Institutional Innovators


Veriday’s flagship product, Digital Agent, is a compliance driven Engagement Platform developed to solve Financial Institution’s compliance, branding, and engagement challenges in one centralized and automated tool. The solution empowers Financial Institutions to increase their marketing reach and engagement through their front like agents. Digital Agent does this by combining the best of digital and human interaction to increase valuable engagement, and develop more personal brand connections between Advisors and Consumers on behalf of Financial Institutions.

  • Kayla Shaw
  • +1 626-577-9101
  • 5520 Explorer Drive, Suite 400, Mississauga, Ontario, L4W 5L1, Canada


We make corporate access more efficient through better targeting, more efficient procurement and better meeting preparation.

  • Peter Wright
  • 75 Second Avenue, Suite 605, Needham, MA, 2494, USA

Bond Price Validation

The fixed income management solution for making better-informed decisions by identifying, measuring and mitigating risk – Avoiding bad timing – and negotiating a better price when buying and selling. Predicting interest rate risk makes all the difference in a bond portfolio. 

  • Eileen Devereux
  • +1 800-921-1992
  • 417 Main Street, Little Rock, AR, 72201, USA

Marstone, Inc.

Marstone is a financial technology company focused on digital wealth management solutions for the enterprise. With full vertical integration and straight-through processing, Marstone’s state-of-the-art technology integrates seamlessly into an institution’s existing workflows.

  • Martha McKinley
  • 1 (212) 203-7790
  • 132 E 43rd, Suite 350, NY, New York, 10017, USA

Cloud9 Technologies

Cloud9 Technologies is a cloud communications service provider that delivers high performance voice and collaboration services designed for the unique needs of institutional traders. The company delivers its services from the cloud using software applications that leverage the Internet and advanced WebRTC technologies. In the financial industry, Cloud9 connects counterparties across all asset classes via a cloud-based voice platform that features end-to-end security and encryption. Cloud9 eliminates the infrastructure and expense associated with legacy hardware and telecommunication based solutions. Their customer base includes top brokerages, sell-side firms, and tier one banks.

  • German Soto-Sanchez
  • 917-438-0140
  • 565 5th Ave, Fl. 17, New York, NY, 10017, United States


ChartIQ offers a wide range of innovative data visualizations for time series charting that intuitively puts social, fundamental, and macro data in the context of charts.

  • 1 (800) 821-8147
  • 609 E. Market St., Suite 111, Charlottesville, Virginia, 22902, United States


Opportunity Network is a digital business matchmaking platform that enables CEOs and HNWIs to share and connect to business opportunities e.g. M&A, commercial partnerships. Members are invited exclusively via their banks or professional services firms, which will receive data on client activity in order to accelerate speed to market and gain share of wallet. Its partners include Intesa Sanpaolo, CaixaBank and London Stock Exchange.

  • 26 Broadway, New York,NY, new york, New york, 10004


Bridge builds automation SaaS for Registered Investment Advisors. Our tools automate everything from office workflows to client reporting.

  • 6417810396
  • 935 W Chestnut St, Ste 450, Chicago, IL, 60642, United States