BNY

EquiLend is a provider of trading and post-trade services specifically designed for the securities finance industry, with offices located in major financial hubs such as New York, London, Hong Kong, and Toronto. The company operates two primary platforms: EquiLend, which focuses on equities, and BondLend, which caters to fixed income securities. These platforms automate previously manual trading and post-trade processes, enhancing efficiency and transparency in the market. Additionally, EquiLend's DataLend division offers comprehensive market data services, supplying aggregated and standardized information across various asset classes and regions. Backed by ten prominent global financial institutions, EquiLend aims to provide scalable and cost-effective solutions that streamline workflow management and improve operational transparency in the securities lending market.

Archer is a provider of cloud-based technology platforms for investment managers.

AbbeyCross operates a B2B compliance marketplace that enhances the market infrastructure for emerging market currencies. The company connects payment banks with suppliers of trading and settlement services, addressing inefficiencies within the market. By collaborating with global banks and financial service providers, AbbeyCross facilitates improved currency liquidity, price transparency, and access to market data. This approach aims to streamline the fragmented landscape of emerging market currency payments, ensuring that clients benefit from a more efficient and reliable trading environment.

Alpheya is a software company that delivers cloud-native, AI-powered wealthtech solutions for private banks, and investment houses.

Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

MoCaFi is a developer of a personal finance platform designed to leverage mobile technologies, data analytics, and strategies to improve the financial behaviors of underbanked communities. The company's platform offers financial products and services in the areas of check cashing, custom loans, debit cards, financial literacy, data analytics, and personal finance via its mobile application and financial card, enabling users to check their balance, cash their paychecks and send money safely at no extra cost.

W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.

Quantexa Limited is a data and analytics software company based in London, United Kingdom, that specializes in entity resolution and network building technology. Founded in 2016, the company offers solutions that include a unified view of customers and networks, as well as tools for fraud detection, compliance, and anti-money laundering. Quantexa's platform utilizes artificial intelligence to integrate siloed data and provide organizations with a contextual understanding of their data landscape, helping to identify risks and opportunities. This technology enables clients across financial services, corporate sectors, and public entities to enhance operational decision-making by automating processes at scale. Additionally, Quantexa has established a strategic alliance with Accenture to further extend its reach and capabilities in the market.

Entrio is the pioneer of Responsible Tech Adoption, helping financial institutions to manage and streamline their use of technology with a Live Solutions Catalog. The company’s innovative approach ensures optimized spending, efficient tech use and reuse, and a transparent tech ecosystem, leading to agility and sustainable growth in the financial sector.

Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.

Building fixed income portfolios is a painful process for all involved as fragmented data makes it difficult for portfolio managers and advisors to compile meaningful advice for each and every client. Even the best attempts at creating individualised portfolios for clients are often stumped by the limited tools available and yield sub-optimal results. BondIT was founded in 2012 to tackle this problem. Their team expertise spans across fixed income, data science, and machine learning. The team combines market experience from fixed income experts with technical know-how from researchers and developers who have come together to find solutions for the bond market. Now, using BondIT's sanitized data, powerful machine-learning algorithms, and an intuitive user interface, they deliver the world of fixed income on a silver platter all in a matter of seconds.

AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions. Strategically backed by Bank of America, BNY Mellon and Citi, Genesis Global has offices in Miami, New York, Charlotte, London, Leeds, São Paulo, Dublin and Bengaluru.

Valkyrie Investments is a specialized alternative asset management firm.

Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

Fundbox is an AI-powered financial platform based in San Francisco, established in 2013 by co-founders Eyal Shinar, Tomer Michaeli, and Yuval Ariav. The company provides small businesses with quick and intuitive access to credit, aiming to enhance customer growth within the small business economy. Fundbox utilizes machine learning and deep data analytics to offer invoice financing and lines of credit, allowing small and mid-sized enterprises to efficiently accelerate cash flow against outstanding invoices. This approach not only improves payment terms but also helps increase average order volumes and close rates for its clients.

Quantexa Limited is a data and analytics software company based in London, United Kingdom, that specializes in entity resolution and network building technology. Founded in 2016, the company offers solutions that include a unified view of customers and networks, as well as tools for fraud detection, compliance, and anti-money laundering. Quantexa's platform utilizes artificial intelligence to integrate siloed data and provide organizations with a contextual understanding of their data landscape, helping to identify risks and opportunities. This technology enables clients across financial services, corporate sectors, and public entities to enhance operational decision-making by automating processes at scale. Additionally, Quantexa has established a strategic alliance with Accenture to further extend its reach and capabilities in the market.

