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Aspire Financial Services

This company provides a retirement plan recordkeeping platform for small businesses, government entities and non-profit organisations.

Penelope

This company provides a retirement savings platform and recordkeeping infrastructure for small businesses, third-party administrators and financial advisors.

MidAmerica

This company provides retirement plan administration and health benefit funding services for public sector employers and their employees.

Expert Plan

The company provides white-label retirement plan recordkeeping and administration software to financial services firms, asset managers and third-party administrators.

Human Interest

This company provides retirement plan software and administration services for small and medium-sized businesses and their employees.

ConnectYourCare

This company provides healthcare benefit account administration services, including health savings and reimbursement accounts, to employers and their employees.

Ultimus Fund Solutions

This company provides fund administration, accounting and middle-office operations software and services to investment managers, registered funds and private equity firms.

Keystone by Smart

This company develops a cloud-native platform for retirement savings and pension administration for governments and financial institutions.