We partner with management teams who are transforming financial & business technology.

Acqueon offers an industry-leading, modern customer engagement platform that allows enterprises to proactively connect with customers for outbound sales, service, and revenue capture opportunities using customers’ preferred communication channels. The Company’s proprietary technology platform seamlessly integrates with existing contact center technology, centralizes customer data across disparate silos, and enables personalized campaign creation with holistic, fully automated compliance built in.

Ametros offers a broad set of financial and medical management tools and technology, including medical administration reporting, automated payment technology, and access to significant healthcare discounts for pharmaceuticals, provider visits, and medical equipment. Since inception, Ametros has been a trusted partner for thousands of individuals receiving funds from workers’ compensation and liability settlements.

Avetta helps the world’s leading organizations effectively manage supply chain compliance by using configurable, cloud-based technology and expert insights. With coverage in North America, Europe, Latin America and Asia Pacific, as well as the industry’s highest customer satisfaction, Avetta is a leader in the $14 billion global supply chain risk management solutions marketplace.

BlueTarp offers a B2B credit management platform designed to improve the purchase-to-payment lifecycle. The company offers its fully customizable B2B credit management program directly to merchants and suppliers. BlueTarp also partners with banks and other financial institutions, which utilize its technology platform to service their corporate customers.

Broadway Technology powers fixed income and foreign exchange trading for the largest global banks, with customers executing over $100 trillion of annual volume through the Broadway platform. The company provides front-office trading applications and enterprise solutions to address mission-critical trading needs for banks, brokers, and asset managers.

BROWZ provides a SaaS based supply chain risk management platform. BROWZ works with the world’s largest organizations to provide supplier qualification and management solutions. The company serves thousands of customers across over 35 industries, providing clients with transparency into their supply chain to mitigate risk and make informed decisions about vendor selection.

Carson Group provides market-leading wealth management tools and services to financial advisors and direct clients. Carson’s flagship partner program offers an integrated technology platform for advisors, offering services including asset management, research, marketing, and compliance. Carson also runs a nationally recognized registered investment advisor for retail clients and offers expert coaching, practice management, and national conferences to advisors.

Currenex is a pioneer in the electronification of FX trading. The company offers the FX community with market-leading technology, deep pools of liquidity, and tailored access.

Drawbridge is a premier provider of cybersecurity software and solutions to the alternative investment industry. Its proprietary platform helps firms manage their governance, risk and compliance requirements while combatting sophisticated cyber threats and third-party risks.

EQIS provides independent financial advisors with an investment and practice management platform. The platform provides advisors and their clients with access to world-class institutional asset managers, historically available only to high net worth individuals and institutions. EQIS offers sophisticated practice management tools to advisors to help them meet their client’s wealth management needs.

FXCM is a leading retail FX brokerage and offers access to the global FX trading market. FXCM was listed on the New York Stock Exchange and was subsequently acquired by Leucadia.

Liquidnet offers a leading marketplace for institutions to trade equity and fixed income securities. With focus on institutions seeking to trade large blocks, the average trade execution size on Liquidnet is over 100x larger than that found on US exchanges.

MessageGears is a data-connected customer engagement platform built for enterprise brands, delivering advanced customer segmentation and message personalization and delivery that outperforms other enterprise marketing clouds and data platforms.

National Credit Care is a leading provider of credit restoration and consulting services to thousands of  consumers in the United States. With over fifteen years of experience, the company has built a results driven and collaborative approach to credit rehabilitation that is uniquely focused on helping people optimize their credit standing and achieve their financial goals.

Neighborhoods.com (“Neighborhoods”) is a leading provider of specialized online real estate marketplaces. 55places.com is the company’s original brand and has quickly grown to be the country’s #1 real estate website for age-restricted communities and active adult home buyers. More recently, the company introduced neighborhoods.com, a leading online real estate resource that puts the neighborhood at the center of the search for all home buyers.

NinjaTrader provides award-winning trading software and brokerage services to active traders.
Founded in 2003, NinjaTrader has evolved into an industry leader supporting over 60,000
traders around the globe with best-in-class technology, discount commissions and world class
support

Oritain is a globally-recognized solution for origin verification that helps multinational companies identify and prove the origin of product inputs, enabling customers to meet trade regulations and advance environmental, social, and governance (“ESG)” related sourcing efforts. The company has built a proprietary database of origin footprints based on the chemical composition of source inputs, enabling customers to launch inquires on product-specific supply chains, extract product chemical data at first-& third-party labs, pinpoint the origin of inputs, and communicate results.

Portware provides execution management systems (EMS) to global financial institutions. Portware’s enterprise platform is used by global institutions representing more than $3 trillion in assets under management as the centralized hub for execution management across global equities, FX, futures, options and fixed income.

ProcessUnity provides cloud-based software for risk management. Many of the world’s leading companies have adopted ProcessUnity’s Vendor Cloud solution to automate the onboarding, due diligence and assessment processes associated with Third-Party Risk Management – shifting away from manual spreadsheets or legacy systems. The company helps mitigate brand and reputational risk by providing a holistic view of an organization’s vendor population, including visibility into vendor security practices, policies and performance.

Proof is a litigation services marketplace that provides law firms and government agencies with document delivery through a nationwide network of process servers, electronic court filing services, and remote notarization. Proof utilizes machine learning to extract case caption information, determine optimal process server geolocation, and facilitate compliant, in-person document delivery. Proof’s easy-to-use platform gives legal practitioners a fast, accurate, and fully transparent experience that provides real-time updates and jurisdiction-specific documentation of the serve.

QX Global Group (“QX”) is a global consulting, digital transformation, and business process management (BPM) services company that partners with organizations seeking to transform and optimize their business operations. The company is comprised of four business lines: (1) finance and accounting services for corporates; (2) audit, tax, and consulting services for accounting firms; (3) front / mid-office services for recruiting firms; (4) operations and technology consulting.

RFG provides a turn-key integrated platform that provides independent wealth management advisors with tools and resources to manage and grow their practices. The platform includes cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support.

Ripjar provides a data intelligence platform designed for enterprises, incorporating advanced techniques in natural language processing, machine learning, and visual analytics. The platform offers natural language processing and classifications for unstructured data, analytics to identify patterns and anomalies within datasets, and real-time dashboards for analyzing and interpreting conversations.

SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). SALI administers funds for a broad range of alternative asset managers, including many of the world’s largest hedge funds, credit funds, and private equity funds. SALI administers over 100 funds and has also partnered with 28 leading insurance companies to facilitate the availability of alternative investment options. IDFs facilitate access to alternative investment products for Private Placement Life Insurance (PPLI) policies.

Stonegate Mortgage offers mortgage loans and financing services. The company’s mortgage loans and financing services originates, finances and services agency and non-agency residential mortgages through its network of retail offices and approved third party originators enabling businesses to access a wide array of residential mortgage loans.

Structured Portfolio Management is an asset manager specialized in U.S residential mortgage-backed securities, rates, volatility and credit enabling harvesting of risk premium.

TradAir provides an institutional FX trading platform to banks and brokers. TradAir’s platform allows market participants to aggregate liquidity, create two-way pricing streams, and distribute the pricing through a front-end GUI. While TradAir offers an end-to-end platform, each component of the platform can function as an independent module within an institution’s trading workflow.

TRUE is a software solutions company and AI lab that helps lenders harness the power of artificial intelligence to make accurately informed underwriting decisions – increasing revenue while reducing operating costs and risk. Since 2017, it has set the industry standard for intelligent lending technology, delivering results that provide a true competitive advantage. Learn more at www.true.ai.