Search 1
Entities
LogoName Σ Employees
AirFund AirFund

The next generation Fund Distribution Platform for Private Markets AirFund simplifies the distribution of private markets funds and disintermediates relationships between actors all along the value chain Asset Management, Private Equity, SAAS, Private Markets, Digitalization, Capital Investissement, Feeder Funds, Tokenisation, Democratization, Private Debts, GPs, LPs, Infrastructure, Real Estate, Family Office, and Private Banks

81 similar entities Type: Startup Activities: fintech uxtech Technologies: Geolocation A.I. - Machine Learning

26 38
Alpha FMC Alpha FMC

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

11 897
Novum Insights Novum Insights

Frontier market intelligence company tracking blockchain, artificial intelligence and other emerging technologies Novum Insights is the corporate innovation leader in driving data insights for strategic partnerships. We are initially focused on gathering data about partnership between corporates and startups in three areas, fintech, cybersecurity and the cloud. We are publishing specialised sector reports in these areas and developing a data subscription product for clients. We track high growth business for corporatives and investors. Based in London, we have clients around the world, helping them to get their projects done as soon as possible, saving a lot of time and money. …

146 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency Data Analytics A.I. Cybersecurity A.I. - Machine Learning

5 6
Perspective Perspective

Providing an edge on DeFi We are a team of engineers, researchers, and finance experts working on decentralized finance protocols (spectra.finance), artificial intelligence, risk analysis and cybersecurity.

273 similar entities Type: Startup Activities: fintech it services Technologies: A.I. Cybersecurity

0 11
Delta Data Delta Data

Solutions for Fund Distributors and Asset Managers to Drive Growth, Enhance Efficiency and Mitigate Risk Delta Data delivers solutions designed to eliminate the complexity around processing mutual funds, CITs, and other pooled products, as well as provide oversight capabilities for these securities, allowing the industry to communicate more easily, manage risk more effectively, and process data more efficiently. SaaS Solutions for Mutual Funds and other Pooled Investments, Mutual Fund Revenue Management, Back-office Mutual Fund Processing, Fee Management, Data Management, and Data as a Service for Mutual Funds

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

5 102
finReg360 finReg360

A new way of understanding financial regulation FINEG360 is the leading firm in Spain in financial regulation. We have a team of more than 60 lawyers, prosecutors and consultants with an average professional experience of more than 10 years per person, which advises all types of entities, both national and international. FINEG360 serves more than 900 national and international clients in the field of banking, the securities and insurance market, payment services, crypto, risk capital and collective investment, from business, operational, regulatory, data protection and fiscal protection. Financial Regulatory, Complence, Commercial, Corporate Governance, Fiscal, and Consulting

58 similar entities Type: SMB Activities: fintech regtech legaltech Technologies: Data Analytics

13 70
Partake Partake

Your Fintech Solution Partner Tap into the full potential of data and give your customers exceptional financial products. Our range of solutions empower both financial and non-financial businesses with highly customizable lending, payment and risk technology. fintech, financial services, credit, investments, big data, machine learning, banking, p2p, mobile banking, retail banking, core banking, BNPL, embedded finance, and tech

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

4 96
Third Financial Third Financial

Investment Platform Service and Software Launched in 2008, Third Financial supplies Custody, Clearing and Administration services and software to the UK Wealth Management Industry. Investment Platform, Cash Platform, Wealth Management Software, API integration, Fractional trading, CASS, Model Portfolios, Transaction Reporting, Performance Attribution, CGT / CTC, Great Service!, and White labelling

167 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

3 114
ReachX ReachX

The leading digital investment banking platform for scale ups ReachX is an independent Financial platform developing its proprietary technology to accelerate projects and deals in the most cost-efficient way. Our headquarters are in London and we are regulated by the FCA. We work with more than 5,000 highly vetted independent advisors and offer Investment banking services to top institutions in the world including the top 50 PE firms, Private Debt firms, banks and growth companies Finance, Corporate Finance, Equity Research, ESG, Blockchain, FIntech, and AI

236 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

17 16
Wealth Dynamix Wealth Dynamix

CRM, CLM & Onboarding solutions for private banks & wealth management firms We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management …

83 similar entities Type: Startup Activities: fintech regtech consulting Technologies: Affective Computing Data Analytics

