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

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

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

Crescat is a multi-disciplinary asset management firm. We aim to grow and protect wealth. www.crescat.net/disclosures Crescat Capital is a multi-disciplinary asset management firm, with strategies established in 1999 by Kevin Smith, CFA. We currently offer three hedge funds and two separately managed account strategies, with the goal to deliver significant alpha relative to their benchmarks. Through our proprietary value-driven equity and macro models, and activist strategies, we aim for industry-leading returns with low correlation to common benchmarks, ensuring resilience across complete business cycles. Our unique approach distinguishes us from traditional quant and value managers, positioning us for success in today's …

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

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

Data-based. Impact-driven. Founded in 2014 in Paris, Reporting 21 is the leading ESG data monitoring platform, backed by robust expertise in sustainability transformations. With a dedicated team of 70+ experts, Reporting 21 bridges the gap between software and advisory, offering a comprehensive SaaS solution with fully advisory support. We accommodate hundreds of KPIs mapped to global frameworks or customized for individual client need. Reporting extra-financier, Conseil en Développement Durable, Due Diligence ESG, Stratégie durable, Bilan carbone, Impact assessment, Pilotage performance, ESG, Sustainability, and Sustainability Reporting

28 similar entities Type: Startup Activities: cleantech fintech Technologies: Decarbonization

The ultimate private company data source Beauhurst provides data on every private company in the UK and Germany, from fundraisings and patents to hiring status and trade data. We track high-growth companies in great detail, using our eight tracking signals. Plus, we monitor the wider startup ecosystem of investors and accelerators. We have four data platforms built specifically for different industries: BeauhurstAdvise, BeauhurstInvest, BeauhurstImpact and BeauhurstSales. Our platforms are built to help our clients discover, track and understand businesses. Book a demo on our website to see the platforms for yourself, or sign up to our newsletter to get weekly …

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

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

Highly customizable Front Office cockpit to efficiently manage investment portfolios OSMOZE is a highly customizable, multi-asset class Front Office cockpit for portfolio managers and insurers to efficiently manage their investment portfolios. Our solution suites conviction-based portfolio management through data ownership, elevated decision-making and an increased agility to instantaneously react to constantly changing market movements. Our modular technology allows customers to bridge competency gaps of existing systems with value-added core business modules. Flexibility is part of our DNA and that’s why we provide: • An adaptive user interface (Excel, Web, API) to maximize our customers’ productivity • On cloud or on-premise …

Type: Startup Activities: fintech Technologies: 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

Improve financial life At Northmill Bank, our mission is clear: Improve financial life. Founded in Sweden, we’re a tech-driven bank with a customer-first mindset, committed to simplifying the way individuals and businesses manage their finances. By combining innovation, data insights, and a passion for creating real value, we provide intuitive, personalised solutions that empower our customers to thrive. For consumers, we deliver tailored financial tools and products, from flexible credit options to seamless saving solutions, all designed to meet their unique needs. On the business side, we empower companies with comprehensive financial solutions, including small business credit lines, large financing …

183 similar entities Type: SMB Activities: fintech martech Technologies: Data Analytics

Explorers of new investment roads www.turgot-am.fr Turgot Asset Management manages a selective range of products invested in the main equity and bond markets on behalf of private and institutional customers. Our approach to financial management is available in different formats to be permanently as close as possible to the profile of our investor customers and the particular expectations that characterize them: Bond management, action management and thematic management through a range of pure funds; Multigestion with a tailor -made fund fund offer for Family Offices, Platforms or CGPI groups; Private management with management under a live mandate or through French …

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

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

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

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

Designed by Asset Managers for Professional Investors Cristalys is a fintech born from the meeting of 4 experts in asset management with complementary skills. By pooling their experiences, they create an innovative technology that helps investment professionals achieve their portfolio, performance, productivity and ESG impact objectives. For the manager, Cristalys is a complete remote customer relationship management tool that uses artificial intelligence to optimize the entire financial investment chain: - Profile and customer strategy - Fund comparison and analysis - Portfolio construction - Free or controlled management - Portfolio follow -up - Automatic generation of reports This Plug-And-Play technology is …

64 similar entities Type: Startup Activities: fintech Technologies: A.I.

