Partnerships

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NYSE

The New York Stock Exchange is an American stock exchange in the Financial District of Lower Manhattan in New York City. It is by far the world’s largest stock exchange by market capitalization of its listed companies at US$30.1 trillion as of February 2018.

Discovery Data

Discovery Data is the leading provider of data, insights, and analytics on the firms and people driving the financial services and insurance industries across North America. Our actionable intelligence enables asset and wealth management firms, insurance companies, and service and technology providers to target opportunities and execute go-to-market initiatives more effectively.

Global Trading Systems

GTS is a global trading firm that specializes in transparent, customized liquidity solutions across multiple asset classes, delivered by the most client-centric team in the industry. GTS is a market maker in equities, etf(s), commodities, futures, foreign exchange and interest rate products. Trading over 10,000 instruments globally and executing millions of trades per day, GTS applies years of responsible, technology-driven trading experience to make financial markets more efficient.

Citibank

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Foreside

Foreside Fund Services, LLC provides funds and advisory services. The Company offers portfolio management, financial planning, and investment advisory services. Foreside Fund Services serves clients in the United States. Foreside’s suite of services and platform-based model automate and simplify compliance and distribution for firms, and are designed to scale as clients grow. With Foreside as a partner, firms can dedicate time and effort to portfolio management, client service, sales, and other value-adding work.