PortfolioMetrix was founded to help professional advisers achieve financial security and well-being for their clients, while building a sustainable business of which all stakeholders are proud.
MoneyGPS
moneyGPS is owned by Fiduciary: An Australian fintech created by two industry execs that brings the best of …
Ox Capital Management
Founded in 2021, Ox Capital Management (OxCap) brings together a team of experienced emerging market investors led by …
Fintalkr
FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more …
Vanguard
Vanguard isn’t owned by public shareholders. It’s owned by the people who invest in our funds. Our owners …
Challenger Investment Management
Challenger Investment Management is an alternative investment manager covering a global opportunity set in credit. The Challenger Investment …
T. Rowe Price
As a premier global asset manager, we identify and actively invest in opportunities to help people thrive in …