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

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

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

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, deliver digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in talented people and new advanced technologies to …

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

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

🚀 Data Drivent Company specializing in it finance, Bank & amp; insurance Company specializing in IT consulting for financial organizations, Finalixys supports its customers on the specification, design and realization of their information systems. Subsidiary of a group of 3,500 people, on the Euronext side, Finaxys is a solid and experienced partner at the service of the most demanding financial institutions. In investment banking, intermediation, asset management, final consultants are involved in missions with high functional and/or technical added value on all Front, Middle, back office and risks. Intervention areas: - Financial engineering - Project management - Architecture of information …

67 similar entities Type: SMB Activities: it services Technologies: Blockchain/Cryptocurrency Data Analytics

⭐We're Great Place To Work Certified We are a network organization focused on pragmatic consultancy. With a team of over 1000 people, we are active in Belgium, Germany, the Netherlands and Luxembourg. We support our clients with advice and implementation services in the field of Finance, Human Development and IT, across industries and services. Working at TriFinance means that your growth takes center stage. We believe that your growth and development results in better solutions for our clients. We refer to this as "Furthering people for better performance in Do-How" www.trifinance.be - www.trifinance.nl - www.trifinance.de - www.trifinance.lu Data & Analytics, …

92 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

Smarter tools and better data, for top-tier Investor Relations and Finance. We build user friendly software, and fill it with unique data. Our offering includes platforms and tools for Investor Relations, news distribution, shareholder data analysis, MAR-compliance and IR websites. Accurate, up-to-date shareholder data is at the core of our offering. Modular Finance was founded in 2014 with the idea to develop a portfolio of digital products to make capital markets more transparent and efficient. Today, we have 1000+ customers and 7000+ users that we enable to perform at their best.

60 similar entities Type: Startup Activities: fintech it services 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

Digital and reporting solutions for investment managers. Kurtosys helps investment managers deliver data & insights to their clients. Whether it be client reporting, client portals or multiple websites across regions, we're all about delivering data, documents and insights accurately, consistently and at scale. We're a secure cloud-based platform backed by a global team of experts. Our solutions are designed to make marketing and client reporting teams' lives easier. Investment Management Websites, Fund Data Tools, Document Distribution Portals, Fund Factsheet Automation, WordPress for Finance, enterprise content management, Digital Experience Management, Digital Experience Platform, cloud software for asset managers, Investment report automation, …

45 similar entities Type: SMB Activities: fintech Technologies: SaaS Data Analytics

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

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

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

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

Providing a holistic insight into the financial situation of your customers Festina Finance develops cutting-edge advisory systems for personal financial management. Our focus is on creating knowledge-based solutions that keep track of an individual's economic situation and calculate the major and minor changes affecting that situation. Our success is the unique combination of our team; our innovative solutions - based on strong standard products that are designed with a high degree of client customization in mind; and our ability to reduce the total cost of ownership and enable short time-to-market implementations together with our clients. Holistic financial advisor, Digital solutions …

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

SILEX combines investment expertise and digital solutions to enable your investments SILEX is an independent investment group that supports wealth managers at every step of the investment process, combining human convictions with technology. SILEX provides open-ended and tailor-made investment solutions, leveraging synergies across three business lines: Investment Solutions, Research & Development and Asset Management. Our suite of quantitative digital tools, SPARK, feeds into everything we do. Disclaimers & disclosures : https://www.silex-partners.com/legal-notices Fundamental Research, Optimal Cross Asset Allocation , Numerical Algorithms, Portfolio Optimization, Wealth Management , Fundamental Data Processing, Investment Solutions, Discretionary Management , and Structured Products

