Acquirers and Managers of Exceptional Businesses. We scale profitable companies through tech-enabled strategies. SureSwift Capital acquires and manages exceptional businesses with strong fundamentals. We help profitable companies scale through tech-enabled strategies that drive growth, resilience, and long-term value. Our team brings deep operating experience across a growing portfolio, with a focus on delivering real outcomes for both founders and investors. Business Exits, Remote Work, Software, Tech Enablement, Acquisitions, and Operational Excellence

65 similar entities Type: Startup Activities: it services Technologies: SaaS

Arden Partners is a dedicated corporate adviser and multi-service stockbroker. The absolute core of our business is to best represent our significant base of corporate clients, and their relationships with existing and potential shareholders. This relationship is a function of the quality of corporate finance advice we provide to our corporate clients, the high quality of our industry research, and the voice in the market that our sales and trading teams have.

56 similar entities Type: SMB Activities: fintech

The next generation of equity management Equify is on a mission to fix how European enterprises manage equity and stockholders. In the digital age we live in, organisation are still wasting time and energy heavily relying on paper and Excel files to manage equity in a profoundly inefficient way. Not because they like it, not because of the law, but simply because there is no better alternative. We are building an equity management platform from scratch and we aim to become the industry standard, THE tool every CFO uses to tackle their legal paperwork burden​. We are digitizing a field …

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

Highly specialised PR and communications agency. We amplify fintech. Founded: 2004. Voted Fintech Advisor of the Year. Finance + Technology: Amplified Chatsworth is a specialist PR and communications agency. Founded in 2004, we have built our reputation by creating, building and protecting the reputations of our clients. We are unrivalled in our experience and expertise in finance and technology. Chatsworth advises both established companies and start-ups, and the team has steered a number of businesses to growth and subsequent sale. We give leaders informed advice, helping them to manage the communications challenges which affect their organisation's reputation, ability to operate …

91 similar entities Type: SMB Activities: consulting fintech legaltech Technologies: Data Analytics

We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent …

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

⭐We're Great Place To Work Certified We are a network organization focused on pragmatic consultancy. With a team of over 1000 people, we are active in Belgium, Germany, the Netherlands and Luxembourg. We support our clients with advice and implementation services in the field of Finance, Human Development and IT, across industries and services. Working at TriFinance means that your growth takes center stage. We believe that your growth and development results in better solutions for our clients. We refer to this as "Furthering people for better performance in Do-How" www.trifinance.be - www.trifinance.nl - www.trifinance.de - www.trifinance.lu Data & Analytics, …

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

The system that watches the system. At Just our mission is to provide corporate treasurers with the information leverage required to avoid being exploited by their financial services providers. Our long-term vision is a world where businesses around the can run their financial operations and trade activities with a crystal clear view and understanding of financial cost and risk exposure. Our first product, Just FX Analytics has the following benefits for companies that are exposed to FX: Understand what makes up an FX rate; Quotes issued by FX providers does not reflect the real market rates that banks trade at. …

129 similar entities Type: Startup Activities: fintech it services Technologies: Data Analytics

Fintessa is an independent asset manager. Fintessa Vermogensbeheer is an independent, successful, independent and specialized asset manager. Fintessa offers an extensive range of securities services to wealthy private investors and institutions in an active and refreshing way. At Fintessa the customer is central. Because every life is different, Fintessa does not offer standard solutions, but tailor-made solutions. Each customer determines the framework within which Fintessa's people use their expertise for him. Professional, Precise, Fun and Personal Asset Management

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

Broker for experienced investors We are looking for people who want to develop services with us and open up new opportunities for investors. Go Invest is a team of like-minded people. And here are the key principles on which our work is based: -Flexibility: we are not afraid that the world and the market are changing - we find prospects in changes and open them to investors; -Customer-centricity: positive customer experience and happiness are our main values, but we are sure that it is only possible to follow them if our employees are happy; -Continuous development: we do not stop …

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

Recognized expert, internationally certified, in strategy and valuation of companies and their intangible assets Recognized experts in the financial valuation of companies and their intangible assets, we support our clients in any legal, accounting, tax, capital or negotiation context around their creations, often the fruit of their labor and their R&D. Indeed, 60 to 90% of the value of companies is based on their intangible assets (brands, patents, software, digital projects, know-how, contracts, secrets, etc.), guarantors of their capital for development and innovation. Mastering the legal, technical, financial, commercial and strategic aspects, Finantis Value supports you, like an independent one-stop …

54 similar entities Type: SMB Startup Activities: legaltech consulting Technologies: SaaS

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

Better Financial Experiences We believe in better financial experiences and closer collaboration between accountants, SMEs, and banks. Crediwire offers automatic reporting, real-time dashboards, budgeting, benchmarking and many other features that help you set the direction for your business. With a better and more illustrative overview of your financial data, you can get the insights that will help you build a stronger company. We work to connect the dots. We combine data with knowledge and set the grounds for closer collaboration - only to create value for the benefit of society. By using Crediwire you can optimize work processes and save …

63 similar entities Type: Startup Activities: fintech Technologies: Data Analytics SaaS

Technology serving Issuers Praexo offers an Augmented Investor Relations CRM services to Corporates. We strive to help companies create a greater connection with their investors & enhance communication with their stakeholders. Thanks to a combination of data analytics and a user-friendly interface, this solution allows companies to streamline their investor relations and predict investors' expectations in a clear and transparent way. Our mission? Assist IR to meet their strategic objectives, become more autonomous, and make the most out of the data collected from interactions with their institutional shareholders. fintech, capital raising, data analysis, pre-IPO, IPO, fundraising, investor relations, listed companies, …

116 similar entities Type: Startup Activities: it services fintech Technologies: Data Analytics

Built on the qualities of Swiss banking heritage. Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services. Entrepreneurial values, reliability and intellectual rigor are at the heart of our work. The team is our track record. PEOPLE: Our success is based on smart, passionate and trustworthy people, ALIGNMENT: Our entrepreneurial spirit align us with our clients, INTEGRITY: The service you deserve, and VALUE CREATION: We are progressive and challanging

