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Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Worcester County Fiduciary is a Worcester, MA-based company in the Financial Services sector.
Greensill Capital is a financial services firm specialising in Supply Chain Finance and other structured trade finance solutions for companies globally. Founded in 2011 by Lex Greensill, the company has assembled the largest global team focused on originating and distributing Supply Chain Finance assets. Headquartered in London, Greensill has grown to 150 professionals worldwide, implementing over 100 programmes and working with over 70 funding partners since inception, as well as setting up the world`s first investment fund for SCF assets.
Investment platform empowering financial professionals to learn, invest, and discover the impact of risk-managed solutions.
Mercato Partners is a growth equity fund that provides funding and guidance to extraordinary companies in overlooked or underserved markets.