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2023-12-25
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Proles of the ESGFINTECH100, the world’s most innovative

companies developing ESG Solutions in Financial Services

that every nancial institution needs to know about in 2023

ESGFinTechSummit.com

Join Europe’s Leading Gathering of

ESG Leaders & FinTech Innovators

12 JUNE 2024 | LONDON

The ESGFINTECH100 is an annual list of 100 of the world’s most innovative ESG

companies oering solutions for the nancial services industry selected by a panel of

industry experts and analysts. These are the companies every nancial institution needs

to know about as they consider and develop their ESG assessment and performance

improvement strategies.

The list is part of a series of studies that highlights the leading companies in sectors

such as RegTech, InsurTech and WealthTech to help executives stay on top of the

latest innovations. Companies that won places on the preceding lists generated huge

awareness among nancial services rms. Many were approached directly by banks

and nancial institutions, while other got a more welcome reception from prospective

clients and partners.

The ESGFINTECH100 list will help senior management and sustainability leaders

evaluate which ESG tech solutions in nancial services have market potential and are

most likely to succeed and help nancial institutions in their transition to net-zero.

CRITERIA

The criteria assessed by the Advisory Board and FinTech Global team include the

following:

• Industry signicance of the problem being solved

• Growth in terms of capital raised, revenue, customer traction

• Innovation of ESG technology solution oered

• Potential cost savings, eciency improvement, impact on ESG imperatives and/or

revenue enhancements generated for clients

• How important is it for nancial institutions to know about the company?