188 similar entities Type: SMB Activities: fintech Technologies: IoT

FNZ is the global platform opening up wealth. We partner with the entire industry to make wealth management accessible to more people. Banking, Software, CRM, Reporting, Asset Management, Portfolio Management System, Onboarding, Advisory, Core Banking, Front Office, Digital Banking, Front to Back, Prospect Management, private banking, electronic document management, wealth management, Investment proposal, CLM, Client lifecycle management , Private banking, Investment management, financial services, core-to-digital, onboarding, KYC, AML, Equalizer, Apsys, Banker's front, ebanking, Relationship manager, Fintech, regtech, and Client acquisition

526 similar entities Type: SMB Activities: fintech regtech Technologies: SaaS

Concordant Capital, LLC is a privately held company. We are a value-oriented organization. We invest in publicly held companies and privately held businesses where there is: - a margin of safety - high probably of success - strong management teams - progressive in technology principles and actions - a high focus on financial and human resource allocation - a keen commitment to long-term returns - a commitment to social and economic good and - a hyper focus on relationships with stakeholders Our strategies are focused on three key attributes: Relationships, Technology and Capital Allocation. The following leadership values are what …

91 similar entities Type: SMB Activities: fintech

You're Good, get Better. PE Cube is a SaaS solution for each team member of Private Equity management companies to optimize fund management’s performance and Investor Relation while enabling a rich, reliable and transparent communication towards each of its stakeholders. PE Cube is based on 20 years of Private Equity practice and on the key-belief that data is crucial to each level of fund management. This is why PECube is designed to ensure flawless end-to-end processing to express the full potential for monitoring and steering fund management activity. Each general partner member is thus equipped to ensure reliability, security and …

50 similar entities Type: Startup Activities: it services Technologies: SaaS

The best AI experience engine. Build personalised customer journeys in finance, deploy instantly, optimise continuously Dimply is the award-winning AI experience engine for financial services. We transform how banks, insurers, pension providers and wealth managers engage with customers, shifting from static, generic interactions to dynamic, hyper-personalised, data-driven journeys. Our no-code platform is built for regulated financial services. It gives the teams closest to the customer the power to create and adapt personalised experiences in real time. Technical and non-technical users can orchestrate APIs seamlessly across systems and deliver embedded journeys directly inside existing apps and sites. The impact is clear: …

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

Billtrust is the leader in B2B accounts receivable workflow and payment software. If you’re a finance pro ready to transform accounts receivable, or a bold thinker looking to do meaningful work, Billtrust is where you belong. Billtrust is the leader in B2B accounts receivable workflow and payment software. Our AI-powered solutions simplify the entire AR lifecycle - from rapid digital invoice distribution to easy payment application - so companies can control costs, delight customers, and accelerate cash flow without breaking a sweat. With real-time AI-driven analytics and insights, our clients gain the visibility to make smart financial decisions faster than …

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

Know Your Numbers MagicOrange is the Technology Economics Platform that helps organizations understand cost, govern investment, optimize spend, and demonstrate the business value of technology. By unifying IT Financial Management, FinOps, and Technology FP&A through a common economic model, MagicOrange connects cost, consumption, planning, and business outcomes across cloud, SaaS, infrastructure, labor, shared services, and AI. Cost Transparency, Activity Based Costing, Financial Management, Profitability, ITFM / TBM, Cost Optimization, Chargebacks & Showbacks, Cost Allocation, Cloud Costing, Planning & Analyses, Shared Services Costing, Cost Modelling, FinOps, AI, and Artificial Intelligence

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

Boutique Care. Big 4 Rigour. Your embedded finance partner for growing businesses. Stepping Stone is more than a bookkeeper — we're the embedded compliance and commercial partner behind growing businesses. We built Stepping Stone to close a gap. Most compliance firms do the minimum: file the return, send the invoice, and disappear until next year. Growing businesses need more — a senior finance partner in their corner, not a call centre. We bring Big 4 governance and boutique attention to every engagement. Our team has spent decades at the world's leading accounting firms across five countries, and we use that …

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

Business performance - due diligence - KPIs - Grants and subsidies in the ICC 7th Degree is an independent advisory firm specialized in financial and operational consulting in the entertainment fields (Cinema, TV, videogames, interaction, digital signage, AR and VR). We work alongside management, shareholders, banks and other investors to find the right answers to their questions in the context of: innovation management, corporate finance and business performance. 7th Degree was established in 2012 in Luxembourg. Fundamentals - Finance your R&D and the production of new products and/or services - Advise and support customers in optimizing their company’s growth, R&D …

63 similar entities Type: SMB Activities: fintech consulting Technologies: Data Analytics

Better insights, Competitive Advantage in the Markets. MARKT ADVISOR ® does not offer investment advice, MARKT ADVISOR® is a Financial Information and Training Portal and as such is not required to be registered with the CNMV. Under no circumstances can it be considered a financial services company, nor as an EAFI, so we cannot make recommendations or express advice on any listed asset, nor can it directly or indirectly manage third-party assets. We offer an Independent Analysis Service based on our own software: - Without recommendation or evaluation: we give the value of the analysis in projections, not in the …

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

Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management. Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence. With over £14bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a multi-asset fund range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, …

57 similar entities Type: Startup Activities: silvertech fintech Technologies: SaaS

Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and …

330 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

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

ClearScore is a global leader in financial marketplaces. Exceptional careers for extraordinary people. Here at ClearScore, we're dedicated to helping our users improve their financial well-being. We help over 24 million people access credit, insurance and other financial products with greater transparency, fairness and control. Our flagship UK business is the UK's #1 credit score and report app, and a leading credit marketplace. The Group combines user-permissioned data at scale, cutting-edge technology and strong consumer brands to match consumers with the right products at the right time. The Group’s extensive API integrations with financial institution partners help those partners convert …

