Alokik Advani

Tumelo’s mission is to empower shareholder democracy with technology that supports impactful stewardship. Since our inception in 2018, weve dedicated ourselves to developing state-of-the-art investor-voting technologies. Our pass-through voting technology enables institutional and retail investors in pooled funds to vote their shares, offering greater choice and optionality when it comes to voting stewardship. We believe that this technology has the potential to create a more transparent and representative stewardship process, which will lead to better outcomes for investors and the industry as a whole. To find out more about our voting solutions, head to https://www.tumelo.com/

Greenly is on a mission to democratize access to science-backed climate intelligence, transforming sustainability from a compliance burden into a strategic competitive advantage. In a world where sustainability once meant costly consultants, manual data entry, and static PDF reports, Greenly makes climate action accessible, precise, and actionable for everyone: from SMEs to global enterprises. Our all-in-one sustainability suite centralizes everything from carbon management and LCAs to ESG & CSRD reporting, backed by 4000+ delivered GHG reports, 10+ ESG frameworks, and a supplier platform engaging over 5,000 partners. Trusted by 3,500 clients in 25 countries, Greenly combines science-backed precision, with access to 300k+ emission factors and methodologies aligned with the GHG Protocol, ISO, and SBTi—with expert guidance from 70+ climate professionals, ensuring every company builds credible strategies and becomes smarter about climate as they go. Designed with efficient tech and intuitive UX, Greenly streamlines sustainability operations with integrations across 100+ softwares, automated quality controls, and real-time data visualizations, earning us top ratings (4.9 G2, 4.8 Capterra, 4.6 Trustpilot). Greenly empowers companies to own their climate expertise in-house and collectively drive impact toward our bold goal: avoiding 1 billion tons of CO₂ by 2030.

Ramify réinvente la gestion de patrimoine en offrant aux particuliers laccès à des solutions dignes des plus grandes banques privées. Gestion pilotée, immobilier, private equity ou encore solutions d’épargne : notre approche allie expertise, diversification et innovation pour bâtir un avenir financier à la hauteur de vos ambitions.

ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILOs technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way. Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.

Theia Insights is a deep tech company building AI-native dynamic ontology for global financial markets. We provide Dynamic Industry Classification, Thematic Factor Models, and Concept2Universe - the foundational technologies for the global investment industry. We are a team of PhD scientists, engineers, mathematicians and industry practitioners, with decades of combined experience. Our products and solutions are built upon a foundation of academic and proprietary research and harness the latest developments in AI, machine learning, Natural Language Processing (NLP), Large Language Models (LLM), and technologies built on advanced financial mathematics. We are guided by our commitment to building category defining technology to better serve the needs of a rapidly evolving world and ever-changing investment landscape. Named after the goddess of sight, Theia synthesises and distills vasts amounts of financial information so investors can see clearly.

Sylvera is a leading carbon data provider. Our mission is to incentivize investment in real climate action. To help organizations ensure theyre making the most effective investments toward net zero, we build software that independently and accurately automates the evaluation of carbon projects that capture, remove, or avoid emissions. With Sylveras data and tools, businesses and governments can confidently invest in, benchmark, deliver, and report real climate impact. Were backed by renowned investors like Balderton Capital, Index Ventures, Insight Partners, LocalGlobe, and Salesforce Ventures.

73 Strings is digitalizing alternative investments. We provide efficiency and intelligence to how illiquid assets are analysed, valued, monitored and transacted thanks to our AI-augmented solutions, powered by 100s years of corporate finance and private assets expertise. Today, we offer two AI-augmented solutions: Qubit X (Valuation for Equity and Credit) and Graviton X (Data Collection & Monitoring). Our solutions optimize the most time-consuming components of the Valuation processes to let investment professionals focus on key tasks making judgment calls, and acting on critical insights.   To learn more about our products visit www.73strings.com To join our global team and help us shape the future of fintech, apply for one of our open positions or send a note along with your CV to jobs@73strings.com. https://www.crunchbase.com/organization/73-strings/company_financials

At Path, we are your trusted partner in navigating the dynamic world of digital assets. As a registered investment adviser, we specialize in providing exposure to the rapidly growing digital asset class. Our mission is to empower individuals and institutions with professional and compliant crypto investments. What sets us apart is our commitment to comprehensive portfolio management, ensuring risk-adjusted strategies that align with your investment objectives. With decades of combined experience managing traditional assets at prestigious institutions, our investment team brings expertise to the world of digital assets. At Path, we believe in proactive risk management, utilizing qualified custody solutions, and employing active management for balanced returns in a market with historically outsized potential. Our dedication to transparency and compliance ensures that your digital asset journey is both secure and compliant. Join us on the path to secure and rewarding crypto investments. Partner with Path and unlock the full potential of digital assets for your portfolio.

FINBOURNE has created an interconnected network of functionality and data that enables the investment community to better serve clients in a constantly evolving market.

