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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.
ProcessingPoint is a Carlsbad, CA-based company in the Financial Services sector.
Funding Circle is the world`s leading lending platform focused exclusively on small businesses, matching businesses who want to borrow with investors who want to lend. Looking for a new opportunity? At our U.S. headquarters in San Francisco, we merge Wall Street financial acumen with the technology of a Silicon Valley startup to create a dynamic, collaborative, and energetic work environment. We are growing quickly and are looking for bright, driven, and passionate people to join our team and help us build a better financial world. Come join us!
Our Mission: To leverage data, analysis and technology to connect organizations with their supporters and ensure every worthy mission is appropriately funded.
Affina Brokerage Services LLC is a Rye, NY-based company in the Financial Services sector.