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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.
Pivotus Ventures is a growth-stage startup chartered with imagining and creating technologies and business models that will transform the banking industry over the coming years. We are based on a unique model that lets us work very closely with large corporations to collaboratively create industry-transforming technologies. We have in-house technology and product teams working on a number of innovative products that will help redefine the retail banking experience for millions of customers. Our partner banks provide our core funding while also giving us direct access to expertise and customers that help us create and roll out high-impact technologies on an accelerated timescale. At the moment we have distribution in Australia, Holland, US, & UK and expect that to grow on a global scale in the coming months!
Since its inception in 2003, Altavair* has completed over $8 billion in commercial aircraft lease transactions with 40 customers in 27 countries representing over 200 individual Boeing and Airbus aircraft including direct orders from the manufacturers and 17 freighter conversions.
Evergreen Capital is a Columbia, MD-based company in the Financial Services sector.
We build global businesses that lead their respective sectors and deliver sustainable growth with consistent financial returns while offering lasting value to their clients and partners.