100% independent structure, we offer investment solutions dedicated to wealth management advisers, management companies, and private banks. We were, on the one hand, as an independent analysis office in asset allocation (UCITS + titles), behavioral analysis and graphic analysis. We support our customers in the choice of the investment universe, in the definition of the risk profile, as well as the justification of arbitrations. On the other hand, we act as an OPCVM rating agency on more than 600 funds listed in the largest life insurance contracts, relying on a owner Cros Investing model integrating behavioral analysis and "money management". …

84 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

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

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

Technology-driven solutions for asset managers, asset owners, and service providers. We are private capital’s extended middle office and beyond – we combine sophisticated technology with expert skills to create consistent data sets from multiple data streams and deliver the industry's most advanced performance book of records. Our platform is a versatile and secure hub for data insights, process automation, document logistics, multi-party collaboration and oversight. Our services enable private capital investors to free up their own resources for making investment decisions, benefit from our secure IT system and state-of-the-art analytics, and increase in-house transparency for optimal decision-making. AssetMetrix is a …

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

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

Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and …

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

Business & Technology Consulting, Specialising in Mission-critical Areas of the Capital Markets Industry GreySpark Partners is a Capital Markets consulting company that provides advice, facilitates change and delivers technology to investment banks, hedge funds and asset management firms. It was incorporated in 2009. GreySpark has expertise in Electronic Trading, Risk and Trade Management, Operations and Data Management and provides Business, Management and Technology Consulting services to buy- and sell-side businesses as well as exchanges, market data providers, ISVs and technology makers. technology, consulting, investment banking, hedge funds, trading, risk management, data management, electronic trading, investment banking operations, fintech, and asset …

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

Helping accountants and their clients grow through bespoke funding. Our mission is to support accountants and their clients with funding solutions. Intelligent Cashflow by Fluidly is closing, but our commitment to our partners remains. We partner with over 1,000 accountancy firms across the country to provide bespoke funding solutions for their ambitious clients. With our transition into OakNorth Bank, we can now offer funding from £250k up to tens of millions. Enquire about becoming a partner by emailing partnerships@oaknorth.co.uk cashflow forecasting, business finance, budgeting, debtor management, machine learning, artificial intelligence, financial modelling, funding, credit control, cashflow management, cashflow software, cashflow …

60 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning

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

Technology serving Issuers Praexo offers an Augmented Investor Relations CRM services to Corporates. We strive to help companies create a greater connection with their investors & enhance communication with their stakeholders. Thanks to a combination of data analytics and a user-friendly interface, this solution allows companies to streamline their investor relations and predict investors' expectations in a clear and transparent way. Our mission? Assist IR to meet their strategic objectives, become more autonomous, and make the most out of the data collected from interactions with their institutional shareholders. fintech, capital raising, data analysis, pre-IPO, IPO, fundraising, investor relations, listed companies, …

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

A convenient and transparent avenue to invest your capital in the world's leading companies. As an independent wealth manager, Alphinox provides transparent investment solutions to assist clients in achieving their investment goals. One of the largest in-house analyst teams in the Baltics, allows us to make independent investment decisions based on thorough data analysis. High quality companies in any market are few. Our team's goal is to find them and create a diversified portfolio with higher returns and lower risk than the general market. Backed by a team of experienced local industry professionals, Alphinox Quality AS is a proud member …

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

Matching the Worlds Founded in 2001, Oaklen Consulting is an independent consulting and auditing firm specialising in payments. We have developed a high level of expertise that is recognised by our clients, whom we support in their payment transformation projects from strategic vision to implementation. This global approach to payment methods allows us to intervene in the entire value chain. The success of the ambitious projects entrusted to us by our clients is based on our sense of commitment and the expertise of our consultants involved. Monétique, Moyens de Paiement, Conseil, MOA, Marketing des Paiements, Innovation, Plateforme de Paiement, Cybersécurité, …

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

We deliver outstanding Financial Performance Management & BI solutions - consultancy, implementation, training, support We deliver leading Financial & Corporate Performance Management & Business Intelligence Solutions to brands all over the world. We are a leading UK consultancy with expertise in designing and delivering Performance Management & Business Intelligence software solutions for organisations of all shapes, sizes and industries. We partner with leading technology brands such as CCH Tagetik, IBM, and Microsoft to provide best-in-class solutions supporting Finance, Sales, Operations and Business Intelligence departments. Along with this vast choice of solutions, our tech skills and business experience, we treat you, …

