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Cachet Banq is a Pasadena, CA-based company in the Financial Services sector.
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.
Equiniti keeps things running smoothly for some of the best-known brands and public sector organisations in the UK. We specialise in providing finely-tuned finance and administration services, as well as smart technology solutions, in complex and regulated markets. Our services are delivered by 4,300 employees across 25 locations, enabling us to offer solutions that are flexible, adaptable and scalable. We are acknowledged leaders in the pension services market and in the share registration market, where our clients include around half the FTSE 100. Our mission is to make the complex simple.
Vision Capital is one of the leading companies in the Financial Services sector.
Valley Estate Planners is a Elgin, IL-based company in the Financial Services sector.