85 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

We are a tech-driven UK Regulatory Hosting Solution. Established in 2005, Laven offers a UK regulatory hosting platform which provides clients with the opportunity to conduct regulated activities as an Appointed Representative (AR), or, as a manager under MiFID or (if AIFs) under AIFMD without having to be directly regulated. Laven is your constant in a fast-developing industry. We provide support to make sure your company stays up to date with the latest rules and regulations. We are leaders in the financial industry in providing intelligent and intuitive commercial and practical advice, giving clients the benefit of our diversified, yet …

68 similar entities Type: Media SMB Activities: fintech Technologies: SaaS

Digital and reporting solutions for investment managers. Kurtosys helps investment managers deliver data & insights to their clients. Whether it be client reporting, client portals or multiple websites across regions, we're all about delivering data, documents and insights accurately, consistently and at scale. We're a secure cloud-based platform backed by a global team of experts. Our solutions are designed to make marketing and client reporting teams' lives easier. Investment Management Websites, Fund Data Tools, Document Distribution Portals, Fund Factsheet Automation, WordPress for Finance, enterprise content management, Digital Experience Management, Digital Experience Platform, cloud software for asset managers, Investment report automation, …

91 similar entities Type: SMB Activities: fintech Technologies: SaaS Data Analytics

Creating a fairer financial services market for consumers and businesses. Fairer Finance is a consumer group, research agency and consultancy founded in 2014. Our mission is to create a fairer financial services market - one that works for customers as well as the companies that serve them. Our customer experience ratings rank businesses based on customer polling, complaints data and our own unique transparency analysis. In 2017, we also launched product quality ratings, which rank financial services products based on their features. Our ratings are designed to help customers make better financial decisions, and also to encourage companies to compete …

87 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

CRM, CLM & Onboarding solutions for private banks & wealth management firms We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management …

212 similar entities Type: Startup Activities: fintech regtech consulting Technologies: Affective Computing Data Analytics

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

Investment technology for the data era FINBOURNE is reshaping investment management for the modern data era. Our cloud-native platform connects data, workflows, and insights across the investment lifecycle - from enterprise data management to investment operations and fund servicing. Built for performance, scale, and transparency, we help the world’s leading financial institutions grow revenue, cut costs, and manage risk with confidence. Trusted by global leaders including London Stock Exchange Group, Baillie Gifford, and Northern Trust, FINBOURNE operates across the UK, Europe, North America, Asia, and Australia. Investment Technology, SaaS, Software as a Service, Portfolio Management, Automated Reconciliation, IBOR, Investment Data, …

151 similar entities Type: Startup Activities: it services 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

Investment Management / Wealth Management / Asset Owners / Recruitment / #win-win Bowers Partnership is trusted to find the right people for some of Europe's most discerning companies. We have a unique ability to understand our clients' needs and to empower them to achieve their business goals. We believe in taking action with persistence and integrity and making things happen. Our award winning team is dedicated to solving recruitment challenges for Investment Management, Wealth Management, Asset Owners and Lloyd's London Market clients. We have developed strong and long standing relationships with some of the most desirable, in demand and highly …

200 similar entities Type: SMB Activities: hrtech fintech Technologies: IoT

Compliance Monitoring and Reporting Specialists FundApps is a cloud-native RegTech SaaS platform that automates compliance monitoring and reporting for the world’s leading financial institutions. Trusted by some of the world’s largest hedge funds, asset managers, pension funds, and investment banks, FundApps monitors over $30 trillion in assets under management across 100+ jurisdictions, representing 19% of global assets under management. Whether it's shareholding disclosure, sensitive industries, position limits, or regulatory reporting, we help clients stay ahead of regulatory change, reduce operational risk, and safeguard their reputation. As a Certified B CorporationTM, we’re committed to doing business the right way - with …

164 similar entities Type: Startup Activities: regtech fintech Technologies: SaaS

A leading force in UK Investment Banking, delivering excellence for our clients with integrity, passion and unity. Panmure Liberum is a leading independent investment bank with global reach, accessing investors across the UK, Continental Europe, North America, and Asia. Our market-leading teams provide a full-service platform, covering all capital raising and advisory needs, alongside expert distribution, research, and execution capabilities. We deliver excellence by combining scale with entrepreneurial spirit and deep sector expertise, building genuine, lasting relationships that drive long-term success for our clients. Investment Banking, Corporate Advisory, Corporate Broking, M&A, Debt Capital Markets, Private Capital Markets, Equity Research, Equity …

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

Addressing dynamic challenges of the Banking Sector | Open Banking, Real-Time, Automation & Digital Transformation. The Intelligence Exchange Platform for the Strategic Forward Looking Professional. ​ Over the last 5 years Connect Global Group has emerged as the go-to platform for hundreds of solution providers in the financial sector and beyond for quality B2B insights, interaction and conversion. Our goal is simple. We create focused content pathways for firms who want to Connect, Grow and Gain. By providing a winning combination of bespoke and niche content with access to the most relevant industry DMs, we have helped companies have the …

183 similar entities Type: Startup Activities: fintech regtech Technologies: A.I. A.I. - Machine Learning Robotics RPA

The solution for advisors, asset managers and banks | Manage and plan all liquid and illiquid assets By using wealthpilot, you can gain a competitive advantage as a pioneer in the industry and also increase the quality of customer service. We believe that hybrid investment advice can be profitably offered to a broad range of customers. This is how we deliver a digital infrastructure for personal investment advice of the future. wealthpilot brings together end customers, wealth experts and providers of innovative investment products in order to jointly realize the customers' financial life goals. With wealthpilot you can exploit the …

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

Always Be Raising VC fundraising investment bank. We build it patiently with you, block by block: - Storytelling your equity story — Structuring a compelling equity story with a powerful and lively articulation of tactical evidence and data. We see it as an evergreen asset, not a transactional one - Influencing investors — Teaching you how to lobby Tier-1 VCs before you’re even raising, understand their psychology and how to build influence in this tight-knit community Mighty Nine will help you form strong storytelling and influence habits that save you time and money, by considerably reducing the time and mental …

