La gestion augmentée de votre fortune. Avnear est une société française indépendante spécialisée en gestion de fortune et structuration patrimoniale, basée à Paris. Elle accompagne dirigeants, entrepreneurs, familles et personnes morales dans l’organisation, le développement et la transmission de leur patrimoine financier. L’intervention porte notamment sur l’assurance-vie française et luxembourgeoise, les contrats de capitalisation, le plan d’épargne retraite (PER) et les stratégies de structuration post-cession (article 150-0 B ter). L’approche repose sur une architecture ouverte, une supervision consolidée des actifs et une vision patrimoniale long terme. Investir, Service d'investissement, and Finance

171 similar entities Type: Startup Activities: fintech Technologies: A.I.

Multi-Asset Class Issuer of Exchange Traded Funds An innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. OCIO ETF, PIFI ETF, OPER ETF, Financial Engineering, and Product Development

103 similar entities Type: Startup Activities: fintech

Companies are not static. Neither are their treasury departments. New markets or acquisitions mean increasing complexities – new regulatory requirements, more banks, more currencies, more asset classes, and more risk. With Reval, treasuries can easily adapt to their changing environments, managing treasury and risk seamlessly in the cloud. Reval is an ION Treasury product. ION Treasury is the largest provider of treasury and risk management solutions in the world. Its solutions are designed to meet the needs of organizations with varying complexities and at different stages of technology adoption. With over 1,250 clients in more than 30 countries, ION Treasury …

60 similar entities Type: Startup Activities: fintech Technologies: SaaS

Quantitative asset management for institutional digital assets. Regulated and non-custodial. Iqana is a quant research lab for institutional digital assets. We design and operate proprietary quantitative strategies, executed systematically on the client's own institutional venues. Assets remain in the client's account; we hold trading authority only. Continuous risk monitoring and institutional reporting cadence. Built for hedge funds, asset managers, family offices, and Bitcoin treasuries that need a quantitative, transparent, and regulated route into digital assets — whether as a non-correlated allocation, a sub-advised mandate, or a co-engineered product structure. Authorized and supervised by the CNMV as a crypto-asset service provider …

178 similar entities Type: Startup Activities: fintech it services Technologies: A.I. A.I. - Machine Learning

Long-standing partners, LB&AF and CALAO FINANCE merged on September 1, 2024, under the umbrella brand Acer Finance, to enrich their diversity and consolidate their historical know-how in financial management, real estate and private equity. ACER FINANCE is an independent and entrepreneurial financial institution. We are an agile, creative and committed collective that listens to private, professional and institutional clients, for whom we build tailor-made investment solutions. Our know-how is based on the complementarity of our expertise in the fields of real estate, private equity and financial management. Our business model combines security, sustainability and risk control to serve our clients …

145 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors. Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen). Corporate Broking, Equity Research, and Corporate Finance

57 similar entities Type: SMB Activities: fintech deeptech

A financial services company that offers a combination of clever technologies, market-leading products and straightforward personal advice. Our services cover financial planning, wealth management and Listed Bond ISAs. Financial Services , Personal Finance, Financial Planning , Wealth Management, Listed Bonds , ISAs, Pension Advice, Retirement Planning, and Investments

80 similar entities Type: SMB Activities: fintech

Smart Risk as a Service Raise Partner delivers digital solutions to the Wealth and Asset Management Industries. We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients. Wealth Managers We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients. Asset Managers We support sales teams and …

104 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients. LumRisk provides risk analysis and reporting, based on full transparency into underlying instruments, on many types of investment programs, such as funds-of-hedge-funds, multi-asset programs, alternative risk premia programs and traditional long-only investments. Risk Management, Quantitative Analysis, Alternative Risk Premia, Hedge Funds, Risk Monitoring, Risk Aggregation, Multi-Asset Portfolios, Regulatory Reporting, Portfolio Risk Consolidation, Performance Analytics, and QIS

61 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Trusted index solutions powering digital asset innovation Kaiko Indices offers institutional-grade benchmarks and indices, setting the standard for reliability and transparency in the digital asset market. As a regulated Benchmark Administrator under the EU BMR framework and compliant with IOSCO principles, we empower exchanges, asset managers, and financial institutions with trusted data solutions that support robust settlement and risk management practices. ETF, ETP, Indexing, Crypto, and Capital Markets

213 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Building investing and savings technology that promises better financial futures for everyone. At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a financial institution. Our products are trusted across wealth management, savings and pensions, and retail investing. As with all investing, your capital is at risk.

70 similar entities Tags: FrenchTech120 Type: Startup Activities: fintech Technologies: SaaS

The asset manager that combines the best of complementary worlds to offer the optimal solution for each client. We are an international asset manager with strong local roots in Europe and Latin America. With presence in 9 countries, we have assets of more than €255 billion* working for institutional clients, individual clients, and intermediaries such as Santander banks in all geographies. Our knowledge in Latin America makes us real experts on the region, allowing us to provide you with unique opportunities to invest. Our philosophy is to manage our investments to capture maximum upside but also downside protection. We offer …

66 similar entities Type: SMB Activities: fintech

Manage the complexity of investment decision-making Ortec Finance delivers leading software and consultancy services for investment decision-making to financial and real-estate institutions around the world. The software enables you to manage the complexity of your investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results. High-quality models We design, build, and deliver high-quality software models for asset-liability management, risk management, climate scenario analysis, portfolio construction, performance measurement & attribution, and financial planning. Our …

418 similar entities Type: SMB Activities: fintech Technologies: SaaS

Turgot AM has joined MAGELLIM REIM (this page is no longer updated) Turgot Asset Management manages a selective range of products invested in the main equity and bond markets on behalf of private and institutional clients. Our approach to financial management is available in different formats to be constantly as close as possible to the profile of our investor clients and the specific expectations that characterize them: Bond management, equity management and thematic management through a range of pure funds; Multi-management with a tailor-made fund of funds offering for Family Offices, Platforms or CGPI Groups; Private management with management under …

118 similar entities Type: Startup Activities: fintech Technologies: SaaS

The Operating System for European Wealth and Asset Management | Portfolios, Client Data, and Operations in One Platform Etops is the pan-European technology platform for wealth and asset management. We serve wealth and asset managers, private banks, family offices, insurance firms, independent financial advisors, and institutional investors with a modular, end-to-end ecosystem built on decades of industry expertise. From portfolio and asset management to consolidated reporting, compliance, CRM, and AI-driven analytics. Our platform enables financial institutions to operate with more clarity, scale, and speed across the full wealth and asset management value chain. We serve 2000+ clients across Switzerland, Germany, …

269 similar entities Type: SMB Activities: fintech Technologies: A.I.

