MassMutual Financial Group

Accelex provides a platform for investors and asset servicers in alternative assets to efficiently acquire, extract, and analyze investment data. By leveraging artificial intelligence and machine learning, Accelex automates the processes of accessing, extracting, organizing, and analyzing data from alternative investment portfolios. This technology allows clients to gain comprehensive insights into their investments, ranging from the overall portfolio to individual underlying assets. The company's systems utilize natural language processing and machine vision to convert unstructured content into structured data, enabling firms to maximize their understanding of critical investment performance and transactional information.

Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.

Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.

Flourish is a fintech platform based in New York, specializing in providing services and products for registered investment and financial advisers. The platform offers a range of digitally enabled tools, including a cash management service known as Flourish Cash, aimed at enhancing financial well-being and improving retirement outcomes. Flourish focuses on delivering innovative investment options to its users, supporting advisers in their efforts to manage client portfolios effectively.

Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.