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

Europe's leading data platform for data-driven investors (Venture Capital / Private Equity / Family Office) Since 2018, INVYO has been the trusted partner for investors in private equity, venture capital and family offices. We are a reference platform in Europe, propelling investors towards a data and tech-driven investment model thanks to AI. Our sector expertise harnesses your data to boost your human and financial performance. - French publisher - More than 50 client funds - 16 data experts - 2 offices: Paris & Madrid - SaaS solutions Our mission : At INVYO, we unleash the potential of investment teams through …

98 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. A.I. - Natural Language Processing A.I. - Machine Learning

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

An investment research house delivering actionable analytics and insights to investors through brokerage platforms We are a premium, one-stop-shop for investment decision support. We firmly believe the best way to support today's digital wealth brokerages is by facilitating the long-lasting success of their investing customers. We do this by helping 100+ million self-directed investors find and validate new opportunities, time their trades, learn about financial markets and manage their risk. Our online broker solutions deliver engaging, actionable insight through an award-winning fusion of proprietary automated AI analytics, beautiful user interfaces, and global analyst expertise. Our patented pattern recognition is constantly …

73 similar entities Type: SMB Activities: fintech Technologies: A.I. Data Analytics A.I. - Natural Language Processing

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

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.

We find ways to help people, positively and efficiently, whatever their situation. Pepper Advantage is a global credit management and intelligence company operating in nine jurisdictions across the UK, Europe and Asia Pacific. We have USD55 bn in assets under management. And we bring a unique, technology-centric approach to the way we manage credit assets on behalf of our clients. Working across commercial and residential real estate, personal and SME loans, credit cards, asset finance and point of sale, we always put the customer at the heart of the journey and take a holistic approach to everything we do. We …

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

WealthTech Platform as a Service for business models in asset & wealth management Elinvar is a WealthTech Platform as a Service, enabling asset & wealth managers to digitalize their business models. The multi-tenant platform offers service packages for core processes like client relationship management, online acquisition & coverage, onsite advisory support, portfolio management, reporting, invoicing, online client access and communication as well as third party connections, e.g. to custodian banks, market data or KYC providers. Elinvar’s partners profit from the combination of leading technology and the optimal regulatory setup as Elinvar holds all necessary BaFin licenses. With this comprehensive approach, …

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

Experts in building heritage, promoting intelligent financial decisions In Funtual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading technology company in investments in Mexico and Chile, helping our clients build assets and financial knowledge over time. We honor our experts so much, that create our innovative investment solutions, as well as our clients, professionals from various areas that trust our platform to manage their finances and investments. We have the support of the most recognized investors in the world, including …

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

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

M & amp; a | Fundraising | Debt Advisory Smart Partners is an independent business bank recognized for its effectiveness in transmission, mergers / acquisitions and funding of SMEs / ETIs. We have supported more than a hundred family companies, managers, shareholders and investors for their high -performance and transmissions operations in all sectors of activity. With 7 locations (Paris, Lyon, Toulouse, Marseille, Nice, Bordeaux and Rennes), we have a strong knowledge of the local and national economic fabric; The experienced and complementary profiles of our 12 partners guarantee both our expertise, but also our responsiveness / proximity in order …

93 similar entities Type: SMB Activities: fintech Technologies: IoT

www.aresandco.com Ares & Co is a strategy consulting firm dedicated to financial services. Our areas of focus include retail banking, private banking & wealth management, corporate & investment banking, financial sponsors, asset management, insurance, and specialist financial services. Our objective is to help leaders build and execute a winning strategy and support them in the development and transformation of their company, by accelerating decision making, managing risk and ensuring delivery of results. Our clients value our independence, the impact of our work, the quality of our team, the breadth and depth of our financial services sector knowledge and our analytical …

110 similar entities Type: SMB Activities: consulting 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

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

Positive Impact PMP Strategy's sectorial expertise extends to four focus areas: Telecoms, Media & Technology, Transportation & Mobility, Energy & Industry Decarbonization (with a focus on new energies, hydrogen, and decarbonization), and Financial Services & Institutions. In addition to these sectors, we offer two transversal services: CFO advisory (including ESG management) and Digital/E-commerce/Customer Experience consulting. The sectors and offerings are cross-border, and in the past 18 months we have strengthened our Financial Services practice and established a dedicated Private Equity deal team. With a team of over 150 specialized consultants and a wide network of expert advisors, over the past …

122 similar entities Type: SMB Activities: consulting insurtech transporttech fintech Technologies: Decarbonization

Revolutionizing global liquidity markets, we offer an efficient, secure, and user-friendly digital trading platform. Instimatch was born out of a vision to revolutionise the financial services industry by providing seamless access to liquidity for businesses of all sizes. We recognised the challenges that companies face in managing liquidity and set out to create a platform that simplifies and enhances liquidity management. Today, we are proud to serve a diverse range of clients and partners worldwide, helping them optimise their operations and achieve their financial goals. fintech, moneymarket, liquiditymanagement, trading, dlt, blockchain, digital, treasury, cashdeposits, lending, borrowing, FX, Repo, Promissory Notes, …