68 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

The pioneer of Conduct Intelligence, using NLP, AI engines to deliver for asset managers & investors a reliable picture. Innovesta is the pioneer of Conduct Intelligence – a revolutionary way for investors to see how companies truly behave, beyond just what they claim. Innovesta combs every corner of the social web to surface companies’ actions from the online conversation, providing a continuous picture of companies’ ESG behavior. This enables investors to ensure their investments align with their values, while ultimately improving the value their investment strategies return. investment decisions, tracking, ESG, Trading, Alternative Data, and Signals

60 similar entities Type: Startup Activities: fintech it services Technologies: A.I. A.I. - Natural Language Processing

Digital partner for private equity - Accelerate the digitalization of your investor and partner relations InvestHub is the SaaS platform that digitizes and structures the relationship between management companies and investors. From fundraising to distribution, it centralizes essential flows: subscription, compliance, reporting, and communication. Each step becomes more fluid, traceable, and clear. Designed with private equity players in mind, InvestHub is based on a modular and interoperable architecture, designed to integrate easily into existing environments. Beyond technology, an expert team supports each client in transforming operational complexity into a reliable and measurable framework. InvestHub thus enables management companies to focus …

83 similar entities Type: Startup Activities: it services Technologies: SaaS

FundsQ, due diligence in the simple way, speed ups your Third-Party Assessment. 1) FundsQ is your specialist Third-Party Risk Management platform for the fund management industry, simplifying processes so that you, as a client, can focus your time on decision-making. 2) FundsQ has a library of questions and models, allowing you to cover almost the full spectrum of your due diligence and embracing a large proportion of your Third-Party. 3) FundsQ has built a team of experienced professionals who can assist you with specific services during the entire due diligence process. 4) FundsQ enables you to focus on your critical …

26 similar entities Type: Startup Activities: it services Technologies: SaaS

Your Connected Expert Advisor - Doing Business Together! ACORA — Much more than an accounting firm: your performance partner For more than 30 years, ACORA has supported entrepreneurs, managers and liberal professions by offering them much more than accounting expertise: a real strategic force at the service of their success. Thanks to a global and integrated approach, we provide you with a set of complementary skills: • Accounting expertise & financial management, • Payroll and social management, • Company law and social law, • Social protection, • Audit & securing organizations, • Asset engineering and business reconciliation. Our mission is …

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

We are a global quantitative and systematic asset management firm applying a scientific approach to finance. Capital Fund Management (CFM) is a successful alternative investment manager and a pioneer in the field of quantitative trading applied to capital markets across the globe. Our methodology relies on statistically robust analysis of terabytes of financial data for asset allocation, trading decisions and automated order execution. CFM is an appealing career destination for highly-talented and passionate PhDs, IT engineers and experts from around the world. Our people can rely on original theoretical insight accumulated over 30 years of market experience, as well as …

177 similar entities Type: SMB Activities: fintech Technologies: A.I. A.I. - Machine Learning Data Analytics

WE ARE RECRUITING JUNIOR AND SENIOR EMPLOYED WEALTH MANAGEMENT ADVISORS **CENTAURE INVESTISSEMENTS** offers global and personalized management of private and professional assets, adapting to the unique needs of each of our clients. Since our creation in 2010, we have continued to grow and our ambitious plans to open new offices are now supported by the Ciclad investment fund. Our project is to develop a consolidation platform with our teams of experts who make it a point of honor to listen to our clients and provide them with sound advice, supported by innovative technological tools that are still little used in …

225 similar entities Type: SMB Activities: insurtech legaltech Technologies: SaaS

Business is trust. FiftyFor is an online platform offering financial, operational and sustainability rating of African companies. We specialize in African small and medium enterprise, help manufacturers and investors to identify potential suppliers & customers, and investment opportunities in Africa. Dedicated to minimizing time and costly efforts, we offer only solution. Rating, Company Information, Due Diligence, Corporate Social Responsibility, Supply Chain, Sustainability, Environment, Risk Management, B2B network, Marketplace, Africa, Finance, Machine learning, and Predictive analysis

Type: Startup Activities: cleantech fintech greentech transporttech Technologies: Data Analytics A.I. A.I. - Machine Learning

Boutique consultancy and M&A advisory firm focused on payments and fintech. Flagship Advisory Partners is a boutique strategy consultancy and mergers and acquisitions advisory firm focused on payments and fintech. We are based in Europe and the U.S. but also serve clients globally. We deliver 100+ engagements per year with our team of 40+ professionals who have a unique depth of knowledge and skills in payments and fintech. Our key differentiators are deep expertise, practical operating experience, strong track record, unique IP and leading-edge insights. Payments, Fintech, Consulting, M&A, Strategy, Roadmaps, Optimization, Execution, Partnerships, and Market Analysis

72 similar entities Type: SMB Activities: fintech

A fresh take on risk and valuation Finalyse is a Europe-wide leading consultancy founded in 1988. We are here for you when it comes to incorporating changes and innovations in valuation, risk management and regulatory compliance. Empowering you to make good decisions and ensuring you can focus on your core business. Bringing a unique mix of financial and technological skills, we offer a fresh perspective, unbiased analyses and modern answers to all your questions. Our distinctive blend of expertise, pragmatism, team spirit and fairness has already contributed to more than 30 years of successful projects and trustful relationships. structured products …

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

Scherzer International - Manage Your Risk SI helps clients manage their risk with background reports for employment screening, business transactions, and client acceptance. We offer a portfolio of scalable and customized reports for business transactions, client acceptance, employment, and regulatory compliance. With an international reach in over 130 countries, Scherzer International lives up to its name. Our global client base covers a wide variety of industries including: -Law Firms -Asset Management -Commercial Banks -Investment Banks -Asset-Based Lenders -Private Equity Funds -Accounting Firms The Scherzer Difference Scherzer International’s core philosophy is to deliver an outstanding report and client experience to every …

65 similar entities Type: SMB Activities: fintech legaltech Technologies: Data Analytics

Consolidated reporting for growing businesses Finstack helps scaleups speed up their month-end closing with its automated reporting, consolidation and collaboration platform. No fuss, no complexity. Reporting & Cash Forecasting and Consolidation

85 similar entities Type: Startup Activities: fintech e-commerce Technologies: SaaS

