Portfolio Management

Companies with NAICS Code 523920

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Confluence Technologies

confluence.com

Pittsburgh, PA

This business specializes in providing data-driven investment management solutions, focusing on optimizing efficiency and control for clients. Their offerings include performance analytics, risk management, data technology services, regulatory compliance, and investor communications. They cater to a diverse clientele, including asset managers, asset owners, and service providers, helping them navigate complex data challenges and regulatory requirements.

Investment Management

BlockTower Capital

blocktower.com

This business operates as an institutional investment firm, focusing on professional trading, venture investing, credit underwriting, and portfolio management across both digital and traditional assets.

Investment Management

Polychain

polychain.capital

This investment firm specializes in managing portfolios of blockchain-based digital assets, aiming to deliver exceptional returns for its investors. The firm leverages the unique properties of blockchain technology, including cryptographic verification and game-theoretic principles, to create and manage these assets.

Investment management focused on blockchain assets.

Investing.com

investing.com

United States

This platform provides a comprehensive suite of financial services including real-time stock market quotes, financial news, and analysis tools. It caters to investors and traders by offering features such as portfolio management, stock screening, and live market data across various asset classes including stocks, commodities, currencies, and cryptocurrencies. The site also includes educational resources and tools for technical analysis, making it a valuable resource for both novice and experienced investors.

Financial Services

CoValue

covalue.io

This platform offers a Do-It-Yourself (DIY) app for business and company valuation, primarily using the Discounted Cash Flow (DCF) model to calculate intrinsic value. It provides various modules for users to assess company valuations, analyze price versus value gaps, and understand price earnings ratios. The app also features a databank with historical financial data for over 25,000 companies across multiple exchanges, facilitating quick and informed investment decisions. The service is designed for investors and businesses looking to create wealth through informed valuation practices.

Financial Technology and Investment Services

Morningstar

morningstar.com

Chicago, Illinois

This business provides comprehensive investment research and analysis services, focusing on mutual funds, ETFs, and stocks. It offers various tools for portfolio management, including watchlists, screeners, and charts, aimed at both individual investors and financial professionals. The platform delivers actionable insights and ratings to help users make informed investment decisions.

Investment Research and Financial Services

Zacks Investment Research

zacks.com

Chicago, IL

This investment research firm specializes in providing comprehensive stock research, analysis, and recommendations. It offers a range of tools including stock picks, screeners, reports, and portfolio trackers, catering to individual and institutional investors looking to make informed investment decisions. The firm emphasizes a systematic approach to stock evaluation, utilizing proprietary ranking systems to identify high-potential stocks.

Investment Research and Financial Services

DeepR Analytics

deepranalytics.com

Toronto, Canada

This company operates in the FinTech sector, specializing in algorithmic trading solutions. It focuses on integrating advanced trading analytics and execution systems with modern technology to facilitate quick and accurate trades without the need for constant market monitoring. The trading platform is designed for rapid development and scalability.

Financial Technology (FinTech)

Delphia

delphia.com

This business operates in the financial technology sector, utilizing data and AI to create investment strategies. It offers a platform that allows users to invest based on their personal data rather than traditional monetary investments. The company focuses on leveraging alternative data sources to enhance investment decision-making, aiming to democratize access to sophisticated investment tools for both individual and professional investors.

Financial Technology

Dolat Capital

dolatcapital.com

Mumbai, Maharashtra

This financial services firm specializes in institutional equities, asset management, and wealth management, leveraging technology and proprietary strategies to deliver superior returns. It serves a diverse clientele, including institutional investors and high-net-worth individuals, focusing on ethical practices and innovation in the financial markets.

Financial Services

BlackRock

blackrock.com

New York, NY

This business operates as a leading global asset management firm, providing a wide range of investment management services and solutions to individual investors, financial advisors, and institutions. It offers various investment products including mutual funds, ETFs, and retirement accounts, focusing on strategies that encompass equities, fixed income, multi-asset, and alternative investments. The firm emphasizes financial well-being and aims to help clients achieve their investment goals through innovative financial technology and personalized investment strategies.