Fireblocks Inc. is a blockchain-based security service platform that provides a secure solution for managing digital asset operations. Founded in 2018 and headquartered in New York, with an additional location in Tel Aviv, Fireblocks specializes in protecting the transmission of digital assets between exchanges, wallets, and counterparties. The platform is designed for financial institutions, including banks, fintech companies, exchanges, liquidity providers, over-the-counter brokers, and hedge funds, allowing them to securely manage their digital assets. Fireblocks employs advanced technologies such as patent-pending chip isolation security and multi-party computation (MPC) to ensure the safe transfer and availability of assets across various environments.

Milestone Group specializes in providing investment technology solutions tailored for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. With a foundation in consulting and operational expertise, the company has established itself as a recognized leader in developing innovative enterprise solutions for the investment industry. Headquartered in Sydney, Australia, Milestone Group operates globally with additional locations in Boston, London, and Cape Town, serving clients across 15 countries with round-the-clock support. The company focuses on enhancing efficiency and control while driving down costs and mitigating risks through its pControl solutions, which facilitate the rapid and safe launch of new investment products. Milestone Group's team comprises professionals with extensive experience in the financial sector, enabling them to address the complex needs of leading institutions seeking to improve revenues and make informed technology decisions for sustainable growth.

Fireblocks Inc. is a blockchain-based security service platform that provides a secure solution for managing digital asset operations. Founded in 2018 and headquartered in New York, with an additional location in Tel Aviv, Fireblocks specializes in protecting the transmission of digital assets between exchanges, wallets, and counterparties. The platform is designed for financial institutions, including banks, fintech companies, exchanges, liquidity providers, over-the-counter brokers, and hedge funds, allowing them to securely manage their digital assets. Fireblocks employs advanced technologies such as patent-pending chip isolation security and multi-party computation (MPC) to ensure the safe transfer and availability of assets across various environments.

HQLAᵡ is a financial technology firm that specializes in liquidity and collateral management solutions for institutional clients in the global securities financing markets. Utilizing R3's distributed ledger technology, Corda, the company aims to enhance collateral mobility within a fragmented securities settlement ecosystem. In partnership with Deutsche Börse Group, HQLAᵡ has developed a joint operating model that fosters greater efficiency and transparency in liquidity transfers. The firm provides a standardized marketplace designed to reduce systemic risks while offering regulators a digital collateral receipt tracking view. This innovative approach enables market participants to improve collateral fluidity, ultimately creating a more effective and cost-efficient environment for securities lending and repo transactions.

Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Vestwell is a developer of a digital savings platform focused on creating retirement plans for employees. The platform provides automated retirement investing options tailored for registered investment advisers (RIAs), aligning with regulatory requirements and various defined contributions for companies and their employees. By facilitating compliance and automation, Vestwell enables advisers to better engage with their clients in managing retirement savings.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

C.C. Busy, Inc. is a software and training company based in Pittsburgh, Pennsylvania, that focuses on automating documentation for home-based child care providers in the state. Incorporated in 2018, the company leverages voice assistants to help childcare providers log daily activities for each child, making this information accessible to parents and regulatory bodies. By streamlining paperwork and automating processes such as invoicing, C.C. Busy aims to reduce the administrative burden on childcare providers, allowing them to concentrate on the care and development of children. This approach not only enhances compliance with increasing regulations but also improves communication between providers and parents, ultimately facilitating better childcare services.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

DBV-X, a new EU regulated marketplace for collateral and secured deposits, will go live in Europe later this year. Focused solely on funding and collateral needs, DBV-X will offer market participants cost-efficient and rapid access to a diverse range of counterparties and high-quality liquid assets. All participants sign a single standard legal agreement to join the platform and have full control over the products and counterparties used, thereby enabling a peer-to-peer market to flourish.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Luminex Trading & Analytics develops an equity trading platform that facilitates access to clean, natural block liquidity at reduced trading costs. By exclusively engaging with venue-approved participants, the platform ensures low-cost trading while minimizing information leakage. This design enables traders to execute large block trades with decreased market impact, enhancing efficiency in the trading process.

Cutwater Asset Management, based in Armonk, New York, is a client-focused investment advisor specializing exclusively in fixed income investments. Established in 1993, it serves a diverse clientele including state and local governments, financial institutions, pension funds, unions, insurance companies, corporations, and consultants. Cutwater combines investment expertise and risk management with a commitment to exceptional client service, facilitating in-depth consultations and close interactions between clients and the investment team. Its investment philosophy aims to achieve consistent, top quartile risk-adjusted portfolio performance through various market cycles. In 2015, Cutwater was acquired by BNY Mellon and operates as a subsidiary of Insight Investment, enhancing its capabilities within BNY Mellon's multi-boutique investment framework.

