Portfolio Management

Companies with NAICS Code 523920

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Chronograph

chronograph.pe

Brooklyn, New York

This business provides advanced portfolio monitoring software designed specifically for private equity investors. Their cloud-based solutions facilitate analytics, data management, and collaboration, enabling both Limited Partners (LPs) and General Partners (GPs) to efficiently manage and report on their investments. The platform supports various investor types, including fund of funds, pension plans, and family offices, and offers features such as performance analytics, ESG data management, and API connectivity.

Financial Technology for Private Equity

Clearnomics

clearnomics.com

New York, NY

This platform provides wealth advisors with user-friendly software that delivers market and economic insights, enabling them to enhance client communications and engagement. It offers customizable content, including chartbooks and talking points, to facilitate meaningful discussions about market conditions and investment strategies. The service aims to save advisors time and resources while helping clients maintain a long-term investment focus.

Financial Technology and Wealth Management

Bank Customer Experience Summit

bankcustomerexperience.com

Charlotte, NC

This summit provides banking executives with insights into innovative technologies and strategies to enhance customer engagement and service for the next generation of digital consumers. It focuses on the transformation of financial institutions to meet evolving consumer demands and compete with non-traditional banking entities. The event features discussions on various topics including digital banking, self-service options, and the integration of AI and cryptocurrency in banking operations.

Financial Services

Open Futures

openfutures.in

New Delhi, India

This financial institution specializes in proprietary trading, money management, and technology solutions, leveraging advanced technology and derivatives expertise to execute high-frequency trading strategies across various asset classes. They focus on reducing latency and employ diverse algorithmic strategies, including index arbitrage and statistical arbitrage, to maximize profits while managing risks associated with rapid market changes.

Financial Services

Paradigm

paradigm.co

Singapore

This business operates as an institutional liquidity network for crypto derivatives, providing deep liquidity across over 120 products. It facilitates trading for various financial instruments and strategies, allowing users to trade with any counterparty and settle on their chosen venue. The platform connects institutional traders, including market makers and hedge funds, and offers features like atomic settlement and non-custodial trading, ensuring that users maintain control over their assets.

Cryptocurrency and Financial Services

pintavest

pintavest.com

Helsinki, Finland

This platform provides tools for individual investors to make informed stock investments. It offers a user-friendly interface that allows users to discover stocks, analyze key data, and track their investment portfolios. The service is designed to be compatible with various brokerage firms, enabling users to execute trades easily. The platform emphasizes independence and accessibility, catering to both novice and experienced investors by providing comprehensive resources and insights into over 6000 stocks from various markets, including Finland, Europe, the US, and Hong Kong.

Financial Technology (FinTech)

Point72

point72.com

Stamford, Connecticut

This business operates as a global asset manager, focusing on discretionary long/short equity, macro, and systematic investment strategies. It emphasizes innovation and the development of its employees, aiming to create a diverse and inclusive workplace. The firm also engages in private market investments and is committed to fostering a culture of expertise and community involvement.

Asset Management

PrimaryBid

primarybid.com

London, UK

This business develops technology that connects companies with their retail investor communities, facilitating retail inclusion in global capital markets. It offers solutions for corporate issuers, wealth managers, and individual investors, allowing them to access investment opportunities such as IPOs and secondary raises. The platform emphasizes ease of use, requiring no technology integration for partners, and aims to enhance deal outcomes and corporate governance by including retail investors in fundraising efforts.

Financial Technology

Profision

profision.com

DIFC, Dubai, UAE

This business operates as an investment manager specializing in providing liquidity to freight hedgers in the global dry bulk Forward Freight Agreement (FFA) market. It is regulated by the Dubai Financial Services Authority and is a member of the National Futures Association in the US. The firm targets professional clients eligible to invest in specialized financial offerings, emphasizing a strategy aimed at achieving absolute returns.

Investment Management and Financial Services

Public

public.com

New York, NY

This platform offers a comprehensive investment app that allows users to invest in a variety of financial instruments including stocks, bonds, options, cryptocurrencies, ETFs, and treasuries. It provides AI-powered analysis and fundamental data to assist investors in making informed decisions. The service is designed for serious investors looking to build a multi-asset portfolio with features like high-yield cash accounts and investment plans. The platform emphasizes security and regulatory compliance, catering primarily to individual investors in the U.S.