120 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency Data Analytics

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

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

All your assets in one place. We created getquin in 2020 to offer people a platform to track their entire net-worth in one place to make empower people to become better investors. Today we are one of the largest financial communities worldwide, helping already more than half-a-million users to become better investors. As a team, we’re dedicated to improving the product, breaking down the complexities of investing, and democratizing wealth building. Having started in Germany, we’re currently expanding across Europe and the U.S., tailoring our product to the local needs, building further connections to financial institutions, and more importantly, providing …

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

We are a market intelligence & advisory firm. We are a fully revenue-funded organization from founding in 2014. To date, we have partnered with 4000+ enterprises across 20 industries, to deliver precise data and actionable insights in over 6000 projects. Our domain-specific teams of research experts continuously track markets, enabling our clients to gain a competitive edge through high-quality market intelligence. Market Research, Market Intelligence, and Market Advisory

175 similar entities Type: Startup Activities: martech Technologies: Data Analytics

We connect asset managers with smarter, more efficient ways to grow their fund distribution. We connect our clients to new distribution opportunities by acting as an independent partner to quickly resolve complex cross-border fund distribution challenges. Our compliance and regulatory expertise across the fund distribution lifecycle ensures that our clients are free to focus on growing their business. Cross Border Fund Distribution, Swiss Representation Services, Global Fund Distribution, Fund Registration, Fund Notification, Fund Data Management, Fund Data Publication, Tied Agent Service, Information Agent Germany, Facilities Agent UK, GDPR Representation, MiFID II Requirements, Compliance Oversight, Regulatory Fund Information, Liability Umbrella, Compliance …

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

Leveraging global connections to provide super-fast FX solutions for corporations & institutions in emerging markets SR Finanzmann is a corporate FX OTC firm established circa 2015 with a presence in the United Kingdom, Seychelles, Bulgaria, Kenya and Nigeria with a history of super fast FX execution for large corporations and institutions across the emerging markets world. Our team is a dynamic group with an increasing presence in major emerging markets in Africa and Asia. Our portfolio of clients extends into healthcare, property, oil & gas, agriculture, technology and fintechs and banks. We spearhead lucrative projects in emerging markets and in …

42 similar entities Type: SMB Activities: fintech

Nvestly is the world’s first investment network that lets you see real portfolios of top investors. Nvestly uses Intuit technology to securely connect to real brokerages and protects users' privacy by hiding the position size. Sign up to Nvestly.com to follow the top traders of the week in a community of over $50 million of linked assets. Founded in 2013, Nvestly is led by a team of former asset management professionals, world-class designers and technologists to empower people to become better investors. We are based in Los Angeles and are committed to bringing institutional investment best practices and simple, intuitive …

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

Streamlined fundraising and investment. The financial infrastructure for the private markets, all on one platform. We believe in the power of technology to be transformative. The private markets are fraught with unnecessary friction – a slow, admin-heavy, fragmented ecosystem of multiple players. As a result, private companies with great ideas and innovation are starved of capital. Floww is building the financial infrastructure to power a new generation of business innovators. We've developed the world’s first global end-to-end platform for the private market, providing entrepreneurs, investors, and capital providers such as angel syndicates, VCs, banks, and corporate finance access to our …

Type: Startup Activities: fintech Technologies: 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

Mergence is an independent asset management firm with a strong 20-year track record. We were founded in 2004 and have a diverse offering across both public and private market investments, spanning specialist equity and fixed income, multi-asset, infrastructure, debt, and private equity funds. We are focused on sub-Saharan markets and led by a pragmatic, sustainable, shared value creation mindset. Responsible investing and ESG principles are part of our ethos and embedded across our investment processes. Mergence is black-owned and managed and embraces the multi-cultural and multi-racial diversity of Southern Africa. We employ 52 people across our operations in Cape Town, …

86 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Part of Capgemini Invent | Global management consulting firm dedicated to the financial services CH & Co. is a consulting firm, part of Capgemini Invent, operating globally via 5 main offices in Europe, Asia, and North America (Paris, Geneva, New York, Montreal, Hong Kong) with around 200 consultants. Thinkers & doers, seizing the future of financial services, we specialise in management consulting for the financial services sector. Our Clients, which include the leading European banks and insurers, choose us to oversee projects relating to business development and innovation, operations and risk control. We take pride in proving ourselves to be …

228 similar entities Type: SMB Activities: fintech consulting insurtech Technologies: Blockchain/Cryptocurrency