9 157
BELEM BELEM

Belem is a FinTech consultancy building digital solutions for companies and institutions. Belem is a FinTech consultancy building digital solutions for companies and institutions. Our clients include financial institutions (BNPP, Société Générale, Crédit Agricole, Natixis, CNP Assurances, etc.), public institutions (Caisse des Dépôts et Consignations, Conseil Supérieur du Notariat, Banque de France, etc.), blockchain companies (Nomadic Labs / Tezos), etc. Our offer: strategy consulting, IT development, research, training. http://www.belem.io Blockchain, Bitcoin, Ethereum, Finance, Asset Management, Financial Analysis, ICO, Development, Training, Consulting, Ripple, Tendermint, Quorum, HyperLedger, BigChainDB, Chain, MultiChain, ICO, DLT, and NXT

122 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency

15 3
1fs Wealth 1fs Wealth

Best-in-class wealth technology and data platform for family offices and high net worth individuals We help family offices make smart and timely business decisions through efficient use of data and innovative technology financial services, family offices, wealth management, digital platform, data management, machine learning, AI, virtual data room, and executive services

207 similar entities Type: Startup Activities: fintech it services Technologies: A.I. Data Analytics

6 31
ResearchPool ResearchPool

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

4 9
Yapily Yapily

Enabling companies to build better and fairer financial services for everyone. Yapily is Europe’s leading open banking infrastructure platform solving a fundamental problem in financial services today: access. We securely connect our customers to thousands of banks across Europe, allowing them to access financial data and initiate payments. Yapily’s customers range from disruptive fintechs to industry leaders operating in a number of verticals. To date, we've raised $69.4 million in funding, and employ over 200 people worldwide as we continue to scale across Europe. Open Banking Connectivity, API, Open Finance, Open Banking API, and Open APIs

42 similar entities Type: Startup Activities: it services Technologies: Data Analytics

30 120
TheLogicValue TheLogicValue

Your Financial Innovation Partner TheLogicValue is a Fintech that offers B2B solutions to organizations looking to digitize and automate businesses and processes in the financial field. The company has its main focus on financial institutions and insurance companies, while supporting organizations from related industries. We are technological partners of financial and insurance institutions that we accompany in their digitization, we boost business and financial processes by making them more efficient and scalable. Our team of professionals have a multidisciplinary and multicultural profile, with vast experience in the field of IT and technological developments, as well as great expertise in financial …

272 similar entities Type: Startup Activities: fintech

10 13
Flanks Flanks

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

12 88
Rich Management Ltd Rich Management Ltd

Rich Management Ltd is a leading investment advisory firm, an authorised NSE data vendor and preeminent digital media business retained by, publicly listed and non-listed, blue chip companies. The firm, under the leadership of Mr. Aly-Khan Satchu, has a large footprint across multiple digital and non-digital channels with an outsized following of local and foreign financial community. Investment Advisory, Corporate Finance Advisory, Digital Media, and Investor Relations

69 similar entities Type: SMB Activities: consulting fintech Technologies: Data Analytics

31 1
Neovian Partners Neovian Partners

Le spécialiste du conseil en stratégie pour les PME, ETI et le Private Equity Neovian Partners is a business strategy consulting firm specializing in Strategy, Strategic Screening, HR, IT and Business Due Diligence. Our mission is to support companies and investment funds in their growth and development strategies through a collaborative and technical approach. Our consultants operate across eight key markets: Tech (Software, IT & Data Infrastructure, Digital Marketing, Telecoms), B2B Services (incl. Financial Services, IT Services, Consulting), Health & Well-Being (incl. Medical Devices, Nutrients, Cosmetics, CRO, CDMO), Industry, Green (incl. Recycling, Renewable Energies, Circularity, Sustainability, Electronics & Optics), B2C …

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

3 12
Groupe BBM Groupe BBM

"Accompany you sustainably" With recognized know-how for 50 years, the BBM group brings together 300 professionals through different subsidiaries and now has numerous locations in France. With a strong implantation on the alpine furrow. With significant experience in historical professions that are accounting, social and audit The specialization of experts and teams has enabled the group to develop in different areas of activity such as innovation and start-ups, health and support for foreign companies. It has also been enriched over the years of complementary skills: taxation and social law, data, merger-acquisition, organization in organization and innovation financing advice thus positioning …

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

15 169
Carmignac Carmignac

Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets

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

20 353
Lofti Lofti

End-to-end property management software with built-in workflows to empower Portfolio Landlords and Letting Agents Lofti is UK’s first 3-in-1 property management platform with embedded financial products built for letting agents and portfolio landlords.

