22 companies

LGT Wealth Management UK LLP

LGT Wealth Management is a UK-based firm providing bespoke financial planning and investment advice to private clients, charities, and institutions, with £33.9 billion in assets under management.

BNY Mellon

BNY Mellon is a global financial services platform providing securities services, investment management, wealth management, and treasury services across more than 100 markets worldwide.

Bertram Capital Management

A private equity firm that acquires and grows lower middle market companies through an operationally focused value creation strategy and an integrated in-house technology team.

Schonfeld Strategic Advisors

Schonfeld Strategic Advisors is a global multi-strategy hedge fund specializing in alternative investments.

Barings

Barings is a global asset management firm providing investment solutions across public and private markets, with over $481 billion in assets under management across 34 offices worldwide.

Juniper Square

Juniper Square provides a unified platform and fund administration services connecting GPs and LPs across the private markets investment lifecycle, managing over $1 trillion in LP capital.

Anduin Transactions

Anduin Transactions builds technology infrastructure for private market transactions, providing digital tools for investor onboarding, fund subscription, and data management across venture capital, private equity, and hedge funds.

TriEdge Investments

TriEdge Investments is a family office and technology company that makes concentrated investments in healthcare and finance, deploying technical teams and digital twins to build long-term value in its portfolio companies.

JPMorgan Chase

JPMorgan Chase is a global financial services firm offering banking, investment, and payment solutions across six major business lines in over 100 markets worldwide.

Morgan Stanley

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management, founded in 1935.

LegalAndGeneral

Legal & General is a UK-based financial services group and global investor offering life insurance, pensions, retirement planning, and asset management across 30 countries.

AGF Management Limited

Basic Capital

Basic Capital is a fintech company offering a modern 401(k) platform with a Retirement Mortgage product designed to amplify workers' investing power and build wealth.

Wells Fargo & Company

Wells Fargo is a multinational financial services company providing banking, lending, investment, and wealth management services, operating in 22 countries.

Partners Group AG

Partners Group AG is a Swiss-listed global private markets firm investing in private equity, infrastructure, real estate, private credit, and royalties, with USD 180 billion in assets under management.

Barclays

Barclays is a British universal bank with over 300 years of heritage, operating in 38 countries to move, lend, invest and protect money for customers and clients worldwide.

Asset Living

Asset Living is a US-based third-party property management company managing over 455,000 multifamily, student, affordable, and build-to-rent units across more than 40 states.

Plum Fintech

Plum Fintech is a personal finance company using AI and automation to help users save and invest automatically, serving over 2 million people across Europe.

BNY

BNY is a global financial services platform company, founded in 1784, that helps institutions and individuals manage, move, and safeguard assets across 35 countries.

Savvy Wealth

Savvy Wealth builds technology that automates administrative tasks for independent financial advisors, helping them manage over $4 billion in assets while focusing more time on client relationships.

Hudson Advisors

Hudson Advisors is the dedicated asset management and execution partner to Lone Star Funds, specializing in private equity, credit, and real estate strategies across the Americas, Europe, and Asia Pacific.

UVC Partners

UVC Partners is a European venture capital firm investing in early-stage B2B technology startups across DeepTech, ClimateTech, Mobility, and Software/AI.