Goldman Sachs is a global financial services firm that provides investment banking, securities, and investment management services to corporations, governments, financial institutions, and high-net-worth individuals. It advises on mergers and acquisitions, restructurings, and other corporate actions; underwrites public offerings and debt; and helps clients raise capital through various markets. The firm engages in market making and client execution across fixed income, currencies, commodities, and equities, and offers securities services including financing and lending to institutional clients. Its asset management and wealth advisory businesses manage assets and provide investment solutions for a broad client base, including institutions and individuals. Headquartered in New York, the company serves clients worldwide and operates across multiple business lines to support capital formation, risk management, and investment activities.

SEI Investments is a global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. It serves banks, investment advisors, investment managers, institutional investors, and affluent families, delivering technology and services that connect the financial services industry. Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI offers asset management, fund administration, and outsourcing services to support clients' investment programs across public and private markets worldwide. It also operates a corporate venture program, SEI Ventures, to invest in emerging technologies that enhance its platforms and client offerings.

Founded in 1985, Mercer Advisors is a comprehensive wealth management firm based in Santa Barbara, California. It serves a diverse range of clients including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized financial planning, investment strategies, proactive tax planning, retirement planning, estate planning, trustee services, and insurance solutions.

Founded in 1997, Wealth Enhancement Group offers customized financial planning and investment management services. They specialize in business exit planning for owners, assisting with business valuation, value enhancement strategies, and coordinating retirement income and estate planning.

Allianz Global Investors is a global investment management firm backed by Allianz. It provides active investment strategies for individuals, families, and institutions, including mutual funds, managed accounts, and alternative investments across equity, fixed income, and multi-asset portfolios. The firm serves a broad client base such as individuals, financial advisers, asset managers, pension funds, insurers, banks, foundations, and charities, and conducts investments across global public markets. It emphasizes fundamental analysis with bottom-up stock selection complemented by macro analysis and external research, supported by a global research network. With offices across multiple countries, Allianz Global Investors delivers research-driven investment capabilities and risk management to clients worldwide. The firm manages assets in the hundreds of billions of dollars, reflecting its large, diversified platform within Allianz's asset management business.

HPS Investment Partners is a global investment firm focused on non-investment grade credit. Founded in 2007 and headquartered in New York, it operates with offices worldwide. The firm originated as a unit of Highbridge Capital Management, a subsidiary of J.P. Morgan Asset Management, and was acquired by its principals in 2016, with J.P. Morgan retaining the hedge fund strategies. HPS manages a broad set of capital-structure strategies, including syndicated leveraged loans, high-yield bonds, privately negotiated senior secured debt, mezzanine financing, asset-based leasing, and private equity, serving clients across industries such as insurance, healthcare, media, retail, logistics, and marine.

Founded in 1973, MAI Capital Management is an independent, fee-based wealth management firm based in Cleveland, Ohio. They offer comprehensive planning and investment advisory services, including financial consulting, family office administration, investment management, estate planning, and tax planning.

A global banking and financial services group, BNP Paribas offers a wide range of products and services to retail customers, associations, businesses, corporations, institutional investors, and financial institutions. It operates through two main divisions: Retail Banking & Services and Corporate & Institutional Banking.

Kudu Investment Management LLC is a private equity and venture capital firm established in 2015 and based in New York, New York. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfer, partner liquidity, management buyouts, and acquisition and growth finance. Kudu offers solutions for managers seeking a capital event while maintaining their independence, primarily through minority-stake equity investments. As a Registered Investment Adviser, Kudu Investment Management aims to support the growth and sustainability of its clients in the asset management industry.

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.

Headquartered in San Francisco with offices globally, Citi Ventures explores, incubates, and invests in innovative ideas across fintech, data analytics, commerce, security, marketing, property tech, distributed ledger technology, and digital assets. It collaborates with Citi colleagues, clients, and the broader innovation community to drive discovery of new value.

BlackRock is a global investment management company based in New York City. It serves institutions, intermediaries, foundations, and individual investors, operating as a leading global asset manager that oversees and advises on a wide range of investment portfolios across multiple asset classes, strategies, sectors, and regions. The firm is noted for its emphasis on technology and financial solutions that support the broader financial industry, including risk management, advisory services, and integrated investment platforms. Through its diversified offerings, BlackRock aims to help clients pursue long-term goals across equities, fixed income, alternatives, and multi-asset strategies, while leveraging data and analytics to inform investment decisions and risk controls.

Founded in 2012, Coinbase operates a platform enabling merchants and consumers to buy, sell, and store cryptocurrencies like Bitcoin, Ethereum, and Litecoin. It offers products such as Coinbase Wallet, USD Coin, Coinbase Pro, and custody services. The company is headquartered in San Francisco.