126 similar entities Type: Startup Activities: fintech Technologies: SaaS

0 7
Galilee Asset Management Galilee Asset Management

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

143 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

8 11
Cogendi Cogendi

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

0 12
Global Market Solutions Global Market Solutions

Expert consultants in market finance and Risk Management. Global Market Solutions is a consulting and IT services firm specializing in market finance and Risk Management created in 2010 by specialists in the market finance sector. We operate with large accounts such as Société Générale, BNP Paribas, Natixis, Crédit Agricole, BPI France, or HSBC and Commerzbank. GMS in a few lines it is: • A network of experts • Strong ambitions • A cabinet on a human scale • A presence in France and Germany • A real career and support plan • Custom training • Regular events We offer our …

85 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

2 40
Infront Infront

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

2 316
Kvika banki hf. Kvika banki hf.

Specialized bank focusing on asset management & investment services. We are a specialized bank focusing on asset management and investment services. Voted as Best Bank in Iceland in 2018 by The Banker We place emphasis on developing long term partnerships with clients through responsive and versatile services. Our focus is on specific groups and clients, emphasizing exceptional, tailor-made services and our size enables us to adapt to this environment with the aim of maintaining profitability and customer service. We are prepared to make use of our infrastructure and balance sheet to generate income, e.g. by utilizing our loan processes to …

74 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

0 165
RFI Global RFI Global

We empower financial service companies with intelligence RFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth. Combining decades of proprietary data, deep industry expertise and a unique hybrid market research methodology tailored to each client, we deliver comprehensive insights, competitive assessments and strategic opportunities across customer acquisition, retention tactics, pricing and beyond. Our syndicated surveys provide an in-depth understanding of the behaviours, attitudes and needs of consumers, households and businesses with regards to financial services around the …

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

11 199
Canopy Canopy

Invest Better Canopy (https://canopy.cloud) is a Singapore-based WealthTech firm that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals. Account aggregation, Portfolio analytics, Investment reporting, Data source agnostic, PDF data extraction and normalization, Family offices, Private banks, External asset managers, Multi-Bank, Asset consolidation, Investment data, Custodian data, Portfolio data, BPO, BackOffice, Analytics, Wealth Managers, Trusts, Fiduciaries, WealthTech, FinTech, API, Datafeed, Bank Statement, Multi-Asset Class, Multi-Custodian, Performance Monitoring, Risk Metrics, Wealth Technology Platform, PDF Converter, RIA, IFA, HNWI, UHNWI, Investment Software, Portfolio Management Software, Financial planning, Financial Intermediary, EAM, FIM, and …

Type: Startup Activities: it services Technologies: Data Analytics

2 32
GoTackle (Powered by GoLogic) GoTackle (Powered by GoLogic)

Tackling Barriers to Small Business Success GoLogic's software product, GoTackle, brings together Economic Development Organizations (EDOs) and small businesses into one collaborative workspace to help tackle the most significant barriers to small business success.

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

1 5
Finoa Finoa

Empowering institutions to safely engage with crypto Finoa GmbH is a regulated custodian for crypto assets, servicing professional investors with custody and staking. The company is licensed as a financial institution for crypto custody, investment brokerage, and proprietary trading of crypto. The platform enables its users to securely store and manage their crypto assets, while providing a directly accessible, intuitive, and unique user experience, enabling seamless access to the ecosystem of Decentralized Finance (DeFi). Finoa was founded in Berlin in 2018 and is a licensed financial institution under the German Banking Act (KWG), supervised by the Federal Financial Supervisory Authority …

141 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

17 84
Catalina Consulting Catalina Consulting

Specialists in Sustainable Business Growth, Financial & Regulatory Services and Technology Catalina Consulting provides expertise in the strategic development of businesses. We work with leaders of high-growth, technology-led companies that want to build their businesses through cost-efficient expansion, sustainable supply chain development and ESG programme management. We specialise in key sectors including Financial Services, Regulatory Services and Technology. Strategy, Business Development, Expansion, Market Entry, Financial Services, Fintech, Cybersecurity, Location Selection, Account Management, New Customer Acquisition, Sales, Regtech, Wealthtech, Data, Retailtech, and Edtech

