Wells Fargo

ExchangeRight is a vertically integrated real estate investment firm that provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth. The firm strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate successfully in the necessity-based retail and healthcare industries. It was founded in 2012 and headquartered in Pasadena, California.

Arevon Energy is a prominent renewable energy company focused on providing clean, reliable, and cost-effective energy solutions to utilities and businesses across the United States. The company specializes in the development, construction, financing, ownership, and operation of utility-scale solar and energy storage projects, as well as solar-plus-storage and distributed generation assets. Additionally, Arevon offers comprehensive asset management services, including commercial, financial, and performance management, to ensure the sustainability of its clients' business models while delivering renewable energy. Through its innovative approaches, Arevon Energy plays a significant role in advancing the transition to sustainable energy sources.

Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.

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.

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.

Quassar Capital is a United States-based investment firm founded in 2012 with a broad national presence. It relies on quantitative methods drawn from applied mathematics, statistics, financial markets, and advanced programming to guide investment decisions. The firm emphasizes technology and infrastructure to support research and execution and aims to deliver high-quality returns while adapting to changing market conditions. Quassar Capital is affiliated with Cabrera Capital Markets.

Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.

Reonomy specializes in commercial real estate data and analytics. It uses big data, partnerships, and machine learning to provide comprehensive property intelligence, enabling professionals to discover new opportunities and make informed decisions.

Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.

Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.

AltX, Inc. is a technology company based in San Francisco, California, that specializes in developing a data, intelligence, and collaboration platform designed for firms involved in the hedge fund sector. Established in 2012, the company provides a cloud-based network that synthesizes large unstructured data sets to facilitate better decision-making and business transformation. AltX's platform serves a diverse clientele, including investment banks, asset managers, wealth managers, service providers, and hedge funds, enabling them to search for funds that meet specific criteria, access insights on investments and clients, and centralize market intelligence for improved collaboration and activity tracking. Originally known as iMatchative, Inc., AltX operates as a subsidiary of Addepar, Inc. since 2017.

Wachovia Corporation, a financial holding company, provides commercial and retail banking services, and other financial services. Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo in 2008, Wachovia was the fourth-largest bank holding company in the United States based on total assets. Wachovia provided a broad range of banking, asset management, wealth management, and corporate and investment banking products and services. At its height, it was one of the largest providers of financial services in the United States, operating financial centers in 21 states and Washington, D.C., with locations from Connecticut to Florida and west to California.

Global Student Accommodation is a real estate asset management company for the student housing sector.

Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.