Financial Technology and Investment Services

Pynk

pynk.io

This platform offers a unique investment opportunity by allowing users to share insights and predictions about various financial markets. It combines social networking with investment strategies, enabling users to learn from each other and make informed decisions. The service targets both novice and experienced investors, providing tools and resources to enhance their trading skills and market understanding.

Financial Technology

Diligent Equity

equityeffect.com

This business provides equity management solutions designed for investors, law firms, and private companies. Their platform allows users to manage cap tables, valuations, investments, and workflows efficiently. They offer tailored software for private equity, venture capital, and companies, simplifying portfolio management and option administration. The service includes features such as automatic document generation and scenario planning, making it easier for clients to handle complex equity situations.

Equity management software and financial services.

ResearchPool

researchpool.com

This business provides an all-in-one workflow solution designed for capital markets, focusing on content and data management. It offers various systems including a Research Management System, Content Management System, Data Management Solution, and Customer Relationship Management tools. The solutions aim to enhance operational efficiency, reduce costs, and improve investment decision-making through automation and integration with existing technologies. The platform aggregates both structured and unstructured data, facilitating better financial and sustainable investments.

Financial Technology

Sarson Funds

sarsonfunds.com

This business operates as a digital asset investment ecosystem, providing a range of cryptocurrency and blockchain investment funds tailored for accredited investors. It offers various investment strategies, including small and large coin strategies, income generation through crypto, and a focus on Web3 innovation. The company emphasizes transparency and education in cryptocurrency investing, aiming to support financial advisors and investors in navigating the digital asset landscape.

Cryptocurrency and Blockchain Investment

Simply Wall St

simplywall.st

Sydney, Australia

This platform provides tools and resources for long-term stock investors to make informed investment decisions. It offers features such as stock reports, portfolio tracking, and a stock screener to help users analyze stocks and manage their investments effectively. The service is designed to cater to both novice and experienced investors, providing insights into stock performance, financial health, and market trends. Users can access curated investment ideas and receive intelligent updates on significant market changes.

Financial Services and Investment Research

SiS Software Factory

sissoftwarefactory.com

This business specializes in providing high-frequency trading (HFT) platforms and advisory services tailored for investment banks and hedge funds. Their offerings include a customizable HFT platform designed for ultra-low latency trading, advanced features for risk and monitoring, and expert guidance to enhance trading operations. They focus on helping financial institutions optimize their trading technology and improve performance while reducing costs through strategic planning and tailored solutions.

Financial Technology (Fintech)

smallcase

smallcase.com

Bangalore, Karnataka

This business operates a platform that provides investment solutions through curated portfolios known as smallcases. It offers tools and insights for investors to make informed decisions in the stock market, catering to both novice and experienced investors. The platform collaborates with various brokers and publishers to enhance its offerings and provide a comprehensive ecosystem for investment.

Financial Technology

SMERGERS

smergers.com

This platform connects business owners with investors, buyers, and M&A advisors to facilitate the sale of established businesses and franchises. It offers a wide range of services including business valuation, investment opportunities, and profiles for businesses seeking loans or partnerships. The platform emphasizes confidentiality, fair valuation, and a global network, catering to various industries and investment sizes.

Business brokerage and investment services.

SocialPicks

socialpicks.com

This platform serves as an investment community where members can share stock picks and investment ideas, learn from one another, and engage in discussions about financial markets. It encourages respectful interaction and emphasizes the importance of conducting personal due diligence or consulting financial advisors before making investment decisions.

Investment and Financial Services

Sourcescrub

sourcescrub.com

San Francisco, CA

This platform specializes in deal sourcing for private equity and investment banking, utilizing AI technology to enhance investment research and deal origination. It connects users with a vast database of over 15 million companies and 190,000 sources, allowing for efficient management of investment leads and pipelines. The service is designed to improve research productivity and streamline the deal sourcing process, making it easier for firms to identify and engage with potential investment opportunities.

Financial Technology and Investment Research