Always invested. The Canadian Securities Exchange is a rapidly growing stock exchange invested in working with entrepreneurs, innovators and disruptors to access public capital markets in Canada. The Exchange's efficient operating model, advanced technology and competitive fee structure helps its listed issuers of all sectors and sizes minimize their cost of capital and focus on creating a global liquidity profile. Our client-centric approach and corresponding products and services ensure businesses have the support they need to confidently realize their vision. The CSE offers the global investor and trading community access to an innovative collection of growing and mature companies. For …

110 similar entities Type: SMB Activities: biotech deeptech fintech Technologies: Cybersecurity

The platform for institutional investors For 25 years now, Absolut Research has been synonymous with in-depth expertise, sound specialist knowledge and independent analysis in institutional asset management. Today, Absolut Research is the leading B2B information platform in the DACH region, catering to investment decision-makers at institutional investors – such as insurance companies, pension funds and foundations – as well as to the asset management industry. Our aim is to provide institutional investors with a central resource for making well-informed investment decisions. To this end, we combine expert knowledge with the latest and most in-depth quantitative research to create an integrated …

97 similar entities Type: SMB Activities: fintech Technologies: SaaS

Confidence Applied Validus Risk Management is an independent market risk advisory firm specialising in the management of currency, interest rate and commodity price risk. We help our clients navigate and manage financial risk with a hands-on advisory approach and award-winning technology solutions. Our systematic financial risk management methodology has been designed to increase risk transparency, create customised risk management solutions, and facilitate the efficient execution of hedging transactions by minimising information asymmetry between clients and banking counterparties. The Validus Risk Management advisory service gives our clients access to the latest risk management technology and independent expertise at a fraction of …

68 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Blueopes is a low-cost, automatized wealth management software provider, focused on Socially Responsible Investments. Blueopes (www.blueopes.com) is an automatized, white-label wealth management service for asset managers, using artificial intelligence to help them custom-tailor investment portfolios to their end-clients’ personal values, goals and risk profile on an individual stock level, while taking into account environmental, social and governance criteria (“ESG”) to deliver competitive financial returns (sustainable or socially responsible investing “SRI”). Asset managers can optimize their end-clients’ investment gains according to their individual investment goals and personal value preferences. We also enable asset management service providers to observe their end-clients’ actual …

131 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning SaaS

The leading digital investment banking platform for scale ups ReachX is an independent Financial platform developing its proprietary technology to accelerate projects and deals in the most cost-efficient way. Our headquarters are in London and we are regulated by the FCA. We work with more than 5,000 highly vetted independent advisors and offer Investment banking services to top institutions in the world including the top 50 PE firms, Private Debt firms, banks and growth companies Finance, Corporate Finance, Equity Research, ESG, Blockchain, FIntech, and AI

587 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Institutional-grade yield from real-world underwriting, now a composable onchain primitive. OnRe is licensed to deploy digital assets as insurance collateral, connecting onchain capital to real-world reinsurance risk. It delivers competitive, uncorrelated institutional-grade returns for investors and DeFi participants through ONyc, its yield-bearing asset. ONyc combines RWA-backed underwriting with crypto-native strategies to create liquid, composable collateral for DeFi and position stablecoins as credible funding tools for real-world assets.

47 similar entities Type: Startup Activities: fintech insurtech Technologies: Cybersecurity

Enquiries Email: info@gsx.gi The Gibraltar Stock Exchange is licensed by the Financial Services Commission (the Gibraltar regulator and competent authority) and has been open since 2014. The Gibraltar Stock Exchange operates two markets: the Main Market a regulated market and the Global Market a self-regulated market which is a Multilateral Trading Facility (MTF), both recognised by the United Kingdom’s tax authority (HMRC) under S1005 (1)(b) Income Tax Act 2007. Open-Ended Funds, Closed-Ended Funds, and Debt Securities

66 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Simpler Money Management Vitt helps you put your idle cash to work with Money Market Funds from Goldman Sachs Asset Management custodied with an FCA-regulated custodian (no counterparty risk to Vitt). As with all investing, your capital is at risk. Fintech, Treasury, and Startups

195 similar entities Type: Startup Activities: fintech Technologies: SaaS

Market and Liquidity Risk Management and Portfolio Simulation Tooling for Digital Assets and DeFi. Defiria provides strategy-level market and liquidity risk management solutions to amplify the compounding growth of your digital assets and DeFi strategy. Tail Risk Analysis - Understand and mitigate the financial impact of extreme market events. Protocol Risk Profiling - Evaluate risks from individual coins to nested cross-ecosystem DeFi strategies. Stress Testing - Simulate your strategy‘s performance under adverse conditions like multi-protocol failures, flash crashes and drawdowns. Mitigation Pathways - Find the most efficient way to hedge individual strategy components in DeFi or CEXes. DeFi, Quantitative Risk …

59 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency Cybersecurity

Ideas Happen Here. As an enabler of ideas, we help our clients realise their goals. RBC BlueBay Asset Management represents RBC Global Asset Management outside of North America. We're an active asset manager across equities, fixed income and alternatives – in a world where markets are more complex and fast-changing than ever. Your outcomes depend on partners who continuously learn what works and have the conviction to pursue it. As such, our purpose is to make a positive difference for our clients, optimising their outcomes through long-term active investment. We test, learn, and adapt our approach – whether through disciplined …

