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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.
Graham Capital Management LP is one of the leading providers in Financial Services. It is based in Trenton, NJ. To find more information about Graham Capital Management LP, please visit www.grahamcapital.com
Barbeque Ltd is a Jacksonville Beach, FL-based company in the Financial Services sector.
Rogue Credit Union, formally Rogue Federal Credit Union, is an American Oregon State chartered credit union and financial holding company headquartered in Medford, Oregon, United States.
Blueprint Equity is a tech-focused growth equity firm that invests in and builds market-leading enterprise businesses. They focus on highly addictive, business-critical enterprise applications and partner with similarly obsessed industry veterans who a...