Citi

Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, comprehensive notes, and compliance records, Jump offers a complete solution for advisors seeking efficiency and accuracy in their daily operations.

Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.

Vega is to change wealth management through the application of cutting-edge technology. We aim to bring together the private and institutional sectors with a platform that streamlines wealth creation for high-net-worth individuals and their advisors by using our team's financial and technical knowledge.

Endowus is a financial advisory and personalized investment firm focused on helping clients grow their wealth. The company provides access to institutional share-class funds typically reserved for large investors, allowing clients to benefit from lower fees and better investment options. Endowus simplifies the investment process by charging a single access fee that encompasses advisory services, investment management, portfolio rebalancing, transfers, and brokerage. This comprehensive approach enables investors to engage with high-quality funds managed by reputable global investment management firms, which are usually inaccessible to retail investors.

Masttro is a multinational financial technology organization offering state-of-the-art solutions to significantly wealthy families, family offices, and financial advisors. The business was founded in 2010 by asset owners with more than 25 years of experience using advanced proprietary technology to control diversified, multi-generational capital. Their goal is to create a new norm for wealth platforms: the most open, easy to use, and timely access to information needed by families and advisors to manage and monitor wealth over decades, and the peace of mind that comes from understanding that the highest standards of protection and confidentiality protect their information.

Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, known for pioneering the goal-based investment model previously utilized by ultra-high-net-worth individuals abroad. The firm offers a comprehensive and tailored experience that aligns with the specific life stages and objectives of each investor. By leveraging its innovative wealth management platform, Warren Investimentos assists clients in creating investment goals and analyzing results, while ensuring a conflict-free environment for investment decisions. This approach not only enhances client experience but also enables users to efficiently track their investments and visualize product profitability, reinforcing Warren Investimentos' commitment to safeguarding clients' interests in a transparent manner.

Penelope is a self-service retirement platform for small and micro businesses.

SIMON Markets LLC is a financial technology company based in New York City that operates an online distribution platform aimed at financial professionals. Established in 2017, the company focuses on structured investments and offers a comprehensive digital suite of tools designed to enhance wealth management. Its platform provides on-demand education, intuitive marketplaces, real-time analytics, and lifecycle management features, which collectively simplify the complexities associated with structured investments and annuity solutions. By addressing the needs of financial professionals, SIMON aims to streamline the investment process and improve client engagement.

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

DriveWealth, LLC is a financial technology company based in Chatham, New Jersey, specializing in mobile investing solutions for individual investors. Founded in 2012, it offers a platform that allows users to trade U.S. listed stocks and exchange-traded funds, while also providing educational content to enhance financial literacy. The company is recognized for its pioneering role in fractional equities trading, enabling users to invest in real-time fractional shares. DriveWealth empowers over 100 global partners, including digital advisors and online brokers, by providing a cloud-based, API-driven brokerage infrastructure that facilitates branded investing experiences. This approach aims to enhance customer engagement, acquisition, and retention, making investing accessible to individuals across various levels of financial expertise and wealth stages.

InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.

4G Capital, founded in 2013 and based in Nairobi, Kenya, specializes in providing instant access credit to small business owners in Africa, particularly targeting self-employed informal market traders. The company offers unsecured loans and financial literacy training tailored to micro-entrepreneurs operating in low-income sectors, including agriculture and trade. Utilizing proprietary machine learning technology, 4G Capital delivers insights from data-scarce environments to create scalable credit products that align with clients' business risks and affordability. Clients can access loans quickly through mobile money, and the company achieves high collection rates without requiring collateral or refinancing. With operations in Kenya and Uganda, 4G Capital has positively impacted over one million individuals and demonstrates a strong commitment to improving financial literacy and sustainable growth for small businesses. The company reports significant increases in client revenues and boasts a high percentage of repeat customers, particularly among women and rural traders.

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

InvestLab is an on-demand financial services technology company that serves the global investing market. Founded in 2010, InvestLab provides its customizable MIX trading platform through a software as a service model to retail brokerages. By using MIX, brokers can access any market around the world while trading any equity, option, or commodity available.