396 similar entities Type: SMB Activities: fintech Technologies: SaaS

Lower fees, higher returns Indexa Capital (https://indexacapital.com) is the first profitable independent automated investment manager in Europe, available in Spain since 2015, in Belgium since 2020, and in France since 2023, with more than 3.8 billion euros of assets under management (AUM's), from more than 120,000 clients and growing above 99 M€ per month (updated in May 2023). Indexa Capital Group SA includes Indexa Capital AV, an asset manager authorized in Spain, and Indexa Courtier d'Assurance, an insurance broker authorized in France. Gestión de carteras, Fondos indexados, Gestión automatizada, Gestión de patrimonio, Planes de pensiones de empleo, Planes de pensiones …

58 similar entities Type: Startup Activities: fintech

Unwavering Ethics, Superior Discipline, and Unsurpassed Value My Portfolio Guide, LLC is a Registered Investment Advisor serving investors nationwide. The firm was founded on the premise that investors are presented with too many choices in a "sea of sameness"​ within the financial services world. Most of those choices tend to present investors with proprietary and conflicted advice, boiler plate solutions, and high/hidden fees that truly drag down performance. My Portfolio Guide allows investors to receive 100% conflict free advice based on financial goals and not by selling products or making commissions. The company is an RIA (Registered Investment Advisor) and …

94 similar entities Type: SMB Activities: fintech silvertech Technologies: SaaS

Oversight & Selection Specialists: Helping you navigate your financial world IC Select provides pension schemes with the detailed due diligence necessary to ensure that the highest standards of scheme governance are achieved when selecting and overseeing fiduciary managers and investment advisers. IC Select is part of Independent Governance Group and has no affiliations to investment consultants and FM service providers, so our conflict-free approach puts pension trustees and their boards firmly in control. This places us in a unique position amongst third party evaluator firms, as the only organisation that can conduct in depth research of both the advisory and …

57 similar entities Type: SMB Activities: fintech

Kvika einfaldar fjármál viðskiptavina með fjölbreyttri fjármálaþjónustu We are a specialized bank focusing on asset management and investment services. Voted as Best Bank in Iceland in 2018 by The Banker We place emphasis on developing long term partnerships with clients through responsive and versatile services. Our focus is on specific groups and clients, emphasizing exceptional, tailor-made services and our size enables us to adapt to this environment with the aim of maintaining profitability and customer service. We are prepared to make use of our infrastructure and balance sheet to generate income, e.g. by utilizing our loan processes to loan in …

165 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Trinity Street Asset Management is an investment management firm based in London. The firm was founded in 2002. As of June 30th 2026, our assets under management were roughly US$11 billion. We manage concentrated long-only equity portfolios through our Global and International strategies. Our investment process focuses on companies experiencing periods of positive structural change. We identify them through bottom-up, stock-specific research which emphasises company meetings and detailed financial modelling. Trinity Street is authorised and regulated by the UK Financial Conduct Authority and is a Registered Investment Adviser with the US Securities and Exchange Commission.

89 similar entities Type: SMB Activities: fintech

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our client’s confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® …

491 similar entities Type: Startup Activities: fintech Technologies: SaaS

Experts in building wealth, driving smart financial decisions At Fintual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading investment technology company in Mexico and Chile, helping our clients build wealth and financial knowledge over time. We honor both our experts, who create our innovative investment solutions, and our clients, professionals from various areas who trust our platform to manage their finances and investments. We are backed by the world's most renowned investors, including Sequoia Capital, Kaszek and Hi Ventures. We …

662 similar entities Type: Startup Activities: fintech Technologies: SaaS

Access the combined risk views of experts from over 40 of the world's leading financial institutions. Credit Benchmark is a leading provider of credit risk data and analytics. The company aggregates and anonymizes contributed risk data from over 40 global financial institutions, producing unique obligor-level Credit Consensus Ratings and other key credit metrics. Covering over 120,000 legal entities, the majority of which are not publicly rated, Credit Benchmark’s insights are trusted by major financial institutions worldwide to enhance their internal credit risk analysis and gain accurate risk perspectives. Visit www.creditbenchmark.com to learn more. Credit Risk Analytics, Counterparty Risk Managment, Collateral …

64 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. - Machine Learning

Borsa Italiana, part of the Euronext Group, deals with the organization and management of capital markets. Borsa Italiana, part of Euronext, deals with the organisation, management and functioning of the markets. Borsa Italiana organizes and manages the Italian market through national and international intermediaries who operate - in Italy or abroad - using a completely electronic trading system for the execution of trades in real time. Among the inspiring principles, fundamental are the entrepreneurial nature of the market organization and management activity and the separation of the supervisory functions (exercised by Consob and the Bank of Italy) from those of …

58 similar entities Type: SMB Activities: fintech

WIR Finanzierer offers SMEs a bank-alternative access to long-term unsecured funding via the debt capital markets: Size: € 500k - € 10m Tenor: 5y bullet (no call option) Coupon: Depending on SME's rating Security: none Documentation: Tailored to SMEs (no requirement to issue a prospectus) WIR Finanzierer provides investors access to a new asset class - a well-spread portfolio of thoroughly pre-selected (initially German) SMEs, each complying with strict multiple rating requirements, inter alia being rated by Euler Hermes Rating, a Bafin-accredited rating agency. Offering investment opportunities in (initially German) SMEs, Offering SMEs unsecured long-term financing, and bank-alternative, bank-supplemental, bank-independent

66 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Helping Clients Navigate Financial Markets with Transparent, Traditional Stockbroking Expertise Founded in 2003, SI Capital is an independent stockbroking firm headquartered in Godalming, Surrey, with an additional office in Mayfair. Operating across the London markets, we provide private and professional clients with direct access to global financial markets through a service-led and transparent approach to investing. Built on a strong reputation for integrity, accessibility, and performance, SI Capital is committed to delivering straightforward investment solutions tailored to individual client needs. We believe investing should be clear, personal, and effective, supported by experienced professionals who offer responsive service and market insight. …

