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Building brave futuresSM

Delivering technology and investment solutions that connect the financial services industry

What we do arrow-right

By the numbers*

$1.3T

AUM/AUA

4,000

employees globally

49

of the top 100 global investment managers are clients

10

of the top 20 U.S. banks are clients

* As of Sept. 30, 2021.

Our highlights

Three balanced rocks stacked vertically.
blog
November 3, 2021

Three things C-suite leaders should tackle before 2022

Why technology leaders should prioritize optimization, cybersecurity, data privacy and talent when evaluating their technology and business goals.

Colorful dots on top of puzzle pieces.
blog
November 5, 2021

SRI, ESG and me: The alphabet soup of sustainable investing

No matter what it’s called, the objective behind sustainable investing is to do well in your portfolio while doing good for the world.

A single acorn.
blog
October 14, 2021

A higher standard

Diversity helps drive success. We’re proud to be recognized as a “Champion of Board Diversity” by the Forum of Executive Women for the last five years.

Connect with us

Get in touch with us or find an office closest to you.

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