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Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts. The Pontera solution enables advisors to manage and trade held away accounts, thus offering a comprehensive, holistic service to their clients and unlocking greater financial outcomes for both advisors and their clients. Pontera clients include Fortune 100 financial services firms, RIAs, broker-dealers and advisory firms of all sizes.
ACULIS is a Provo, UT-based company in the Software and Internet sector.
Health Care Technologies Group is a New York, NY-based company in the Software and Internet sector.
Pact Training is a New Kingston, NY-based company in the Software and Internet sector.
nCino is the worldwide leader in cloud banking. With its Bank Operating System, built on the Salesforce platform, financial institutions can deliver the speed and digital experience that customers expect, backed by the quality and transparency that bankers need.