New York, NY
This business provides a comprehensive suite of integrated technology solutions for the compliant issuance and secondary trading of securities under Regulation Crowdfunding (Reg CF) and Regulation A+ (Reg A+). Their offerings include tools for automating compliance, KYC (Know Your Customer) onboarding, anti-money laundering (AML) screening, and custody solutions for transfer agents. The platform aims to streamline the capital raising process while ensuring regulatory compliance and enhancing liquidity through a proprietary electronic securities exchange.
Ahmedabad, Gujarat
This platform facilitates the buying, selling, and funding of businesses in India, connecting entrepreneurs with investors and M&A advisors. It offers a range of services including business valuation, investment opportunities, and advisory support for small to medium-sized enterprises (SMEs) and startups. The platform aims to streamline the transaction process by providing curated business opportunities and expert assistance, ensuring privacy and confidentiality for users.
United States
This business specializes in investment management and services, focusing on creating a comprehensive investment experience that goes beyond financial returns. They aim to provide thoughtful investment strategies that address client needs and market conditions, while also promoting diversity, equity, and inclusion within their operations. Their offerings include insights into macroeconomic trends, risk management, and investment analytics, catering to a global clientele.
Liechtenstein
This business provides a service for managing digital assets, specifically focusing on actively managed digital asset portfolios. Their investment strategies aim to outperform Bitcoin across various market cycles while minimizing downside risks. They offer a diversified portfolio of leading crypto assets and employ variable exposure and long/short hedging strategies to achieve an optimal risk-reward ratio.
Lagos, Nigeria and San Francisco, CA
This platform provides an accessible and affordable way for individuals, particularly from Africa, to invest in U.S. and Nigerian stock markets. Users can create accounts, fund their wallets, and invest in various financial products including stocks, ETFs, and fixed-income investments. The service emphasizes security, offering features like two-factor authentication and insurance for U.S. stock portfolios. It also includes educational resources to help users understand investing basics and market insights.
This platform offers an automated trading solution that allows users to develop, test, and deploy trading algorithms without the need for coding. It provides tools for creating sophisticated trading strategies, setting up stock alerts, and utilizing a stock screener to enhance trading decisions. Users can engage in virtual trading before transitioning to live trading with major brokerage integrations, fostering a community for collaboration and strategy sharing.
This platform offers a comprehensive suite of tools for crypto research, enabling users to analyze markets and identify data-driven investment opportunities. It aggregates on-chain, social, and development data to provide insights for hedge fund managers, retail investors, crypto project owners, and NFT creators. The platform emphasizes behavioral analytics to simplify complex market analysis, helping users make informed trading decisions based on community insights and historical data.
This business develops comprehensive applications for money management across various levels. It offers consumer apps for individuals, platforms for wealth managers, and advanced technologies for institutional traders. The services cater to hedge funds, asset managers, family offices, and private wealth managers, focusing on enhancing operational efficiency and providing customizable solutions for investment management.
Pennsylvania
This business operates as a private investment group focusing on two main segments: a private hedge fund and an educational initiative aimed at helping finance students understand market dynamics through its Investment and Derivative Program. It also offers wealth management services through an affiliate.
This platform provides an all-in-one solution for managing essential business data and ensuring compliance in private capital markets. It offers tools for capital raising, shareholder communication, compliance management, and investment tracking, catering to various stakeholders including issuers, investors, and broker-dealers. The platform emphasizes security and efficiency, integrating services like KYC, AML, and investor verification to streamline processes.
This platform provides comprehensive tools for investors to analyze various asset classes including stocks, ETFs, mutual funds, forex, bonds, and more. It offers customizable dashboards, live market data, and advanced analytical tools tailored for independent investors, financial advisors, asset managers, traders, and students. The service aims to democratize access to financial data, making it suitable for users of all portfolio sizes.
San Diego, California
This platform provides a comprehensive liquidity performance solution that connects, protects, forecasts, and optimizes cash flow and financial strategies for organizations. It offers real-time cash and treasury management, risk management for foreign exchange and interest rates, automated payment processes, and connectivity with banks and ERPs. The target market includes enterprises of various sizes across multiple industries, focusing on finance leaders such as CFOs and treasurers who seek to enhance financial health and operational efficiency.
San Francisco, California
This firm specializes in alternative asset management, utilizing data-driven technology to invest in credit assets at scale. It offers services in litigation finance, bankruptcy, and government receivables, catering to institutional investors such as endowments, foundations, and insurance companies. Founded in 2016, it has grown to manage nearly $1 billion in investments, leveraging artificial intelligence for investment identification from public datasets.
Singapore, Singapore
This platform offers a comprehensive suite of tools designed to enhance the wealth management industry. It combines advanced machine intelligence with the expertise of seasoned investment professionals to provide solutions for portfolio optimization and goals-based financial planning. The platform aims to empower wealth managers by enabling data-driven investment decisions and tailored financial strategies, ensuring optimal performance and risk management for clients.
Rockville, Maryland
The organization provides a range of corporate governance and responsible investment solutions, including proxy voting services, governance research, and ESG (Environmental, Social, and Governance) assessments. It serves institutional investors, asset owners, and corporate issuers by offering insights and tools to enhance decision-making in governance and investment strategies. The business emphasizes its commitment to diversity, equity, and inclusion within its workforce.
This platform offers an accessible mobile application designed for individuals to invest small amounts of money easily and securely. It provides investment services, including a stock investment account, catering to users who are looking to start investing with minimal financial commitment. The app emphasizes simplicity and community engagement.
Toronto, Ontario
This business provides unbiased credit analytics focused on corporate bonds, offering insights based on macro-economic factors and company fundamentals. It serves portfolio managers by enabling effective risk management and capital allocation through access to detailed data on over 9,000 corporate bonds from more than 800 issuers. The company emphasizes collaboration with clients to enhance data engineering and model construction, aiming to identify new investment opportunities and improve existing portfolio risk management strategies.
Hyderabad, India
This technology company offers an integrated investment management platform for financial institutions and advisors, enabling them to provide tailored investment advice, manage transactions, and generate comprehensive reports for their clients. The platform features proprietary algorithms that create customized portfolios based on individual goals, while also allowing institutions to manage multiple clients and branches. Key offerings include digital KYC, real-time allocation, and mutual fund services, all designed to simplify sophisticated portfolio analysis and enhance client communication.
New York, NY
This business specializes in providing institutional investors and intermediaries with a range of domestic and offshore money market funds, as well as short-duration separate account strategies. Their offerings include various types of money market mutual funds, offshore funds, and customized investment solutions tailored for cash management. The firm emphasizes innovative share classes and liquidity solutions, targeting institutional cash management investors.
India
This platform offers a stock screening and fundamental analysis tool specifically designed for investors in India. It allows users to create custom stock screens, run queries on a decade's worth of financial data, and access premium features such as commodity prices, shareholder searches, and the latest announcements. The service is tailored for both casual and serious investors looking to analyze and track Indian stocks effectively.