Investment Management and Financial Services

FactSet

factset.com

Norwalk, Connecticut

This business specializes in providing comprehensive business data and analytics services. It offers valuable market insights and analytics tools designed to enhance workflow efficiency and support decision-making processes for clients in various sectors. The focus is on delivering global market insights that empower users to outperform competitors.

Financial Data and Analytics

DigitalBridge

digitalbridge.com

Boca Raton, Florida

This business operates as a global alternative asset manager focused on investing in next-generation digital infrastructure, including data centers, fiber solutions, macro cell towers, edge infrastructure, and small cell networks. It aims to support the growing demand for digital connectivity and infrastructure, particularly in relation to AI and the digital economy. The company combines investment and operational expertise to create value in the digital infrastructure sector.

Alternative asset management and digital infrastructure investment.

Alphaniti

finaureus.com

The company has transitioned from Finaureus Technologies Private Limited to Alphaniti Fintech Private Limited, indicating a rebranding and possibly a shift in focus or services offered. The new entity likely continues to operate within the fintech sector, providing innovative financial technology solutions.

Fintech

State Street

statestreet.com

Boston, MA

This business provides a comprehensive range of investment services including investment servicing, management, research, and trading specifically tailored for institutional investors globally. It focuses on leveraging advanced technology and data insights to enhance operational efficiency and decision-making for its clients.

Investment Management and Financial Services

FE International

feinternational.com

New York, NY

This business specializes in providing strategic advisory services for technology companies, focusing on mergers and acquisitions (M&A), private capital placement, and valuation services. With a strong track record of over 1,500 successful transactions valued at more than $50 billion, it offers tailored solutions for founders and business owners looking to navigate the complexities of selling or acquiring businesses. Their services include due diligence, early-stage funding, and private sales, catering primarily to the middle market in the technology sector.

Mergers and Acquisitions Advisory for Technology Businesses

Freetrade

freetrade.io

London, England

This platform offers a commission-free, self-directed investment service that allows users to trade thousands of UK, US, and European stocks and ETFs. It provides various account types, including Stocks and Shares ISAs, Personal Pensions, and General Investment Accounts, enabling users to invest in a tax-efficient manner. The service is designed for ease of use on both desktop and mobile devices, and it features unlimited commission-free trades, fractional shares, and interest on uninvested cash. The platform has received multiple awards for its user experience and trading capabilities.

Financial Technology and Investment Services

Addepar

addepar.com

This platform provides a comprehensive software and data solution designed for investment professionals, enabling them to manage complex investment portfolios. It offers tools for portfolio trading, scenario modeling, and streamlined billing, catering to wealth managers, family offices, private banks, broker-dealers, and institutions. The platform emphasizes data aggregation, analysis, and visualization to enhance decision-making and client reporting.

Financial Technology

HFT Solution

hftsolution.com

This business specializes in providing quantitative trading solutions for digital and financial assets, focusing on high-frequency trading, algorithmic trading systems, and robo-advisory services. They offer customized software solutions tailored to individual client needs, integrating with various broker platforms across multiple asset classes including Forex, binary options, equities, and fixed income products. Their services include complete trade life cycle management, algo trading systems, and portfolio management, with a strong emphasis on minimizing latency to enhance trading performance.

Financial Technology and Trading Solutions

eToro

etoro.com

Limassol, Cyprus

This platform offers a multi-asset trading environment where users can invest in over 6,000 assets, including stocks, cryptocurrencies, and commodities. It features tools for social trading, allowing users to copy the trades of successful investors. The platform also provides educational resources through its academy, catering to both novice and experienced traders. Users can manage their investments in one place and benefit from various investment strategies and portfolios.

Financial Technology and Online Trading