Portfolio Management

Companies with NAICS Code 523920

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IG

ig.com

United Kingdom

This business operates an award-winning online trading platform that offers a wide range of trading opportunities, including forex and CFDs. It provides instant support and educational resources through IG Academy to help users develop their trading skills. The platform is designed for both novice and experienced traders, catering to a global audience.

Online Trading and Financial Services

CMC Markets

cmcmarkets.com

London, EC3A 7BX, United Kingdom

This business operates as a global provider of online trading services, specializing in Contracts for Difference (CFDs) and spread betting. It offers a wide range of trading instruments including forex, indices, commodities, shares, and treasuries. The platform is designed for both new and experienced traders, providing advanced trading tools, educational resources, and market analysis. The business emphasizes risk management and offers a demo account for users to practice trading without financial risk.

Online trading and financial services.

OANDA

oanda.com

New York, NY

This business operates as an online forex broker and cryptocurrency trading platform, offering a wide range of trading instruments including major and minor currency pairs as well as popular cryptocurrencies. It provides various trading platforms, including mobile and web applications, and emphasizes competitive pricing, transparent fees, and advanced trading tools. The business targets individual and institutional traders looking for reliable trading solutions and educational resources to enhance their trading strategies.

Financial Services

KKR

kkr.com

New York, NY

This global investment firm specializes in alternative assets, providing a range of solutions including private equity, private credit, real estate, infrastructure, and capital markets. The firm serves institutional investors, individual clients, and family offices, focusing on delivering strong returns and shared success through a diversified investment approach and strategic partnerships.

Investment Management

Bain Capital

baincapital.com

Boston, MA

This firm is a leading multi-asset alternative investment firm managing approximately $185 billion in assets. It specializes in various investment strategies including private equity, credit, public equity, venture capital, and real estate. The firm focuses on creating lasting impacts for its investors and communities by leveraging its global presence and expertise across different asset classes.

Investment Management

Carlyle

carlyle.com

Washington D.C., United States

This global investment firm manages a substantial portfolio of assets across various sectors, focusing on creating long-term value for investors, portfolio companies, and communities. It operates through three primary business segments: Global Private Equity, Global Credit, and Global Investment Solutions, leveraging a diverse team and extensive global network to identify and capitalize on investment opportunities. The firm emphasizes responsible investing and integrates environmental, social, and governance (ESG) considerations into its investment processes.

Investment Management

Apollo Global Management

apollo.com

New York, NY

This business operates as a leader in alternative asset management and retirement services, focusing on innovative capital solutions that generate excess risk-adjusted returns and retirement income. It invests across various asset classes, including credit, equity, and real assets, with a significant emphasis on private investment-grade and fixed income markets. The retirement services division offers a range of products aimed at helping clients achieve financial security.

Alternative Asset Management and Retirement Services

Aroau Capital Holding

ach-au.com

Sydney, NSW

This business specializes in value investing, focusing on identifying and investing in companies that are well understood and have a strong margin of safety. They offer various financial products and solutions, including SMA (Separately Managed Accounts), A-Shares, and Fixed Income Funds, catering to clients looking for disciplined investment strategies. Their approach emphasizes honesty and a proactive stance towards market changes.

Investment Management

AIQ Technologies

aiq.tech

This business provides investment solutions tailored for individual and institutional investors, focusing on personalized guidance and advanced technology. Their offerings include an investment platform that integrates with existing broker accounts, investment advisory services, and full portfolio management. They emphasize strategies for income generation, growth, momentum, market neutrality, aggressive investments, and balanced portfolios, specifically targeting investors in Hispanic America.

Financial Services and Investment Management

Alkymi

alkymi.io

This business provides an AI-powered platform designed to automate the processing of investment documents for private markets. It transforms unstructured data into standardized, interactive datasets, enabling financial services firms to manage various document workflows efficiently. The platform supports a range of financial documents, including capital notices and financial statements, and offers real-time data delivery and integration with existing systems, enhancing operational efficiency and decision-making capabilities.