400 similar entities Type: SMB Activities: consulting fintech Technologies: Cybersecurity Data Analytics

0 2
Lending Alpha Lending Alpha

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

0 N/A
Common Ledger Common Ledger

Open Business Data for all, for good. We equip lenders and financial advisors with real-time data and insights to reinvent financial advice and lending to SMEs. business lending, SaaS, risk management, data, open data, open finance, and small business

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

2 8
Alantra Alantra

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

27 743
Norio Ventures Norio Ventures

Fintech & digital asset advisory Fintech and digital asset ventures partner with us to develop a customer base in new markets, get their products to market, and secure funding for their vision. Our clients also benefit from our ability to build synergies between startups and enterprise-level financial firms through a global network across Europe, the US and Asia-Pacific. Our clients reflect our deep expertise in financial services, including fintech, crypto & digital assets, blockchain & DLT, venture capital, the investment funds industry and regulatory frameworks. Financial Services, Advisory, Fintech, Distributed Ledger Technology, Blockchain, Venture Capital, Entrepreneurship, Regulation, Crypto, web3, and …

441 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

4 1
Patria Finance Patria Finance

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

2 109
WealthObjects WealthObjects

Modern Wealth Platform: With Integrated Manager CRM and Investor Portal Modern Wealth Management Platform: With Integrated CRM and Client Experience Portal Our highly secure white-label platform provides an intuitive Company Manager Portal and an engaging Client Investor Portal, enabling firms to operate their entire client workflow management efficiently and deliver superior online customer experience. SaaS, B2B, Hybrid Advisory, Wealth Management Software, CRM for Financial Services, Advisor Software, Self-service Investor Customer Portals, WealthTech, InvestTech, AdviceTech, Advisor CRM, Financial Planning, Portfolio Management, Digital Advice, and Direct Investing Software

83 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

5 13
Cyberhedge Cyberhedge

Financial Services for Managing Technology Risk Cyberhedge is a Financial Services firm specializing in Managing Technology Risk. We empower Stakeholders and Executives with in depth financial evidence when it comes to reporting on technology risk. We have offices located in Washington DC, New York, and Luxembourg. finance, technology, professional services, analytics, risk management, consulting, and cyber governance

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

4 1
Cerulli Associates Cerulli Associates

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

3 67
Fintova Partners Fintova Partners

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

2 13
Drew, Walk & Co. Drew, Walk & Co.

Consulting Financial Economists Drew, Walk & Co. is a house of consulting financial economists that assists family office, foundation and fiduciary clients in the areas of investment consulting and counsel. Financial Economics, Consulting, Research, Counsel, Governance, and Investment

27 similar entities Type: Startup Activities: fintech

2 3
Prattle Prattle

A Liquidnet Company Prattle provides sentiment data that predicts the market impact of central bank and corporate communications. Text Analysis, Financial Data, Consulting, Central Banks, Macroeconomics, Investing, and Business Intelligence

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

2 2
Metafused Metafused

We join categorical, continuous and behavioural data in trading and risk and increase efficiency by 20% Metafused is an award-winning company helping capital markets get AI ready with their data which in turn improves their efficiency by at least 20%. Its team are alumni of CERN, LBS, JPMC, CBOE, BOA and Hotspot. The company has received investment from angels who have founded and sold businesses in capital markets and scaled global supply chains. The company has built a platform that helps increase the scope of enquiry, decrease the cost associated with computational processing whilst working on a high scale real-time …

194 similar entities Type: Startup Activities: fintech it services Technologies: A.I. Data Analytics A.I. - Deep Learning A.I. - Machine Learning

1 2
Privé Technologies Privé Technologies

Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform. The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more – is unparalleled in the financial technology industry. Our lego block approach allows clients to choose and assemble unique journeys from our wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary …

60 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

6 131
Coinscrap Finance Coinscrap Finance

We lead the future of transactional data analysis In Coinscrap Finance we work to be the Financial Health Artificial Intelligence Platform using transactional data and behavioral economy. We help banks and insurers to understand the financial situation of its customers and sell the product that best suits, a Win Win for both financial entities and their retail customers. Fintech, Robo-Advisor, Personal Finance Manager, Personal Finance Management, Investment Management, Incom Saving, Behavioral Economics, personal advisor, savings, pension plan, investment funds, behavioral economy, and insurtech

312 similar entities Tags: H2020 Type: Startup Activities: fintech Technologies: A.I. Data Analytics