106 similar entities Type: SMB Activities: fintech

Maison d'épargne et de valeur DNCA Investments* est reconnue pour sa gestion de convictions. Elle rassemble des spécialistes expérimentés qui mettent en œuvre une approche patrimoniale de la gestion au service d’investisseurs privés et institutionnels. L’équipe de gestion (67 gérants) emmenée par François Collet est reconnue pour la qualité de son "stock-picking"​ et organisée autour de cinq pôles d’excellence : les actions européennes ("long only"​ et "absolute return"​), la gestion diversifiée, les obligations convertibles, les obligations de la zone euro et les investissements socialement responsable (Sustain). La qualité de sa gestion est régulièrement récompensée par la presse spécialisée. La gamme …

87 similar entities Type: SMB Activities: fintech

At your side, at the heart of the markets Promepar Asset Management (Promepar AM), a 100% subsidiary of BRED, specializes in asset management. We manage 3.8 billion euros (as of 12/31/2025). We serve private, institutional, corporate and association clients to whom we provide tailored investment solutions through open-ended funds, tailor-made funds or mandates (securities account, PEA, life insurance contracts). Since 1992, we have built ourselves around a team of experienced, committed and complementary managers. Our identity is based on strong commitments to transparency, listening and availability towards our clients, with the objective of sustainably increasing the capital entrusted to us. …

218 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

The trusted source of risk insights in digital assets. Agio Ratings is a VC-backed rating agency focused on the digital asset market. Leading trading firms, insurance companies and banks use our insights to set risk limits, calibrate exposures, and monitor counterparty health.

57 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Invest like an institutional investor. Invest like an institutional 1. Access the best investment solutions on the market, previously inaccessible to individuals. 2. Invest on the same conditions as large institutions. 3. Benefit from tailor-made support from a private management reference. Financial engineering, Tax engineering, Notary, Law, Asset management, Real estate investments, Asset transfer, Financial advice for business leaders, and Wealth management

180 similar entities Type: Startup Activities: fintech

INVEST. CREATE. BUILD Montségur Finance is an independent Portfolio Management Company, approved by the Financial Markets Authority and authorized to operate in all transferable securities. Drawing on the experience of its managers and concerned with the preservation of the assets entrusted to it, Montségur Finance offers individual clients personalized management favoring absolute performance, with a true wealth approach. Products adapted to direct and collective management, monitoring and quality services allow Montségur Finance to go well beyond a simple management mandate.

59 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Risk management and quantification experts We analyze and assess operational risk scenarios using a structured method and a simulation software (MSTAR). This method is used by leading financial institutions for regulatory (CCAR, ICAAP) and non-regulatory applications (KRI, risk management). This method is now applicable for Climate-related Financial Disclosures (TCFD). Operational Risk Scenario, CCAR, Risk Quantification, Regulatory Capital, Economic Capital, Risk Management, and TCFD (Climate)

55 similar entities Type: SMB Activities: fintech Technologies: SaaS

Ai-powered investment strategies Ai for Alpha is a fintech company specializing in AI-powered investment replication, delivering innovative futures-based solutions for actively managed strategies such as CTAs, Global Macro, Hedge Funds, Global Balanced, and Crisis Alpha. We work exclusively with professional and institutional counterparties and do not serve retail investors. The content on this page is provided for informational purposes only and does not constitute an offer, solicitation, recommendation, or investment advice. Any services involving U.S. persons or U.S. counterparties are provided, where permitted, solely on a private contractual basis and subject to applicable regulatory and investor-eligibility requirements. Asset Allocation, Fin …

181 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning

Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. Asset Allocation, Financial Planning, Investment Management, Retirement Planning, and Risk Management

204 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Protecting your deposits, that's what we do. Protéger vos dépôts, c’est ça qu’on fait. Protecting your deposits. That's what we do. CDIC was established by the Government of Canada to protect deposits in case of bank failure. Coverage is free and automatic when you bank with a member institution. Protéger vos dépôts. C'est ça qu'on fait. La SADC a été créée par le gouvernement du Canada pour protéger vos dépôts en cas de faillite bancaire. La couverture est gratuite et automatique dans les institutions membres. Risk assessment, Banking, Resolution, Broker education, Financial Stability, Deposit Insurance, assurance-dépôts, règlement de faillite, banques, …

55 similar entities Type: SMB Activities: fintech insurtech

The company was acquired by Ycap AM in 2015. Riskelia was an investment advisory firm specialized in the dynamic detection of chaotic moves in financial markets. Increasingly turbulent markets have made new approaches necessary to decode speculative trends. Riskelia’s Radar of Financial Markets dynamically identifies the most rewarding bets in the global financial landscape. It provides a weekly update on all globally traded asset classes - Equities, Bonds, Commodities, Credit, Currencies - based on a systematic approach exclusively resting on market prices. The Radar provides clear asset allocation signals enabling to capture large investment waves while preserving capital. Tactical Asset …

56 similar entities Type: Startup Activities: fintech

Stronger relationships, smarter wealth management: meaningful outcomes. Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, through risk based, multi-asset class investing. We achieve this through the experience of our investment management team and by using a very diverse range of investment funds and classes. To view more of our financial tips, why not visit our YouTube channel: https://www.youtube.com/@saltusfp Investment …

196 similar entities Type: SMB Activities: fintech

Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and Westlake Village. KAR has over $50.6 Billion in assets under management as of March 31, 2026, focused on institutional, broker-dealer and high-net-worth clients. At KAR we offer a variety of actively managed equity and fixed-income strategies. Our investment philosophy focuses on the “high-quality” subset of the investable universe. …

122 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Active asset and wealth management that connects durable returns with solutions to critical global challenges Intentional Asset Management (IAM) is a boutique investment advisory firm built on the belief that intentionality is a leading indicator of long-term performance. We combine institutional investment rigor, human-centered design, and integrated wealth servicing to help clients achieve not only financial success, but alignment with their long-term goals. Our strategies span both public and private markets. In public equities, we offer thematic model portfolios that translate systemic challenges into concentrated, research-driven strategies designed for resilient returns. In private markets, our flagship Caribbean Food Systems Growth …

123 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

We exercise effective supervision to ensure investor protection and the healthy development of the securities market. The Cyprus Securities and Exchange Commission (CySEC) is the independent public supervisory Authority responsible for the supervision of the investment services market and transactions in transferable securities carried out in the Republic of Cyprus. Our Mission is to exercise effective supervision to ensure investor protection and the healthy development of the securities market.

