company? Let’s change
that.
Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary platform adds significant efficiency to the market while focusing on minimizing risk, redundancy, and cost for clients. Clear Street’s goal is to create a single platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
Here at Chapter, we aim to help seniors not only navigate the complexities of Medicare, but also to transform the way seniors transition into and experience retirement. This is not easy, and no one else has succeeded at this endeavor. For us to achieve this mission, we have to have a deeply shared understanding of who we are and who we strive to be. We’re building team of exceptional of humans, and Chapter’s culture is built on four pillars: Put Members First -We relentlessly pursue opportunities to improve the lives of our members, above all else Real Transparency, Not the Buzzword -We share as much information and context as possible to help arm Chapterians with what they need to make their own decisions about their work Invest in Each Other - We believe each Chapterian has a responsibility to not only collaborate and communicate effectively, but to help those they work closely with learn and grow during their time here Ownership Without Ego - We think about problems from an end-to-end perspective with a strong bias to action. We are not afraid to admit when something doesn’t work and learn from that experience
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
A diversified trading firm that utilizes our own capital and trades at our own risk. We bring sophisticated technology and exceptional people together to solve complex problems in markets around the world and across many asset classes. We are motivated to compete at the highest level and commit to operate with respect, curiosity and an open mind.
Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money.
We help everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, and avoid unfair fees. We don’t just reduce stress — we promote sustainable financial health. Our team comes from diverse backgrounds, but are united in the fight for our members’ financial security and freedom. With experience at Amazon, Deutsche Bank, Palantir, Two Sigma and more, our experts not only have the tools to solve financial insecurity—they’ve witnessed the problem firsthand. At big banks we’ve seen the injustice of inequality. At leading tech companies we’ve learned to build from the best. Now we’re putting both to use to change lives every day. To learn more about what is happening at Brigit, check out the latest press and news articles including information on awards Brigit has won recently (Fast Company’s Most Innovative Companies of 2022, Forbes Fintech 50 2022, Business Insider’s Most Promising Consumer Startups 2022, Built In's 2023 & 2024 Best Startups to Work For In New York City, & Built In's 2024 Best Startups to Work for in the U.S.): https://www.hellobrigit.com/press.
Current is a U.S. based consumer fintech and payments platform with over four million members and a mission to improve financial outcomes. It provides mobile banking services that give its members access to opportunities to improve their financial lives, such as paychecks up to two days early, up to 4% APY, fee-free overdraft, money management tools and insights, fee-free ATMs, no fee crypto trading, a cash back rewards system and family banking.
Alloy is leading the charge on solving the identity risk problem for banks and fintech companies! We're the foremost global end-to-end identity risk solution that helps financial institutions automate fraud management, identity decisions, and regulatory compliance. With configurable solutions for fraud, credit, and compliance risk, dedicated expert guidance, and access to the industry’s most extensive ecosystem of data partners, Alloy is powering the delivery of great financial products worldwide.
Building tomorrow’s credit trading network. We’re a rapidly growing fintech bringing leading-edge technology and product design to corporate bond trading. With a start-up mentality, we’re constantly innovating and advancing, remaining nimble and agile as we grow. We combine market expertise with a diversity of thinking - experiences, backgrounds, and opinions from a variety of industries collaborating to drive innovation and bring ideas to life. Our business model thrives on participation and connection, and so does our culture. We find joy in solving problems and working together towards common goals. Passionate, curious, and ambitious with a sense of fun? We’d love to hear from you. Visit us at www.trumid.com
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS streamlines the end-to-end transaction process and provides an industry-leading learning system that helps advisors improve client outcomes.
Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. Its digital platform empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.
We believe in a more equitable and efficient data and financial ecosystem that better serves the needs of both individuals and companies. Attain is a data company powered by our consumer-facing financial services app, Klover. We are building a platform that enables millions of consumers can access their earned wages, savings tools and rewards in seconds with no interest, no credit check and no hidden fees. In exchange, they give permission to use their data for research, insights, and targeted advertising. Unlike many financial institutions that rely heavily on consumer fees, our business model revolves around leveraging consumer-permissioned data and insights in concert with trusted partners.
Enova International is a leading financial technology company providing online financial services through its AI and machine learning powered lending platform. Enova serves the needs of non-prime consumers and small businesses, who are frequently underserved by traditional banks. Enova has provided more than 7 million customers with over $40 billion in loans and financing with market leading products that provide a path for them to improve their financial health.
We are a team of technologists, investors, allocators, and operational specialists from the world's top financial institutions and technology companies, with a mission to build a tech-driven private markets solution for the wealth management community. We offer an expertly-curated selection of investments across private asset classes, and build fully-customized solutions for fiduciaries, with a platform that handles portfolio construction, client communication, and investment lifecycle management.
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
Vestwell believes that all Americans should have easy access to a retirement account which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. By combining the expertise of an advisor with the sophistication of a technology provider, we’ve modernized the retirement offering all together. Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers. Vestwell is at the forefront of change in the $33T+ workplace savings industry. Through our platform and industry partners, we are on a mission to democratize access to savings programs for the 30M+ small businesses across the country.
Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers. As of May 7, 2021, Bitwise managed over $1.5 billion across an expanding suite of investment solutions. The firm is known for managing one of the largest crypto index funds (OTCQX: BITW), the first crypto industry ETF (NYSE: BITQ), and pioneering products spanning DeFi, Bitcoin, Ethereum as examples. Bitwise focuses on partnering with financial advisors and investment professionals to provide quality education and research. The team at Bitwise combines expertise in technology with decades of experience in traditional asset management and indexing—coming from firms including BlackRock, Blackstone, Facebook, and Google, as well as the U.S. Attorney’s Office. Bitwise is backed by leading institutional investors and asset management executives, and has been profiled in Institutional Investor, CNBC, Barron's, Bloomberg, and The Wall Street Journal.
V iking Global Investors LP (“Viking”) is a global investment firm founded in 1999. We employ a fundamentals-driven investment approach to managing over $40 billion of capital across long/short, long-only, public/private hybrid and private-only strategies. Across our funds, our primary goal is to provide investors with best-in-class performance. We believe operational excellence is essential to our management of the capital with which we have been entrusted. We have approximately 240 employees, including 52 investment professionals, across five offices: Greenwich, New York, Hong Kong, London and San Francisco. We seek to attract people who exhibit our Firm’s core values of intellectual honesty, analytical rigor, continuous improvement, individual accountability and integrity. Viking is registered as an investment adviser with the U.S. Securities and Exchange Commission.
Arch solves many of the problems facing active alternative investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments. We replace the spreadsheets, manual labor, and antiquated systems used by most investors, family offices, and investment advisors.