UBS

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.

Credit Suisse is a global financial services company that provides a wide range of advisory, investment, and banking services to diverse clients, including financial institutions, corporations, and governments. The firm operates through several segments, including Global Markets, Investment Banking & Capital Markets, and International Wealth Management, offering products such as over-the-counter derivatives, equities, fixed income securities, and foreign exchange services. It specializes in complex financial needs, offering advisory services on mergers and acquisitions, corporate restructurings, and capital raising through public and private placements. Additionally, Credit Suisse emphasizes a client-focused integrated banking strategy, aiming to deliver innovative financial solutions tailored to meet the unique demands of its clientele. Established in 1990 and headquartered in London, Credit Suisse International acts as a subsidiary of Credit Suisse AG, reflecting the company's commitment to global reach and cultural diversity in its operations.

Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, that primarily serves individuals, including high net worth clients and organizations. The firm focuses on integrating investing and saving products to assist young professionals in building long-term wealth across various market conditions. Wealthfront offers high-yield savings, diversified investment options, and low-cost loans through its automated wealth management platform, which is accessible via a mobile application. The company's robo-advisor facilitates investment account openings, providing users with access to investment strategies and comprehensive financial planning services. Wealthfront currently manages over $30 billion for more than 500,000 clients in the United States and has received numerous accolades for its services, including recognition as a leading automated investment app and robo-advisor.

Trust & Will is an online platform that simplifies the estate planning process by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating affordable estate plans and settling the estates of loved ones. The platform guides users through the creation of wills, trusts, and other essential legal documents, allowing clients to save on legal fees while ensuring their wishes are accurately documented. Trust & Will prioritizes customer data security, utilizing bank-level encryption and adhering to stringent standards, including SOC 2 and HIPAA compliance. Additionally, Trust & Will serves as the official estate planning benefit provider for AARP members and collaborates with several prominent financial institutions to support its mission of helping families leave their legacy. The service does not constitute legal advice and is not a law firm.

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.

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.

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.

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.

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.

Lufax is a technology-driven personal financial services platform based in China and associated with Ping An Insurance. The company specializes in providing a range of financial services, including wealth management and retail credit facilitation. It offers investment services tailored for institutions and individual investors, focusing on financial asset transactions and transaction financing consulting. Additionally, Lufax provides services related to financial asset allocation and manages a platform for facilitating these transactions, thereby enhancing the efficiency of financial operations for its clients.

SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.

Visible Alpha is developing a proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies. By unlocking the intelligence and perspectives that have always been hidden behind analysts’ models, Visible Alpha is providing a new level of visibility and granularity into analysts'​ forecasts, assumptions and opinions to help investors generate alpha.

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.

Consenso is a multi-family office that specializes in managing assets for a select group of families, emphasizing long-term wealth preservation. Independent from financial institutions, the firm leverages extensive access to top-tier financial market analysis and information to inform its investment strategies. This independence allows Consenso to provide accurate advice and impartial guidance, enabling clients to navigate economic scenarios and identify investment opportunities effectively.

SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.

Joint Technology Development Limited offers strategic technology development, analytics, and business process solutions. The company caters to investment banking and wealth and asset management sectors.