Fusion supercharges progressive, result-­focused and authentic investment managers to reach alpha combined with absolute investment returns in an ever­‐changing environmental landscape, now and in the future. Therefore presents Fusion a new SAAS based platform established on in-depth experience of the (mutual) portfolio trade management cycle functions. We fundamentally improve the behaviour and experience of software for the investment management sector. ATCM is a unique software solution that is fast, real time, scalable, flexible, responsive and easily customizable in a matter of hours. It has been designed based on forward thinking that better positions the business towards the future. ATCM’s integrated …

76 similar entities Type: Startup Activities: fintech it services regtech Technologies: SaaS

Empowering investors to build better futures. Vontobel is an investment firm with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We seek to deliver leading-edge solutions for both institutional and private clients. Our commitment to active management empowers us to invest on the basis of our convictions. We deliver value through our diverse and highly specialized teams. The goal of achieving excellent and repeatable performance has been fundamental to our approach since 1988. A strong and stable shareholder structure guarantees our entrepreneurial independence and protects …

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

Providing Ethical, ESG and sustainable research for investment professionals Founded in 1998, we were one of the earliest companies to offer services designed to facilitate responsible investment. Initially founded to help support our sister company Ethical Investors, for over 25 years we have been providing our clients with the data and narratives they need to construct responsible investment products that meet their needs, and those of their clients. Our clients include investment managers, fund providers, financial advisers, charities, and individuals, all of which trust us to provide accurate and valuable information. Ethical Research, ESG, Ethical Screening, Sustainable Development Goals, and …

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

The Goal-Based Platform for Digital Wealth Management: Enables Holistic Advice and Hyper-Personalises Portfolios. At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to cover their life risks and to invest in a sustainable manner. Therefore, we empower financial institutions to deliver goal-based investing with realistic and scenario-based asset liability management methods. They capture downside scenarios and market distortions realistically and integrate sustainable investing in all steps of the advisory process. We support the transformation of the wealth management and …

381 similar entities Type: Startup Activities: fintech insurtech it services Technologies: SaaS

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

Part of Capgemini Invent | Global management consulting firm dedicated to the financial services CH & Co. is a consulting firm, part of Capgemini Invent, operating globally via 5 main offices in Europe, Asia, and North America (Paris, Geneva, New York, Montreal, Hong Kong) with around 200 consultants. Thinkers & doers, seizing the future of financial services, we specialise in management consulting for the financial services sector. Our Clients, which include the leading European banks and insurers, choose us to oversee projects relating to business development and innovation, operations and risk control. We take pride in proving ourselves to be …

328 similar entities Type: SMB Activities: fintech consulting insurtech Technologies: Blockchain/Cryptocurrency

Company dedicated to innovative structured investment solutions. Our job? Research and develop structured products and funds adapted to the issues of private investors and business leaders, thanks to our financial expertise. Selection, diversification, expertise, innovation, performance, guarantees: we offer our clients commitments adapted to their profiles, according to market configurations. Our entire team believes that beyond the technical expertise developed, it is the transparency in which the products evolve which is essential. Structured products

73 similar entities Type: Startup Activities: fintech

EndoTech is the recognized leader in algorithmic alternative investments using Artificial Intelligence (AI). EndoTech LTD was founded in 2012 and is the home of the first true SaaS solution for AI-driven automated trading. We aim to provide outsized, non-correlated returns across a range of financial assets with an emphasis on cryptocurrencies. Based on our clients’ risk-reward profiles, we have created a variety of strategies that strike the balance between full automation and personalization, and this means that our 20+ strategies have proven to be suitable for any type of investor. Since inception, EndoTech has set out to be the most …

205 similar entities Type: Startup Activities: fintech it services Technologies: A.I. SaaS Blockchain/Cryptocurrency A.I. - Machine Learning A.I. - Deep Learning

The Transition Management Company for the insurance and financial services industry. Founded in 2014, Find Bob is the leading provider of transition management platforms for the financial services industry. Our mission is to ignite growth conscious cultures by aligning advisor and firm interests for every financial institution in the world. We help Advisors by making it easy to achieve their transition goals, provide a safe & anonymous way to discover opportunities and develop business relationships. We help Firms facilitate internal transition outcomes so they can protect existing assets, recruit & retain talent, and generate new revenue streams. We help Industry …

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

Energized Accounting is about getting the most out of your accounting system, by: * Reviewing your current system * Implementing new software * Integrating software (e.g. linking accounting and fundraising packages) * Providing an interim or part time CFO * Building a reporting system (Management, Board, Funder and/or Government) * Fundraising analysis and support * Not For Profit consulting We also work with partners to provide a full accounting system solution. Charity Consulting, Financial Accounting Systems, Financial Reporting Systems, System Implementation, Microsoft Dynamics Great Plains, and Microsoft Dynamics Navision

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

Arboel offers automated investment solutions to help fund managers improve their returns. Arboel is a fintech company whose mission is to help fund managers improve their returns through automated investment solutions. We believe technology plays a crucial role in portfolio management and financial decision-making. Our trading algorithms are developed using the latest advances in artificial intelligence and machine learning. They are designed to analyze market data, identify trends, and investment opportunities. At Arboel, we take pride in delivering innovative and customized solutions to our clients. We work closely with them to understand their needs and provide tailored solutions that meet …

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

Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets

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

Manage your Cash, Treasury and Risks with TitanSolutions; TMS and RMS. 3V Finance: Expert Treasury & Risk Management Solutions For over 35 years, 3V Finance has been the developer of TitanSolutions, a specialized treasury software dedicated to risk management. Our Mission We empower your business to master its financial results, steer its financial strategy, and manage funding requirements (covenants, banking ratios, etc.) through comprehensive global financial risk management. The result: secured commercial activity. We support our clients across all financial risk management topics and the implementation of key regulations including IFRS, EMIR, and GDPR. Our Clients Over 900 treasury professionals …