PROCESS

Analyse the

universe of ESG

solutions in

Financial Services

on FinTech Global

database and

external sources

RESEARCH

ESG FINTECH

UNIVERSE

Shortlist

candidates that

meet criteria

along with

companies

nominated via

the website

NOMINATE

COMPANIES

Undertake in-

depth interviews

or surveys

with founders

and CEOs of

shortlisted

companies

CONDUCT

INTERVIEWS

& SURVEY

Determine which

companies excel

in terms of the

criteria and can

be classified as

ESG innovation

leaders

IDENTIFY

ESGFINTECH

100

Announce results

to media and

finalists

PUBLISH

/64

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ProfilesoftheESGFINTECH100,theworld’smostinnovativecompaniesdevelopingESGSolutionsinFinancialServicesthateveryfinancialinstitutionneedstoknowaboutin2023JoinEurope’sLeadingGatheringofESGLeaders&FinTechInnovators12JUNE2024LONDONESGFinTechSummit.comTheESGFINTECH100isanannuallistof100oftheworld’smostinnovativeESGcompaniesofferingsolutionsforthefinancialservicesindustryselectedbyapanelofindustryexpertsandanalysts.ThesearethecompanieseveryfinancialinstitutionneedstoknowaboutastheyconsideranddeveloptheirESGassessmentandperformanceimprovementstrategies.ThelistispartofaseriesofstudiesthathighlightstheleadingcompaniesinsectorssuchasRegTech,InsurTechandWealthTechtohelpexecutivesstayontopofthelatestinnovations.Companiesthatwonplacesontheprecedinglistsgeneratedhugeawarenessamongfinancialservicesfirms.Manywereapproacheddirectlybybanksandfinancialinstitutions,whileothergotamorewelcomereceptionfromprospectiveclientsandpartners.TheESGFINTECH100listwillhelpseniormanagementandsustainabilityleadersevaluatewhichESGtechsolutionsinfinancialserviceshavemarketpotentialandaremostlikelytosucceedandhelpfinancialinstitutionsintheirtransitiontonet-zero.CRITERIAThecriteriaassessedbytheAdvisoryBoardandFinTechGlobalteamincludethefollowing:•Industrysignificanceoftheproblembeingsolved•Growthintermsofcapitalraised,revenue,customertraction•InnovationofESGtechnologysolutionoffered•Potentialcostsavings,efficiencyimprovement,impactonESGimperativesand/orrevenueenhancementsgeneratedforclients•Howimportantisitforfinancialinstitutionstoknowaboutthecompany?PROCESSRESEARCHNOMINATECONDUCTIDENTIFYPUBLISHESGFINTECHCOMPANIESINTERVIEWSESGFINTECHAnnounceresultsUNIVERSEShortlist&SURVEY100tomediaandcandidatesthatfinalistsAnalysetheUndertakein-DeterminewhichuniverseofESGmeetcriteriadepthinterviewscompaniesexcelalongwithintermsofthesolutionsincompaniesorsurveyscriteriaandcanFinancialServiceswithfoundersbeclassifiedasonFinTechGlobalnominatedviaandCEOsofESGinnovationthewebsitedatabaseandshortlistedleadersexternalsourcescompaniesESGIntelligenceEngineWinthefuturewithAI-poweredESGintelligenceDOMOREWORKSMARTEROUTPERFORMComprehensiveprivateand500,000companiespubliccompanycoverage2M+informationsources65languagesOngoingESGriskmonitoringSOLUTIONSPre-screeningDueDiligenceRiskMonitoringCompanyEngagementFORASSETMANAGERSINVESTMENTBANKSPRIVATEEQUITY+DEBTASSETOWNERSCORPORATESTRUSTEDBYGetupandrunninginminuteswithour14-dayfreetrial.GETAFREETRIALauquan.comhello@auquan.com5ESGFINTECH100ProfilesFounded2015Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:TargetMarketsareDACH,Nordics,UnitedKingdom,UnitedStatesFoundedin2015,3rd-eyesanalyticsisaSwissWealthTechcompanythathelpsfinancialinstitutionsimprovetheiradvisoryprocessesforprivateandinstitutionalclientsinEuropeandtheUK.Byfocusingonclients’financialgoals,suchasprovidingforretirementandchildren’seducation,preservingcapital,andachievingspecificreturns,thecompanyisinnovatinginseveralareas:itsrealistic,forward-lookingsimulationsvisualisetheoften-ignoredandnegativeimpactofclimatechangeonclients’financialgoals(provenbyNobellaureateProf.Dr.W.Nordhaus);itimprovestheprobabilityofclientsachievingtheirgoalsthroughhyper-personalisedstrategicassetallocationsthatevenreducetheportfolio’scarbonfootprint;anditintegratesimpactinvestingintoportfolioconstruction.Ultimately,thishelpsfinancialinstitutionsincreasetheshareofsustainableinvestmentsintheirclients’portfolios.Thecompanycurrentlyemploysaround30people,hasitsheadquartersinZurichandownsafullylicensedsubsidiaryinMunich,Germany.Founded1998Employees:251-500SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:Switzerland,Europe,MiddleEast,APAC,Africaadditiv’sembeddedfinanceoperatingsystem,DFS®,isanorchestrationplatformenablingfinancialinstitutionstoaccessnewdistributionchannelsthroughaBanking-as-a-Service(BaaS)model.Italsoallowsbankingandnon-bankingproviderstoembedwealthservicesintotheirclientproposition.Whileitsupportswealthmanagerslookingforbest-in-classSoftware-as-a-Service(SaaS)todeliverbetterengagementatgreaterscale.Founded2015Employees:11-50SegmentsofFinancialServices:CorporateAssessment&ReportingRegionsofoperations:Africas(SouthAfrica),Asia-Pacific(Australia,NewZealand,HongKong&Singapore),EMEA(UnitedKingdom)andAmericas(Canada&UnitedStates)ArcticIntelligenceisamulti-awardwinningglobalRegTechfirmthathasdevelopedenterpriseriskassessmentsoftwareenablingregulatedbusinessestobetteridentify,assess,mitigateandmanagetheirfinancialcrimeriskexposures.ArcticIntelligencehashelpedhundredsofregulatedbusinessesinover20industrysectorsand18countriestostrengthentheirdefencesagainstfinancialcrime.ArcticIntelligencesolutionsarecost-effectiveandmulti-jurisdictionalallowingbusinessesregardlessoftheirsize,industrysectororgeographiclocationtoconductfinancialcrimeriskassessmentandmanagevulnerabilitiesconsistentlyacrosstheirentireorganisation.