LifeYield, LLC
undisclosed
LifeYield develops asset optimizing software programs for financial firms, advisors and investors.
Altigo, Inc.
undisclosed
Altigo is a Virginia-based cloud platform that provides solutions such as e-subscription management and asset management for financial advisors.
XPS Pensions Group
$55.1M
-
Novus Partners, Inc.
undisclosed
Novus is a New York-based portfolio intelligence platform that provides solutions such as performance measurement, market insights and data integration for investors.
Atlas Mastertrust
undisclosed
-