200 similar entities Type: SMB Activities: privacytech Technologies: SaaS

The financial community’s leading independent expert for evaluating, auditing and rating business practices. We help financial services firms and insurance companies communicate more effectively with their customers and financial advisors. We do so by evaluating call center service, client reporting, web and mobile sites as well as any other way financial services and insurance companies communicate with their “clients”. We report back to our clients on what they are doing well, where they should focus efforts to make improvements as well as where they stand versus their competitors or best in class in the industry. research, ratings, rankings, service quality …

45 similar entities Type: SMB Activities: fintech

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

The first benchmarking platform for ESG metrics ValueCo is a mission-driven company that aims to consistently integrate environmental, social and human criteria into company performance and market valuations. We are developing the first SaaS solution to collect proprietary ESG ratings from investors and provide market analyses to asset managers, institutional investors, and corporates. Our collaborative model and research make us the only player to collect and leverage asset managers' internal opinions. This model enables us to draw on the collective intelligence of responsible investors to improve market practices. We are already working with over 40 banks and asset managers and …

229 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Post Trade Solutions brings together Acadia, Quantile & SwapAgent to streamline operations and reduce risk. At Post Trade Solutions we combine our trusted expertise with community-driven insights to deliver post trade innovations that matter. Matter for the advancement of our clients, their customers and our industry. By combining our top-tier solutions with continuous innovation, we minimise risk, reduce cost, and improve capital efficiency. Our way of thinking and working methods keep us at the forefront of post -trade, committed to deeply understanding our clients’ challenges so we’re always equipped with the right knowledge to create the right solutions. Collateral Management, …

54 similar entities Type: SMB Activities: fintech regtech Technologies: Data Analytics

Tech Solutions + Human Intelligence = Certified Appraisals. Fast. EVP is founded on the bedrock of transparency, quality, and integrity. That’s no empty boast. We were among the first to call for transparency in fee relationships. That’s because we offer an alternative to the large appraisal management companies, stressing the lowest possible fees without sacrificing quality, customer service, and quick turnarounds. Our per-transaction fees are totally transparent to all parties, and we don’t gig you with start-up fees or set-up costs. We deliver consistent quality, management efficiency, and risk mitigation through fee transparent partnership and collaboration with the most competent …

87 similar entities Type: Startup Activities: fintech

Your Regtech Partner AMFINE is a CSS company : www.compliancesolutionsstrategies.com. AMFINE is a fast-track provider of agile fund and regulatory reporting services for buy-side firms. We provide an end-to-end managed service and software to asset managers, insurance firms and asset servicers. AMFINE has developed a suite of reporting solutions specifically designed to help buy-side firms control, maintain, reconcile and distribute reports and data to meet their regulatory obligations. These solutions cover: · PRIIPs · Solvency II · UCITS IV · MIFID II · AIFMD · Fund Prospectus · Fund Factsheets Key benefits AMFINE will enable your firm to achieve scale …

69 similar entities Type: SMB Activities: fintech regtech Technologies: Data Analytics

Emerge offers a workplace financial wellness program that helps your team reach its goals by reducing the negative impact of financial stress on the people you value most. Whether your goal is improving your bottom line or greater social impact on your community (Emerge is a Community Reinvestment Act (CRA) qualified investment), we can help. Emerge is a B Certified company - recognizing our achievement of and adherence to rigorous standards of social and environment performance, accountability, and transparency. Our flexible technology allows our wellness team to work with you to identify the best solution for your team. Workplace Financial …

50 similar entities Type: Startup Activities: fintech

Viareport is a financial software publisher, expert in financial consolidation, reporting and forecast, we propose the most powerful and the most flexible solutions of the market to facilitate financial performance, for SME (Small and medium-sized enterprises) as big groups. We help CFO, financial directors and chartered accountants concentrate on the piloting, the analyses and the decisions. We take care of all the rest. The unique skills and expertise of our functional and technical consultants enable us to provide vertical assistance and support to your entire project. Our continuous development methodology is based directly on user feedback to ensure that our …

265 similar entities Type: SMB Activities: it services fintech Technologies: SaaS

Proven results. Built together. Corcentric is a leading global provider of best-in-class procurement and finance solutions. We offer a unique combination of technology and payment solutions complemented by robust advisory and managed services. Corcentric reduces stress and increases savings for procurement and finance business leaders by forming a strategic partnership to diagnose pain points and deliver tailor-made solutions for their unique challenges. For more than two decades, we've been a trusted partner who delivers proven results. To learn more, please visit www.corcentric.com. accounts payable automation, e-invoicing, invoice automation, ERP integration, invoice approval workflow, e-payment solutions, invoice scanning & data capture, …

72 similar entities Type: SMB Activities: fintech Technologies: RPA SaaS

The first end-to-end platform covering the entire dealmaking cycle for leveraged capital markets professionals With over 30 years of proprietary journalism and data experience, Debtwire is trusted by leveraged capital markets professionals to provide the information they need to make informed decisions, find investment opportunities and originate deals. Debtwire is the industry’s first end-to-end platform covering the entire dealmaking cycle for leveraged capital markets professionals. Across geographies, markets and asset classes, our team of award-winning journalists, former lawyers and skilled research analysts has you covered. Leveraged finance, Distressed debt, Data, Market-moving news, In-depth research and analysis, Global leveraged credit, Restructuring, …

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

DEEP TECH INVESTMENT BANK M&A Advisory focusing on Artificial Intelligence (AI), Computer Vision, Semiconductor Ecosystems and IoT. We do sell-side M&A, Growth Investment (Strategic, CVC, VC), and Private Equity Recap transactions. We are experts in leveraging technical strategic value to drive optimal transactions for our clients. Connected Vision Advisors aren’t your typical financial bankers. We are electrical engineers, executives, product managers and technical salespeople with over 25 years of experience each. We’ve seen deals from all sides - we’ve worked at large technology companies, startups, VCs and as bankers. We think about the latest technologies, and we maintain relationships with …

123 similar entities Type: Startup Activities: fintech Technologies: A.I. IoT

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

"Your Finance lights up" ARGAFIN, your financial support. We are a consulting firm that provides financial management services for both small and large companies. Created in 2015, it is in full expansion and currently employs 40 people. Thanks to our expertise in the field of financial advice and the complementarity of our team members, we assist our clients with a constant goal of quality and integrity. Our approach is pragmatic and flexible. We support CEOs in the development of their companies. We offer support services: - For development or reorganization - For the optimization of financial processes - For the …

