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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

outsourced-trading

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Company
GeoWealth: Make room for the advisor.
Fintech · Saas · Enterprise

GeoWealth: Make room for the advisor.

The investment portfolio gets the attention. GeoWealth is betting that the less glamorous work behind it - accounting, trading and paperwork - is where an advisory firm wins back its time.

wealthtech · turnkey-asset-managementRead →
Company
LSEG TORA and the $325 Million Business of Getting Trades Done
Fintech · Saas · Enterprise

LSEG TORA and the $325 Million Business of Getting Trades Done

An investment idea still has to survive the trading desk. TORA built its business around that journey, from overloaded order queues to the software LSEG bought to connect data with execution.

trading-technology · order-managementRead →