56 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Asset allocatie consensus, fondsselectie analyses, expected returns en consultancy voor de professionele belegger Alpha Research is an independent research agency, specialized in Asset Allocation and fund selection. We bring monthly reports intended for professional investors and fund selectors. With our experience and knowledge about the international markets, we can give our clients the best advice. Asset Allocatie, Asset Allocation, Fondsselectie, and Expected Returns

89 similar entities Type: SMB Activities: fintech

BLI - Banque de Luxembourg Investments is an asset management company offering fund and portfolio management services to institutional and private clients. BLI houses Banque de Luxembourg’s expertise in fund management, analysis and securities selection, and implements the Bank's investment strategy. 'BLI'​ also stands for ‘Business-Like Investing'​, which describes our approach to the securities selection process – we treat our investments as though we were actually taking a long-term stake in the business. This approach helps us to identify quality companies with a tangible competitive advantage that produces a high level of profitability and the prospect of strong free cash …

59 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Fortunafi brings institutional yield products to DeFi Fortunafi is an onchain financial institution that delivers an all-in-one liquidity solution for stablecoin issuers, protocol treasuries, and traditional entities. Our offerings include a variety of investment products, such as private and public debt funds. We acquire, pool, and tokenize real-world assets (RWAs) on-chain, offering a comprehensive suite of services.

59 similar entities Type: Startup Activities: fintech

We break free from the conventions of traditional investment culture to create new value. Maverix Securities AG, formerly known as CAT Financial Products, one of the leading Swiss Securities Houses in the Structured Products market. Since 2008, we have been offering our services to professional asset managers, banks, institutional and retail investors using one of the most innovative technologies. We break free from the conventions of traditional investment culture to create new value for those that share our vision, ambition and passion. Our unique investment approach combines next-gen technology, deep human experience and relentless creativity. Since 2008, we have been …

143 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Financial Tailor is an online investment adviser. Financial Tailor provides superior, low-cost investment management without all the conflicts of interest of a major broker. We believe that our incentives should be aligned with our clients, that is why we only offer fee-based asset management. We develop portfolios from scratch using individual securities and ETFs (Exchange traded funds). We use a quick questionnaire to help identify a portfolio outline that fits our clients specific risk level. Clients can also select certain industries that they do not want to invest in. We provide a free portfolio outline, risk tolerance score, and access …

101 similar entities Type: Startup Activities: silvertech fintech Technologies: Cybersecurity

Quantitative research. Systematic, cross-asset, global. Quantitative research firm. Systematic, cross-asset research across global markets. For information purposes only. Not an offer, recommendation or investment advice. volatility , index options, single name options, quantitative research, machine learning, systematic research, market structure, convexity, volatility research, data science, financial modelling, options pricing, quantitative finance, and time series analysis

80 similar entities Type: Startup Activities: fintech Technologies: A.I.

Self Bank is the brand for digital clients of Singular Bank, the leading Spanish bank in Private Banking. At Self Bank we have been helping our clients take control of their money for more than 25 years, with an approach that unites digital investment, autonomy and expert support. We offer a wide range of savings products (checking accounts, savings accounts and deposits) and investment: more than 10,000 funds, 2,700 ETFs (many without purchase commission) and access to national and international markets to invest in the stock market. We adapt to each client at all times: from those who prefer to …

122 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Mirabaud Asset Management is the high-conviction asset management arm of Mirabaud Group. We invest with focus, conviction and accountability. As niche champions, we refine our field of vision to concentrate on defined areas of opportunity where our expertise and insight are strongest. Our investment professionals are trusted to stand apart with confidence, supported by a culture of direct relationships, transparency and long-term thinking, grounded in the stability of the Mirabaud Group. equities, fixed income, asset allocation, alternative investments, and private equity

163 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Appuyez-vous sur un partenaire de confiance et proposez une nouvelle classe d’actifs à vos clients. Mon Livret C propose des solutions d’investissement en crypto-actifs aux professionnels de la gestion financière (CGP, family offices, fintechs, banques). Nous sommes enregistrés comme prestataire de services sur actifs numériques (PSAN) auprès de l'AMF, et notre mission est de démocratiser toutes les opportunités d'investissement offertes par la finance décentralisée et les actifs numériques en proposant des supports d'investissement simples, accessibles, variés et performants. Crypto, Cryptomonnaies, Investissement, Finance Décentralisée, DeFi, web3, and Gestion de patrimoine

111 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

GESTION 21 is an independent management company created in 2007, whose business consists of managing long-term equities with a Value approach on behalf of investors via UCITS or institutional mandates. It offers its expertise in two asset classes: - French shares of all capitalization sizes and - listed real estate companies in the Euro Zone. Asset Management, Listed Real Estate, and French Equities

80 similar entities Type: Startup Activities: fintech

Independent fund management company specializing in the management of flexible, defensive and bond funds. Created in 2007, Aliénor Capital is an independent Bordeaux portfolio management company approved by the Financial Markets Authority (AMF) and recognized for its free and active management style known as “market strategy”. Since its creation, it has made its know-how available to professional investors, by offering a range of six open-ended funds and tailor-made management mandates. As part of its private management activity and major mandates, Aliénor Capital provides its financial skills to serve regional assets, corporate treasuries and local institutions. We offer a complete range …

61 similar entities Type: Startup Activities: fintech

Conseil en investissement et défiscalisation KACIUS is a wealth management company located in Paris, France. Its operates through 3 divisions: KACIUS Invest, KACIUS Capital and KACIUS Courtage. Conseil en gestion de patrimoine, Immobilier ancien restauré, Immobilier neuf, Epargne et placements, Investissement financier, and Courtage en prêt bancaire

