Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry. Alpha combines highly specialist, sector-focused management consulting and technology expertise to support the client transformation lifecycle. Founded in 2003, it now has over 1,000 consultants across the North America, UK, Europe, MENA and APAC. If you’re a business that likes what you’ve just read, or an experienced consultant that can bring something to the team, we’d love to hear from you. Asset Management, Wealth Management, Insurance, Alternatives, Financial Services, SaaS Solutions, Data Solutions, Benchmarking, Marketing Services, Management Consulting, Technology Consulting, and Strategy Consulting

85 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

The leading publication dedicated to the APAC's asset management industry AsianInvestor is the region’s best source for exclusive insights into asset owner investment activities and operations management. Via our website, live events, and specialist research platforms we provide the investment management universe with access to the most up-to-date market developments. Asset management, Mutual funds, Alternative investments, Securities services, Pension reform, Risk management, Institutional investment trends and regulations, ESG, Sustainability, Portfolio management, Investment, and Money

115 similar entities Type: SMB Activities: fintech Technologies: SaaS

The first benchmarking platform for ESG metrics ValueCo is a mission-driven company that aims to consistently integrate environmental, social and human criteria into company performance and market valuations. We are developing the first SaaS solution to collect proprietary ESG ratings from investors and provide market analyses to asset managers, institutional investors, and corporates. Our collaborative model and research make us the only player to collect and leverage asset managers' internal opinions. This model enables us to draw on the collective intelligence of responsible investors to improve market practices. We are already working with over 40 banks and asset managers and …

85 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Blueopes is a low-cost, automatized wealth management software provider, focused on Socially Responsible Investments. Blueopes (www.blueopes.com) is an automatized, white-label wealth management service for asset managers, using artificial intelligence to help them custom-tailor investment portfolios to their end-clients’ personal values, goals and risk profile on an individual stock level, while taking into account environmental, social and governance criteria (“ESG”) to deliver competitive financial returns (sustainable or socially responsible investing “SRI”). Asset managers can optimize their end-clients’ investment gains according to their individual investment goals and personal value preferences. We also enable asset management service providers to observe their end-clients’ actual …

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Decision analytics for professional investors and allocators of capital Essentia Analytics is the leading provider of behavioral data analytics services to professional investors and allocators of capital. Led by a team of experts in investment management, technology, and behavioral science, Essentia combines next-generation decision analytics technology with human coaching to help both equity fund managers and allocators identify investment skill and bias — and capture performance that was previously being lost to decision-making deficiencies. To learn more, please visit www.essentia-analytics.com To sign up to our mailing list, please visit https://info.essentia-analytics.com/subscribe If you are a professional investor who's looking to continuously …

71 similar entities Type: Startup Activities: fintech it services Technologies: Data Analytics

The Smart Data platform dedicated to asset management professionals. Asset Sagacity is a French software publisher dedicated to asset management. Our mission is to support investment professionals in their digitalization. We offer a cloud computing platform dedicated to investment professionals wishing to master, secure and orchestrate their data. Our collaborative data management platform and the extended support service simplify the work of the teams Our deep knowledge of asset management and our great mastery of Big Data technologies, allow us to offer our customers an innovative Smart Data solution; We take care of their data and they focus on their …

77 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Building a Super App for Capital Markets Building a Super App for Capital Markets to: - Unlock unforeseen operational efficiency and deliver better financial and sustainable investments; - Help to outperform with enhanced productivity, superior connectivity, lower costs and unique insights. Investment intelligence, Data collection, Financial analysts, and Sellside

208 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Navigate the tokenized assets world We help institutions navigate the digital assets world by providing information on tokenized real world assets. We collaborate with tokenized asset issuers and platforms, offering free analysis of their solutions to strategically position their offerings for decision-makers. We are driving investor demand by equipping asset managers with comprehensive information and familiar analytics tools. tokenization, blockchain, investment, data analytics, big data, digital assets, portfolio management, and asset allocation

135 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Arboel offers automated investment solutions to help fund managers improve their returns. Arboel is a fintech company whose mission is to help fund managers improve their returns through automated investment solutions. We believe technology plays a crucial role in portfolio management and financial decision-making. Our trading algorithms are developed using the latest advances in artificial intelligence and machine learning. They are designed to analyze market data, identify trends, and investment opportunities. At Arboel, we take pride in delivering innovative and customized solutions to our clients. We work closely with them to understand their needs and provide tailored solutions that meet …

111 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. - Machine Learning A.I.

