Silicon Valley Bank

Dub is a platform that bridges the gap between retail and professional investors through social finance and copy trading, enabling users to mirror portfolios managed by experienced investment managers or hedge funds, build and share their own portfolios, and access investment ideas from asset management experts; it operates with an affiliated broker-dealer registered with the SEC and FINRA to facilitate the trading of copied portfolios.

Turbine Finance provides liquidity solutions to venture funds, enabling Limited Partners (LPs) to access their investments on their own timeline, maintain exposure, and gain financial flexibility. The platform facilitates loans against existing investments, allowing LPs to manage liquidity while investing in new opportunities without impacting their ongoing portfolio.

Dub is a platform that bridges the gap between retail and professional investors through social finance and copy trading, enabling users to mirror portfolios managed by experienced investment managers or hedge funds, build and share their own portfolios, and access investment ideas from asset management experts; it operates with an affiliated broker-dealer registered with the SEC and FINRA to facilitate the trading of copied portfolios.

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.

Tenet operates a climate-focused financing marketplace that specializes in home and auto loans, particularly for electric vehicles. The platform aims to facilitate a transition to sustainable living by offering innovative and accessible financing options. By helping consumers save money while pursuing their climate goals, Tenet supports the adoption of electric vehicles and tracks carbon emission savings and vehicle performance. Additionally, the company provides institutional investors with access to high-quality environmental, social, and governance (ESG) assets, promoting a financial system that aligns with positive environmental impact.

Established in 2012, Forum Capital Group is a global private equity firm primarily investing on behalf of high net worth individuals.

Plum Fintech Limited, established in 2016 and headquartered in London with additional offices in Athens and Nicosia, develops Plum, an AI-driven money management application operating on Facebook Messenger. The company's software employs algorithms to analyze users' spending habits, enabling automated tracking and management of finances. As of now, Plum has assisted over 2 million individuals across Europe, offering services such as effortless saving, empowered spending, and accessible investing, including pension and tax-wrapper products.

Divido is a global white-label consumer lending platform that enables financial institutions and multinational retailers to offer finance options at the point-of-purchase. Its omnichannel platform, available online, in-store, and via mobile across multiple countries through one integration, helps partners improve customer experience and increase conversion rates.

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.

Boston Private Financial Holdings is the bank holding company for Boston Private Bank & Trust Company, offering private banking, wealth management and trust services to high-net-worth individuals, families and institutions in the United States. The company provides deposit and loan products, including checking, savings, money market, certificates of deposit, residential and commercial loans, lines of credit, home equity and construction financing. It delivers wealth management solutions such as financial planning, family office services, tax planning and trust administration. It serves clients through offices in Boston, New York, Los Angeles, San Francisco and Florida, with a focus on private banking and bespoke wealth management. Founded in 1987 and headquartered in Boston, Massachusetts.

Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.

Agreement Express Inc. is a Vancouver-based company that specializes in providing a Software-as-a-Service (SaaS) platform aimed at automating the onboarding and underwriting processes for the financial services sector. Founded in 2001 and formerly known as Recombo Inc., the company offers a solution that helps organizations of all sizes streamline the intake and processing of new merchant applications. Its platform is designed to enhance customer experiences by enabling quick account openings and allowing firms to manage workflow automation while verifying application data. Agreement Express serves a diverse client base, including payment service providers, wealth management firms, and insurance companies. The platform is engineered to support consistent automated onboarding experiences across various product offerings and channels, providing deep analytics that helps financial institutions effectively manage and utilize client data.