VM Group is a member-focused organization in the financial services and property sectors. The company offers various financial products and services, including investment management, wealth management, and money transfer services. Additionally, VM Group is involved in property services and social enterprise initiatives through its foundation. It was founded in 1878 and is based in Kingston, Jamaica.

Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.

Avaloq specializes in wealth management technology and provides software and services to the financial sector. The company offers a range of products, including core banking platforms, digital banking services, and investment management technology, as well as services such as banking operations outsourcing and risk analytics. Avaloq primarily serves private banks, wealth managers, investment managers, retail and commercial banks, and neobanks. It was formerly known as BZ Informatik. It was founded in 1985 and is based in Zurich, Switzerland.

Vise is an asset management company that focuses on providing investment solutions for financial advisors. The company offers a platform for the creation, management, and explanation of investment portfolios using insights derived from AI. Vise serves financial advisors and wealth management firms, providing tools for trading, rebalancing, and tax-loss harvesting. Vise was formerly known as Vise AI Advisors, LLC. It was founded in 2016 and is based in New York, New York.

Mambu operates as a cloud banking platform that provides core banking solutions. The company offers a framework for banking, allowing financial institutions to construct their digital financial products using various engines, systems, and connectors. Mambu serves banks, lenders, fintechs, retailers, and other financial service providers. It was founded in 2011 and is based in Amsterdam, Netherlands.

d1g1t is an enterprise wealth management platform designed for financial advisory firms. The company provides tools for client management, business monitoring, reporting, trading, rebalancing, and compliance, serving multi-family offices, registered investment advisors (RIAs), broker-dealers, and bank advisor networks. It was founded in 2017 and is based in Toronto, Ontario.