JP Morgan Asia Pacific

Illuminate Financial Management LLP is a venture capital firm established in 2014 and headquartered in London, United Kingdom, with an additional office in New York. The firm specializes in investments within the financial technology sector, focusing on companies that address challenges in financial services, particularly in compliance, regulation, and connectivity. Illuminate Financial targets early-stage investments, including Series A and seed financing, typically committing between $0.25 million and $3 million for a stake of 5% to 20% in its portfolio companies. While the firm invests globally, it places a significant emphasis on opportunities within the United Kingdom, Europe, and the United States. With deep domain expertise and a robust industry network, Illuminate Financial serves as a trusted partner, guiding its portfolio companies through the complexities of their early development phases.

TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Capitolis Inc. is a technology provider that offers an online software-as-a-service platform designed for banks and financial institutions to enhance their capital management and improve economic performance. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on addressing constraints in capital markets, particularly in equities and foreign exchange. The platform enables financial institutions to optimize their balance sheets and improve liquidity by facilitating the sourcing of capital for trades from other institutions with substantial balance sheets. By connecting market participants, Capitolis seeks to transform business efficiency and create collaborative solutions that allow clients to leverage under-utilized capital, ultimately capturing new growth opportunities.

Capital Markets Gateway Inc. is a financial technology firm that modernizes the equity capital markets by offering a platform that connects investors and underwriters through integrated data and analytics. The platform provides real-time information, enabling users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions. Launched in 2017 by experienced equity capital markets practitioners, the platform enhances transparency and workflow efficiency, serving nearly 100 buy-side firms and 15 investment banks. Capital Markets Gateway, incorporated in 2015 and headquartered in Chicago, Illinois, also has offices in New York and Seattle.

GeoWealth is an investment advisory firm based in Chicago, with additional offices in New York and Europe, that specializes in providing a comprehensive wealth management technology platform for registered investment advisors. The firm offers a cloud-based solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. GeoWealth's platform also provides turnkey access to a selection of exchange-traded fund model portfolios, enabling advisors to implement customizable investment strategies. Built by a team with extensive experience in the wealth management industry, GeoWealth emphasizes flexibility and integration, allowing investment advisors to streamline their operations and enhance client service. By avoiding outdated systems, the firm delivers a modern platform that addresses all aspects of the wealth management lifecycle from a single interface, positioning itself to support the evolving needs of its clients.

TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

OpenInvest is a Public Benefit Corporation and asset manager that uses technology to mainstream customized ethical investing. OpenInvest is a YCombinator and Andreessen Horowitz-backed startup powering the post-fund future. Their team of senior technologists from the hedge fund industry and civil society leaders is first tackling under-served markets in customized ESG asset management. With seed funding, the team has built fully integrated and proprietary direct-indexing construction, management, trading, proxy voting, and UX systems that now serve thousands of customers. Founded in 2015, the company is headquartered in San Francisco, California, United States.

Campbell Global is a privately owned investment management firm based in Portland, Oregon, specializing in timberland and natural resource investments. Founded in 1981, the firm focuses on acquiring, managing, and disposing of undervalued timberland properties. It offers a range of services, including transaction advisory, property and portfolio management, as well as accounting and reporting services. Campbell Global employs in-house research to inform its investment decisions, ensuring a thorough approach to timberland investment management. The firm operates as a subsidiary of BrightSphere Investment Group Inc.

TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Capitolis Inc. is a technology provider that offers an online software-as-a-service platform designed for banks and financial institutions to enhance their capital management and improve economic performance. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on addressing constraints in capital markets, particularly in equities and foreign exchange. The platform enables financial institutions to optimize their balance sheets and improve liquidity by facilitating the sourcing of capital for trades from other institutions with substantial balance sheets. By connecting market participants, Capitolis seeks to transform business efficiency and create collaborative solutions that allow clients to leverage under-utilized capital, ultimately capturing new growth opportunities.

LendInvest Limited is an online investment platform based in London, United Kingdom, focused on property lending and investment. The company operates a marketplace that allows everyday investors to access various asset classes, including property-backed loans. LendInvest offers a range of financing options, such as buy-to-let mortgages, bridging loans, and development finance, catering to intermediaries, landlords, and developers. Founded in 2008 by Christian Faes and Ian Thomas, LendInvest combines technology with financial services to streamline property investment processes. The firm also has an asset management and advisory arm, targeting both commercial and residential properties in the UK.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to deliver enhanced functionality such as pop-up windows, real-time notifications, and seamless communication between applications. Catering primarily to the financial services sector, including banks and trading platforms in the United States and Europe, OpenFin's platform offers capabilities akin to mobile operating systems, allowing applications to run outside the browser with features like docking support, custom title bars, and secure communications. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin has established itself as a vital partner for numerous large financial institutions, facilitating both in-house application deployment and client services. The company has garnered investment from notable firms and industry executives, further solidifying its position in the fintech landscape.

Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com

Capitolis Inc. is a technology provider that offers an online software-as-a-service platform designed for banks and financial institutions to enhance their capital management and improve economic performance. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on addressing constraints in capital markets, particularly in equities and foreign exchange. The platform enables financial institutions to optimize their balance sheets and improve liquidity by facilitating the sourcing of capital for trades from other institutions with substantial balance sheets. By connecting market participants, Capitolis seeks to transform business efficiency and create collaborative solutions that allow clients to leverage under-utilized capital, ultimately capturing new growth opportunities.

Fitbank Pagamentos. Eletrônicos Ltda develops and sells software for banking industry. Its product integrates with existing financial environment and allows for execution of financial transactions directly from the management system. It provides integrated financial automation to management solutions, a system of accounts with financial services for receipts and payments, and an online treasury for financial operation management. The company caters to banks and asset managers. The company is based in São Paulo, Brazil.

Limeglass Ltd is a London-based company that specializes in developing software as a service (SaaS) technology for financial research. Founded in 2015, Limeglass utilizes an innovative approach that employs application programming interfaces (APIs) to provide paragraph-level tagging and cross-asset taxonomy, enabling users to atomize and efficiently navigate extensive research documents. Its proprietary technology incorporates artificial intelligence, natural language processing, and machine learning to smart-tag individual paragraphs, allowing financial institutions to eliminate information overload and focus on relevant content. This advancement enables users to explore financial research documents directly at the paragraph level, enhancing the personalization and accessibility of vital information for both internal and external stakeholders. Limeglass operates as a subsidiary of JPMorgan Chase Holdings LLC.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to deliver enhanced functionality such as pop-up windows, real-time notifications, and seamless communication between applications. Catering primarily to the financial services sector, including banks and trading platforms in the United States and Europe, OpenFin's platform offers capabilities akin to mobile operating systems, allowing applications to run outside the browser with features like docking support, custom title bars, and secure communications. Founded in 2010 and headquartered in New York, with an additional office in London, OpenFin has established itself as a vital partner for numerous large financial institutions, facilitating both in-house application deployment and client services. The company has garnered investment from notable firms and industry executives, further solidifying its position in the fintech landscape.

GeoWealth is an investment advisory firm based in Chicago, with additional offices in New York and Europe, that specializes in providing a comprehensive wealth management technology platform for registered investment advisors. The firm offers a cloud-based solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. GeoWealth's platform also provides turnkey access to a selection of exchange-traded fund model portfolios, enabling advisors to implement customizable investment strategies. Built by a team with extensive experience in the wealth management industry, GeoWealth emphasizes flexibility and integration, allowing investment advisors to streamline their operations and enhance client service. By avoiding outdated systems, the firm delivers a modern platform that addresses all aspects of the wealth management lifecycle from a single interface, positioning itself to support the evolving needs of its clients.

The interest rate derivatives platform.

Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

Chi-X Global Holdings, a global operator of technologically advanced alternative market centers and a provider of innovative market level trading solutions

IHS Markit is a prominent provider of critical information, analytics, and solutions tailored for various industries, financial markets, and government entities globally. The company operates through four main segments: Financial Services, Transportation, Resources, and Consolidated Markets & Solutions. Its Financial Services segment delivers pricing data, indices, valuation services, and enterprise software to financial market participants. The Transportation segment focuses on vehicle sales forecasts, predictive analytics, and comprehensive shipping data. The Resources segment offers analytical tools and market forecasts for the energy and chemicals industries, while the Consolidated Markets & Solutions segment provides research tools and economic analysis across diverse sectors. With a workforce of approximately 16,000 employees, IHS Markit serves clients by enhancing operational efficiency and delivering in-depth insights, contributing significantly to its recurring revenue model. Headquartered in London, the company was founded in 1959 and has established a strong presence in key markets, primarily in the United States.

NewStar Financial, Inc. is a specialized commercial finance company established in 2004 and based in Massachusetts. It focuses on addressing the complex financing needs of middle-market companies and private investors. The firm offers a variety of senior secured debt financing options tailored to mid-sized businesses, enabling them to fund working capital, growth initiatives, acquisitions, recapitalizations, and equipment purchases. NewStar originates loans and leases through experienced senior bankers and marketing officers, who are organized around specific industry and market segments, ensuring that clients receive knowledgeable and targeted financial solutions.