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEPRODUCTNAME:aixigo:BLOXX–Founded1999KEYEMPLOYEES:WealthManagementPlatformAachen,GermanyArnaudPicutChiefExecutiveOfficer&www.aixigo.comManagementBoardsolutions@aixigo.comHichamElBonneChiefTechnologyOfficer&Employees:101-250ManagementBoardRegionsofoperation:Germany,ChristianFriedrichUnitedKingdom,Switzerland,ChiefStrategicOfficer&Luxembourg,Belgium,FounderNetherlands,Austria,France,Ireland,Denmark,Norway,Sweden,Finland,IcelandSubsectors:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/DataOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYaixigoprovidestheworld’sfastestAPI-basedBanksandfinancialserviceprovidersfaceaixigo’sfinancialtechnologyisuniqueintermsofWealthManagementPlatformforcreatingmarginpressure,regulatorycomplexityandspeedandrivalsthebestsolutionsinscalabilityindividual,innovativeandprofitablewealthrisingcustomerexpectations.Theythereforeandflexibility.Thus,aixigocustomershavearealmanagementservices!Thehigh-performanceneedinnovative,transparent,anduser-friendlyedgeoverthecompetition.Howisthisfeasible?Anaixigo:BLOXXoftheWealthManagementdigitalfinancialservices.ThisalsoappliestotheAPI-firstapproachand100+readyto-useservicesPlatformprovidealltechnologicalcapabilitiesfornascentfieldofESG,withitscomplexregulatoryensuremodularityandmulti-integrability.Thistheapplicationininvestmentadvisory,portfolioframework.Forthisreason,aixigoextendeditsresultsinmaximumflexibility.Thankstopowerfulmonitoringandanalysis,portfoliomanagementaixigo:BLOXXWealthManagementPlatformwithalgorithmsandanin-memorydatabase,aixigo’sandfinancialplanning.powerfulESGcapabilities.platformisincrediblyfast.Evenflexibleanalysestakeplaceinlessthan300ms(almostreal-time).aixigo’splatformenablesbanks,financialserviceaixigo’smodulesfacilitateacustomerfriendlyMCC,high-speedinterconnects,queuing,andprovidersandwealthmanagerstomasterthequeryofcustomerinformationandpreferences,parallelisationensuremasssuitability.Inpractice,challengesofdigitalisationandempowersthemportfolioconstructionorreporting.Financialthismeansprocessing3,000requests/second,withspeed,scalability,andflexibility.Internationalserviceproviderscanbeconfidentthatregulatoryequivalenttocalculating1millionbankdepotsincustomers,suchasVontobel,BNPParibas,frameworksandtheUN’s17Sustainable5.5minutes.Commerzbank,andHargreavesLansdown,areDevelopmentGoalsaremet,whileclientsenjoyalreadybenefitingfromtheaixigoplatform.anexcellentserviceexperience.PRODUCTDESCRIPTIONaixigo’sproductaixigo:BLOXXisamodularandflexibleopenAPI-basedwealthmanagementplatform.By(currently)offering31standardizedBLOXXmodulesflexiblycombinablebasedonanindustry-leadingarchitecture,itenablesfinancialserviceproviderstocreateindividual,valueaddingjourneysfortheirclientsaswellastheiradvisors.Thehigh-performanceaixigo:BLOXXofourWealthManagementPlatformprovidealltechnologicalcapabilitiesfortheapplicationininvestmentadvisory,portfoliomonitoringandanalysis,portfoliomanagementandfinancialplanning.Havingalreadyspentthepast25yearsinthewealthmanagementspace,wecanprovidebespokewealthmanagementjourneyswitharapidtimetomarket.TorespondtotheevolvingESGregulationsandthestrongcustomerdemandforESG-compliantinvestments,aixigoexpandeditsaixigo:BLOXXWealthManagementPlatformwithavarietyofcapabilitiesaroundESG-compliantservices.WehaveforinstancemodifiedourClientProfiling,Goals&Constraints,PortfolioConstruction,Compliance,AnalyticsandReporting:BLOXXtocoveradditionalESGrequirements.Thisensures,thatthe17SustainableDevelopmentGoalsoftheUnitedNationsandothersustainabilityfactorscanbedirectlyincorporatedintofinancialservices.Individualportfoliomanagement,sustainability,digitalizationandefficiencytherebymergeintoanewkindofcustomerexperiencethatofferstheanswerforaresponsibleapproachtothetopicofsustainability.Basically,thehigh-performanceaixigo:BLOXXWealthManagementPlatformallowsbanksandfinancialinstitutionstoofferinnovativevalue-creatingservicesandtogainasignificantefficiencyboostwhileensuringadherencetoallcomplianceandregulatoryrequirements.Ourflexiblyintegrableandscalablesolutionssupportabank’smodernITstrategy.TRACTION/GROWTH•Leadingglobalfinancialserviceprovidersalreadybenefitfromaixigo’swealthmanagementplatform,suchasradicant,Vontobel,BNPParibas,Commerzbank,Consorsbank,DekaBankandHargreavesLansdown•Tocreateinnovative,efficientandcustomer-friendlysolutionsaixigopartnerswiththebestindustryplayers,suchasZühlke,Synpulse,Ti&mandGFTThisdTohcisudmoecnutmisenbteiisnbgepinrogvpidroevdidfeodrfionrfoinrfmoramtiaotniopnuprupropsoesseosnolnyl.yI.tItisisnnoottddeessiiggnneeddttobetaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoanryasnpyescpifeiccifnicveinstvmesetnmtoernsttorartestgryadteegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHowaixigoisempoweringfinancialfirmsinthesustainableinvestmenteraAsinvestorscontinuetodemandsustainableinvesting,aixigoishelpingfinancialinstitutionsprovidetheseservicestoclients.Almostaquarterofacenturyago,duringthestockmarketaixigohasadeepcultureofinnovation,anditsproductsareboomofthelate90s,aixigowasbornwithaprofoundmission:poweredbyspeed,flexibilityandcutting-edgetechnology.Thisto“makeinvestors”.Itsname–aportmanteauofexigo,theisnowmoreimportantthanever,saysSteiner.ThefinancialGreekwordforexplain,andAixlaChapelle,theFrenchnamemarketisahighlycompetitivespace,andmarketdemandsarefortheGermantownofAachenwhereaixigoisheadquarteredconstantlychanging.Forexample,overthepastthreeyears,–perfectlydescribeswhataixigo’sfoundingfathers,Dr.RüdigerfirmshavehadtonavigateaseismicshiftinoperationsandvonNitzsch,ErichBorschandChristianFriedrich,envisionedascustomerexpectationscausedbytheCovid-19pandemicandthecompany’spurpose:Abusinessthatdrawsontechnology,thenagaininthecurrentturbulentfinancialmarket.Toavoidresearchandbehaviouralfinancetohelpnoviceinvestorsbeingleftbehindbythecompetition,financialinstitutionsimprovetheirfinancialliteracyaroundthecapitalmarkets.needtostayaheadofthecurve.Steinerpointsout,“ThingsthattodayareconsideredaninnovationarehygienefactorsDeliaSteiner–CountryManager,Switzerland&Liechtensteintomorrow.Thatmeansthatspeedininnovationiskey.”ataixigo–commentsonthis,“Eventhoughourbusinessfocushasshiftedovertheyearstowardsofferingahigh-performingFinancialservicesproviderscannotaffordtoconsistentlywealthmanagementplatformforthefinancialindustry,theseimplementnewsolutions,soaplatformlikeaixigo’sthatboastsprinciplesarestillpartofourDNA.Wearecommittedtomodularityandintegrabilityprovidesbankswithafoundationconstantlycreatinginnovative,realadded-valuesolutionsthattheycaneasilyexpanduponinthefuture.Further,italsoallowsminimizecomplexityandsimplifylifeforbothadvisorandbankstotakeadvantageofaixigo’sswiftinnovationcyclebyclient.Werealizethisbycontinuouslyrefiningourproductsrapidlyintegratingnewoff-the-shelfsolutions.togetherwithourcustomers,gearedtowardsrealclientneedsandemergingmarkettrends.”HelpingfinancialinstitutionsadoptsustainableinvestingToday,aixigooffersaixigo:BLOXX,afullyAPI-basedwealthmanagementplatformthathelpsfinancialinstitutionscreateSustainableinvestinghasbecomeanincreasinglypopulartopic.individual,innovativeandprofitablewealthmanagementConsumersarebecomingmoreactiveinsupportingbusinessesservices.Theaixigo:BLOXXWealthManagementPlatformthatsharetheirideals,governmentsareincreasingregulationoffersbanksandwealthmanagersamultitudeofflexibletomakeESGastandardwithinbusiness,andcompaniesandperformantplug-and-playmodules,theaixigo:BLOXX,arelookingtoadaptoperationstomeetthenewmarketforinvestmentadvisory,portfoliomonitoringandanalysis,demands.Amongthisdrive,sustainableinvestinghasbecomeportfoliomanagementandfinancialplanning.animportantfeatureforfinancialinstitutions.Infact,areportfromCapitalGroupclaimedthataround89%ofinvestorsconsideredESGwhenmakinginvestmentdecisions.Similarly,85%ofassetmanagersseeESGasamajorpriority,anIndexIndustryAssociationreportindicates.“Ofcourse,ESGisaregulatorytopic,butimpactinvestingisanextremelyimportantbehaviouraltrend,notonlyfortheyoungergenerations,”Steinersaid.“Peopleliketoinvestinmattersoftheheart;theyliketoseehowtheyasindividualscancontributetocausesthatareimportanttothem.Thiskindofinvestmentbehaviourwasreservedforverywealthyindividualsuntilafewyearsago.”“Today,wehavethetoolstoempowereveryonetoinvestvalue-orientedandtoseetangibleoutcomesfromtheirinvestments,notonlyintermsofgrowingwealth.Hyper-personalisationissomethingwearealreadyusedtoinotherindustries,andwealsoexpectitfromourwealthmanagers.Ifwearenotwillingtoloseclientstoproviderswhohavebeenfastertoadapt,weneedtoofferthistoclients.”©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesSustainableinvestinghasbeenontheradarofaixigoforseveraltriggeremotions–theirimpactdoes.Ifyoucanshowaclient,years,anditwasonlylogicaltosupportsustainableinvestingforexample,theeffectthatreallocatingcertaininvestmentsviaexpandingtheaixigo:BLOXXWealthManagementPlatform.tomoreenvironmentallyfriendlyonescanhave,hewillbe“Aswecontinuetoadvanceourwealthmanagementplatform,extremelygrateful.ThatiswhywesupportbanksandwealthwealwayskeepaneyeontrendsaswellasfutureregulatorymanagersinincorporatingESGcriteriaintoadvisoryprocesses,developments.”,Steinersaid.