Institutional Innovators


CBOE Vest’s technology group has launched a web platform enabling banks, brokers and wealth managers to create and trade custom-tailored investment products, using listed options, in seconds.

  • Linda Werner
  • 1765 Greensboro Station Place, McLean, Virginia, 22101, United States


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 ValidationVOTE

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.VOTE

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


A financial technology pioneer headquartered in the heart of San Francisco, MyVest combines best practices in wealth management with best-in-class technology. MyVest’s Strategic Portfolio System™ (SPS) is a cloud-based platform that enables holistic, client-centric wealth management across the entire enterprise in a single, unified system.

  • Charles Haims
  • 415-369-9511
  • 500 Howard Street, San Francisco, CA, 94105, United States


AdvisorEngine is a pioneer in digital wealth management technology as the first company to integrate a private-label robo-advice solution within a full enterprise B2B digital wealth management technology platform.

  • I voted AdvisorEnginefor Institutional Innovators. Cast your vote for the #BZAwards today!
  • 800-974-7753
  • 60 Hudson Street, 18th Floor, New York, New York, 10013, United States

Cloud9 TechnologiesVOTE

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

Backstop Solutions GroupVOTE

Backstop Solutions Group’s suite of offerings brings agility to the alternative investment industry by providing a cloud-based productivity suite that empowers hedge funds, funds of funds, pensions, endowments, private equity firms, consultants, and family offices to support the full lifecycle of capital. As the alternative investment industry has grown in size and complexity, Backstop has evolved to support the entire lifecycle of alternative investments, allowing our clients to achieve greater agility by centralizing and streamlining their data and operations. With offices across the United States and in Europe and Asia, Backstop now serves over 700 firms worldwide, making it one of the fastest growing software providers in the financial services industry.

  • Kevin Moogan
  • (917) 765 8720
  • Willis Tower, 233 S Wacker Dr #3960, Chicago, Illinois, 60606, USA