59 similar entities Type: SMB Activities: fintech

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

119 similar entities Type: SMB Activities: fintech

Track all your assets. Invest in handpicked mutual funds. Discover curated paths to grow wealth. Investment platform trusted by 18 Lakh+ investors with Rs 50,000+ crore in assets. Your safe space to invest Direct MFs | FDs | Indian Stocks | US Stocks https://kuvera.in Financial Planning, Financial Services, Personal Finance, Investing, Mutual Fund Investments, Robo Advisory, and #FinTech

307 similar entities Type: Startup Activities: fintech Technologies: SaaS

Automate and optimize fixed-income portfolio construction, management & research. In real time. bondIT provides portfolio construction technology and AI-driven credit analysis for fixed income. Empowering today’s portfolio manager and financial advisor, bondIT’s scalable technology platform leverages machine learning and data science techniques to provide optimized portfolios and analysis without sacrificing flexibility. Fixed income investment portfolios can be created and analyzed within minutes, existing portfolios can be realigned, and universes can be defined and managed. The platform allows for the seamless onboarding of internal models as well as downstream connectivity to existing portfolio management and trading systems. bondIT is privately owned …

62 similar entities Type: Startup Activities: fintech it services Technologies: A.I. A.I. - Machine Learning

Ofi Invest Asset Management is a company of Ofi Invest group, which in turn, is a member of Aéma Groupe (Macif, Abeille Assurances and AÉSIO mutuelle). Total consolidated assets managed under the new Ofi Invest Asset Management brand came to 163.5 billion euros as of the end of June 2023* - assets managed on behalf of institutional, professional, and individual clients, both French and international. As a responsible and committed investor, Ofi Invest Asset Management offers a wide range of responsible investment strategies across all asset classes in order to enable its clients through their investments, to finance the development …

62 similar entities Type: SMB Activities: fintech proptech Technologies: Decarbonization

Czech number one in the world of online investments Since 1994, we have been opening new possibilities for our clients in the world of online investments and helping them increase their returns. To achieve them, we provide a clear trading platform, first-class analytical and intelligence service, individual approach of the brokerage team and willing customer support. Investment banking / corporate finance, Institutional brokerage, Retail brokerage, and Equity research

543 similar entities Type: SMB Activities: fintech Technologies: SaaS

Intellectual property advisory firm specializing in the valuation and disposition of all forms of intangible assets. Hilco Streambank is the leading appraisal and disposition services provider whose exclusive focus is intangible assets. We provide valuation opinions and expert testimony services for lenders and other stakeholders around patent portfolios, trademarks and brands, licensing and royalty agreements, and other intangibles. We are the principal provider of disposition services for these types of assets in restructurings and strategic realignments. In certain situations we are a capital provider making principal investments in these assets or providing guarantees to our lending and disposition clients. Intellectual …

46 similar entities Type: SMB Activities: fintech legaltech Technologies: IoT

Leader indépendant sur les marchés de crédit An Independent Vision of the Credit Markets Created in 1991, Octo Finances is a leader in financial intermediation in Europe, specialising in the public and private bond markets. The group is an independent player, operating in four complementary activities: bonds, convertible bonds, corporate finance and credit research. Bonds, Convertible bonds, Corporate Finance, Credit Research, and Asset Management

70 similar entities Type: SMB Activities: fintech

CPRAM is an innovative and fast growing asset management company, that makes the human factor a central part of its development . Being an independent, wholly-owned subsidiary of Amundi, CPRAM has the nimbleness of a boutique, while benefitting from being part of Europe’s largest asset manager. This unique set-up is the foundation for CPRAM’s commitment: designing innovative investment solutions, advising clients and partners with transparency and high responsiveness and delivering superior long-term risk-adjusted returns. CPRAM works exclusively in third-party investment management with all customer segments: institutional clients, corporates, private banking, fund management, and wealth management clients. Its investment expertise spans …

103 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Creator of the H Ranges The design of structured investments is a profession in its own right. This is our job. Structured investments aim for attractive remuneration accompanied by conditional capital protection at maturity, without however requiring a significant increase in the markets. Both more protective than equity funds and potentially more efficient than guaranteed investments, they have the advantage of setting, from the start, the rules of the game on performance and risks. They have thus become perfectly essential in the composition of financial portfolios and they remain the most relevant solution for savers looking for predictability and performance …

Type: Incubators & VCs SMB Activities: fintech

The quantitative engine behind RIAs' success Software platform for building and managing ETF-based investment portfolios. We provide financial institutions with analytics, portfolio construction, deployment, and monitoring tools in one integrated system. Our research on ETFs and their impact on market risk structure has been published in the Journal of Portfolio Management and cited by the Financial Times. Our solution applies these insights to help clients navigate the ETF era. Clients include banks, RIAs, asset managers, and wealth management firms. Based in Boston, MA.

213 similar entities Type: Startup Activities: fintech deeptech Technologies: SaaS

Fundment is the modern investment platform that turns advice into action with speed, clarity and precision. We've built Fundment to propel financial advice businesses through technology. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level. We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely. Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK. Financial Technology, Investing, Pensions, Discretionary Fund …

352 similar entities Type: Startup Activities: fintech Technologies: SaaS

Constance Associés is an independent portfolio management company specializing in international equity markets. We focus on so-called growth companies. Founded in August 2013, Constance Associés offers management services under discretionary mandate as well as a range of UCITS open to all subscribers. Resolutely dedicated to its clients, the company also offers financial investment consulting and insurance brokerage services (mainly life insurance contracts and capitalization contracts). We offer our individual customers direct line management, with transparent pricing, while striving to deliver the best quality of service. For professionals, our range of UCITS offers exposure to the American (Constance Be America), international …

55 similar entities Type: SMB Activities: fintech

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

306 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

VIA AM promotes two 'state-of-the-art' systematic strategies: long only Smart-Beta on equity and "Risk-Premia". VIA AM (VIA) is a Paris-based asset manager, created in 2015 by three successful managers and analysts with a proven track-record in investment management. VIA's equity selection edge is strengthened by extensive research relying on a genuine quest for the truth - transforming public accounting figures into real corporate economic data. VIA's strategy is based on a state of the art systematic investment approach both offering long only equity Smart-Beta and multi-asset absolute return Risk-Premia. VIA's equity selection edge is strengthened by an extensive research relying …