8 32
Hilton-Baird Group Hilton-Baird Group

Specialists in cash flow and risk management Whether it’s flexible funding or outsourced debt collection your business is searching for, the Hilton-Baird Group provides businesses throughout the UK and Europe with comprehensive solutions that can be tailored to suit individual cash flow requirements. Commercial finance solutions, Invoice finance, Commercial debt recovery, and Outsourced credit control

80 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

1 16
KBW KBW

Specialists in Financial Services KBW (Keefe, Bruyette & Woods, Inc., operating in the U.S., and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel company. Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking, and specialty finance sectors. Founded in 1962, the firm maintains industry‐leading positions in the areas of research, corporate finance, mergers and acquisitions, and sales and trading in equities securities of financial services companies. Investment Banking, Capital Raising, Research, and Equities

40 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

7 512
Path Solutions Path Solutions

Powering The Intelligent Bank A Fintech solution provider of Digital & Social Banking, Mobility, Business Analytics, Risk Management, Compliance and AAOIFI-certified Core Banking software. Software development and professional services and consulting for conventional and Islamic financial institutions.

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

0 190
Cafico International Cafico International

Independent Trust and Corporate Services Provider. Global focus. Local expertise. Dublin - London - Luxembourg We help international companies and financial institutions doing business nationally or internationally by providing them with cost effective, tailored and independent trust and corporate services. We specialise in offering an effective turnkey solution, minimising the management input on our clients, whilst assisting them in achieving their overall corporate objectives. With offices in Dublin, London and Luxembourg we are regularly engaged by international companies seeking to establish or restructure their operations, assisting them with managing their projects and complying with the legal and fiscal responsibilities involved …

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

6 70
KRAKEN H2020 KRAKEN H2020

EU-funded project focused on developing a: Brokerage and Market platform for personal data KRAKEN is an EU-funded project focused on developing a secure environment for personal data sharing in the internet.

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

2 N/A
Fathom Financial Consulting Fathom Financial Consulting

World-leading consultancy specialising in the global economy, geopolitics and financial markets Fathom is a world-leading consultancy providing independent, data-driven research and bespoke consultancy to clients in government, the private sector and non-profit organisations. The company uniquely positions itself in the three-way intersection between macroeconomics, geopolitics and financial markets; where others may specialise in these elements individually, it sees them as inextricably linked. Macroeconomics, Monetary Policy Forum, Asset Management, Financial Markets, Global Research, Bespoke Consultancy, and Geopolitics

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

9 34
FTSE Global Markets FTSE Global Markets

News and comment on the global financial markets and players FTSE Global Markets provides an accurate, authoritative and independent platform which is trusted and valued by asset management firms, pension plan sponsors, mutual funds, insurance companies, government agencies, trustees, hedge funds, broking and trading firms, investment banks, consultancy and accountancy firms, data providers, law firms, regulators, securities services firms and stock exchanges.

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

1 6
BME | Bolsas y Mercados Españoles BME | Bolsas y Mercados Españoles

BME - A Six Company - is the operator of the Securities and Financial Systems Markets in Spain 🏛 BME is the company that manages the infrastructure of the Securities and Financial Systems markets in Spain and is owned by the Six group. Since its inception, the group has been a reference in the sector both in terms of solvency, efficiency and profitability. Its origin dates back to 1831 with the creation of the Madrid Stock Exchange. Six manages the market infrastructure of Switzerland and is present in more than 30 countries. It offers admission and contracting services of global …

33 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

34 688
Close Brothers Asset Finance Close Brothers Asset Finance

Providing UK SMEs with asset finance Founded in 1987 by a team of finance specialists, Close Brothers Asset Finance has grown to become a leading Asset Finance company in the UK. We pride ourselves on fully understanding the businesses we provide finance for and offer practical solutions that enable them to succeed, using our specialist knowledge to give prompt decisions and offer tailor-made finance solutions that fit the needs of our customers. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ approximately 4,000 people, principally in the United …

5 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

1 391
Orbium | Part of Accenture Wealth Management Orbium | Part of Accenture Wealth Management

Orbium is now part of Accenture Wealth Management. With a team across the globe and 25+ years of experience working with diverse wealth management clients, we have the deep industry experience and thought leadership to offer a broad range of capabilities, and an established network of partners to deliver end-to-end solutions for traditional wealth management firms and new business models. Business and IT Consulting, Banking Processes, Products, Services and Organisation, Business Training, Avaloq, Front Office Optimisation, Functional Optimisation, Banking Platform Transformation, Regulatory Compliance Advisory, Data Driven Transformation, Digital Services & Partnership, Transformation Advisory, and Agile

