SEI Investments

Morningstar

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265 billion in assets under advisement and management as of Dec. 31, 2021. The Company has operations in 29 countries. Chicago Photo Credit: Design Architect Perkins+Will Photography Steve Hall © Hedrich Blessing Photographers. London Photo Credit: Marek Sikora Photography

Vestmark

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Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. Our team of over 400 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career.

Citco

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Founded in 1948, Citco was established by the Smeets family to meet the needs of multinationals and private clients. Our heritage, since founding a civil law notary practice in the 1930s to establishing Curacao International Trust CompanyN.V. in the 1960s, built on challenging paradigms and delivering exceptional service within the financial services industry. Citco is a great workplace. It allows room for innovation and provides an exemplary focus on its people by providing endless opportunities for learning and development, as well as ample room for growth that has allowed me to quickly progress in my career. A core part of #TheCitcoWay is its diverse and inclusive culture, its efforts in engaging employees in giving back to the community, and its great ability to see potential in employees and to help them succeed. I am proud to be a part of the Citco team and am looking forward to many more years with this company. Our Values Our business principles govern everything we do. They are deeply engrained in our culture. Flexibility We recognize that one size does not fit all in the alternative investment administration space Independence Citco is a privately held independent service provider that is not aligned with an investment bank, nor an ancillary business to a larger institution which may be subject to bureaucracy or conflicts of interest. Focus Administration is our core business and the foundation of our firm for more than 45 years. Longevity & Expertise Citco maintains dedicated well trained staff with local presence, unrivalled knowledge and experience, robust infrastructure and proven technology. Our staff understands service level responsibilities and is committed to meeting client expectations and deadlines. We focus on building and maintaining the integrity of our relationships Client & Investment driven proprietary technology By focusing on proprietary solutions for core systems, we are best positioned to keep up with the dynamic nature of the alternative investment industry. We believe that we have been an innovator in the alternative investment space and we continue to look for key differentiators to set us apart and to help our clients/ our partners succeed in their businesses. Our technology has been built for alternative investors and managers. Our technology allows monitoring of positions across all operational, regulatory, compliance and legal groups. At the forefront of Industry change Given our client base, we are continually involved and at the forefront of industry changes. We actively engage with the MFA, where we are the only administrator that is a Strategic Partner and AIMA, to help implement change as well as continually educate regulators and the public about the alternative investment world Established value added services To complement our core suite of services we can also provide: investor portfolio analytics, custody, enhanced middle office, foreign exchange exposure calculation and hedging, financial statement reporting, regulatory reporting, tax services, and registered fund services.

AssetMark

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AssetMark supports financial advisors in their life’s work by giving them the tools they need to be successful, freeing them to help their clients achieve their life goals. AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. This translates to more choices and potentially better financial outcomes for everyday people as advisors leverage AssetMark's resources to craft personalized investment plans and navigate the complexities of the market. Our company's mission is centered around helping financial advisors make a difference in the lives of their clients. This is fueled by our empathetic and passionate team, which is dedicated to complex problem-solving in support of our mission.

eMoney Advisor

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eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com

Chatham Financial

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Chatham Financial is the leading independent capital markets advisor, helping organizations reduce risk and seize opportunity through expert advice and powerful technology. Our platform unifies data across assets, debt, and derivatives to deliver unmatched transparency and insight. Founded in 1991, Chatham serves more than 4,500 companies worldwide, handling $2 trillion in annual transaction volume. To learn more, visit cf.com.