portfolio-optimization
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Ethic: Your index fund has no idea who you are
Ethic turns personal convictions into custom portfolios, then deals with the awkward business of taxes, risk and scale. The interesting part is how much work sits behind a seemingly simple preference.
PCI Energy Solutions finds the money hiding in the power bill
A $1.2 million billing recovery reveals the appeal of PCI Energy Solutions: software that connects the power plant, the trading desk and the final invoice. Its next chapter is a $1.4 billion acquisition agreement with Mitsubishi Electric.
WBI’s $1 Billion Day Was the Easy Part. Then It Had to Build the Advisor’s Operating System
WBI made its name by launching 10 active ETFs and attracting more than $1 billion in a day. Its harder, more revealing act is Cy - a platform built to turn an advisor’s paperwork, portfolio math and operational drag into one guided workflow.
IMTC
IMTC is a New York-based fintech that builds a cloud-native, AI-enhanced platform for fixed income investing. It combines portfolio construction, optimization, order management, risk and compliance, and reporting into one system, helping asset and wealth managers customize bond portfolios and separately managed accounts at scale while automating manual workflows. Founded in 2017 and led by CEO Russell Feldman, the company raised a $12M Series A in December 2025 led by Nyca Partners.
Jacobi
Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.