Barclays
Barclays PLC is a global financial services company headquartered in London, United Kingdom, with a rich history dating back to 1690. The company operates through various segments, including retail banking, corporate and investment banking, and wealth management, serving customers and clients in over 50 countries across Europe, the Americas, Africa, and Asia. Barclays provides a wide array of financial products and services, including consumer banking, credit cards, mortgages, loans, and insurance, as well as advisory, financing, and risk management solutions for corporate clients and institutions. The company is also engaged in securities dealing and offers integrated corporate banking solutions, such as cash management and trade financing. With a workforce of more than 147,500, Barclays serves over 48 million customers globally, focusing on innovation and sustainability to meet diverse financial needs.
WealthOS
Seed Round in 2024
WealthOS is a cloud-based wealth management platform designed to facilitate financial goal achievement for both managers and clients. The platform serves as a core wealth management solution, offering an API that accelerates digital adoption within the wealth management industry. It features pre-built integrations with a marketplace of specialist service providers, allowing wealth managers to either launch a comprehensive digital value proposition or enhance existing offerings. This flexibility enables firms to drive innovation and improve client engagement in their wealth management services.
WealthOS
Seed Round in 2023
WealthOS is a cloud-based wealth management platform designed to facilitate financial goal achievement for both managers and clients. The platform serves as a core wealth management solution, offering an API that accelerates digital adoption within the wealth management industry. It features pre-built integrations with a marketplace of specialist service providers, allowing wealth managers to either launch a comprehensive digital value proposition or enhance existing offerings. This flexibility enables firms to drive innovation and improve client engagement in their wealth management services.
Elwood Technologies
Series A in 2022
Elwood Technologies is a prominent fintech firm that specializes in digital asset trading and portfolio management software tailored for institutional clients. The company offers a comprehensive platform that connects users to global crypto exchanges, liquidity providers, custodians, and fund administrators. With a focus on advanced execution management, portfolio analytics, and risk management, Elwood's solutions are designed to enable financial institutions, neobanks, and corporations to navigate the complexities of the digital asset market effectively. Founded by experts with extensive backgrounds in both traditional finance and digital technology, Elwood aims to deliver secure and efficient tools that enhance clients' ability to engage with digital assets.
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