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

6 82
FNZ (formerly New Access) FNZ (formerly New Access)

FNZ is the global platform opening up wealth. We partner with the entire industry to make wealth management accessible to more people. Banking, Software, CRM, Reporting, Asset Management, Portfolio Management System, Onboarding, Advisory, Core Banking, Front Office, Digital Banking, Front to Back, Prospect Management, private banking, electronic document management, wealth management, Investment proposal, CLM, Client lifecycle management , Private banking, Investment management, financial services, core-to-digital, onboarding, KYC, AML, Equalizer, Apsys, Banker's front, ebanking, Relationship manager, Fintech, regtech, and Client acquisition

261 similar entities Type: SMB Activities: fintech regtech Technologies: SaaS

1 163
Mercer & Hole Mercer & Hole

A top 50 accountancy firm, and one of the top firms for private client and for financial planning companies in the UK A forward thinking Accountancy Firm with our clients’ vision at the centre of everything we do. We are a Top 40 accountancy firm, we are also one of the top firms for Private Client and for Financial Planning companies in the UK. Audit & Assurance services, Business Development, Accounting, Corporate Tax & Outsourcing, Private Client services, Financial Planning, Corporate Finance, Corporate Restructuring, and Trusts and Estate Planning

75 similar entities Type: SMB Activities: fintech

2 263
Institutional Investor Institutional Investor

Creating a Community that Shapes Markets, and the World 55+ Years in Business • 500+ Asset Managers • 100+ Global Events Annually Institutional Investor drives growth by creating communities across the investment ecosystem and fostering conversations where members share their collective intelligence, innovative observations, and experience as industry leaders and experts in an off-record setting. Institutional Investor is based in New York, London and Hong Kong. It is a Delinian Group Company (formerly Euromoney Institutional Investor, PLC). Events, Journalism, Data & Research, Thought Leadership, Private Community, Capital Placement, Media and Advertising, Awards, Asset Management, Wealth Management, and Institutional Investing

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

46 324
Kneip Kneip

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

10 172
Fintellect Fintellect

Less finances, more profits | Streamlined finances platform for professional service firms Fintellect is a SaaS platform that enables project-based companies to overcome profit gaps caused by disconnected financial tools. The platform helps service companies streamline project finances, using the power of open-banking and API-first structure. With Fintellect's seamless integrations and project-centric, companies grow their revenue and avoid losing up to $100 000 annually. Fintech, SaaS, B2B, Finance, AI, and ML

127 similar entities Type: SMB Activities: fintech Technologies: A.I. A.I. - Machine Learning SaaS Data Analytics

0 5
FE fundinfo FE fundinfo

Leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform. Through our integrated data and intelligence solutions, we support the investment management industry in driving asset growth, operational efficiency, and regulatory compliance across global markets.

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

12 1,012
GECKO Governance GECKO Governance

Streamlined Solutions for Financial Services A leading Irish FinTech company. Our experienced team specialises in the Global Funds industry, delivering tailored solutions to partners, streamlining service delivery and the automation of manual tasks for optimised efficiency. Our approach is simple, we work with clients to solve complex problems by recreating their world in ours. Our product and technical experts work in partnership with clients to meet their objectives and requirements. Our stakeholders are top tier financial institutions including JP Morgan, Archer IMS and Jupiter. For more details or to book a demo visit www.geckogovernance.io Fund Management, Compliance Task Management, Professional …

207 similar entities Type: SMB Activities: fintech Technologies: Blockchain/Cryptocurrency

15 6
Modular Financial Technologies Modular Financial Technologies

Technology Solutions for Wholesale Financial Markets Modular Financial Technologies is an independent Financial Markets technology provider delivering automated risk management, trade execution, pricing and advanced analytics solutions as-a-service. We empower Financial Markets participants to access wholesale markets, compete in a complex and rapidly evolving market structure and scale their operations at the lowest cost. Modular Financial Technologies Limited 86-90 Paul Street London EC2A 4NE E-mail: info@modular-financial.com Website: http://www.modular-financial.com Registered in England and Wales (Company No: 09925817)

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

8 2