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

#1 investing platform and website in the world We are TradingView, the world's most popular charting platform and the industry's forefront for financial visualization solutions. 90M+ traders worldwide use our platform as a go-to destination to chart, chat, and trade financial markets. Our product portfolio includes best-in-class charts, versatile commercial libraries, a social network, and many more tools for retail and business audiences. With 200M+ monthly visits, we are the #1 all-things investing website, and our solutions are used by fintech leaders such as Revolut, Binance, and CME Group. We wouldn't be where we are without our tight-knit multinational team …

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

Market Leading Data & Insights YipitData is the market-leading data and analytics firm. We analyze billions of data points every day to provide accurate, detailed insights across industries, including consumer brands, technology, software, and healthcare. Our insights team uses proprietary technology to identify, license, clean, and analyze the data that many of the world’s largest investment funds and corporations depend on. We raised $475M from The Carlyle Group at a valuation over $1B, further accelerating our growth and market impact. We have been recognized multiple times as one of Inc’s Best Workplaces. As a fast-growing company backed by The Carlyle …

74 similar entities Type: Startup 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

Less data, more information. Securibox cloud-based solutions of data & documents aggregation, organization & analysis allow us to provide you with information that really matters. Our unique products and APIs are addressed to our client's particular needs, regarding the current level of online innovations and digital customer experiences evolution, in three ways: *become more attractive, accessible and user-friendly for their consumers *help them realize their full potential in the most effective way *stand out in the world of finance We’re passionate about our work so we continuously challenge ourselves to think ahead and go beyond. Due to our know-how and …

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

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

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

"Your Finance lights up" ARGAFIN, your financial support. We are a consulting firm that provides financial management services for both small and large companies. Created in 2015, it is in full expansion and currently employs 40 people. Thanks to our expertise in the field of financial advice and the complementarity of our team members, we assist our clients with a constant goal of quality and integrity. Our approach is pragmatic and flexible. We support CEOs in the development of their companies. We offer support services: - For development or reorganization - For the optimization of financial processes - For the …

175 similar entities Type: SMB Activities: fintech 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

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 …

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

Wealth Simplified. Get your personal WealthTech Radar Copy: https://www.fincite.de/en/wealthtech-radar-2024 fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice"​ gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services to their clients. All, seamlessly integrated into their current processes, channels, ​and architectures via one software. More than 10 major financial service providers co-create solutions based on our software. Together, we improve how the world saves, retires, and invests. Providing superior benefits to our customer's clients, we help our customers to …

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

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, …

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

Forvis Mazars is a leading global professional services network operating under a single brand with just two members: Forvis Mazars, LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. With a legacy spanning more than 100 years, Forvis Mazars is a natural extension of both firms’ heritage. At our core is our commitment to providing a different perspective and an unrivaled client experience that feels right, personal, and natural. As a network of just two, allied organisations, we act fast, to deliver consistent and agile audit, tax, and …

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

Swanest is specialised in digital wealth management and provides services to private investors and institutional clients Swanest is specialised in digital wealth management for the purpose to make intelligent investing simple. The company provides services to private and institutional clients, including financial advisors and asset managers. The team serves clients globally with its headquarters being London and Brussels.

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

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 …

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

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

Building bridges between financial assets and impact opportunities via advisory and asset management services. 17 Asset Management builds bridges between financial assets and investable impact opportunities. We advise, design, and manage financial solutions for investors, corporate clients, asset managers, and city governments to achieve both long-term financial returns and meaningful progress toward an equitable and prosperous global society. We also advise private companies on how to maximize, measure, and transparently report their impact and align with the UN SDGs and ESG principles. We specialize in blended finance, design thinking, impact measurement and management, and SDG intentionality, and work with both …

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

Together to the next level! As one of the leading information service providers on the German market, CRIF company & AMP supports; Financial institutes holistically in the management of their digital customer journey. Thanks to our three focuses, you can benefit from integrated identity, credit and freight management as well as innovative solutions in the areas of digital onboarding, open banking, compliance, ESG, address determination and marketing services. Our open ecosystem approach is your direct connection to first-class partner services. Based on our B2B2C data universe, you can access information about private individuals and companies flexibly depending on the use …

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

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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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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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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