company? Let’s change
that.
Flow solves the complexity of fund infrastructure. We connect information across investors, providers, investments and systems to realize our mission of empowering thought. Powered by dynamic tools and human centric interfaces, our cross platform SaaS technology networks and adapts to the myriad of ways funds operate to optimize productivity and increase time invested into making decisions. By bringing Flow to the $10 Trillion alternative asset market, we are able to increase the speed of decisions, the speed of capital and the speed of growth that serve as the lifeblood for all market based economies.
At Macquarie, we aim to bring together the best of financial services and technology for our people and clients – whether that’s utilizing our technology platforms for our people to work and collaborate or enabling our team to place trades, manage clients or improve the way we do things.
Grata is the first private intelligence search engine for company discovery, providing a single source of truth to find small to middle market private companies. We are developing cutting-edge search technology leveraging NLP and ML to automate the B2B research process on millions of small and medium businesses in the U.S. We’ve recently experienced significant growth and raised capital from top investors who built Google and transformed the finance industry. Despite making up nearly half of the US economy, private companies are notoriously difficult to find and engage even for the most innovative dealmakers. In the past, finding the right small and mid-market companies for a deal has required a massive effort, and a bit of luck. This hurts target companies too, who often miss out on game changing opportunities as they are practically invisible. So, what if there was a different, better way to do business? A solution that gave innovative dealmakers an edge? A tool to help them find the right company - at the right time? That's why we created Grata - to make that difference. Our private company intelligence engine streamlines the process of finding the best companies to target: making it easier and faster to gain visibility into the entire market, gather relevant intelligence on target companies, build bespoke lists, and find similar companies to uncover more of the best opportunities in less time.
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation is the parent company of Moody's Investors Service, which provides credit ratings & research covering debt instruments & securities.
Aspen Capital is a private equity firm based in Portland, OR and New York, NY. We utilize data and technology to enhance business insight, propel growth, transform our investment strategies and business operations, and execute industry-leading deals. The unique Aspen Capital worldview is reflected in a nimble, efficient organizational structure that allows the company to capitalize on market demands, seize business opportunities and excel in a wide range of roles including investment, lending and servicing, acquisitions, management, joint ventures, asset management, recapitalization and advisory services.
Kashable is transforming the way people access credit and financial services by offering socially responsible credit as an employer-sponsored voluntary benefit. Eligible employees can take a Kashable loan online in a matter of minutes and repay them through automatic payroll deductions. We offer a responsible alternative to employees that may otherwise be driven to take loans against retirement plans, predatory lenders or high rate credit cards to bridge short term gaps in their finances.
We help early-stage companies with all things finance and accounting to prepare their business for growth. Learn more here: https://www.bleeckerandjones.com/
Belvedere Trading is a leading proprietary trading firm that specializes in equity index and commodity derivatives. Our technology and trading experts collaborate to develop and enhance Belvedere’s high-performance, low-latency proprietary technology. We are always looking for the best and brightest talent to help us in our continued success. In March of 2002, Belvedere Trading emerged as Chicago’s newest market maker, soon to join the ranks of the Windy City’s elite proprietary trading firms. Armed with printouts of Excel workbooks and a team of eager minds, Belvedere established their place in the SPX pit on the floor of the Chicago Board Options Exchange. From the beginning, we began iteratively investing in our proprietary technology, first building our options model, then adapting it to work on a handheld computer, then committing to building our software systems from the ground up. Due to our ultramodern proprietary technology and risk management capabilities, Belvedere is able to quickly capitalize on inefficiencies in the marketplace. Our trading models and software systems are continually re-engineered, optimized, and maintained to stay on top of the industry.
Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. We’re inventing the future of finance by revolutionizing how we develop our people and how we use data to shape our thinking. For more information, visit www.Point72.com/working-here.
LoanStreet is a fintech startup that helps community lenders like credit unions share loans with each other so that they can compete in today's market. We offer a marketplace and use standardized legal agreements along with automated financial reporting, creating strategies that are vastly more liquid, data-driven, and profitable. Our work enables community lenders to diversify and help their often underserved neighborhoods access capital. With over 1,200 registered financial institutions on our platform we are quickly becoming the dominant leader in our industry.
