Insights from the INVEST 23 conference

Founded in 2010, the company provides intelligent data and analytics to empower fintech innovators and deliver an integrated view of risk across industries. Through its proprietary platform, CapIntel aggregates and augments data from more than 20 sources – including credit bureaus, regulators, lenders, and public databases – to provide real-time insights and strategic decision support.

Company  CapIntel
Location San Francisco, US

FactSet is a multinational financial data and software company. The company provides integrated financial information and analytical applications to the global investment community. FactSet’s suite of wealth management solutions enables advisors to create and manage portfolios that are tailored to meet their clients’ investment needs. Its powerful analytics tools allow advisors to explore portfolio performance, analyse correlations within and between different asset classes, and monitor portfolio risk.

Company  Factset
Location Connecticut, US

FactSet is a global provider of financial data and analytics solutions. The company offers integrated and customised products and services to investment professionals around the world. Their software solutions aim to enable users to gain insight from a wealth of data points including market information, analytics, portfolio management services and more.

Company  Highspot
Location Seattle, US

Seismic aims to enable organisations to increase revenue by providing better content experiences for prospects and customers, better analytics for improved decision-making, and an integrated sales enablement platform to ensure consistency across the customer journey. Seismic’s solutions are used by some of the world’s largest companies to help them engage more intelligently and effectively with their target markets.

Company  Seismic
Location US, UK, CAN and AUS

SYSTM aim to offer clients an integrated suite of services that includes investment management, estate planning, retirement planning, tax minimization strategies, insurance planning, and more. They provide personalized service, tailored to each individual’s unique situation, and they are committed to going above and beyond for their clients.

Company  SYSTM Wealth Solutions
Location US