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

The member-based center of stakeholder excellence and value creation. Strategically anchored reporting strengthens stakeholder confidence in a company, underpins value creation and contributes to long-term success. Working in sync with our international network of experts, we empower our members to enhance the quality of their reporting. We offer high-profile events, practice-oriented publications, and tailored consulting. Corporate members benefit from ongoing knowledge transfer through trend classification, analyses, coaching, workshops, and peer-to-peer learning – consistently pragmatic, proactive and specific. Annual Report, Corporate Reporting, Investor Relations, Financial Report, Corporate Governance, Sustainability Report, Stakeholder Dialog, Integrated Reporting, Symposium, Remuneration Report, Geschäftsbericht, Knowledge Management , …

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

Innovative Advisor Solutions InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their customers with the highest levels of stewardship, while exceeding the ever-evolving regulatory guidelines. We create the highest standard of outcomes for our customers' compliance and risk groups. We believe that the compliance officer of the future should play a pivotal role in how financial firms are built, grown, and run. That’s why we empower them with the technology and knowledge to transform the firms they serve. The ComplianceEdge investment management compliance solution supports surveillance, …

78 similar entities Type: SMB Activities: fintech regtech Technologies: SaaS

Texas–Based Public Accounting Firm | Audit • Tax • Advisory • Digital Services We are trusted advisors dedicated to your future success. Our culture is deeply rooted in respect, encouragement, and courtesy, which we proudly exhibit in every client interaction. Our size and talent enable us to adapt swiftly and effectively, delivering innovative solutions that meet your unique needs. Recognized as one of the "Top 100 Firms in the U.S." and "Best of the Best" by INSIDE Public Accounting, we are adaptable and innovative, always focused on our client's future. Business Process Improvement, Business Valuation Services, Employee Benefit Plans, Accounting, …

119 similar entities Type: SMB Activities: fintech legaltech Technologies: SaaS

Follow #raddonreport Raddon, a Fiserv company, has been providing financial institutions with research-based solutions since 1983. Since we work exclusively with financial institutions, we understand the industry and can apply our practical know-how to the unique challenges and opportunities financial institutions face. We combine best practices in research and analysis with consulting and technology solutions to help institutions achieve sustainable growth and improve financial performance. News about Raddon http://www.google.com/reader/shared/12620403031859972666 banking, credit union, research, bank, consulting, and performance analytics

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

We provide innovative financial solutions that enable sports organizations, and companies to realize their potential. At Intervalle Capital, our mission is to provide innovative financial solutions that enable sports organizations, Innovative sports companies, teams, and athletes to realize their potential. Our goal is to create a platform that fosters collaboration between investors, entrepreneurs, and industry leaders in order to drive success for all parties involved. We believe in building long-term relationships with our partners in order to ensure mutual benefit from investments made. We’re looking forward to helping bring together people from different backgrounds who share an enthusiasm for sports …

67 similar entities Type: Startup Activities: fintech sporttech Technologies: SaaS

Expert at your side, to help you achieve your goals. Comptafrance is an accounting and auditing firm, but not only that! We are committed to supporting our clients throughout their entrepreneurial lives in a climate of proximity and trust. Consulting in the broad sense is then the first of our services. All our experience, our skills and our tools are thus mobilized to help you achieve your objectives. Business management consulting, Accounting, Taxation, Payroll and social advice, Secretarial and legal services, and Audit, Auditorship

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

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

Building a better world, one decision at a time. IFS Copperleaf powers precise, AI-driven capital decisions for infrastructure. We use operational and financial data to empower our customers to make investment decisions that deliver the highest business value. What sets us apart is our industry-leading products and our commitment to providing extraordinary experiences, shaped by people who care deeply and partnerships that stand the test of time. IFS Copperleaf is actively involved in shaping and implementing global industry standards and sustainability principles through our participation in the United Nations Global Compact, the Institute of Asset Management, and other organizations. Headquartered …

196 similar entities Type: SMB Activities: fintech it services Technologies: Data Analytics

People First, Financial Clarity Always Out of the Box helps growing businesses build finance functions that move as fast as they do. For more than 30 years and across 50,000+ client engagements, we’ve guided businesses through growth, change, and increasing complexity, seeing firsthand how stronger financial foundations create room for what comes next. Today, that means supporting clients across accounting, advisory, implementation, and financial operations, whether they’re integrating after a transaction, getting more from the Intuit ecosystem, or bringing AI into everyday workflows. We’re serious about results and not overly serious about ourselves. Smart people, practical solutions, and a team …

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

Advise & Assist Clients. Research & Inform the Industry. Strategic Treasurer is widely recognized as a top treasury consulting firm, providing advice and implementation assistance in treasury and risk management technologies. With consultants who have first-hand experience working alongside financial executives, they consult within corporate, government, education, and not-for-profit entities. They are a leading provider of relevant and influential information in treasury, producing some of the foremost research and reports on trending topics within the industry. With multiple annual reports and surveys, free webinars, and treasury updates, they inform the industry from a position of first-hand insight and knowledge. Practical …

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

Fixed income specialists. We are specialists in fixed income, headquartered in the City of London and now a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built an enviable reputation for performance, expertise and innovation in our chosen sector. All of our people, resources and experience are dedicated to this one asset class, without any distractions. For professional investors only. Fixed Income, Asset Management, Absolute Return, Asset Backed Securities, Investment Management, and Total Return

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

Unlock your peak performance with the UK's most configurable digital relationship management tools for wealth managers. At Moneyinfo, we believe in working smarter, not harder. Our best-in-class digital relationship management technology solves real-life problems by enhancing human expertise and putting your clients first. We streamline your processes, elevate client engagement, ensure compliance, and back it all with a dedicated team that always delivers on promises. Together, we help you unlock your peak performance. Account Aggregation Software, Financial Services, Software Development, Client Portals, Wealth Management, Valuation Software, Independent Financial Advisers, and FinTech

91 similar entities Type: SMB Activities: martech spacetech Technologies: SaaS

Smarter Sustainable Investing Vestive's mission is to positively impact our world by expanding access to world-class sustainable investing. We enable financial advisors to align their clients' investments with their values. Our platform provides sustainability reporting, analytics, and investments that optimize for both sustainability impact and financial returns.