Founded in 2015, FJ Labs is a New York-based venture capital firm focusing on stage-agnostic investments in marketplaces and consumer-facing startups. Their investment range varies from $50,000 to $5,000,000, typically at seed or series A stages.

MUFG Bank is a global financial institution offering comprehensive banking services. Established in 1919, it provides consumer banking, corporate banking, investment banking, transaction banking, and global markets services to clients worldwide. With offices across Japan and in over 40 other countries, MUFG Bank is one of the world's largest banks.

Established in 2015, Tenity is an international innovation hub and early-stage investor specializing in financial technology (fintech), insurtech, web3, digital health, and related sectors. With a strong focus on Europe, EMEA, and APAC regions, the company has over a decade of experience accelerating fintech innovation globally.

Franklin Templeton is a global investment management organization, established in 1947. It offers conservatively managed mutual funds, specializing in bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand. The company serves individual investors, corporations, and financial institutions worldwide.

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.

Kohlberg Kravis Roberts is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate and credit, with strategic partners that manage hedge funds. Founded in 1976, the firm is headquartered in New York and operates a broad international presence with offices in major financial centers around the world. KKR pursues a patient, disciplined investment approach, emphasizes high-quality talent, and aims to deliver attractive returns while creating growth and value for its investment partners.

Founded in France in 1864, Societe Generale is a global financial services company with a significant presence in the UK since 1871. It offers a wide range of services including corporate and investment banking, private banking, asset management, prime brokerage, clearing services, and vehicle financing. With around 4,300 employees across the UK, Societe Generale is committed to its community through various corporate social responsibility initiatives.

PineBridge Investments is a globally integrated asset manager headquartered in New York with offices around the world. Established in 1996, the firm offers multi-asset investment solutions across equities, fixed income, private equity, and hedge fund strategies, serving a diverse client base that includes pooled investment vehicles, institutions, and high net worth individuals. The firm manages portfolios focused on public equity, various fixed income segments including high yield and leveraged loans, as well as alternative investments such as private equity and mezzanine finance. With in-house and external research, PineBridge combines fundamental, technical, and cyclical analysis and maintains on-the-ground investment teams across regions to provide global perspectives and region-specific insights. Its platform supports customized approaches to diversification and risk management across asset classes and markets worldwide.

Established in 1984, Foresight Group is an independent investment manager specializing in infrastructure and private equity. With over £7.2 billion in assets under management, the company caters to institutional investors, family offices, high net worth individuals, and retail clients. Foresight's investment strategies emphasize environmental, social, and governance (ESG) factors, aiming to create sustainable long-term value.

Almanac Realty Investors, established in 1981 and headquartered in New York, is a real estate investment advisor and investor. It specializes in providing growth capital to both public and private companies that own and operate real estate in North America. Almanac's investments, totaling over $5 billion across 42 companies, are typically structured as convertible preferred or debt securities, and common equity. In 2020, Almanac was acquired by Neuberger Berman, allowing it to retain its leadership and investment independence while operating within Neuberger Berman's alternatives division.

Westwood is a global investment management firm serving institutional investors, private wealth clients, and financial intermediaries. Its teams in Dallas, Texas, and Toronto, Canada manage equity strategies including U.S., Global, Emerging Markets, and specialized portfolios.

Clocktower Technology Ventures is a Santa Monica, California-based venture capital firm founded in 2015. It specializes in financial services and fintech, investing in lending, credit and banking, payments, insurance, capital markets and investments, personal finance, enterprise financial software, and real estate finance. As the technology investing arm of Clocktower Group, it supports fintech companies globally, with a portfolio across North America, Europe, and Latin America. Since its inception, it has invested in 96 fintech companies.

Founded in 1870, Deutsche Bank is a global financial institution headquartered in Frankfurt, Germany. It offers a wide range of services including asset management, retail banking, private wealth management, corporate banking, and transaction banking. The bank serves clients across various sectors such as financial institutions, healthcare, media, technology, and governments worldwide.

Alumni Ventures Group is a venture capital firm based in Manchester, New Hampshire, with offices across North America. It provides access to venture investing for individual accredited investors, particularly alumni networks, by offering diversified portfolios of venture opportunities and allowing members to invest alongside fellow alumni in ventures led by peers. The firm backs early-stage and later-stage opportunities across technology, consumer, healthcare, financial services, and other sectors, with a sector- and geography-agnostic approach. It typically invests between $10,000 and $3 million per deal and emphasizes the involvement of alumni connections and an institutional lead investor in opportunities. Alumni Ventures also offers focused funds to broaden participation, enabling accredited investors to access venture portfolios diversified by type, sector, stage, and geography. The model aims to democratize access to venture capital while maintaining rigorous selection standards through alumni networks.