“Itwasthereforeevidentthatportfolioconstructionandanalysis,andreportinginaclient-ESGrequirementsaswellasfoundationsforimpactinvestingandadvisor-friendlyway.”wouldbeincorporatedintooursoftwaresoonerratherthanlater.Furthermore,thefieldofESGholdsgreatpotentialtoSteineralsounderlinedthatmanyfirmsareunawarehowreducecomplexitybymeansoftechnologyandtopromotecriticalauthenticityisintheworldofsustainableinvesting.transparencyandtrustonthepartoftheclient.”Governmentscontinuetocounterfirmstryingtogreenwash,andconsumersarewillingtoavoidfirmsfoundguiltyofdoingTheaixigo:BLOXXWealthManagementPlatformisbasedonso.IfafirmispostulatingtoofferESG-compliantservicesbutpowerfulalgorithmsandanin-memorydatabase,makingitignoressustainabilityaspectsinitsownbusinesspractices,itisincrediblyfast.Forexample,ifanadvisorwantedtocompletelikelytostruggleinthefuture.aflexibleanalysis,itwouldbecompletedinunder300ms–essentiallyreal-timespeeds.Ontopofthis,theAPI-firstWhypickaixigoforsustainableinvestingapproachoftheplatformmeansthesolutionallowsforquick,solutions?easyandseamlessintegrationwithexistingandprospectiveinfrastructuresandservices.ThiseliminatestheneedtoGiventheincreasedmarketdemandandregulatoryframework,useseveralisolatedsolutions.Finally,byboastingover100Steinerhighlightsthatthenecessaryadditionofsustainableready-to-useservices,theAPI-basedaixigo:BLOXXWealthinvestingpreferenceswithinportfolioconstructionallowsforManagementPlatformeasilyallowsintegratingadditionalmoreindividualisedandclient-specificservices,butalsomakesmodulestoextendtheadvisorycapabilities.itmorecomplex.However,aixigo’splatformmakesiteasytocapturesustainableinvestingpreferencesandoffersahighlyWithaixigoasourpartner,werobustwaytoincludethisdataintowealthmanagement.haveapowerfuldigitalwealthmanagementenginethatESGdataspecificallycomesinvariousformats–absolute,radicantcanusetomanageabinaryorpercentage.aixigoensuresthatallthesedatatypesmassiveamountofportfoliosareincorporatedintotheportfoliocalculations,withoutusingleadingtechnologies,compromisingspeedorcompliance.Thisnotonlyassureswhileatthesametimecateringcomplianceforthebank,butevenallowsittoofferhighlytotheneedsoftheendpersonalisedservicesthatgiveclientsaclearpictureoftheircustomers.investingfootprint.“Inthisway,oursolutionslaytheperfectfoundationforbanksOneofaixigo’shappypartnersisradicant,aSwissdigitalbankandfinancialserviceproviderstocountermarginpressure,withastrongfocusonsustainability,whichleveragestheregulatorycomplexityandrisingcustomerexpectations.”aixigo:BLOXXWealthManagementPlatformforitsportfoliomanagementandinvestmentadvisoryservices.radicantChiefChallengesfacingsustainableinvestingSustainableInvestmentOfficerDrJanAmritPoserhighlightsthevalueofthispartnership,“Withaixigoasourpartner,wehaveArguablyoneofthebiggestchallengesaixigoseesfirmsapowerfuldigitalwealthmanagementenginethatradicantcanfacingwithESGorimpactinvestingisthefactthatitrequiresusetomanageamassiveamountofportfoliosusingleadingprocessingavastamountofcomplexdata.Ontopofthis,technologies,whileatthesametimecateringtotheneedsofSteinernotedthattheimpactofinvestmentsisoftennottheendcustomers.”detailedtoclientseffectively.Firmsoftentimesstruggletogeneratemeaningfulandpersonalizedinsightsforclients,whoAstowhatmakesaixigoaperfectpartnerforfinancialareoftenleftconfusedorunsureaboutthe(desired)impactofinstitutionslookingtooffersustainableinvesting,Steinertheirportfolio.highlighteditsmarketreputation.Shesaid,“Wehavealreadyprovenmanytimesthatweareatechnologicalleaderanda“WhenaskingaclienthowmanytonnesofCO2hisportfoliofuture-proofpartnerforfinancialinstitutionsthatwanttostayshouldbeallowedtoemit,hewillnotbeabletoanswerthisaheadoftheinnovationcurve.Andoursustainableinvestingquestion.Instead,askinghimwhetherhewantstoreducehissolutionprovidesanotherproofforthis.Itisbuiltuponouremissionswouldbemucheasier.FiguresbythemselvesdonotAPI-basedaixigo:BLOXXWealthManagementPlatformwhichprovidesalltechnologicalcapabilitiesforcreatingindividual,innovativeandprofitablewealthmanagementservicesintheareasofinvestmentadvisory,portfoliomonitoringandanalysis,portfoliomanagementandfinancialplanning.Basedonawell-thought-outconcept,oursolutionenablesanoptimalserviceexperiencefortheclientanduserexperiencefortheadvisor.Besides,itperfectlymatchescurrentmarketneedsasclientsareincreasinglydemandingsustainableinvestmentofferings.”