Redefining the wealth management industry worldwide Flanks is a wealth management technology company redefining the advisory services industry. Its solution, Flanks LUME, automates manual tasks and transforms complex wealth data into actionable insights that help advisors get a holistic view of their clients wealth to make faster, more informed investment and risk management decisions. Flanks was founded in 2019 in Barcelona by software engineers Joaquim de la Cruz and Sergi Lao alongside former Santander Private Banking Global Head Álvaro Morales, and combines advanced technology with deep financial expertise to serve companies like banks, family offices, and tech companies. To date, …

59 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Unique as you are. The most flexible dashboard & reporting solution for Global Investors. We provide fully customised Performance Dashboards and Reporting solutions for multi-asset classes investors. We serve a wide range of global clients, including Sovereign Wealth Funds and Institutions, Family and Multi-Family Offices, Private Banks and Independent Asset Managers. Cogendi is a privately owned, entrepreneurial SME, which has been operating for more than 20 years. We are a very agile team and are known for our responsive service and fast turn around times. Fintech, Multi-Asset Portfolios Analytics, Portfolios Dashboards and Reports, Bespoke Client Services, Modelling, Forecasting, Family Office, …

60 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Performance made possible. Infront is a leading European fintech in the wealth management and trading spaces. Our 3500 customers use our solutions and reliable, real-time data to gather information, build knowledge, and derive insight about market direction and investment opportunities to deliver better results for their clients. We give wealth managers and traders the confidence and control they need to make smarter decisions faster. real-time, financial information, news, trading terminal, Infront, market data, analytics, Regulatory solutions, Portfolio management, and fintech

200 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

The Next Generation of Ratings for the Next Generation of Assets. At Particula, we are pioneering the digital asset ecosystem with the first rating and data platform for Digital Assets. Our mission is to make the digital asset market more accessible and easier to understand for professional investors. We’re passionate about market intelligence and harmonizing asset specifications to provide valuable insights. While doing so, our framework evaluates tokenized assets based on their economics, environmental, compliance, and technology aspects. AI/ML, Data, Tokenization, Blockchain, Risk Assessments, Ratings, and Analytics

78 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Smart Risk as a Service Raise Partner delivers digital solutions to the Wealth and Asset Management Industries. We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients. Wealth Managers We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients. Asset Managers We support sales teams and …

76 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Power more possibilities. Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. CRM and practice management for financial advisers, brokers and accountants

84 similar entities Type: Startup Activities: fintech Technologies: SaaS Data Analytics

Lending Alpha is an investment technology service that completely automates your LendingClub portfolio. Our services includes: - Curated portfolio strategies - Data-driven analytics - Generous diversification - Intelligent order management - Really fast execution - Completely FREE, and no commitments Portfolio Automation, Investment Optimization, Performace Analytics, LendingClub, and Peer-to-Peer Lending

134 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Formerly CreativeCap Advisors CCA Global Capital Group (formerly CreativeCap Advisors) is a global business and capital advisory firm for investment companies. Our data-driven and high-impact approach make us an invaluable advisor and asset to our clients. A pioneer in full scale outsourced investor relations for investment managers, our team is dedicated to helping our clients unlock and translate their value to family offices and institutional investors. Our mission is focused on the building, growing and global expansion of investment management firms. Investor Relations, Strategic Communications, Corporate Strategy, Business Intelligence, Marketing Analytics, Reputation Management, Media Relations, Virtual CMO, Business Management for …

121 similar entities Type: SMB Activities: consulting Technologies: Data Analytics

Possibility is in the ascent Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 600 professionals across Europe, the US, Latin America, and Asia. Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, structured funding & asset-backed securitizations, credit portfolio advisory, and capital markets transactions, having advised on c. 750 deals for a total value of c. €187bn in the last four years. Alantra’s senior bankers and execution teams offer a global understanding …

41 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Czech number one in the world of online investment Since 1994, we have been opening our clients new opportunities in the world of online investment and helping them increase their revenues. To achieve them, we provide a clear trading platform, first -class analytical and intelligence service, individual approach of the brokerage team and helpful customer support. Investment Banking / Corporate Finance, Institutional BROKERAGE, RETAIL BROKERAGE, and EQUITY REESEARK

314 similar entities Type: SMB Activities: fintech Technologies: SaaS

Since 1992, we have powered financial services firms with in-depth analysis and strategic recommendations. For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence. It is our mission to arm asset managers, wealth managers, private equity firms, and financial technology firms with data, research, and advice they need to grow. Asset Management, Mutual Funds, ETFs, Managed Accounts, Retirement, broker/dealer, Unified Managed Accounts, Cross Border Trends, Institutional markets, Annuities, Retirement income, Alternatives, Financial planning, Wholesaling, Bank Trust, 401(k), Robo Advice, Regulation, ESG, Subadvisory, Latin America, Retail Distribution, Financial Services, Consulting, Custom Research, Financial Advisors, …

129 similar entities Type: SMB Activities: fintech silvertech Technologies: Data Analytics

The Power of Experience Fintova Partners is a leading consultancy providing strategic advisory, technology, risk management, distribution, and operations services to investment management firms, fintechs, and other financial institutions. The firm’s seasoned professionals leverage their extensive industry experience to help clients navigate the complexities of the financial services landscape, optimize the investment management lifecycle, and achieve their business goals. asset management, wealth management, capital markets, banking, technology, consulting services, fintech, digital, financial services, strategy, and leadership

