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Insurance Office of America is a full-service insurance agency and was founded in 1988. First recognized as one of the top 100 U.S. insurance brokers in the year 2000, we are a privately-held agency and one of the largest in the country. We are currently the 11th largest privately-held agency by Insurance Journal, and the 27th largest U.S. broker according to Business Insurance magazine.
International Financial Data Services is a joint venture between affiliates of Boston-based State Street Corporation, the world’s leading provider of services to institutional investors, and DST Systems Inc., a Kansas City, Missouri-based leading provider of shareholder accounting services and proprietary systems. Both organisations have over 40 years’ experience and joint venture track record via our sister company in the US, Boston Financial Data Services (BFDS). Together we form part of the world’s largest investor record-keeping / transfer agency services provider. DST and State Street formed their first joint venture – BFDS - in 1973, with Canada Financial Data Services (CFDS) and European Financial Data Services (EFDS) entering the UK and Canadian markets in 1995. During 2001 we rebranded to International Financial Data Services, helping to align our business globally. Throughout the early part of the century our operations and footprint continued to expand, taking control of State Street’s established transfer agency services in Ireland and Luxembourg in 2007, meaning further integration of our European operations. As a family, we are now the largest administration and technology outsource provider in Canada, the UK and the USA respectively, with our market share continuing to grow throughout the rest of Europe and the Asia-Pacific region. No other supplier has such as focus on the industry, nor has anyone this level of global reach.
Assured Investment Management previously BlueMountain Capital Management, is a diversified alternative asset manager founded in 2003 based in the United States
Barclays PLC is a global financial services company that provides various financial products and services worldwide.
Wilkinson O'Grady Co is a New York, NY-based company in the Financial Services sector.