Route 66 Ventures is a private investment firm focused on helping entrepreneurs shape the financial services landscape of tomorrow by providing Venture Capital and Credit solutions to emerging financial technology and services companies.   Route 66’s Venture Capital team invests globally in early and growth stage disruptors, incumbents and service providers throughout various sectors in the financial services ecosystem.   Route 66’s Credit team seeks to fund alternative lending platforms and business models with balance sheet needs by purchasing whole loans or providing secured debt facilities.

Route 66 Ventures

Nyca Partners is a venture capital and advisory firm that focuses on the fintech sector. The firm connects innovative companies to financial institutions and technology companies as well as expert individuals as investors and advisors. Nyca Partners was founded in 2014 and is headquartered in New York, United States.

Nyca Partners

XTX Markets is a leading electronic trading firm partnering with exchanges and e-trading venues globally.

XTX Markets

The New Frontiers (TNF) is an international investment firm headquartered in Geneva, Switzerland, with an investment office at the Dubai International Financial Center (DIFC), and has investments and interests across the globe. We are a focused team of recognised experts searching to unlock entrepreneurial and disruptive potential.  By bringing our capital, connections, and capabilities, we are a partner in growth and a catalyst for innovation and industry disruption. TNF was formed over a decade ago by Erkin Bek, following his entrepreneurial success in the energy trading industry since the late 1990’s. Today TNF invests in a concentrated set of businesses across sectors such as future financial market infrastructure, cybersecurity, trust-technology and wellness, amongst others.

The New Frontiers (TNF)

clearmatics

Founded in 2015, Clearmatics is a London-based blockchain company. We build member-owned and governed decentralised network platforms for the peer-to-peer exchange of tokenised value between network members. Our ethos and architecture is grounded in protocol, peer-to-peer architecture, removing friction and market inefficiencies, strong security guarantees and interoperable exchange across platforms to build a peer-to-peer ecosystem for market infrastructure. Our focus is capital markets; we work with firms that have the ambition to reinvent the industry's business models. Our technology is p2p network platforms and protocol first - protocol suite, software that implements those protocols and provides client software and infrastructure for p2p networks. Its based on Ethereum and we call it Autonity - the protocol, the Geth-based client. We use our technology to build p2p networks and dFMI. P2p networks are private, member-owned and governed networks that enable peer-to-peer transfer of financial value and automation of contractual and fiduciary operations without reliance on trusted third-parties. Such decentralised networks can interact with one another, creating a wider ecosystem of value and leveraging the network effect, and they can form part of a dFMI. dFMI is a new concept, one that builds on the security and resilience guarantees of distributed ledger and systems engineering to provide a platform for tokenising value and transferring its ownership between participants on that or, by cross-platform exchange, on other platforms. We believe that our technology will drive adoption of a next-generation dFMI where intermediaries are removed, incentive structures encourage self-regulation, and risks are mitigated and reduced to the maximum. dFMI doesn't just provide a cryptographically secure environment for market participants to transact, it provides a peer-to-peer model that removes financial intermediaries and engenders a wider ecosystem for value transfer across platforms and pre- post-trade processes. dFMI works to mitigate concentration and liquidity risk, reduce settlement cycles to real-time, remove friction, and lower the transaction cost of economic exchange. Clearmatics is a company with a strong belief in the open source movement and good ties to the Ethereum community. We also work closely with the Ethereum Foundation, and are an active member of the Ethereum Enterprise Alliance (EEA).

London-based Clearmatics is a blockchain company that develops clearing and settlement technology for OTC markets. The company's technology approach, termed "decentralized automation," combines cryptography, consensus protocols, and economic mechanism design. Clearmatics designs, builds, and deploys peer-to-peer platforms for financial industry participants to transact seamlessly and securely without intermediaries.&nbsp;

Providing AI-driven market intelligence and workflow automation to give firms an edge

Capital Markets Tech

Clearmatics

London-based Clearmatics is a blockchain company that develops clearing and settlement technology for OTC markets. The company's technology approach, termed "decentralized automation," combines cryptography, consensus protocols, and economic mechanism design. Clearmatics designs, builds, and deploys peer-to-peer platforms for financial industry participants to transact seamlessly and securely without intermediaries.&nbsp;The company has close ties to the Open Source/Ethereum community and works closely with the Ethereum Foundation as an Enterprise Ethereum Alliance (EEA) member. In 2022, Clearmatics founded Autonity, an Ethereum-compatible Proof-of-Stake blockchain built as a foundational layer for the decentralized clearing of smart derivatives contracts. The Autonity platform is designed as a framework for balancing risk speculation by offering accessibility to various tradable smart derivative products, aiming to create a decentralized ecosystem that facilitates trade execution and price discovery for all market participants equitably.

Finpilot is an AI-powered platform that helps financial analysts streamline their research and analysis workflows. The company's technology extracts knowledge from unstructured financial data sources including SEC documents, call transcripts, research reports, and private financial documents. The platform features a web-based AI chat tool that enables analysts to search and query information across multiple sources through a conversational interface. Unlike generic AI models, Finpilot provides source-linked answers with references to primary materials, allowing users to verify the accuracy of information whether in charts or text format. As of February 2024, the platform was available in public beta with plans for a self-serve business model for individual analysts and an enterprise version. The platform also includes task agents designed to automate complex workflows such as report generation, company comparisons, trend analysis, and extraction of segment data from charts and text. Finpilot was spun out of Euclidean Technologies, an investment firm focused on quantitative analysis.