58 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Online wealth management broker and advisor since 1999. Altaprofits is an online brokerage and wealth management consulting company. With 26 years of experience, we now have 3 billion euros in assets under management. Life insurance, retirement, real estate, Private Equity, tax exemption, structured products... Altaprofits selects the best opportunities for you and provides you with a team of certified wealth management advisors to support you at all stages of your life. We also open the doors to a privileged network bringing together the biggest players in finance, so that you can continually benefit from their expertise and know-how. Life insurance, …

69 similar entities Type: SMB Activities: fintech insurtech

Unlocking Alternative Investments We allow our customers to access the type of assets typically reserved for institutional investors and ultra high net worth individuals. Asset classes include: Private Credit (direct lending and funds), Infrastructure, Real Assets and more Contact: Daniel (at) darksquarecapital.com

59 similar entities Type: SMB Activities: fintech

Commandiv is a stock-trading platform with intelligent investment advice built-in. We empower DIY investors with the time-saving benefits of automated trade recommendations, shortening hours of investment process to 2 minutes. Our customers are busy, young professionals who have investment opinions (think: MBA's; bankers; lawyers; doctors). This US market segment holds $835Bn of investable assets today, will grow >700% over the next decade, and will comprise the future's high net worth investors. Investment Advisory, Stock-Trading, Investment Management, and Asset Management

422 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Your essential index partner for a changing world. FTSE Russell is a leading global provider of index and benchmark solutions, spanning diverse asset classes and investment objectives. As a trusted investment partner, we help investors make better-informed investment decisions, manage risk, and seize opportunities. Institutional and retail investors look to us for our expertise and products. Asset owners, asset managers, ETF providers and investment banks choose FTSE Russell indices to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. Our clients use FTSE Russell indices for asset allocation, investment strategy analysis and risk management, and …

66 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

The Lazard Group: created in 1848, the Lazard Group is active in financial advisory and asset management. With more than 3,000 employees in 27 countries, it manages $217 billion in assets worldwide (30/06/2022). Lazard Frères Gestion is the asset management company of the Lazard Group LLC in France, specializing in investments in listed securities. To advise its clients, it benefits from all the expertise of a major asset management company backed by a powerful international group: presence in all major asset classes, presence in all major geographical areas, and a global research team of over 100 analysts dedicated to asset …

95 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

vaamo is the new way of investing your money: easy, clever, and safe. We ensure that private individuals achieve their personal financial goals. Moreover, we spare our customers effort and time and enable them to invest their money in an optimized securities portfolio based on strict scientific criteria. For more Information, please visit http://www.vaamo.de Professionelles Vermögensmanagement für Privatanleger, Intuitives Userinterface zur persönlichen Finanzplanung, and Revolutionäre Anlage-Flat-Rate ohne Transaktionskosten

423 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Insurance Asset Management Conning (www.conning.com) is a leading investment management firm with a long history of serving insurance companies and other institutional investors. Conning supports clients with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America. Conning is part of Generali Investments. Legal | Disclaimers | Terms and Conditions: https://www.conning.com/terms-of-use Privacy & Social Media Policy: https://www.conning.com/privacy-policies Asset Management, Risk Solutions, Insurance Industry Research, Pension LDI Solutions, Liability-Driven Investing, Investment Accounting, and Investment Reporting

58 similar entities Type: SMB Activities: fintech Technologies: SaaS

The Only Non-Agency AUS Provider LoanScorecardTM is a leading provider of automated portfolio underwriting and loan pricing solutions designed to meet today’s regulatory challenges. The company’s Portfolio UnderwriterTM streamlines portfolio mortgage underwriting, eliminating manual processing and producing consistent, unbiased and documented underwriting decisions in seconds to satisfy fair lending compliance. The company’s Portfolio ProducerTM assists aggregators to reach and grow their broker and correspondent channels, providing third-party originators with a real-time, interactive tool to price and submit qualified, portfolio loans with confidence. Automated Underwriting, Pricing Automation, and Web Portals

56 similar entities Type: SMB Activities: fintech

At New York Life Investment Management, we deliver disciplined active management driven by deep expertise. Our global platform with $800B in AUM connects specialized insights across public and private markets and every major asset class to help clients navigate the next era of investing. Disclosure: https://www.nylim.com/info/social-media-policy Mutual Funds, Thought Leadership, Client Relationships, Investment Management, Fixed Income, Longevity, Equities, Index Solutions, ETFs, Infrastructure, Private Equity, Private Credit, Alternative Solutions, Inflation Protection, Income Generation, Volatility Management, Practice Management, Value Add Programs, and Municipal Bonds

278 similar entities Type: SMB Activities: fintech Technologies: SaaS

A leading provider of global payment and currency risk management solutions for businesses and financial institutions. As global experts in currency risk management and alternative banking, we offer bespoke services alongside market leading technology for businesses and financial institutions. When choosing Argentex, you will benefit from competitive rates, tailored risk management solutions and certainty that your organisation is in safe hands. Argentex is listed on the London Stock Exchange, with offices in the UK, the Netherlands, Australia and the UAE. We’ve traded more than $200bn in over 140 currencies for our clients since 2012, making and receiving payments on their …

102 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Speciality Risks & Finance Cofarco blends investment banking insight and specialist insurance expertise to design bespoke credit, political risk and surety solutions globally. Debt Arrangement, Trade Credit Insurance, Finance Advisory, Political Risk, Surety, Credit Risk, Trade Finance, M2M Credit Risk, Development Finance, Commodities, and Political Violence and Terrorism

175 similar entities Type: SMB Activities: fintech Technologies: A.I. - Machine Learning