Invesco is a global independent investment management firm that serves a broad range of clients, including retail and institutional investors, high net worth individuals, public entities, corporations, unions, and endowments. The firm manages and launches a wide array of investment vehicles across asset classes, including equities, fixed income, multi-asset, and commodities, and offers mutual funds, exchange-traded funds, and private funds for global markets. It invests in the public markets and alternative assets and pursues growth and value strategies using a combination of fundamental and quantitative analysis, with approaches such as absolute return, global macro, and long/short where appropriate. Founded in 1935, Invesco operates globally with a diversified platform to provide investment solutions across geographies and client segments.

Khosla Ventures is a California-based venture capital firm founded in 2004 by Vinod Khosla. It provides capital and strategic guidance to startups across stages, focusing on technology-driven companies in areas such as artificial intelligence, climate and sustainability, enterprise software and services, fintech, digital health, medical technology and diagnostics, therapeutics, consumer products, and frontier technologies. The firm backs bold ventures with the potential to disrupt markets and improve lives, supporting companies from early to growth stages and working closely with entrepreneurs to apply science, technology and innovative business models. While primarily investing in North American technology companies, Khosla Ventures pursues opportunities globally and emphasizes experimentation and impact alongside financial returns. The firm also maintains related impact initiatives that support entrepreneurs addressing socio-economic challenges in emerging markets.

Founded in London in 2000, MMC Ventures is a venture capital firm focusing on early-stage investments in transformative technology companies across sectors such as enterprise AI, cloud & data infrastructure, fintech, and data-driven health. The firm invests between £0.4 million to £1 million, typically taking a minority stake and seeking board seats or observer rights.

Founded in 2018, Electric Capital is a venture capital firm based in Palo Alto, California. The company invests in early-stage companies operating in the blockchain and cryptocurrency sectors.

Natixis is a French corporate and investment bank headquartered in Paris. The company provides wholesale banking, investment solutions, and specialized financial services. In wholesale banking, it offers mergers and acquisitions, primary equity and capital advisory, and access to capital markets, along with financing for aircraft, exports, infrastructure, energy and commodities, strategic and acquisition finance, and real estate finance. It also delivers portfolio management, global transaction banking, including account management, treasury, cash management, trade finance, and correspondent banking, as well as economic, credit, equity, and quantitative research. Its investment solutions include asset management, life and personal and property and casualty insurance solutions for retail and small business clients, private banking, and private equity financing for unlisted SMEs through sponsored equity holdings. Its specialized financial services comprise factoring, lease financing, consumer credit, sureties and financial guarantees, film industry financing, employee benefits planning, and payment and securities services.

WisdomTree is a global provider of exchange-traded products and asset management services, offering a broad range of ETFs and related products across equities, fixed income, currencies, and alternatives. The company develops its own fundamentally weighted indices, licenses its indexes to third parties, and supports retirement and advisor platforms with integrated solutions. It provides investment advisory services and is expanding into digital funds, tokenized assets, and a blockchain-native wallet called WisdomTree Prime. Founded in 1985 and based in New York, WisdomTree operates as an ETF sponsor and asset manager with a growing focus on digital investing.

Bossa Invest is a venture capital firm based in Sao Paulo, Brazil, founded in 2011, that manages investment portfolios and provides asset management services to clients across sectors, with a focus on software as a service companies, and analyzes market trends to inform its investment decisions while operating in finance, technology, and real estate.

Mitsubishi UFJ Financial Group is a Japanese bank holding company offering comprehensive financial services globally. Established in 1880, it operates through five business groups: Retail & Commercial Banking, Corporate & Investment Banking, Asset Management & Investor Services, Global Markets, and Global Commercial Banking. The group serves retail customers, small businesses, corporations, and institutional clients, providing a wide range of products including commercial banking, trust banking, securities services, investment banking, asset management, and treasury services.

Right Side Capital Management is a San Francisco-based venture capital firm that focuses on early-stage, pre-seed technology startups in underserved segments of the ecosystem. It invests in a high-volume, capital-efficient portfolio, typically funding rounds of 50,000 to 500,000 and making roughly 75 to 100 investments per year. The firm targets opportunities across the United States and internationally, including Canada, Israel, Australia, New Zealand, and Western Europe, prioritizing companies with scalable products and prudent capital use outside major metro hubs. Since its inception, it has built a broad portfolio across many states. It commits to a fast decision process, often delivering a yes or no within two weeks to help founders establish momentum.

Established in 2007, Emigrant Partners is a New York-based financing advisory firm specializing in mergers, acquisitions, and minority investments within the wealth and asset management sectors. With over a decade of experience and more than 45 transactions completed, their team offers expertise in areas such as due diligence, valuation, transaction structuring, financial modeling, and legal documentation.