62 similar entities Type: Startup Activities: fintech Technologies: Decarbonization

Award Winning Global M&A Advisor for SaaS, E-Commerce and Content Businesses FE International is an award-winning global M&A advisor of technology businesses. Our team has completed over 1,500 transactions and is the preeminent valuation thought leader in the industry. Founded in 2010, FE is known for its extensive network of pre-qualified international investors. With headquarters in New York and regional offices in London, Miami, San Francisco, and Mumbai, FE is an international company serving clients worldwide. It was named one of The Americas’ Fastest Growing companies from 2020 through 2024 by the Financial Times and is also a five-time Inc. …

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

The fixed value. Statera is the specialist in connecting professionals with top organizations in the world of banks, insurers, pension funds, fintech, lenders and leasing companies. Statera is a leading recruitment agency in the financial sector. With services in the field of secondment, interim, permanent and recruitment & selection, we are a full-fledged business partner and preferred supplier for leading clients. With a history since 2008, we have a reputation for quality, personal contact and market knowledge. You don't just become a preferred supplier, you have to earn it. We specialize in a number of areas: Change & IT | …

391 similar entities Type: SMB Activities: fintech insurtech regtech hrtech Technologies: Data Analytics

The investment governance specialist Connecting the dots in today’s complex financial world requires investment expertise and technology. Enhance has both. Enhance provides portfolio monitoring and manager selection on a platform purpose-built for trustees. Our people, services, and tech combine to deliver a robust, easy-to-implement investment governance solution. No industry jargon or complexity, we help to cut through the noise. Our Connect platform has ecosystem partnerships with leading trust admin and accounting systems and offers an API for custom integrations. Provided as part of our Monitor and Select services at no additional cost, Connect helps trust companies automate investment accounting and …

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

Started in 1985, Sathguru is a multi-disciplinary consulting firm with market leading presence in: Corporate strategy Corporate finance and investment banking, Innovation advisory and technology commercialization International development Vertical focused ERP products Industry specific executive education Backed by unparalleled industry depth and techno-commercial perspective, Sathguru's advisory practice enjoys unique competitive advantage across segments of lifesciences - agribusiness, food, animal health and human health (pharma, biotech, medical devices, diagnostics, delivery). Sathguru's investment banking practice is sector agnostic and draws on entrenched capital market engagement with experience of handling more than 60 IPOs in the 90s. Today, the practice is recognized for …

54 similar entities Type: SMB Activities: consulting civictech fintech Technologies: SaaS

RedQuarry is an integrated research management suite that seamlessly retains your notes, ranking assessments, and documents while enforcing consistency in the way information is stored and retrieved. Principals can appreciate the increase in the retention of their firm's intellectual property while client facing professionals can appreciate the ease with which they can access client ready materials. RedQuarry is not a CRM with a research veneer, it's built from the ground up for powerful research. Research Management Software, Investment Research, Financial Software, Document Managment, Investment Management Solutions, Note Taking, DOL Compliance, Cross-platform, and Mobile

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

Smart Insights for Clever Investors At Martheart, we specialize in empowering private equity (PE) and corporate funds to master the complexities of the Financial Services Private Market. Our dedicated team is committed to guiding clients towards informed investment decisions and enhancing portfolio value through strategic operational partnerships. We provide end-to-end support throughout the investment lifecycle, focusing on three pillars: market intelligence, Sales Due Dilligence and portfolio value enhancement though operating partner approach. With a team of 80 professionals across the UK, France, Switzerland, and Spain, we leverage our AI-driven, holistic approach to help clients achieve their financial goals and build …

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

Our founding principles remain transparency, accountability and trust. We are pioneers in the independent investment research business and a premier online financial media company. Our non-consensus research team is committed to delivering the highest caliber investment ideas through rigorous quantitative, bottom-up and macro analysis with an emphasis on timing. Hedgeye TV is online financial media for smart investors where we showcase our analysts'​ leading market and economic insights and ideas. We are committed to unwavering transparency, accountability and trust. At our core, we are a results-driven, constantly evolving, entrepreneurial company committed to intelligent expansion. Among our backers, we include "500 …

124 similar entities Type: Startup Activities: fintech Technologies: IoT

“Simply more precaution” for your customers and business partners The IVFP is an independent and owner-managed company. It compares and evaluates products and consulting processes, offers financial service providers technical and strategic advice as well as a variety of software solutions and further training measures. In this way, the IVFP wants to help make preventative care more transparent and understandable. The IVFP team delivers needs-based solutions for marketing, product development, sales and consulting. Retirement provision, fund policies, insurance, BAV, software, rating, academy, further training, pension advice, brokers, consulting software, financial planning, finance, pensions, comparisons, analyses, market research, calculations, index policies, …

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

A Financial Services Consultancy, using experience & innovation to help clients achieve their goals. Part of Capgemini. Quorsus was founded upon the belief that financial markets participants value a consulting partner that is motivated by shared success and is entirely outcomes focused in its approach. Part of Capgemini. We provide strategic consultancy services to financial institutions facing a range of challenges and constraints across the regulatory landscape. We offer unparalleled expertise in post-trade technologies, operations, and market infrastructure, helping our clients to achieve their goals through intelligent reengineering of platforms and process. While the past decade has seen a fundamental …

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

The Kompass Group acquires, digitizes and scales financial services companies. With the Kompass Group, we buy, digitize and scale financial services companies and insurance brokers to make them fit for the future. Our goal is to break down traditional structures and set new standards in the industry through innovative technologies and efficient processes. We not only offer companies a clear perspective, but also access to our unique platform that enables digitalization, automation and seamless integration. In doing so, we create synergies, increase added value and ensure sustainable growth for everyone involved. Our mission is to build an ecosystem together with …

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