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

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

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

Empowering Impact Investing for a Sustainable Future We connect a global network of professional investors – including VCs, institutional investors, and family offices – with high-quality, rapidly scaling companies committed to long-term impact and sustainability. Each deal undergoes our custom-developed impact screening process and is assessed by experienced investors. Our platform provides comprehensive investor relations services, insights, and analytics. We focus on outlier companies with proven financial performance, targeting rounds from Series A and upwards of €5 million. Asset Listing, Impact Investing, Venture Capital, Secondary Market, Capital Raising, Private Equity, ESG (Environmental, Social, and Governance), Sustainability, Investor Relations Services, Series …

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

Market Insights, Inc. is a consulting firm that helps bring clarity to the complex choices faced by community-based financial institutions. We provide market-specific, data-driven insights that help our clients find new ways to position their institutions for sustainable growth. We have assisted more than 400 institutions across the United States with research and recommendations impacting their performance, their profitability, and their people. Our customized engagements can address a range of strategic issues dealing with everything from delivery channels to digital transformation, from customer experience to culture building, from brand management to market expansion. market research, branch network planning, marketing, positioning, …

225 similar entities Type: SMB Activities: martech Technologies: Data Analytics

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, …

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

We are management consultants supporting the digital transformation of banks and financial services organisations. Pacemakers provides strategic advice to corporates on how to innovate through collaboration, partnering and acquisition. We support our clients in identifying and engaging the most promising target companies to help them achieve their objectives by: - Helping them understand the trends and innovation that is affecting what they wish to achieve. - Mapping all key players in their focus area - from the global multinationals to the most promising startups. - Offering our perspective on which targets in our list provide the best fit with our …

80 similar entities Type: Startup Activities: fintech

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

O-H Community Partners (OHcp) is a national strategy and technology consulting firm which provides a full array of services to clients seeking market returns as well as social and environmental impact. Our clients include foundations, government entities, not-for-profits, real estate developers, corporations, and financial institutions/banks. The services we provide fall into four main areas: 1) strategy consulting; 2) diversity and inclusion consulting; 3) capital advisory; and 4) performance monitoring technology. We have over 20 years of experience in the areas of financial services, economic development strategy consulting, law, diversity and inclusion, and real estate. We have developed a joint venture …

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

Fitch Solutions empowers clients to make better-informed decisions in ever-changing markets. Our indispensable insights, robust data and powerful analytics are grounded in our commitment to intellectual rigor, transparency, and excellence. With decades of specialized experience, our analysts, lawyers, journalists, and economists offer in-depth views on credit markets, credit risk, ESG, developed and emerging markets, across industries, sectors, entities, and transactions. Through direct access to these specialists, plus our differentiated perspectives, actionable insights and data, we help inform investment strategies, strengthen risk management capabilities, and identify strategic opportunities. Fitch Solutions is a part of the Hearst-owned Fitch Group, a global leader …

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

Business of Oliver Wyman specialized in digital transactions. We are a business of Oliver Wyman specialised in digital transactions. We help companies anywhere in the world to harness the full potential of the digital transactions era. We do this by delivering strategy, product development and strategy execution in the domain of Digital Identity, Data Sharing, and Payments. Our services capture the entire strategic and operational spectrum of our client’s business, the technology they deploy, and the way they respond to local and international regulations. We have grown from strength to strength since our foundation in 2002 and operate from our …

159 similar entities Type: SMB Activities: consulting constructiontech fintech it services regtech Technologies: Blockchain/Cryptocurrency Cybersecurity

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 …

112 similar entities Type: Startup Activities: fintech Technologies: A.I. - Natural Language Processing A.I. Data Analytics

IRTH Communications provides Financial Communications, Investor Relations Management (IRM), Investor Marketing Services, Strategic and Capital Formation Consulting to our clients. We are an Organization with Vision and Experience - Focused on Delivery. At IRTH our senior markets team has roughly 100 years of cumulative experience in communications, capital markets and corporate management. We assist entrepreneurs, corporate executives and investors to realize their visions and achieve their goals by delivering effective communications and investor relations services. These services have proven to help create and maintain solid relationships with a corporation’s investor base, resulting in strong valuations in the marketplace and the …

135 similar entities Type: Startup Activities: fintech

Since 2000 Noah has been providing investment guidance through referral partners for enterprising Australians to secure their future. We have provided over 10,000 reports to clients showing them how to realise the full potential of their assets through the acquisition of investment properties and loan restructuring; proven systems that work together to maximise growth and reduce debt. Investment and wealth building strategies, Hand picked investment properties, Finance and leveraging products, and Service and ongoing support

53 similar entities Type: SMB Activities: fintech

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 …

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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 …

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