Founded in 2014, Gaingels is a venture investment syndicate dedicated to supporting the LGBT+ community. It invests globally in companies led by LGBT+ founders or C-suite executives at all stages of growth, focusing on inclusivity and positive social change.

Founded in 1985, EP Wealth Advisors is an employee-owned investment manager based in Torrance, California. The firm provides personalized investment advisory services to a diverse range of clients, including high net worth individuals, charitable organizations, and businesses. They invest across global markets, sectors, and asset classes, employing both technical and fundamental analysis methods.

Established in 1976, Abu Dhabi Investment Authority is a sovereign wealth fund based in Abu Dhabi, United Arab Emirates. It independently manages a diversified global investment portfolio across multiple asset classes on behalf of the Government of Abu Dhabi.

Founded in 1852, Wells Fargo is a diversified financial services company headquartered in San Francisco, California. It provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions worldwide.

The Carlyle Group is a global private equity and alternative asset management firm founded in 1987 and based in Washington, DC. It manages a broad range of investment platforms across corporate private equity, real assets, global market strategies and investment solutions, serving institutional and individual investors worldwide. The firm supports growth and value creation by partnering with management teams and pursuing opportunities across industries such as aerospace, government services, energy, healthcare, technology, manufacturing, real estate and transportation, as well as strategic credit and other capital solutions. Through diversified fund families and advisory capabilities, it aims to deliver long-term capital appreciation and risk-adjusted returns across multiple market cycles.

Valor Capital Group is a venture capital firm founded in 2011 and headquartered in New York. It focuses on cross-border investment opportunities between the United States and Brazil, operating across Growth Equity and Venture Capital strategies. The firm backs seed to growth-stage companies in sectors such as B2B, commercial services, B2C, consumer non-durables, e-commerce, fintech, and technology, including TMT. It is registered as a Registered Investment Adviser.

BTG Pactual is a Brazilian financial services firm headquartered in Sao Paulo that provides investment banking, asset management, wealth management, corporate lending, and sales and trading services. The company offers advisory services for mergers and acquisitions, wealth planning, loans, and financings, as well as investment solutions and market analysis. It serves individual and institutional clients worldwide and manages asset, equity, and fixed-income portfolios, as well as mutual funds and hedge funds. The firm employs a combination of fundamental and quantitative approaches to portfolio construction and investment research. Founded in the 1980s, BTG Pactual has grown into a diversified financial group with global market participation.

Speedinvest is a venture capital firm based in Vienna, with offices in Berlin, Paris, London, Munich, and San Francisco, that focuses on early-stage technology investments across Europe, including Central and Eastern Europe. The firm backs seed to early growth rounds in areas including deep tech, fintech, health, industrial tech, marketplaces, consumer tech, software-as-a-service, and network effects, with a platform philosophy and hands-on support via an in-house Platform+ team that provides growth marketing, human resources, US business development, and networking assistance from day one. Typical investments range from a few hundred thousand euros up to about three million euros, with a preference for minority stakes up to around 20% and for taking co-entrepreneurial operational roles for six months to a year. Speedinvest was founded in 2011 and is known for combining capital with hands-on operational support to help portfolio companies scale.

AllianceBernstein is a global asset management firm that provides investment management services and independent research to a broad range of clients, including institutions, financial professionals, and individual investors. The firm manages client portfolios across public equity, fixed income, and balanced strategies and pursues related investment opportunities in real estate securities and private markets through in-house analysis. It offers mutual funds, separately managed accounts, and other investment vehicles to support diverse investment goals. With a history dating to 1971, AllianceBernstein operates from New York City and maintains a global footprint with offices in major financial centers to serve clients worldwide. The firm emphasizes fundamental and quantitative research to inform its portfolio construction and risk management, and it serves clients such as pension plans, banks and trusts, government entities, and charitable organizations across global markets.

Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.

Established in 2016, Merchant is a private partnership that provides growth capital, strategic resources, and management support to independent financial services firms, particularly those focused on wealth and asset management. It collaborates with these firms as a non-controlling partner, helping them scale their businesses effectively while maintaining personalized service and institutional backing.

J.P. Morgan is a leading financial institution that provides a diverse range of services to its clients. The company specializes in asset management, commercial banking, investment banking, merchant services, securities services, treasury and payments, and wealth management. With a comprehensive global product platform, J.P. Morgan offers tailored solutions to meet the needs of various clients, including corporations, institutions, and individuals. Additionally, the firm has a focus on commodity risk management, providing essential services in both physical and financial markets. Through its extensive expertise and resources, J.P. Morgan aims to deliver innovative financial solutions while maintaining a commitment to client service.

Founded in 2000, General Catalyst is a venture capital firm specializing in early-stage and growth equity investments. It focuses on accelerating ideas, careers, and companies towards success by providing ongoing momentum and mentorship based on deep experience.