Daymi

Next Matter

This company develops workflow orchestration software for financial services firms to automate and govern complex operations, including client onboarding and regulatory compliance processes.

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

Optifi

This company develops an operations and workflow orchestration platform for trust companies, corporate service providers and family offices to manage client entities and compliance.

Desia

This company develops an artificial intelligence platform for data analysis, productivity and workflow automation for investment professionals and financial institutions.

Greenboard

This company develops a compliance management platform for regulated financial institutions including investment advisers, broker-dealers, hedge funds and fintech firms.

Obin AI

This company develops artificial intelligence agents to automate complex workflows and risk management for regulated financial institutions.

Farsight

This company develops AI software to automate documents, financial models and workflows for investment banks, private equity firms and asset managers.

Duna

This company develops a business identity platform providing automated onboarding and compliance services for regulated enterprises, including banks, fintechs and financial platforms.