Carta

Trusted by 9,000+ funds, Carta is a global leader in fund administration, building the ERP for Private Capital.

Tailored for Private Credit COOs/CFOs, our tech-enabled platform unifies complex debt workflows with automated accounting and real-time data, transforming the back-office into a strategic command center.

We provide the integrated global technology infrastructure necessary to manage complex, multi-jurisdictional funds globally.

Record Financial Group

Record is one of the world’s largest and longest standing currency managers with over 40 years of experience in delivering tailored and unconflicted currency solutions for its clients.

Founded in 1983, Record manages $115bn+ client assets and traded ~$1tn of FX volume on behalf of its clients in 2025. 

Record is a globally active business with 100+ institutional clients across Europe, North America and APAC and 90+ employees across offices in the UK, US, Switzerland and Germany.

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TresVista

TresVista acts as a strategic extension of global investment teams, combining offshore talent with deep domain expertise and cutting-edge AI integration.

Through a full-stack Analyst – Associate – VP model, the firm delivers both decision-enabling solutions – spanning investment research, financial modeling, data engineering, and CFO Office support – and process-enabling services across business development, financial operations, design, and research.

TresVista’s high-end delivery model helps clients enhance productivity, realize cost efficiencies, and concentrate on their core strategic priorities.