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Create a company profileA technology-driven asset manager and registered investment advisor delivering personalized investment solutions that are tailored to reflect individual sustainability and financial priorities. Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. Together, we are on a mission to help create a future where all investing is sustainable investing.
We are a premier NetSuite Partner & Developer helping high-growth companies automate advanced billing & revenue in NetSuite. Since our inception, we’ve always played hard to win big. True success only happens when you swing for the fences, and since 2013, we've been hitting home run after home run (even while working from home). But what drives our success, you ask? It's our passion—not only for changing how finance teams grow using complete cloud technologies, but also for giving them their lives back in the process.
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.
Cover Genius is the insurtech for embedded insurance that protects the global customers of the world’s largest digital companies including Booking Holdings, owner of Priceline, Kayak and Booking.com, Intuit, Skyscanner and Descartes ShipRush. We’re also available at Amazon, eBay, Wayfair, Tile and, SE Asia’s largest company, Shopee. Cover Genius’ vision is to protect all the customers of the world’s largest online companies through XCover, an award-winning global distribution platform for any line of insurance or warranty, and XClaim, an API for instant payment of approved claims that delivers an NPS of +65, a result that has been independently recognized as the highest for any insurance company globally.
Epoch is one of Australia’s leading international proprietary trading firms with its headquarters based in Sydney and offices in London, Dubai and New York. We have distinguished ourselves from our peers in the industry by maintaining world-class technology in an innovative and collaborative team culture. Epoch’s culture of teamwork fosters an environment where new ideas are constantly shared, developed and implemented. Our team comprises a wide variety of talented professionals including traders, technology specialists, financial engineers and algorithmic developers.
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.
We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction & fees embedded in the retirement savings system that stops them from doing so. Our first product helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution - without the paperwork, phone calls, and faxes of the past. In doing so, we’re automating the process by which $650 billion in 401k assets is transferred each year. We’re also making sure that the 15 million 401k account holders who change jobs annually don’t do the wrong thing with their assets - like cash them out, leave them behind, or pay excessive fees that erode their savings over time.
Bloom is the first consumer-friendly, developer-first credit reporting API platform that enables access to credit data and data-driven products to enhance a companies' engagement with different stages of a person's life.
Arlo powers healthcare innovation through modern underwriting technology. Small and medium-sized businesses have long seen little innovation in their health plan options and are hit with ever-increasing healthcare costs. As a technology-forward MGU (managing general underwriter), we use modern data science techniques to help health plan architects design novel health plans and leverage value-based care. Our mission is to bring affordable, value-based health benefits to employees of small and medium-sized businesses nationwide.
Nuveaux is on a mission to re-imagine how exchanges work from first principles. At Nuveaux, we are passionate about delivering fair order execution to the masses. We are building a robust, high-throughput, low-latency exchange so our customers can focus on which trade to make instead of the idiosyncrasies of the exchange itself. Founded by customer-obsessed engineers and researchers, we seize every opportunity to tackle technical challenges—from designing next-gen UI/UX for interfacing with our exchange to scaling our services to support all kinds of financial instruments.
Flex is an early-stage, remote-first FinTech startup that is bringing flexible payments to recurring bills. Flex is a multi-bill platform. We began by revolutionizing rent — Americans’ largest recurring bill. Flex enables its users to pay rent and bills throughout the month on a schedule that better fits their finances. With Flex, everybody can better manage their bills and budget.
Yieldstreet is changing the way wealth is created, providing access to asset based investments historically unavailable to most investors. We believe our technology platform creates a unique experience for investors at every level and provides valuable diversification and strength to most portfolios.
Prove is the leader in mobile & digital identity authentication for the connected world. We're trusted by the world's largest banks, insurers, brokerages & technology companies to enable effortless customer experiences by instantly authenticating new user account openings, mobile & web logins, text & chat sessions, and call center calls.
Launched in 2020, FP Alpha has developed an AI-driven user-friendly comprehensive Financial Planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner. Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor's current Financial Planning software, starting where they stop. Our innovative technology reduces the burden of time-consuming manual tasks and frees Financial Advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management. Powered by insights from the industry's top minds and built by Financial Planning and Wealth Management experts, Advisors can create a comprehensive plan through FP Alpha and build a solution for clients across planning disciplines. The software enables Advisors to transform financial planning into comprehensive wealth management by streamlining financial planning processes and offering more services to clients. Designed to easily integrate with financial planning software on the market today, the firm's technology allows Advisors to scale efficiently and decrease the burden of time-consuming spreadsheets, checklists and labor-intensive tasks – enabling them to save time in the process and add more value to client relationships. By reducing laborious, manual tasks within Wealth Management services and Financial Planning processes, FP Alpha helps Advisors deploy high impact and personalized recommendations to clients in a scalable, intelligent and cost-efficient manner. The tangible benefits of FP Alpha, and compelling output displays, enable Advisors to demonstrate their value beyond investments and differentiate themselves from robo-Advisors and discount alternatives, while justifying their fees and showcasing value.
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products. SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
Tropic helps innovative companies save time and money by delivering unprecedented visibility and control over every dollar, every contract, and every supplier in one place. We're the spend management software, data, and services you can trust—we guarantee it. Tropic is procurement paradise, where your bottom line is our top priority.
We're hiring! Check out our job openings here: https://www.databento.com/careers. Databento makes it simpler and faster to get market data. Our self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data — and only pay for what they use. Our goal is to power the world's largest finance and fintech institutions and make data accessible for small startups. Since starting in 2019, we've raised over $27.8M in funding. Our team brings years of experience running high-frequency trading desks, and includes alumni from firms like Two Sigma, Google, Microsoft, and Bloomberg.
Rho's mission is to make finance frictionless for organizations. Our automated, integrated platform has everything a finance leader needs across commercial banking and spend management to save finance leaders money and boost their team’s productivity.
. LMAX Group is unique in offering market access to all FX customer segments, transforming the world’s largest asset class to an open, transparent marketplace with fair, precise & consistent execution. LMAX Group services funds, banks, asset managers and retail brokerages in over 100 countries. The Group builds and runs its own high performance, ultra-low latency global exchange infrastructure, which includes matching engines in London, New York, Tokyo and Singapore. Headquartered in London, UK, the Group’s portfolio includes LMAX Exchange (institutional FX exchange and FCA regulated MTF), LMAX Global (FCA and CySec regulated brokers) and LMAX Digital (GFSC regulated institutional spot crypto currency exchange).
Beacon gives financial businesses the flexibility and scale they need for a competitive edge. Beacon’s secure sandbox infrastructure, full suite of developer tools, and transparent source code enable our clients to own the full stack, customize, and scale technology to achieve their business goals.