Finpilot

Rogo offers GenAI solutions for financial institutions with tools specifically designed to meet the unique needs of global hedge funds, investment banks, private equity firms, and institutional investors. The company utilizes proprietary financial AI, combining large language models (LLMs) and expertise on financial services, which can adapt to understand the language and data specific to an organization. It can help teams with tasks like accelerating research, making data-driven decisions, and producing finance-related materials.The platform extracts data from internal sources like company presentations, memos, models, databases, data rooms, and meeting notes, combined with a library of 100+ million various external sources, including filings, investor calls, and transcripts of over 70,000 companies globally, along with real-time market data, news and media sources, web searches, and other third-party data.

Rogo

Portrait Analytics is a Boston-based startup developing a GenAI platform for investment research and thesis creation. Founded in 2022 by David Plon, a former principal analyst at Baupost Group, and Connell Gough, a full-stack developer, the company aims to revolutionize the way investment analysts conduct research and generate investment ideas. Portrait's platform leverages advanced AI models to accelerate the speed of research by answering complex questions and producing insights for users. The technology extracts and synthesizes key information from company filings, documents, and other sources to provide factual, auditable responses to user queries.The company's first product is a Q&amp;A-based application that incorporates GenAI search and summarization capabilities. It is designed to function as a "junior analyst," capable of performing tasks such as finding investment ideas, building financial models, and creating pitch decks. Portrait's platform includes an idea generation tool that helps analysts sift through thousands of companies to identify potential investment opportunities. It also provides comprehensive research summaries to quickly familiarize analysts with specific companies or sectors. As of July 2023, the platform was in private beta testing with select asset managers, with plans to expand access to more analysts in the coming months.

Portrait Analytics

Helix by HL is a generative AI assistant for private market investing, launched in June 2023 as a joint venture between TIFIN and Hamilton Lane. The platform leverages Hamilton Lane's proprietary database, which contains data on more than USD 16.7 trillion in private market commitments across 51 vintage years as of September 2023. The AI assistant simplifies alternative investing by providing data-centric information around private markets benchmarking, forecasting, and due diligence. The platform is specifically designed to help wealth advisors and private wealth professionals navigate the complexities of private market investments. Helix integrates with wealth platforms and digital marketplaces to enable advisors and investors seeking private market allocations. The technology combines TIFIN's AI expertise with Hamilton Lane's market analysis and research to educate private wealth investors and their intermediaries about asset classes and market trends.
Key customers and partnerships
The platform partners with wealth managers and private wealth professionals who allocate investments to private markets. FINTOP Capital partnered with Helix to help banks enhance their wealth management offerings by democratizing access to alternative assets.

Helix

Wokelo AI operates a secure GenAI platform geared toward accelerating business research. It provides customized, in-depth analyses for market intelligence and investment research, distinguishing itself through the creation of human-like syntheses at scale.The company's platform serves as a research assistant and co-authoring tool, capable of generating high-fidelity, factually bounded reports and presentations. It offers information on various business aspects, like mergers and acquisitions, partnerships, product strategy, and user reviews, among others​. It is also capable of generating various business documents, including sector briefings, company due diligence, financial analysis, earnings transcripts and annual reports analysis, investment memos, and market maps​.Wokelo AI utilizes a proprietary cognitive engine that curates a range of data, including analyst reports, internal data, podcasts, product reviews, call transcripts, articles, and news, along with 500+ pre-integrated datasets. It also utilized GPT models by OpenAI and open-source models like LLaMA as of November 2023.Key customers and partnershipsThe primary clientele of Wokelo comprises professionals from private equity firms, investment banks, corporate strategy departments, and venture capital firms. Some of its disclosed customers as of May 2024 included Guggenheim, Sage, Tata, Deloitte, Gratia, and Seven Seven Six.

Wokelo AI

Platforms that help financial market participants collect, manage, and use traditional and alternative data, derive market insights from news, and provide trade signals to make informed decisions.

Platforms that help institutions such as asset managers, investment banks, and hedge funds to develop platforms to trade and operate brokerage services for various financial assets and instruments such as stocks, fixed income securities, derivatives, commodities, and foreign currencies.

Companies that use blockchain technology to share and synchronize data and improve efficiency across the trading workflow and post-trade actions such as clearing and settlement.

Platforms that help companies meet anti-money laundering requirements and provide identity verification tools such as KYC checks.

These platforms provide services such as risk detection, regulatory compliance, risk management, risk intelligence, collateral management, internal processes management, and strengthening of internal controls.

Companies that use GenAI as a core part of their product offering for capital markets

Uses AI/ML to process market data and information to derive valuable and timely insights

Uses blockchain to automate certain workflows between institutions and capital market participants

Uses GenAI to automate analysis, optimize portfolios, predict market trends, and enhance risk management

Clearmatics

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