Investing for the Future “Invest for the future” Montpensier Arbevel is an independent and entrepreneurial management company benefiting from the support of Amundi and WCP. She develops dual expertise in Asset Management and Private Management. Montpensier Arbevel manages more than €6 billion in assets as of March 31, 2026 and supports a clientele of institutional and private investors. In asset management, it offers a complete range covering rates and convertible bonds, European equities (large, mid & small caps), international thematic equities, as well as diversified solutions and unlisted expertise (private debt, private equity). In private management, it has been offering …

124 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

A portfolio management company based on convictions DÔM FINANCE is an entrepreneurial Portfolio Management Company, Specialist in Asset Management, Approved by the AMF for the management of UCITS, Mandated Management for individuals and institutions, Consulting activities and Insurance Brokerage. Institutional Investors, CT Bond Management, Equity Management, Managed Management, Mandate Management, Mixed Management, Financial Management, Solvency 2 Management, and Sell Off Management

87 similar entities Type: SMB Activities: fintech

Let’s give meaning back to performance At BFT Investment Managers, we give meaning to return thanks to the commitment of all our employees to serving our clients. For more than 30 years, the performance of our investment solutions, combined with rigorous risk management, has constituted the first of our missions. BFT Investment Managers offers a range of specialized products on the main asset classes, centered around the search for return. In all of our funds, we integrate socially responsible investment criteria and we benefit from the AFNOR label in this area. A subsidiary of Amundi, we combine the responsiveness of …

252 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

118 similar entities Type: SMB Activities: fintech

Runnymede is an independent investment management firm that manages investment portfolios of institutions (captive insurance, pension fund, corporate, non-profit) and high-net-worth individuals. Why Clients Work With Runnymede: * Trusted investment advisor serving clients with integrity for over 20 years * Well researched investment strategies * Direct access to professional team with unique history of protecting clients from “financial hurricanes” in 1987, 2000 and 2008 * Award winning client service Runnymede has been named Best Customer Service in Investment Management at the 2012 Captive Service Awards and nominated 2008 Manager of the Year by Financial Investment News. Service Sector Investing, Investments …

58 similar entities Type: Incubators & VCs SMB Activities: fintech

USCF operates on the leading edge of exchange-traded product (ETP) and exchange-traded fund (ETF) innovation. USCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETP), exchange-traded funds (ETF). We advise you to consider a Fund's objectives, risks, charges and expenses carefully before investing. Download a copy of a Fund's Prospectus by contacting the Fund’s distributor at: ALPS Distributors, 1290 Broadway, Ste 1100, Denver, CO 80203, calling 800-920-0259 or go to https://www.uscfinvestments.com/resources. Investing involves risks, including loss of principal. Funds distributed by ALPS Distributors, Inc. For more information, visit www.uscfinvestments.com ETP DISCLOSURE: These …

57 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” financial firms. Our representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. Our firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. We …

109 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Introducing the world's first platform to efficiently seize, manage and dispose of both traditional and digital assets. Asset Reality provides services and tools to help clients seize, manage and realize the value of both digital and physical assets. We are a trusted leader in seized asset management globally and the only company in the world offering an end-to-end seized asset management service. Not just software, our advantage lies in our deep understanding of the asset recovery process: we’ve investigated, seized, managed, and recovered billions in assets all over the world. Our clients include both government and law enforcement agencies in …

49 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

An Apex Group Company FundRock, an Apex Group company, is a leading independent UCITS Management Company and Alternative Investment Fund Manager (AIFM, with paid up capital in excess of the €10 million capital requirement ceiling.) FundRock provides substance through solid risk management, oversight, compliance and through the comprehensive knowledge of its over 200 strong team. FundRock’s multinational team speaks more than 20 languages and is well placed to support asset managers across borders with local market insight and global connectivity. At FundRock, we have developed an independent fund management model that integrates seamlessly with our clients’ in-house approach, giving them …

58 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

We believe it's time to make tax-efficient investing easier. EIS, SEIS or BR - We're about diversifying & saving time. Kuber Ventures is the first company to create a simple, effective platform for comparing, reporting and investing in EIS/SEIS/BPR portfolios and the first to provide everything under one roof. Offering complete financial clarity and transparency, as well as support for financial advisers, Kuber is opening up the real returns and tax benefits of EIS/SEIS/BPR investments to a wider audience than ever before. Enterprise Investment Schemes, Investment Platform, SEIS, EIS, Business Relief, Diversification, Seed Enterprise Investment Schemes, Tax Relief, BPR, and …

61 similar entities Type: Startup Activities: fintech Technologies: SaaS

Soqio Évaluation, your financial consulting firm in valuation Soqio Évaluation, your financial valuation advisory firm. Whether you're an executive or an investor, we assess the value of your company and its assets. A subsidiary of the international Massat Consulting Group, our firm specializes in business valuations, offering precise analyses to help you better understand the value of your assets and make strategic decisions. Évaluation d'entreprise, Évaluation d'actifs, Évaluation d'actifs Incorporels, and Évaluation des titres

50 similar entities Type: SMB Activities: fintech

* Most profitable conservative investment fund portfolio in Spain in 2021 with profitability of 7.9%, according to Expansión Finanbest (www.finanbest.com) is the leading automated profitability manager in Spain. We offer investment fund portfolios and pension plans with dynamic management, global diversification, and radically low commissions. We independently select the best investment funds from the most powerful international managers: index funds (passive management), active management funds, and ETFs. Finanbest is an independent Securities Agency regulated by the CNMV with number 271 and attached to Fogain. Fintech, Securities Agency, Portfolio Management, Investment Funds, Robo Advisor, Pension Plans, Passive Investment, Indexed Funds, Passive …

94 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Providing advice, data, analysis and training Finadium is an independent consultancy for funding, financing and infrastructure in capital markets. We provide expert advice, data and analysis to financial market participants worldwide. * Our content is available in the Finadium Subscription, a bundled package of primary surveys, regulatory and product analyses, shorter articles and interviews, live and online events, and access to our data pages. * We are active consultants in securities lending, repo, collateral, financial resource management, treasury, clearing, liquidity, custody and prime brokerage. * We conduct trainings and events around the world. * We publish News & Opinion, a …

130 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity