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Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Credibly is a tech and data-inspired lending platform that makes access to right-sized capital both simple and intuitive. Founded in 2010 and with offices in Michigan, Arizona, Massachusetts, and New York, Credibly has provided access to over $200 million for more than 4,500 businesses in over 300 industries. In the last year alone, Credibly has increased revenue 100%, was recognized by Crains as one of the 50 fastest growing companies in New York, and made its second consecutive appearance on the Inc. 500 list of the fastest-growing private companies in America.
GCA is a New York-based long/short corporate credit investment manager focused on high-yield and distressed assets. GCA was founded and launched its fund in 2008. The firm has approximately $700 million in assets under management.
Bay Pines Federal Credit Union is a Bay Pines, FL-based company in the Financial Services sector.
Venture capital firm that supports early-stage founders building the next generation of financial services. Founder:@dkimerling Partner:@sachdevi