State Street

Nammu21, Inc. is a New York-based company founded in 2017 that specializes in developing a digitization and analytics platform. This platform is designed to deconstruct, digitize, and analyze complex interconnected transaction documents within the finance ecosystem. By facilitating access to and extraction of data, Nammu21 enables stakeholders to generate new value from previously inaccessible information. The company's tools aim to bridge the gap between traditional business practices and the evolving digital landscape, enhancing the transaction experience and process for clients by transforming intricate data structures into easily accessible formats.

Mizuho - Global Custody Business is a unit of Mizuho.

Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.

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 fintech company dedicated to transforming the global asset management sector through innovative technology solutions. Focused on modernizing the industry, ZILO offers a comprehensive platform that integrates transfer agency, fund platforms, and fund accounting into a unified global solution. By replacing outdated legacy systems, ZILO's technology enhances operational efficiency, reduces costs, and minimizes risk for firms in the asset and wealth management space. The company emphasizes a design-driven, people-first approach, fostering strong partnerships with clients to expand their product and service offerings. With a team composed of experienced professionals, ZILO aims to lead the market in asset management solutions while facilitating compliance and operational tasks through secure, efficient digital processes.

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 is a provider of outsourced equity trading services, catering primarily to global asset managers, pension funds, and hedge funds. The company offers a bespoke trading solution through live dealing desks, tailored to each client's specific workflow. With a proven track record and a broker-neutral approach, CF Global Trading aims to enhance clients' global trading infrastructure, improve liquidity, streamline workflows, and reduce trading costs through proactive settlement support and evidence-based analysis.

FundGuard Inc. is a technology company that specializes in developing an artificial intelligence-powered cloud-based platform for investment management and administration. Founded in 2018 and headquartered in Palo Alto, California, with an additional office in Tel Aviv, Israel, FundGuard's platform assists asset and fund managers in administering a variety of investment vehicles, including mutual funds, ETFs, hedge funds, insurance, and pensions. The platform employs advanced AI and cloud technology to identify financial anomalies, automatically resolve exceptions, and recommend operational improvements. This functionality allows asset managers and fund administrators to enhance their product offerings and provide real-time transparency in their operations.

Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.

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 technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.

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 technology company that specializes in developing an enterprise-grade investment and asset management platform tailored for the energy sector. Founded in 2009 and headquartered in San Francisco, the company focuses on automating various phases of the energy investment lifecycle, including origination, development, finance, and management. Mercatus provides solutions that address the complexities of private investment data, enabling clients to effectively manage portfolio monitoring, deal management, and valuation management. The platform also incorporates advanced features for scenario analysis and valuations at both asset and fund levels, offering a comprehensive approach to investment data challenges. In addition to its core platform, Mercatus offers PDF Parser technology for data extraction and a range of professional services to support energy producers. The company, originally known as SCS Renewables, Inc., rebranded to Mercatus, Inc. in May 2013.

Securrency, Inc. is a financial technology company based in Riva, Maryland, with additional locations in Washington, D.C., New York City, and Abu Dhabi. Founded in 2015, Securrency specializes in developing a platform that facilitates the tokenized issuance and trading of securities. Its technology integrates traditional financial services with advancements in distributed ledger technologies, enabling seamless interaction between on-chain and off-chain systems. By providing tools for multi-jurisdictional identity and compliance, Securrency enhances market efficiency and security, making financial services more transparent and accessible. The company's platform supports a range of distributed ledgers, allowing various financial market participants, such as issuers and broker-dealers, to conduct transactions in a compliant manner while connecting investors with asset owners and startups seeking capital.

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 technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.

BestX, Ltd. is a software company based in London, United Kingdom, specializing in trade technology and analytics solutions for foreign exchange transactions. Founded in 2016, the company offers a comprehensive post-trade software platform that enables market participants, including asset managers, banks, and non-bank liquidity providers, to analyze execution performance and costs associated with various FX transactions such as spot trades, forwards, swaps, and non-deliverable forwards. BestX provides advanced analytics that measure execution performance metrics, including spread, impact costs, and signaling risk, while also facilitating the creation of customized execution policies. The platform supports flexible data integration, allowing users to upload trade data in multiple formats. BestX aims to establish an industry standard for transaction cost analysis in the FX market, ensuring clients can evaluate their execution quality impartially, free from conflicts of interest. The company operates independently as a subsidiary of State Street Corporation.

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.

Pacific Canbriam Energy Inc. is an exploration and production company based in Calgary, Canada, focused on the development of natural gas resources in the Altares Montney region of Northeast British Columbia. Founded in 2008, the company specializes in extracting over-pressured, liquids-rich natural gas from the Western Canadian Sedimentary Basin. Pacific Canbriam Energy has established a reputation for identifying scalable, low-cost supply sources within the Montney formation, which is recognized as a world-class resource. The company emphasizes a collaborative culture among its executive team, combining extensive experience in unconventional resource play development with an integrated approach to operations. By prioritizing teamwork, problem-solving, and continuous improvement, Pacific Canbriam Energy aims to operate safely and responsibly while delivering high-quality natural gas hydrocarbons.

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.

National Bank of Georgia, established in Athens, Georgia in 2000, was a commercial bank that offered a range of community-oriented consumer financial services until its acquisition by State Bank Financial Corporation in January 2017. The bank served both individual and business clients, providing services such as electronic banking, checking and savings accounts, personal loans, credit cards, equipment financing, real estate loans, vehicle financing, SBA loans, cash management, and mortgages.

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 a privately held company that operates the innovative Medusa FX Options trading platform, specializing in over-the-counter (OTC) FX options. The platform is designed to offer clients customizable pricing and expiration dates tailored to their hedging and profit needs. Digital Vega focuses on providing exceptional liquidity and a client-driven experience, establishing itself as a leader in the OTC FX options market. As the financial landscape increasingly shifts towards electronic trading, influenced by regulatory changes and client preferences, Digital Vega is poised to lead these advancements. The platform features a variety of connectivity options, order management capabilities, and APIs for trading and analytics, ensuring clients have access to indicative pricing, aggregated executable liquidity, and comprehensive post-trade analysis. Digital Vega continues to expand its offerings by supporting new asset classes and introducing market innovations to enhance its award-winning platform.

Complementa, established in 1984 and based in Saint Gallen, Switzerland, offers a range of services to support investors. These include consolidated performance reporting, accounting, investment consulting, and investment control. The company assists clients in planning, designing, and monitoring their investment and financing processes.

MiFund is a financial firm that provides innovative payment systems designed to assist practitioners in treating their patients. The company offers a comprehensive platform that caters to mutual fund manufacturers and distributors, enabling them to enhance their market share effectively. MiFund's multi-currency and multi-lingual platform includes various services such as information and reporting tools, transaction capabilities for mutual fund trading, and a customizable mutual fund marketplace. Additionally, it offers clearing and settlement services, allowing clients to utilize either their own agent or MiFund's. The firm also supports sales management with detailed reports on sales rankings and assets under management. MiFund is headquartered in San Francisco, California, with a European business development office in Paris and an operations and client services center 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.