Hivemind Capital Partners is a Web3 and blockchain technology focused investment firm. Committed to institutionalizing digital asset investing, Hivemind combines crypto-native technology and expertise with institutional-grade risk management and practices. With a thesis-driven and multi-strategy approach, Hivemind unlocks the potential of digital asset to be a major asset class by providing curated and scalable access to institutional investors. Founded in 2021, Hivemind is headquartered in the US with offices across the globe.
Axoni, a market infrastructure technology company serving the world’s largest financial institutions. Axoni’s platform enables rapid, reliable deployment of critical financial networks and automated, real-time data replication across market participants. Founded in 2017, the company serves banks, asset managers, hedge funds and infrastructure providers across the globe from offices in New York and London.
Arc is the future of startup finance. Founded in 2021, Arc converts startups’ future revenue into upfront capital, provides a cash management account to store, manage and spend funds, and delivers financial analytics to drive growth. The company is based in San Francisco and is funded by Left Lane Capital, NFX, Bain Capital Ventures, Clocktower Technology Ventures, Torch Capital, and Y Combinator, among others. To learn more, visit www.arc.tech.
Our mission is to make life easier for the lifeblood of economies globally; small and medium-sized businesses. Codat is a universal API for consented business financial data, powering the next generation of products and services for this historically underserved market. We have offices in London, New York and Sydney. We are a privately held company, and have raised $100 million in a Series C round led by JP Morgan Growth Equity Partners in June 2022.
Elliptic empowers financial institutions and crypto businesses to confidently manage risk and meet AML regulatory compliance worldwide. With our multi currency coverage including Bitcoin, Ethereum, Bitcoin Cash, LiteCoin and more, we are the global standard for delivering safe and trusted services in cryptocurrency.
OpenFin is the operating system for enterprise productivity, enabling app distribution, workspace management and workflow automation. Used by 90% of global financial institutions, OpenFin deploys more than 3,500 desktop applications to more than 2,400 buy-side and sell-side firms. OpenFin investors include Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, HSBC, J.P. Morgan, NYCA Partners, Pivot Investment Partners, Standard Chartered and Wells Fargo Strategic Capital among others. We are based in New York with offices in London and presence in Hong Kong.
Perk is building a platform that inspires investment through shareholder rewards. Our platform allows individual users to connect a brokerage account, and explore public companies offering discounts, products, and experiences to their retail shareholders. We’re not a typical startup. Perk is building a new sub-industry of Shareholder Rewards, and we’re excited to have a flourishing waitlist of excited users, alongside snowballing interest from large public companies trading on US exchanges. Retail shareholders, who now make up 25% of market volume, deserve more access (like institutional investors have enjoyed for decades), and public American companies are finally understanding this. We’re backed by some incredible investors, including FinTech founders (who exited via IPO), FinTech executives at top banks, fund managers, and startup founders raising Series B+.
Flexa was founded in 2018 to make commerce more efficient, affordable, and accessible for people all over the world. Why? Where others were using payments to take high-margin profits off the hard work of merchants large and small, we saw an opportunity to blend thoughtfulness and technology and drive down costs for everyone. Today, we provide high-quality, pure-digital payment processing for some of the largest businesses and financial institutions in the world. And we’re building toward a future where anyone, anywhere can spend any asset using our payments technology. That’s where you come in. Our success to date is the product of a passionate, talented team of individuals who spend each day pushing at new ways to make commerce better. Payments have been stagnant for the last seventy years. We’re here to breathe fresh life into an invisible system and shift power back to the people doing the actual buying and selling.
Vise is a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has 70 employees based across the U.S. with headquarters in New York.
Effective September 1, Friedman LLP is now Marcum LLP – creating one of the most innovative accounting and advisory firms in the U.S. Together, Friedman and Marcum form a national top-12 firm with more than 3,500 partners and associates across 46 offices and an extensive portfolio of industry specializations and service capabilities. With our mutual priority on client service excellence, the strong synergies between our businesses, the alignment of our operating philosophies, and a shared culture focused on team member success, this integration offers tremendous opportunities for our clients and our people. It is a privilege to serve you and we look forward to a bright and successful future together.