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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Hitachi Capital America Corp. is an independent, diversified specialty finance company providing financing to commercial businesses and other Hitachi companies in the United States. We offer a variety of senior secured financing solutions with a focus on commercial transportation financing; trade financing; funding and portfolio services; structured, vendor, and technology financing; and asset-based lending.
Corporate Credit Association is a San Ramon, CA-based company in the Financial Services sector.
MiddleOak is one of the leading companies in the Financial Services sector.
Southern Federal Credit Union is a Fayetteville, GA-based company in the Financial Services sector.