©2023FinTechGlobalandInvestorNetworksLtdTheaixigo:BLOXXWealth„ManagementPlatformbringsESGtothewealthmanagementsector„Figuresbythemselvesdonottriggeremotions–impactdoes.ThatiswhywesupportbanksandwealthmanagersinincorporatingESGcriteriaintoadvisoryprocesses,portfolioconstructionandanalysis,andreportinginaclient-andadviser-friendlyway.Learnmoreaboutoursolutionsbyvisitingaixigo.comorcontactsolutions@aixigo.com.REGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEPRODUCTNAME:Founded2021KEYEMPLOYEES:ALTOSustainabilityParis,Francewww.amunditechnology.comGuillaumeLESAGEdpo@amundi.comAmundiAM-COOEmployees:501-1,000Regionsofoperation:Europe,BenjaminLUCASUnitedKingdom,China,IndiaAmundiTechnology-CEODennyDEWNARAINAmundiTechnology-Headofproductstrategy,marketingandinnovationSubsectors:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,BankingProducts/DataOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYFiveuniqueofferings:ESGandresponsiblefinancerepresentmajorALTOSustainability’sESGdataandpoliciesorganizationalchallengesthatrequirerethinkingintegrateintoassetmanagers’Portfolio1.Toolsandservicestomanageandanalyseinvestmentstrategies,portfolioanalysisandManagementSystems(PMS)seamlesslywhichportfoliowithESGanalyticsdecision-makingtools.AmundiTechnologyenablesdatatoflowthroughouttheentirevaluethroughALTOSustainabilityispoweringchain,ultimatelyallowingportfoliomanagersto2.Amundi’sdatagovernancewith55expertssustainableandESGinvesting,enablingassesstheESGcriteriaqualityoftheirinvestments.dedicatedtoESGdataanalysis,integrationandinstitutionalinvestors,assetandwealthmanagersALTOSustainabilityutilisesAI,MachineLearningsolutions.toeasilyaccessandintegrateESGdataintotheNLPtobescalablewhichhandlesthecontinuouslyALTOportfoliomanagementplatformtoaligngrowingvolumeofdata,flexibleenoughtodeal3.Datadiversitymanagement,withconnectiontoinvestmentdecisionswiththeirESGandclimatewithitsvolatility,industrializedenoughtokeepthe20ESGdataprovidersgoals.processefficientandtominimizetheoperationalrisk.4.BenefitfrominnovationandAmundiTechnology’sInnovationLabwholookintoNLPandNLU5.SFDRcompliantandabilitytoproducereportingPRODUCTDESCRIPTIONESGandresponsiblefinancerepresentmajororganizationalchallengesthatrequirerethinkinginvestmentstrategies,portfolioanalysisanddecision-makingtools.AmundiTechnologythroughALTOSustainabilityispoweringsustainableandESGinvesting,enablinginstitutionalinvestors,assetandwealthmanagerstoeasilyaccessandintegrateESGdataintotheALTOportfoliomanagementplatformtoaligninvestmentdecisionswiththeirESGandclimategoals.ALTOSustainabilityisacloudandopen-sourcesolutioncentralizingallsustainableissuerdataintothecoreinvestmentdatasetandacrosstheintegratedfront-to-backworkflowforportfoliomanagers,analysts,andoperations.AmundiTechnologyclientsbenefitfromdataservicesforESG,climate,biodiversity,andregulatoryanalyticscoveringdatasourcing,controls,andgovernance.Inadditiontothis,ALTOSustainabilityprovidesuserswithinnovativetoolsandinterfacesneededforESGdatavisualization,portfolioanalysis,design,climatestresstest,investmentcompliancecontrol,andreportingproduction.ALTOSustainabilitycentralizesallESGdataintothecoreinvestmentdatasetandacrosstheintegratedfront-to-backworkflow:1.GiveusersthedataandtoolsneededtoconsolidateESGandsustainabilityanalyticsandcreatecustomscoringmethodology;2.DisseminatedataintotheentireALTOplatformforESGdatavisualization,portfolioanalysis,investmentcompliancecontrol,andreportingproduction.“ALTOSustainabilityallowsourclientstoharnessESGmetricsfrom20dataprovidersthushelpingthemachievetheirsustainableinvestmentgoals.ThesolutionbenefitsfromdeepandlongstandingESGknowledge,expertise,andtechnologycapabilitiesallowingclientstofocusontheircorebusiness.”GuillaumeLESAGE,ChiefOperatingOfficerofAmundi.ESGinvestingchallenges:Nowadays,ESGrepresentsagrowingdemandandamajororganizationalchallengethatrequiresrethinkinginvestmentstrategies,portfolioanalysisanddecision-makingtools.Technology,asALTOSustainability,nowoffersrelevantandadaptedsolutionsfordeveloping,building,anddeployingESGpoliciestoempowersustainableandsocialinvesting.ThisdTohcisudmoecnutmisenbteiisnbgepinrogvpidroevdidfeodrfinorfoinrmforamtioatniopnuprpuropsoesseosnolnyl.yI.tItisisnnoottddeessigignneeddttoobetakeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoanryanspyescpifeiccifnicveinstvmesetnmtoernsttorartsetgryadteegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILEREGION:GLOBALSECTOR:ESGALTOSustainabilityfunctionality:DataOfferingAmundiESGdataservicesenableclientstodelegatedatamanagementtoatrustedexpert,benefitingfrom:•Amundiknow-howwithadeepandlongstandingESGanddatamanagementknowledge.•AsinglepointofaccessforallsustainabledatafromproviderscoveringESG,climateandregulatoryanalytics.•Asuiteofvalueaddedservicesfromselection,sourcing,processing,throughtomatchingandintegrationbasedonanefficientdatagovernanceandprocessesviaachoiceofoperatingmodes:•Standard:SelectESGratingsandrawdatafromAmundi’sselectedprovidersanddatasets•Advanced:SelectadditionaldataprovidersandcustomESGcompositescoring•Bringyourowndata:Technologysolutiononlyinterfacedwiththeclient’sownESGdataset,viaAPIALTOPlatform-ALTOSustainabilitycentralizesallsustainabledataintothecoreinvestmentdatasetandacrosstheintegratedfront-to-backworkflow:•Giveportfoliomanagers,analystsandoperationsexpertsthedataandtoolsneededtoconsolidateESGandsustainabilityanalyticsatissuers,holdingandportfoliolevel.