utilizes predictive analytics and advanced AI-based relationship intelligence to assist sales teams, account executives, and brands in identifying and connecting with highly targeted, qualified prospects. The company provides real-time monitoring and identification of wealth events, enabling clients to harness data in predictive, prescriptive, and personalized manners. Through its AI-powered data products and application-based insights, Aidentified aims to enhance revenue growth for its clients by facilitating more strategic connections in the marketplace.

Lukka, Inc. is a blockchain-native technology company based in New York that specializes in providing middle and back office solutions for the crypto-asset ecosystem. Founded in 2014 and rebranded from Libra Services, Inc. in 2019, Lukka focuses on managing and processing complex blockchain and cryptocurrency data to enhance accessibility and utility for businesses. Its offerings include LukkaTax, which simplifies tax calculations and compliance for cryptocurrency transactions, and LukkaCrypto Office, a back-office solution for managing crypto assets that features pricing, valuation, and reporting capabilities. Additionally, Lukka Reference Data ensures the consistency and accuracy of crypto asset data for enterprise applications. By automating and optimizing accounting, audit, and tax processes, Lukka delivers real-time visibility into crypto transaction activity, catering to the reporting and compliance needs of funds, fund administrators, exchanges, and enterprises.

Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

BestX, Ltd. is a software company based in London that specializes in trade technology and analytics solutions to enhance execution performance for clients in the foreign exchange market. Founded in 2016, BestX offers a post-trade software platform that enables market participants to analyze the costs and performance of various FX transactions, including spot, forwards, swaps, and NDFs. The platform provides comprehensive analytics that measure execution metrics such as spread and impact costs, utilizing a market data database to compute benchmarks for fair performance evaluation. BestX's services cater to asset managers, banks, hedge funds, and non-bank liquidity providers, allowing them to configure execution policies and load trade data in multiple formats. The company positions itself as an independent entity, free from conflicts of interest associated with execution venues, and aims to establish an industry standard for transaction cost analysis in FX trading. BestX operates as a subsidiary of State Street International Holdings.

Charles River enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Their Software as a Service-based solution automates and simplifies investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Headquartered in Burlington, Massachusetts, they support clients globally with more than 750 employees in 11 regional offices. The company was established in 1984.

Canbriam Energy Inc. is an exploration and production company based in Calgary, Canada, with a field office in Fort St. John. Founded in 2008, the company specializes in natural gas extraction, particularly within the Altares Montney region of Northeast British Columbia. This area is known for its over-pressured, liquids-rich natural gas resources, which Canbriam seeks to develop efficiently and responsibly. The company’s strategy focuses on leveraging its resource quality to establish a scalable and low-cost supply source. Canbriam's executive team has extensive experience in unconventional resource play development and initiated a regional subsurface study early in its operations. The company's culture emphasizes teamwork and collaboration among experts from various disciplines, aiming for continuous improvement in its operations. Through this collaborative approach, Canbriam Energy is committed to extracting natural gas hydrocarbons in a safe and sustainable manner.

Cloud Technology Partners, Inc. specializes in providing cloud application and infrastructure solutions tailored for mid-market and enterprise clients in the United States. Established in 2009 and based in Boston, Massachusetts, the company offers a range of services, including application migration, infrastructure modernization, and cloud strategy consulting. Its product suite features tools such as AppVista, which aids in cloud placement decisions, and PaaSLane, designed for code analysis during migration. The company also provides governance software like CloudCop and a framework for managing multi-tenant applications. By leveraging its extensive cloud-focused service portfolio, Cloud Technology Partners assists organizations in reducing IT costs, streamlining operations, and accelerating their cloud transformation efforts. As of 2017, it operates as a subsidiary of Hewlett Packard Enterprise Company, with additional operations in the EMEA region.

GE Asset Management is one of the largest managers of institutional assets in the United States with a 80-year heritage of investment experience and more than $106 billion assets under management.

The National Bank of Georgia, established in 2000 and based in Athens, Georgia, provided a variety of community-oriented financial services to both individual and business clients. Its offerings included electronic banking, checking and savings accounts, money market accounts, personal loans, lines of credit, wire transfers, notary services, credit cards, equipment loans, real estate loans, vehicle financing, SBA loans, cash management, and mortgages. In January 2017, the bank and its holding company were acquired by State Bank Financial Corporation, marking a significant transition in its operations.

Eris Exchange operates as a U.S. futures exchange and is registered as a Designated Contract Market with the Commodity Futures Trading Commission (CFTC). Based in Chicago, Illinois, it focuses on listing USD cash-settled interest rate swap futures, which trade electronically on the Eris SwapBook and clear through CME Clearing. The exchange has developed a substantial open interest in its USD Interest Rate Swap Futures, facilitating seamless margin offsets against other futures contracts. Additionally, Eris Clearing, a subsidiary of Eris Exchange, specializes in cryptocurrency and offers a platform for trading digital currency products, including spot and futures contracts for various cryptocurrencies like bitcoin and ethereum. Eris Innovations, another subsidiary, provides intellectual property licensing and designs swap futures products, including Eris Swap Futures contracts. Through its innovative approach and technology infrastructure, Eris Exchange aims to assist institutions in navigating the complexities of derivatives regulations while promoting efficient trading practices.

Digital Vega is an independent company that operates the Medusa FX Options trading platform, specializing in over-the-counter (OTC) foreign exchange options. The platform is designed to cater to clients' needs by allowing them to select prices and expiration dates that align with their hedging or profit strategies. Digital Vega provides an array of connectivity options, order staging and management tools, along with a buy-side FIX trading API and implied volatility API. This comprehensive offering enables clients to access indicative pricing, aggregated executable liquidity, and detailed post-trade analytics. As the financial landscape shifts towards electronic trading, driven by regulatory changes and client demands, Digital Vega aims to remain at the forefront of these developments by expanding its product offerings and supporting new asset classes, thereby enhancing its position as a leader in the OTC FX Options marketplace.

Complementa is a Swiss firm based in Saint Gallen, founded in 1984, that specializes in providing consolidated performance reporting, accounting, investment consulting, and investment control services. The firm assists investors by planning, designing, and monitoring their investment and financing processes, ensuring that they have the necessary support to make informed decisions.

MiFund is a financial firm specializing in payment systems that support practitioners in treating their patients. It offers a comprehensive platform that enables mutual fund manufacturers and distributors to enhance their market presence efficiently. Currently, MiFund has partnered with 15 fund companies, providing access to over 360 different funds. Its multi-currency and multi-lingual platform can be utilized in its entirety or in modular segments. Key services include information and reporting tools for fund research and selection, portfolio management, and financial news; transaction capabilities for mutual fund trading and account reconciliation; and a customizable mutual fund marketplace. Additionally, MiFund provides clearing and settlement services and sales management features, such as sales ranking and asset management reports. The company is headquartered in San Francisco, California, with business development operations in Paris, France, and a client services center located in Dublin, Ireland.

Princeton Financial® Systems, a State Street Company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment industry. Our solutions are used worldwide by over 430 investment managers, custodians, insurance companies, pension funds, hedge funds, and banks in more than 40 countries. Princeton Financial® Systems' PAM® family of systems are leading international investment accounting solutions that support the accounting needs of +370 clients around the globe. Seven of the world's biggest global custodians as well as numerous asset and investment managers of any size monitor investment compliance with Princeton Financial Systems' MIG21® powered by its LawCards® suite of rule libraries for global compliance.