Smart Pension is one of the UK’s largest and fastest-growing pension providers. Offering a workplace pension as a defined contribution master trust for employers of all sizes. We are excited to announce that we now manage over £10 billion of UK pension savings on behalf of around 2 million savers and 100,000 employers. Were proud to be the highest-rated pension provider on Trustpilot, reflecting the trust our members place in us every day. This is a significant milestone to reach in just over a decade. By combining pensions expertise with digital innovation, weve built a pension experience designed to help your employees save, plan and prepare for retirement with confidence. Driven by people We are digital first, not digital only. We provide excellent customer experiences and access to human expertise as standard. Powered by technology We are part of the Smart Group, and powered by Keystone, Smart’s global savings and investments technology platform. Our technology is our backbone, removing barriers and creating frictionless experiences, clear choices and speed. Built for the future We push to modernise pensions. Reducing pain points and innovating to deliver better long-term outcomes, for people and the world we live in. Get in touch today to see how we can support you.

Moonfare is a leading global private equity investment platform and manager that provides eligible individual investors and family offices on a global scale access to institutional-quality private market opportunities, primaries, secondaries, and co-investments at lower minimums. A pioneer in widening access to private assets, we help our clients build diversified portfolios designed for long-term wealth creation with reduced volatility. This goes beyond offering funds from top-tier managers such as KKR, Carlyle, and EQT. Drawing on our global reach, we are able to identify and source a broader range of private equity opportunities that others can’t, including proprietary Moonfare investment products comprising carefully curated co-investments, secondaries and direct deals. Independent and exclusively focused on private equity, Moonfare is trusted by over 5,500 investors and has €3.8 billion in assets under management (AuM). Headquartered in Berlin, we operate in 24 countries, with offices in New York, London, Zürich, Singapore, Paris and Luxembourg. Capital at Risk.

PrimaryBid is a leading fintech firm. We build advanced retail capital-raising solutions for regulated financial institutions, enabling smart investor inclusion in public offerings globally. Our technology platform facilitates efficient investor access in IPOs, follow-ons, block sales, and fixed income offerings, and transforms retail investor participation into a systematic and data-driven component of capital formation. Our technology has delivered over 300 offers including Soho House, CARMAT, Beazley and Compass. PrimaryBid SA. is the retail partner of Euronext and is authorised and supervised by the Autorité de contrôle prudentiel et de résolution (ACPR), supervised by the Autorité des marchés financiers (AMF). PrimaryBid Securities Inc. is a Member of FINRA / SIPC. Investing in securities involves risk. EU offers are not for distribution to US Persons, or persons physically located in the US. To find out more about PrimaryBid visit our website.

DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for banks, broker dealers, asset managers, digital wallets, and consumer brands. DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership. DriveWealth, LLC is a registered broker dealer, member of FINRA and SIPC. Visit legal.drivewealth.com for full disclosures.

Comply with confidence. SteelEye is the first and only truly integrated trade and communications surveillance solution. We empower you with the data-driven tools and complete insights you need to focus on what matters, all from a single platform.

Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, visit www.conquestplanning.com.

Tumelo’s mission is to empower shareholder democracy with technology that supports impactful stewardship. Since our inception in 2018, weve dedicated ourselves to developing state-of-the-art investor-voting technologies. Our pass-through voting technology enables institutional and retail investors in pooled funds to vote their shares, offering greater choice and optionality when it comes to voting stewardship. We believe that this technology has the potential to create a more transparent and representative stewardship process, which will lead to better outcomes for investors and the industry as a whole. To find out more about our voting solutions, head to https://www.tumelo.com/

Greenly is on a mission to democratize access to science-backed climate intelligence, transforming sustainability from a compliance burden into a strategic competitive advantage. In a world where sustainability once meant costly consultants, manual data entry, and static PDF reports, Greenly makes climate action accessible, precise, and actionable for everyone: from SMEs to global enterprises. Our all-in-one sustainability suite centralizes everything from carbon management and LCAs to ESG & CSRD reporting, backed by 4000+ delivered GHG reports, 10+ ESG frameworks, and a supplier platform engaging over 5,000 partners. Trusted by 3,500 clients in 25 countries, Greenly combines science-backed precision, with access to 300k+ emission factors and methodologies aligned with the GHG Protocol, ISO, and SBTi—with expert guidance from 70+ climate professionals, ensuring every company builds credible strategies and becomes smarter about climate as they go. Designed with efficient tech and intuitive UX, Greenly streamlines sustainability operations with integrations across 100+ softwares, automated quality controls, and real-time data visualizations, earning us top ratings (4.9 G2, 4.8 Capterra, 4.6 Trustpilot). Greenly empowers companies to own their climate expertise in-house and collectively drive impact toward our bold goal: avoiding 1 billion tons of CO₂ by 2030.

Ramify réinvente la gestion de patrimoine en offrant aux particuliers laccès à des solutions dignes des plus grandes banques privées. Gestion pilotée, immobilier, private equity ou encore solutions d’épargne : notre approche allie expertise, diversification et innovation pour bâtir un avenir financier à la hauteur de vos ambitions.

ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILOs technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way. Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.