European investors deserve better. They deserve easy and secure access to traditional and digital assets. To achieve this, Boerse Stuttgart Group provides the most innovative and reliable infrastructure and trading solutions. With its strategic pillars in the capital markets business and in the digital and crypto business, Boerse Stuttgart Group is the sixth largest exchange group in Europe.
UX Wealth Partners was founded in 2020 in Centennial, Colorado with a single thesis: give independent advisors the same institutional-grade technology, execution quality, and investment access that the wirehouses hoard — at a fraction of the cost, with none of the strings.
Cboe Global Markets, Inc. (Cboe), are defining markets to benefit all participants. Unique among global exchange operators in their capability to drive the global marketplace forward through product innovation.
SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).
Go beyond direct indexing with custom, tax-managed investment accounts based on any investment strategy.
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois. It provides an array of investment research and investment management services.
SAM (Smartleaf Asset Management LLC) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale.
Virtue Capital Management (VCM) is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients.
Advyzon is a comprehensive financial technology platform that provides wealth management and practice management solutions for financial advisors and wealth managers.
Amplify delivers a scalable and flexible digital wealth management ecosystem that enriches all aspects of your firm and empowers your advisors to focus on winning the moments that matter.
ETF Action is an independent technology and research firm focused on helping advisors build better portfolios, create engaging experiences with their clients, and navigate the vast ETF, mutual fund, and closed-end fund landscape.
FusionIQ provides a wealth management platform that provides a full-service and seamless advisor and client experience for independent broker-dealers, RIAs, banks and credit unions.
Qdeck is a cloud-based fintech platform that brings state-of-the-art quantitative financial technology to wealth managers and institutional financial professionals. Qdeck combines diverse market data feeds, alternative investment databases, advanced analysis tools, and powerful automation to deliver excellent analytical performance while saving time and money.
Investments are just one aspect of wealth planning. Your tax rate impacts your investment returns. Your borrowing impacts your insurance needs. Your cash flow impacts your lifestyle. That's why Schwab connects key facets of your financial life—so you can see what's missing to maximize your wealth. Start a conversation with a Schwab investment professional who will help you make the decision that's best for you.
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. They use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow.
Established in 2017 in London by Mattias Eriksson and Dr. Ebrahim Kasenally, previously partners and senior executives at BlueCrest Capital Management – one of the largest global alternative investment management firms. C8 combines decades of investment research, trading and technology experience.
NinjaTrader Group, LLC together with its subsidiaries provides award winning trading software and brokerage services to active traders. Founded in 2003, NinjaTrader has evolved into an industry leader supporting over 500,000 traders around the globe with best-in-class technology, deep discount commissions and world class support.
Sr. Advisory Consultant / email
30 years of experience as an accomplished marketer and developer of new business opportunities. Excels at finding creative ways to integrate business practices between less-than obvious, yet complementary entities, to the leveraged benefit of each.
Sr. Advisory Consultant / email
Scott is an outsourced Chief Revenue & Operations Officer focused on helping fintech and wealthtech firms scale. Through Beacon Business Ventures, he drives revenue growth, operational efficiency, and go-to-market execution. With 20+ years at Deutsche Bank, Bloomberg Tradebook, and Instinet, he brings deep experience aligning strategy, technology, and compliance. Scott holds a BA from St. John’s University and completed the CFP Candidate Program at Fairfield University. He is also active in community leadership and nonprofit service.
Sr. Advisory Consultant / email
With over 30 years of experience in traditional and alternative investments, Tom O’Donnell has built a career defined by innovation and performance. He began at the Virginia Retirement System in 1987, where he helped pioneer alternative investment strategies and oversaw the Global Equity and Managed Futures programs. Tom later held senior roles at Chesapeake Capital (long-term trend-following CTA), The Bornhoft Group (multi-manager CTA specialist), and 3D Capital Management (systematic defensive equity manager). Driven by a passion for uncovering new sources of alpha and harnessing technology to enhance efficiency, Tom continues to champion forward-thinking solutions across the investment industry.
Co Founder & CEO
BSIE, MBA Boston University Having served in a variety of senior management positions over 25 years is experienced in software product management, global marketing, sales and distribution.
CFO
BSEE Technion 1973. 40+ years of experience in electronic development, department operational, managerial and financial management in the Israeli Defense Forces, private and public companies.
Co Founder & CTO
B.Sc. Math/CS Hebrew University Jerusalem. 30+ years of experience in software development and management. Specialize in fin-tech and internet software technologies.
Director Of Technology
M.Sc. in Computer Science from the Hebrew University of Jerusalem. Seasoned Software R&D manager with 40 years of experience. Previously managed over 40 analysts and software designers. Multicultural, distributed R&D management experience.
Director Research
B.Sc. in Economy from Tel Aviv University. He has 20 years of experience in Macro-Economics Research and Sector Analysis. He specializes in Asset Allocation models and risk analysis.
Director
Mr. Dan Hoz serves as Chief Executive Officer and Principal Accounting Officer of Valor Computerized Systems Ltd. Mr. Hoz served as Chief Financial Officer of Valor Computerized Systems Ltd.
Co Founder & Advisor
B.Sc. Math/CS Cum Laude TAU. 35 years of experience in Hi-Tech development in the IDF and public companies. Rothschild Prize award winner.
Co Founder & Director
B.A. In Economics and Management. 20 years of experience in capital markets as a wealth manager, head of derivatives trade, and currently managing a family office with ~1B$.
Alpha Vee combines deep industry expertise with actionable insights to help you overcome challenges, save money, and drive business growth. Our integrated software and investment strategies let you focus on alpha-generating ideas and serving your clients.
Disclosure: Investing contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one's financial security or life style. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.
