Aron Miodownik

Canalyst is the leading destination for public company data and analysis. The company’s SaaS platform provides instant access to the cleanest, richest, best structured fundamental data and models on global public companies. Hundreds of firms across financial services and corporate markets globally rely on Canalyst to reduce duplicative work and ground their financial analysis on sound fundamental data. Founded in 2015, Canalyst employs 200 people with offices in New York and Vancouver. Visit canalyst.com to start a trial or learn about joining the Canalyst team.

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. We’re helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers nearly 25,000 small businesses, over a million savers, and $27 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

This company is not associated with Envestnet.

Scivantage has been fully acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. The acquisition of Scivantage represents the next step in Refinitiv’s journey to create next-generation digital wealth management solutions, providing clients with the data, technology and insight needed to empower better decisions and user engagement. For more information about the acquisition, please visit: https://refini.tv/scivantage

Canalyst is the leading destination for public company data and analysis. The company’s SaaS platform provides instant access to the cleanest, richest, best structured fundamental data and models on global public companies. Hundreds of firms across financial services and corporate markets globally rely on Canalyst to reduce duplicative work and ground their financial analysis on sound fundamental data. Founded in 2015, Canalyst employs 200 people with offices in New York and Vancouver. Visit canalyst.com to start a trial or learn about joining the Canalyst team.

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. We’re helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers nearly 25,000 small businesses, over a million savers, and $27 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

This company is not associated with Envestnet.

Cambrian Consulting is a management consulting firm delivering accelerated business change to Financial Services firms through... Our Knowledge: Our professionals average more than fifteen years experience in financial services, through line roles and management consulting Our Services: We assist our clients in bridging the gap between strategy formulation and disciplined execution, through proven capabilities across both Our Approach: Our business philosophy is based on ‘consulting with’ our clients, not ‘consulting to’ our clients.