FastMatch is a new Electronic Communication Network for foreign exchange trading. FastMatch strives to offer its customers access to large pools of diversified liquidity at unparalleled speed with complete transparency in the optimal location.

3 Advisors is an independent investment counselling firm dedicated to the development, execution and maintenance of our clients' effective and independent portfolio strategies. They are a trusted advisor to both wealthy families and institutional clients and, through our work, have earned the reputation as Canada's independent investment counsellor of choice in this highly specialized field.

Albridge is a provider of enterprise wealth management services based in New Jersey. Founded in 1993 by Susan Stevens, the company offers a comprehensive suite of services that includes portfolio accounting, consolidated reporting, compliance, operations, data management, and distribution analytics. Albridge's technology consolidates and reconciles client account information from diverse data sources, which encompass mutual funds, banking, brokerage, insurance, retirement, and managed accounts. Additionally, the company provides business consulting services to further assist its clients in managing their wealth effectively.

PNC Global Investment Servicing provides processing, technology, and business intelligence services to asset managers, broker/dealers, and financial advisors. It offers fund accounting and administration, wealth management reporting, subaccounting, transfer agency and shareholder, marketing and distribution, managed account, integrated banking transaction, accounting and administration, custody and securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer support, financial planner support, health savings account, and bill payment and presentment services. PNC Global Investment Servicing was formerly a subsidiary of PNC Financial Services until being acquired by BNY Mellon in 2010.

Insight Investment Management (Global) Limited is a privately owned investment manager based in London, United Kingdom. The firm specializes in providing tailored investment solutions to a diverse clientele, including private investors, pension funds, sovereign wealth funds, insurance groups, local governments, and charities. Insight manages a variety of client-focused portfolios, encompassing equity, fixed income, and alternative investments, as well as mutual funds and fund of funds. Its investment strategy spans public equity and fixed income markets globally, with a focus on government, corporate, and index-linked bonds. The firm employs a blend of in-house and external research to inform its investment decisions, ensuring that it meets the unique needs of its clients while aiming for consistent and repeatable performance.

Shoes For Crews, LLC specializes in designing and manufacturing slip-resistant footwear for various sectors, including foodservice, healthcare, hospitality, and industrial environments. Founded in 1984 and based in West Palm Beach, Florida, the company has established itself as a leader in safety footwear, focusing on comfort, durability, and slip-resistance. Its product range includes athletic shoes, casual shoes, clogs, work boots, and accessories like socks and insoles, catering to both men and women. Shoes For Crews markets its products through distribution centers in the United States, Canada, and Ireland, as well as retail locations in Orlando and Las Vegas, and via online platforms. The company emphasizes customer satisfaction, offering a 60-day exchange or return policy. With operations extending to Europe, China, and New Zealand, Shoes For Crews continues to prioritize the safety and satisfaction of its customers.

iSolve is the IT solution for small and medium-sized businesses. It offers data and network protection, data security, and connectivity. They assess the software for accounting, client relationship management, office production, networking, and product management.

Cycore is a privately held graphics software company based in Uppsala, Sweden. Cycore was founded in 1996 by a group of creative engineers, led by Jerry Pettersson. Cycore currently employs 78 people worldwide (as of February 2000) and specializes in the development of 3D technologies for the Internet, as well as special effects software and animation solutions for film makers, designers and corporations worldwide.

Net Value Holdings is a virtual incubator focused on early-stage e-commerce businesses. Founded in 1998 and headquartered in San Francisco, with additional offices in New York, Boston, and Philadelphia, the firm aims to build a collaborative network by identifying promising e-commerce opportunities. It supports new companies by providing access to experienced executives, high-profile advisors, and essential services. Net Value Holdings currently holds interests in nine internet-based businesses at various stages of development.

Snorkel AI, Inc. is a company that develops a comprehensive machine-learning platform designed to facilitate the creation, management, and monitoring of AI applications. Its primary offering, Snorkel Flow, allows users to programmatically label and augment training data, manage and integrate various datasets, and deploy machine learning models, while also providing tools for data analysis and monitoring. The platform is particularly effective in extracting structured information from complex documents and forms, as well as ranking content based on relevance. Founded in 2016 and based in Palo Alto, California, Snorkel AI serves a diverse range of industries, including finance, government, telecommunications, insurance, healthcare, and e-commerce. The technology was developed at Stanford AI Lab and employs innovative methods such as weak supervision to enhance data preparation, thereby streamlining the AI development process for enterprises.