SixThirty

OSYTE is an investment technology company based in Seattle, Washington, founded in 2018 by Charles Anselm and Sellappa Gopalaswamy. The company specializes in providing institutional clients with data management and investment management solutions. Its platform includes a portfolio management dashboard that facilitates asset allocation and rebalancing of multi-asset portfolios, accommodating various liquidity terms. Additionally, OSYTE offers trade management capabilities for both liquid and illiquid assets, incorporating automated workflows for subscription documents, liquidity management, cash flow management, and capital call management. By leveraging technology-driven decision-making and systematic implementation, OSYTE aims to enhance investment outcomes and governance for its clients.

Sharegain Ltd. is a fintech company based in London, United Kingdom, that specializes in a securities lending platform aimed at pension funds, insurance companies, and asset managers. Founded in 2015, Sharegain seeks to democratize the securities lending industry, which is valued at $3 trillion, by providing an automated solution that allows financial institutions to generate additional income from their existing assets, including stocks, bonds, and ETFs. The platform offers enhanced revenue opportunities while ensuring full control and transparency with minimal overhead costs. By enabling online brokers, private banks, wealth managers, and custodians to lend their securities, Sharegain helps these institutions unlock hidden value within their portfolios and deliver improved financial performance for themselves and their clients.

ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.

Sharegain Ltd. is a fintech company based in London, United Kingdom, that specializes in a securities lending platform aimed at pension funds, insurance companies, and asset managers. Founded in 2015, Sharegain seeks to democratize the securities lending industry, which is valued at $3 trillion, by providing an automated solution that allows financial institutions to generate additional income from their existing assets, including stocks, bonds, and ETFs. The platform offers enhanced revenue opportunities while ensuring full control and transparency with minimal overhead costs. By enabling online brokers, private banks, wealth managers, and custodians to lend their securities, Sharegain helps these institutions unlock hidden value within their portfolios and deliver improved financial performance for themselves and their clients.

ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.

Founded in 2012, Investment POD specializes in empowering traditional wealth advisors to transition effectively into the digital age. The company offers an investment management tool that facilitates non-correlated diversification from research to execution, along with a personalized investment strategy simulator. Their customized solutions enable RIAs and wealth management firms to add an online component to their existing businesses cost-effectively.

PFITR, Inc. is a technology company headquartered in Chesterfield, Missouri, specializing in integrated mobile solutions for public funds investment managers. Founded in 2013, PFITR offers a software-as-a-service platform designed to assist public fiduciaries—such as treasurers and directors of finance—in managing trillions of taxpayer dollars. Its flagship product, the Bond Price Validation Tool, provides users with essential valuation metrics derived from market transactions, enabling informed investment decisions while adhering to mandates of safety, liquidity, and yield. The software enhances transparency by offering analytics and internal controls that mitigate risks associated with hidden commissions and poor timing in investment purchases. By leveraging proprietary data from recognized partners, PFITR aims to empower public fiduciaries to optimize their portfolios and ensure accountability to constituents and auditors. The company has garnered interest from early-stage investors and is actively building its customer base, targeting a significant penetration of U.S. public entities over the coming years.

PFITR, Inc. is a technology company headquartered in Chesterfield, Missouri, specializing in integrated mobile solutions for public funds investment managers. Founded in 2013, PFITR offers a software-as-a-service platform designed to assist public fiduciaries—such as treasurers and directors of finance—in managing trillions of taxpayer dollars. Its flagship product, the Bond Price Validation Tool, provides users with essential valuation metrics derived from market transactions, enabling informed investment decisions while adhering to mandates of safety, liquidity, and yield. The software enhances transparency by offering analytics and internal controls that mitigate risks associated with hidden commissions and poor timing in investment purchases. By leveraging proprietary data from recognized partners, PFITR aims to empower public fiduciaries to optimize their portfolios and ensure accountability to constituents and auditors. The company has garnered interest from early-stage investors and is actively building its customer base, targeting a significant penetration of U.S. public entities over the coming years.

Upside Financial is a company that specializes in providing an automated investment advisory platform aimed at enhancing the services of registered investment advisors. Its technology leverages algorithms to enable advisors to effectively manage and service clients seeking advanced investment solutions. The platform features a fully automated, white-labeled managed account system that includes functionalities such as paperless account opening, portfolio selection, automated trading and rebalancing, as well as dedicated portals for both clients and advisors. Additionally, the platform offers practice analytics presented in an intuitive, design-focused user interface, allowing advisors to optimize their operations and improve client engagement.

Hedgeable, Inc. is an online investment advisory firm founded in 2009 and headquartered in New York, New York. It specializes in providing wealth management services to individuals, high-net-worth individuals, institutions, and financial professionals. The firm offers an automated investment platform that enables clients to create personalized portfolios with a focus on downside protection and risk management. Hedgeable's investment strategy encompasses a range of asset classes, including public equity, fixed income, and alternative investments. It utilizes advanced data science to curate portfolios that can include stocks, bonds, exchange-traded funds, venture capital, real estate, and cryptocurrencies. The platform is designed to be accessible, allowing clients to open accounts or transfer existing ones with minimal initial investments. By combining innovative technology with traditional investment approaches, Hedgeable aims to democratize wealth management and make sophisticated financial services available to a broader audience.

Upside Financial is a company that specializes in providing an automated investment advisory platform aimed at enhancing the services of registered investment advisors. Its technology leverages algorithms to enable advisors to effectively manage and service clients seeking advanced investment solutions. The platform features a fully automated, white-labeled managed account system that includes functionalities such as paperless account opening, portfolio selection, automated trading and rebalancing, as well as dedicated portals for both clients and advisors. Additionally, the platform offers practice analytics presented in an intuitive, design-focused user interface, allowing advisors to optimize their operations and improve client engagement.