223 similar entities Type: SMB Activities: constructiontech fintech it services Technologies: Cybersecurity

The faster, smarter way to improve your investment process. ClearMacro is a software company based in London that seamlessly integrates human expertise and machine intelligence to deliver end-to-end investing processes that can use data-driven insights and AI for sharper decision-making. We provide everything from market insights and investing tools to bespoke end-to-end investment consulting services. Established by a team of highly experienced institutional buy-side portfolio management and technology professionals, we service a range of customers including asset managers, hedge funds, wealth advisory firms, portfolio managers and family offices. Strategic Asset Allocation, Tactical Asset Allocation, Portfolio Solutions, Investment Tools, Portfolio Execution, …

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The go-to solution for all private credit+ strategies Oxane Partners is a technology-driven solutions provider to the private credit markets. Our solutions transform the way investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Our collaborative engagement approach helps our clients evaluate more opportunities faster and better manage their existing investments while still maintaining the rigor of their investment process. Our solutions manage over $500 billion of notional for 100+ clients including 18 of the top 25 global investment banks, 10 of …

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Trusted Advisors for the B2B Technology and Information Economy Outsell is the leading advisory firm serving executives operating in the B2B technology and information economy. Our solutions leverage proprietary data, leading industry analysts, a partner network, thriving peer-to-peer communities, and world-class events. Through deep relationships, we ensure our clients make great decisions about their strategy, competition, markets, operating best practices, and M&A. We stand by our work 100%, guarantee results, and are fanatical about our clients’ success. Information Industry Analysis, Publishing, Executive Services and Events, Strategic Advisory, Market Research and Data, and Information Management

382 similar entities Type: SMB Activities: it services Technologies: Data Analytics

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, …

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Now part of With Intelligence. Providing data, intelligence and connections to the asset management industry. Eurekahedge is now part of With Intelligence. We’re a leading provider of data, intelligence and connections to the global asset management industry. Our investment intelligence supports allocating decisions, fund-raising and business development. Our global team includes data scientists, analysts, reporters and journalists, technologists, developers and industry experts – all obsessed with revealing the bigger picture on the asset management industry. From our beginnings in 1998 as a traditional B2B publisher, our integrated product portfolio of data, insight and events has grown to cover hedge funds, …

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The leading investment monitoring & advisory boutique for fiduciaries, family offices & charities around the world. Navigating today’s fast changing financial world demands agility and independent thinking. Enhance is a partner that adds value through independence, expertise and technology. As the leading investment monitoring and advisory boutique for fiduciaries, family offices and charities around the world, we’re dedicated to protecting and growing wealth. Our proprietary Fintech platform Mosaic provides a quantitative, auditable and automated foundation for our Monitoring, Portfolio and Consultancy services. Mosaic is the intelligent investment hub that enables our talented team to manage individual client requirements. With over …

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A digital fund due diligence ecosystem DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data. RFP, investor relations and portfolio specialist teams at asset managers adopt the platform to digitize and centralize all of their investor content and Q&A, collaborate as teams, and leverage our intelligent algorithms to deliver a responsive and …

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Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in …

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The first choice in practice management software for North American wealth managers. Our solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses. PriceMetrix directly measures aggregated data representing 12 million retail investors, one billion transactions, and $6 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data, with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today. Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management …

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Award-winning consulting firm delivering data-driven insights across the M&A lifecycle Award-winning specialists in digital and commercial M&A consulting. We help private equity firms, portfolio companies and independent brands uncover opportunity & manage risk at all touchpoints across the investment lifecycle. Through high volume observational data insights and strategy, we help you make informed investment decisions, understand opportunities and risks, forecast growth and hit tough KPIs. Digital Diligence, Strategy, Private Equity, Consultancy, Research, Analysis, Digital Due Diligence, Audience Analysis, Benchmarking, Monitoring Dashboard, Corporate Finance, B2B, B2C, Commercial Due Diligence, Commercial Strategy, and M&A

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The data hub of Clearstream Fund Services Kneip is the data hub of Clearstream Fund Services, the global fund ecosystem. As a leader in fund data management and reporting solutions for the asset management industry, we help our clients manage their data efficiently and ensure compliance in a changing regulatory environment. Our solutions remove complexity throughout the fund lifecycle, so our clients can reduce risks, control their costs and focus on what they do best: delivering returns to their investors. We have been trusted by asset managers since 1993 and today we service more than 10,000 funds in over 40 …

76 similar entities Type: SMB Activities: fintech regtech Technologies: Data Analytics

Fixed income specialists. We are specialists in fixed income, headquartered in the City of London and now a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built an enviable reputation for performance, expertise and innovation in our chosen sector. All of our people, resources and experience are dedicated to this one asset class, without any distractions. For professional investors only. Fixed Income, Asset Management, Absolute Return, Asset Backed Securities, Investment Management, and Total Return

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