InvestCloud provides digital wealth management and financial technology solutions within the financial services industry. It offers platforms designed to unify data and improve operations for wealth managers, asset managers, private banks, and broker-dealers. InvestCloud's services include digital wealth management, financial planning solutions, and enterprise services for financial institutions looking to improve efficiency and client engagement. It was founded in 2010 and is based in West Hollywood, California.

InvestX specializes in late-stage venture and pre-initial public offering (IPO) investments across transformative sectors. The company offers diversified funds and co-investments, focusing on providing value for investors by utilizing industry insights and capital markets knowledge. InvestX primarily serves private companies and sell-side institutions within the private equity asset class. It was founded in 2014 and is based in Vancouver, Canada.

Carta provides tools for the private equity and venture capital sectors. Its offerings include a fund administration platform for fund and special purpose vehicle (SPV) management, as well as services for managing cap tables, valuations, taxes, and equity programs for private businesses. The company serves private equity firms, venture capitalists, and their portfolio companies. Carta was formerly known as eShares. It was founded in 2012 and is based in San Francisco, California.

Ledgy is a company specializing in equity management software within the financial technology sector. The company offers a platform that includes financial reporting, cap table management, and compliance for equity plans. Ledgy serves private and public companies, providing tools for equity management and related services. It was founded in 2017 and is based in Zurich, Switzerland.

AlphaSense provides tools for analyzing and synthesizing insights from business and financial documents. It is utilized by sectors such as investment banking, hedge funds, private equity, asset management, and corporate industries that require market and competitive intelligence. It was founded in 2011 and is based in New York, New York.

Envision Financial Systems provides shareholder recordkeeping and servicing solutions within the financial services sector. The company offers products including shareholder recordkeeping, subaccounting, workflow and imaging solutions, and digital interfaces for investors and representatives. Envision Financial Systems serves investment firms, transfer agents, broker-dealers, and 529 plan administrators. It was founded in 1994 and is based in Costa Mesa, California.