Goldman Sachs

Float provides comprehensive financial services tailored for businesses at all stages. Their offerings include corporate cards, bill payment, expense management, and high-yield accounts, empowering finance teams to efficiently manage spending and cash flow.

Founded in 1988, Calvert Impact Capital is a Bethesda-based organization that connects investors with initiatives focused on community development and social good globally. It mobilizes capital to finance projects in areas such as affordable housing, job creation, and environmental protection.

Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

Groupe Crystal is a global financial advisory firm offering comprehensive wealth management services. They specialize in investment planning, retirement planning, estate management, tax planning, and risk management, serving French-speaking clients worldwide.

BitGo is a leading institutional digital asset financial services company that provides security, custody, and liquidity solutions. It supports over 200 coins and tokens, with over $2 billion in assets under management. BitGo's platform offers multi-signature security-as-a-service solutions for individuals and enterprises, enabling secure transactions and portfolio management. The company is headquartered in Palo Alto, California.

Clear Insurance Management is an independent Chartered insurance broker that offers a comprehensive range of insurance brokerage services to start-ups, small to medium enterprises, multinationals, and individuals. The company provides various insurance products, including after-the-event insurance, business interruption, commercial combined insurance, motor fleet insurance, property owners insurance, legal and professional indemnities, and employee benefits. By delivering these diverse offerings, Clear Insurance Management aims to meet the diverse insurance needs of its clients efficiently and effectively.

Clear Insurance Management is an independent Chartered insurance broker that offers a comprehensive range of insurance brokerage services to start-ups, small to medium enterprises, multinationals, and individuals. The company provides various insurance products, including after-the-event insurance, business interruption, commercial combined insurance, motor fleet insurance, property owners insurance, legal and professional indemnities, and employee benefits. By delivering these diverse offerings, Clear Insurance Management aims to meet the diverse insurance needs of its clients efficiently and effectively.

Elwood Technologies is a leading fintech company specializing in comprehensive software solutions for institutional digital asset trading. Its front-to-back platform connects clients to global crypto exchanges, liquidity providers, custodians, and fund administrators, offering advanced execution management, portfolio analytics, and risk management tools.

NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.

Elinvar GmbH, founded in 2016 and based in Berlin, Germany, specializes in providing a comprehensive B2B2C platform designed for independent discretionary portfolio managers and private banks. The company offers a robust Platform as a Service that facilitates the digital transformation of asset and wealth management businesses. Elinvar's platform encompasses essential applications for client relationship management, online onboarding, portfolio management, and reporting, among others. Its micro-services architecture allows for adaptability to evolving technology, regulatory requirements, and user preferences. Additionally, Elinvar holds the necessary regulatory licenses, enabling its partners to leverage advanced technology while ensuring compliance. This integrated approach allows asset and wealth managers to streamline their operations, enhance client engagement, and create tailored solutions, ultimately promoting efficiency and innovation in the financial services sector.

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.

CredFIC provides enterprise financial analytics tools designed for family offices, investment funds, and asset administrators. The company operates in two primary segments: Software as a Service (SaaS) and Consulting as a Service (CaaS). Its SaaS offerings focus on financial analysis and insight consulting tailored for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) in private wealth management. Meanwhile, the CaaS segment delivers enterprise-grade investment analytics and opportunity prospecting services targeted at B2B clients, which include family offices and smaller investment funds. Additionally, CredFIC is involved in capacity-building initiatives for academic institutions in India.

Engine by MoneyLion is a financial technology company that specializes in embedded finance and marketplace platforms for financial services. The company offers a comprehensive suite of tools, including a search, comparison, and recommendation engine for various financial products, as well as tools for offer management and optimization. These services empower businesses to integrate financial products into their operations, enabling them to deliver personalized financial offers to their clients. Additionally, Engine by MoneyLion provides a diverse range of financial services, including loans, credit, insurance, and savings account solutions.

United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.

Standard & Poor's Investment Advisory Services (SPIAS), a division of S&P Global Market Intelligence, has been delivering non-discretionary investment advice since 1995. SPIAS specializes in multi-manager, equity, and fixed income strategies, serving as a sub-advisor to institutional investment managers. Additionally, it provides institutional-grade investment advice to financial intermediaries through model portfolios. Leveraging the extensive resources of S&P Global, a leading provider of credit ratings and analytics, SPIAS is equipped to develop tailored strategies that meet diverse investment objectives.

Nutmeg is a UK-based online wealth management company offering a digital discretionary investment service for individuals. Founded in 2011 and headquartered in London, it provides a platform to build and manage diversified investment portfolios, including ISAs and pensions, with a focus on easy access to investing and transparent, cost-conscious charges. The platform enables clients to choose global portfolios and have investments managed online, aiming to simplify investing and help users meet their financial goals.

Lufax is a technology-driven personal financial services platform in China, operating as an associate company of Ping An Insurance. It specializes in wealth management solutions for China's middle class and affluent population, along with retail credit facilitation services.

Engine by MoneyLion is a financial technology company that specializes in embedded finance and marketplace platforms for financial services. The company offers a comprehensive suite of tools, including a search, comparison, and recommendation engine for various financial products, as well as tools for offer management and optimization. These services empower businesses to integrate financial products into their operations, enabling them to deliver personalized financial offers to their clients. Additionally, Engine by MoneyLion provides a diverse range of financial services, including loans, credit, insurance, and savings account solutions.

Honest Dollar, Inc. is an Austin, Texas-based company founded in 2014 that specializes in providing an online platform designed to offer transparency and information related to finances and retirement plans. As a subsidiary of Goldman Sachs Private Wealth Management, Honest Dollar aims to simplify the financial planning process for individuals, making it easier for them to prepare for retirement. The company leverages innovative technology to enhance user experience and deliver accessible financial solutions, although specific details of its offerings remain under wraps as part of its stealth startup phase.

Tora is a cloud-based technology provider that specializes in front-to-back office solutions tailored for the buy-side investment community. The company offers an integrated platform that includes portfolio, order, and execution management systems, alongside compliance and analytics engines. Designed by buy-side traders for their peers, Tora's products specifically address the unique trading challenges faced in the Asian market. Each solution is developed in-house, ensuring seamless integration and a comprehensive trading experience. Tora serves a diverse clientele of institutional investors, including mutual funds and hedge funds, as well as sell-side proprietary trading desks. Its technology is instrumental in facilitating efficient trading operations and accessing multi-asset liquidity globally.

Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.

Business Logic has been building clear, powerful finance tools for the last 16 years. The world’s largest financial institutions work with us to help their customers understand, organize, and manage investments. We build products based on one idea - just because finance is complex doesn't mean its tools have to be.