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E78 Partners delivers tailored accounting, finance and technology solutions that reduce risk and drive value creation for private equity firms, portfolio companies, and private corporations.
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.
OTR Solutions is a financial services company that provides factoring solutions and funding for trucking, freight, and fleets.
Purpose Financial is a consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are.
Embed Financial Technologies Inc. is the parent company to Embed Clearing LLC (Member FINRA/SIPC).