Financial Technology

Amun

amun.com

This business focused on providing automated investment solutions through decentralized finance (DeFi) index tokens. However, all Amun index tokens have been sunset, indicating a cessation of their primary offerings. The platform aimed to simplify the investment process in the DeFi space, allowing users to manage their portfolios with ease.

Decentralized Finance (DeFi)

Apical

apical.ai

San Francisco, CA

This business operates as a technology-driven quantitative investment manager, leveraging artificial intelligence and machine learning to achieve superior risk-adjusted returns. Their investment strategies are designed to be non-correlated with major asset classes and other hedge fund strategies, utilizing a proprietary machine learning system that combines information theory with modified AI techniques.

Investment Management

Blackstone

blackstone.com

New York, NY

This business operates as the world's largest alternative asset manager, focusing on building strong businesses that deliver lasting value for both institutional and individual investors. It offers a diverse range of investment products across various sectors, including private equity, real estate, credit, and infrastructure. The firm emphasizes sustainable business practices and innovation, particularly in technology and artificial intelligence, to enhance its investment strategies.

Alternative Asset Management

Brookfield

brookfield.com

Toronto, Ontario

This global investment firm specializes in managing investments across various sectors, including renewable power, infrastructure, private equity, real estate, and credit. It focuses on creating long-term, sustainable wealth for institutions and individuals by investing in high-quality businesses that are integral to the global economy. The firm emphasizes collaboration and operational expertise to enhance investment outcomes.

Investment Management

Axial

axial.net

New York, NY

This platform serves as a private deal network for professionals involved in North American lower middle market businesses, facilitating M&A and capital raising transactions. It provides tools for sourcing and marketing deals, connecting sellers with relevant investors and acquirers, and offering resources for business owners preparing for exits. The service emphasizes confidentiality and control for its users, allowing them to manage their deal processes efficiently.

Mergers and Acquisitions (M&A) and Capital Raising for lower middle market businesses.

BizNexus

biznexus.com

Boston, MA

This platform provides comprehensive M&A deal origination solutions tailored for the lower middle market. It offers a range of services including access to on-market broker deal flow, off-market targets, and various membership options for individual acquirers, corporate development teams, private equity groups, and M&A advisors. The business focuses on facilitating connections and transactions in the acquisition space, leveraging a marketplace for verified business opportunities and a community for networking and support.

Mergers and Acquisitions (M&A)

Bondlinc

bondlinc.com

Singapore, Singapore

This fintech company provides a platform for bond trading, primarily targeting private banks and financial institutions. The platform enhances productivity and compliance in bond sales and trading, offering data-driven insights to improve market efficiency. It is recognized for its regulatory reporting solutions and is endorsed by industry associations.

Financial Technology (Fintech)

Boosted.ai

boosted.ai

This business develops AI software specifically designed for investment management, enabling investment managers to enhance productivity, improve portfolio metrics, and make informed decisions. Their offerings include AI-driven tools for workflow automation, stock research, and portfolio management, catering to both advisors and institutional investors. The platform utilizes advanced algorithms to analyze vast amounts of data, providing actionable insights and personalized recommendations based on individual investment styles and risk profiles.

Investment Management Technology

Canopy

canopy.cloud

Singapore, Singapore

This business provides advanced portfolio management software designed for family offices and wealth managers. It offers features such as data aggregation, performance reporting, and customized reporting tools. The platform supports a wide range of asset types and formats, ensuring comprehensive investment analysis. It emphasizes data security and compliance with international standards, making it suitable for high-net-worth individuals and private banks.

Financial Technology and Wealth Management Software

Cheddar

cheddar.io

San Francisco, CA

This platform provides a suite of tools for managing and analyzing financial data, focusing on investment insights and market trends. It caters to individual investors and financial professionals, offering features such as portfolio tracking, market analysis, and personalized investment recommendations. The service aims to simplify complex financial information and empower users to make informed investment decisions.

Financial Technology