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Cadd Edge is a Westborough, MA-based company in the Software and Internet sector.
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.
math strategies is a Greensboro, NC-based company in the Software and Internet sector.
Agreement Express is the leading client onboarding automation provider for financial services. The platform allows wealth management and payments companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. The platform is the first of its kind to help top performing firms gather, use, and re-use client data to improve and evolve rich customer experiences. Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital experiences to their customers, and integrate to the back-office for streamlined compliance and risk workflows.
New Horizons Software Inc is a Lowell, MA-based company in the Software and Internet sector.