OppenheimerFunds
Acquisition in 2018
OppenheimerFunds, Inc. is a privately owned investment manager established in 1959, based in New York City with additional offices in Rochester, London, Salt Lake City, and Centennial. The firm provides a comprehensive range of investment services, including asset management, retirement planning, mutual funds, separately managed accounts, and investment management for institutions. It serves a diverse clientele comprising financial advisors, individual investors, corporations, and endowments. OppenheimerFunds focuses on launching and managing equity, fixed income, balanced, multi-asset mutual funds, and hedge funds, employing fundamental analysis and external research to guide its investment strategies. The firm invests across public equity, fixed income, and alternative markets globally. As of May 24, 2019, OppenheimerFunds operates as a subsidiary of Invesco Ltd.
Source ETF
Acquisition in 2017
Source is uniquely positioned to deliver highly liquid products that respond to the challenges and opportunities of the market They partner with some of the world’s largest investment houses and asset managers to create products that either offer exposure to new opportunities in the market or deliver existing strategies more effectively. They work together to ensure all of their products are efficient and transparent. On top of this, they work closely with some of the most well respected trading houses in Europe to ensure that their products are also priced as fairly as possible and are tradable throughout the day. Source is a global investment firm and one of the fastest growing European providers of exchange traded products (ETPs) By focusing on the ever-evolving needs of investors, they have grown assets under management to more than $19 billion (as at 30 July 2014) since their launch in April 2009, and during this time investors have traded more than $575 billion of Source’s products. They offer investors an efficient and transparent way to invest in equities, fixed income and commodities, as well as some alternative asset classes. Their ETPs are open-ended and domiciled in Dublin.
Jemstep
Acquisition in 2016
Jemstep Inc. is a financial technology company based in Los Altos, California, founded in 2008. It specializes in online investment guidance and management services aimed at individual investors and financial advisors. Jemstep offers a range of services, including ratings and analysis of mutual funds and exchange-traded funds (ETFs), as well as tools for asset allocation, portfolio management, and investment research. The company also provides an automated client engagement and onboarding platform, known as Jemstep Advisor Pro, which helps investment advisors enhance their business operations by attracting prospects and improving client service. This platform integrates with various service providers to create a customizable system that supports registered investment advisors and broker-dealers in scaling their businesses effectively.
WhereNet
Venture Round in 2005
WhereNet Corporation specializes in wireless solutions for tracking and managing enterprise assets. Founded in 1997 and headquartered in Santa Clara, California, the company offers an integrated wireless infrastructure that supports real-time location, messaging, and telemetry applications. Its key products include WhereLAN, a cellular network of locating access points; WhereLAN LOS, a network of tag transmission receivers; and WhereTag III and IV, low-powered radio frequency transmitters and configurable asset tags, respectively. Additionally, WhereNet provides WhereCall, a wireless messaging system designed for parts replenishment in industrial manufacturing, and WherePort, which enhances the functionality of WhereTags. The company also features the Visibility Software Server, a suite of development tools for integrating its solutions with customer and third-party applications. As of 2007, WhereNet operates as a subsidiary of Zebra Technologies Corp.