•Define,implement,andcontrolresponsibleinvestmentpolicieswithpre-tradechecks.•CreatecustomESGscoringmethodology.•Benefitfromscalable,flexible,andindustrialtoolstosupportportfoliomanagement,compliancerisk,clientreportinganddatamanagement.•DisseminatedataintotheentireALTOplatform:TRACTION/GROWTH•Morethan50clientsontheALTOplatforms•+55expertsdedicatedtoESGdata,analysisandsolution•+25ITexpertsforALTOSustainability•+20ESGdataprovidersforESG,climate,regulatoryandSFDRdatasets,etc.Thisdocumentisbeingprovidedforinformationpurposesonly.Itisnotdesignedtobetakenasadviceorarecommendationforanyspecificinvestmentorstrategydecisions.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHowAmundiTechnologyischangingtheinvestmentworldBornfromtheesteemedAmundigroup,AmundiTechnologyhasventuredintotherapidlyevolvingESGlandscape,seekingtorevolutionisethewayinwhichassetmanagersinvest.RomainSauvage,–BusinessDevelopment&Solution,ALTOWhyitwastherighttimetoentertheESGSustainabilityatAmundiTechnology-elaboratedonthesectorcompany’sjourney.Herevealed,“WewereformedalongsideAmundi,andinitiallyonlyfocusedonITtechnology,beforeInarapidlychangingworldwheresustainabilityissuesourmodelchangedcompletelytowhatitistoday.Thiswasinareparamount,investors,portfoliomanagersandwealthresponsetothemarkettrendsandclientrequirements,wehadmanagersaremoreinclinedthanevertoentertheESGspacetokeepupwiththesedemands.”tocombattheever-growingneed,andsocietalpressure,tobemoresustainable,andkeepupwiththegreatersocialandAstheParisianfirmdevelopeditsexpertise,services,andenvironmentalconsciencethattheworldhas.technologicalcapabilities,spreadover19countriesand900experts,itfocusedonportfoliomanagementinabidtofaceoffRegulatoryconsiderationsarealsoguidinginvestorstowardsagainstthechallengesthatpresentassetmanagers.However,sustainablechoices.EverycountryhasadifferentsetofasthesignificanceofESGconsiderationsburgeoned,theregulatoryguidelinesthatcorporationsmustadhereto.Rulescompanyturneditsattentiontothatgrowingconcern,,leadingsuchastheCSRDorSFDRhavecomeintofocus,demandingthemtoformtheirinnovativeALTOplatform.Initially,itwasgreaterduediligenceandattentionfromallinvestors.utilisedbytheirin-houseassetmanagerstoenhancetheirportfoliomanagement,however,afterhalfadecadeoftweaksThisnewfoundchangeindirective,hastrickleddowntoandenhancements,AmundiTechnologyreleasedittothecompaniesthroughoutthewiderFinTechspace,withinvestorsbroadermarket.nowputtingthepressureon.AmundiTechnology’sSauvagepointedout,“ESGhasbeenamajorconcerninthemarketforThiswasonlythebeginningfortheFrenchFinTech’ssurgeintothepastdecade.Butinthelastthreeyears,morecomplexESGtheESGspace.RecentlyithasintegratedESGdataandpoliciesstrategieshavebeendevelopedbasedonclientdemands.Allintoitsassetmanagers’PortfolioManagementSystems(PMS).ofwhomwanttoimprovesustainabilityandhaveagreaterThissolutionenablesdatatoflowthroughouttheentirevalueemphasisonsustainableinvestment.chain,ultimatelyallowingportfoliomanagerstoassesstheESGcriteriaqualityoftheirinvestments.“ClientsarenowlookingtoinvestinESG-relatedprojectsinabidtobemoresustainable.Asassetmanagementisdrivenbyariskapproach,portfoliomanagersknowthatiftheyonlyinvestintounsustainableprojectsandbusinesses,theywillnolongerhaveacompanytoinvestwithinthefuture.Thegreatergoodoftheplanetisnowtakingcentre-stageintheirmind.’Thisbusinessacumenfrominvestorshascertainlyseenthelandscapeshift.Accordingtoa2022surveyfromPwCGlobalinvestorsbelievethatthebusinessterrainisshifting.Whileinflationandthemacroeconomicenvironmentaretoday’stoweringriskfactors,investorsseethemabatingoverthenextfiveyears,andbeingreplacedbythethreatofclimaterisk.Thesamereportalsoclaimsthatinvestorsworrymostabouttheeffectivenessoftheirproductsmostofall.Withaclearemphasisfallingontohowwelltheyperformintheirrespectivedomains.ThisbecomesrelevanttoESGwhenthecaveatisaddedthataccordingtothePwCreport,thesesameinvestorsclaimedthattheyfeltleasteffectivewhendealingwithenvironmentalissues.Ultimatelymeaningthattheywillneedtochangethat.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesCertainly,thisunderscoresthefactthatAmundiTechnology’sAtAmundiTechnology,theircoverageextendsextensivelyforayintotherealmofESGinvestingiswell-timed.ThefinancialwiththisinmindandboastsastrongemphasisonESG.Theworldisrealisingthatthetransformationtoasustainable,low-flexibleandefficientsolutionencompassesavastarrayofESGcarbon,andinclusivemodelisnotonlyimperative,butalsoansolutionsdesignedtobolsterclientsatisfaction.Itprovidesopportunitytodrivepositiveimpact.Governments,businesses,AmundiTechnology’sclientswithcontinuousenhancementsinandthefinancialsectormustworkintandem,withthefinancialtermsofnewdatacoverage,evolutionofmarketrequirementsindustryplayingapivotalroleinchannellingcapitaltowardandadvisoryexpertise,asanend-to-endbusinesspartnership.sustainability-focusedsolutions.ThispackagepowerssustainableandresponsibleinvestingatAmundiTechnology’suniqueofferingatimewherethatismoreparamountthanever,accordingtoSauvage,whichwillinturn,allowinstitutionalinvestors,assetSauvagestressedoneofthemajorsellingpointsofAmundiandwealthmanagerstoaccessefficientESGdataandtoolstoTechnology’sproduct,claimingthatitcomesfromitsownaligninvestmentdecisionswiththeirESGandclimategoals.in-housefledglingyears.Hestated,“Asacompany,wearededicatedtothetechnologybusiness,meaningthatourgoalInfact,ALTOSustainabilityalreadycentralisesdatafromoveristodevelopinnovative,cutting-edgetechnologythatcan20providersforportfoliomanagers,analystsandoperationsbybeutilisedinthesustainabilityindustrysothatwecanworkdisseminatingsustainabledataintotheentireALTOplatform.onESG-relatedissues.WedevelopedourinnovativeALTOThisrichveinofinformationmakestheserviceahubofvitalplatformwhichisasolutiondesignedtoassistassetandwealthinformationforanyfigureslookingtoentertheESGspace.managerswithESGanalysis,aswellassustainableinvesting.”Inresponsetothedemandsofbothmanagersandinvestors,“Initially,itwasaplatformbuiltforourin-houseassetmanagersALTOSustainabilityboastsaversatilearrayoffunctionalitiestomanageportfoliosandtheyuseitonaday-to-daybasis.tailoredtoaddressawidespectrumofconsiderationsHowever,overthepastfewyears,wedevelopedittoalevelencompassingESG,climate,biodiversity,andregulatorywherewefeltwecouldofferittothemarket.concerns.Thesolution’sversatilityishighlightedthroughitsmulti-modalapproach,providinguserswithtwodistinctivedataForAmundiTechnology,themanagementservicemodes:timetoinnovateisn’tover.Sauvageclaimedthatthe1.StandardMode:Inthisconfiguration,ALTOSustainabilityintroductionofAItotheiractsasaconduitforrawdatasourcedfromdataprovidersproductcouldbeinthepipelineservicedbyAmundi(integrationandqualitychecks).Thisintheforthcomingyears.rawdataallowsuserstoengagewithESGinsightsattheirmostelementallevel.“WebelievethisisthekeyUSPofourproduct.ESGhasbecomeamajorissuethathascultivatedinterestacrossthesectorover2.AdvancedMode:ContrastingwiththeStandardMode,thethelastthreeyears.Butultimately,atAmundiTechnology,AdvancedModeelevatestheexperienceforusers.Itnotwestartedtobuildoursolutionstenyearsago.SonowweonlyopensdoorstotheintegrationofnewdatasetsbutalsoarereadytoofferthistechnologywithALTOSustainabilitytofacilitatescollaborationwithnewdataproviders.Itevenexternalclients,wehavetheknowledgeofwhattheyneed,andempowersuserstoimplementsophisticatedESGcompositetheexperiencetoknowwhyourproductoffersthesolutionsitscoremethodologies.Thisfeatureoffersconsumersgreaterdoes.”customisationforadeeperlevelofanalysisandinsights.Sauvageaddedthatclientstodaydon’tsolelyfocusonESG;theyThefuturewantacomprehensiveapproach.BeyondESG,theyexpecttomanageportfolioinvestmentswithclimate,biodiversitymetrics,ForAmundiTechnology,thetimetoinnovateisn’tover.conductclientassessments,andgeneratereports.SauvageclaimedthattheintroductionofAItotheirproductcouldbeinthepipelineintheforthcomingyears.ThebuzzwordHowever,responsibleinvestingisnomeanfeat.AssetwillcertainlygarnerinvestorinterestbutcouldultimatelymanagersfacemultiplechallengesindevelopingtheirESGcontinuethebrand’sgrowthasanESGpioneerthroughthecapabilities.ThisnecessitatesablendofhumanexpertiseandcontinueddevelopmentofitsALTOSustainabilitysolution.scalable,industrialisedtechnologies.Inthecomingyears,AmundiTechnologyremainsdedicatedtoinnovation,withtheirurgencytodevelopinthespacenotdiminishedintheslightest.Sustainabletechnologyhasbecomeakeytenetoftheirbeing,andsoitwillremainastheyreaffirmtheirroleasESGpioneers.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles14Founded2018Employees:11-50SegmentsofFinancialServices:ESG/ClimateRiskandESGIntelligence&DataAnalysisRegionsofoperations:AssetImpactoperatesglobally,withapresenceinEurope,NorthAmerica,Asia,andOceania.AssetImpact(AI)isaleadingESGdataproviderofferingacomprehensivebottom-up,asset-basedapproachtodeveloprobustclimateindicatorsandanalytics.AssetImpact’sadvanceddata-drivensolutionsaredesignedtoempowerfinancialinstitutionsandcompaniesto1.Developanalyticsandtoolsnecessaryforassessingandmanagingtheirclimateimpacttomeetclimatetargets2.Calculatetheirclients’currentandfuturecarbonfootprint3.Measureportfolioalignmentwithnet-zeroscenarios4.Designinnovativeclimate-alignedfinancialproducts.AssetImpact’sclientbasecomprisesbanks,assetowners,assetmanagers,consultancies,dataproviders,governmentalorganizations,andnon-profits.AsofAugust2023,AssetImpact’sextensivedatabaseencompasses245,000physicalassetslinkedtoover63,000+publicandprivatecompanies,representing75%ofglobalgreenhousegasemissions.Establishedin2018asaspin-offfromthe2°InvestingInitiative,AssetImpactwasacquiredbyGRESBBVinSeptember2022.Founded2021Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:EUAtlasMetricsprovidesacomprehensiveESGaccountingplatformdesignedtocatertotheneedsofbothcompaniesandinvestors.WithAtlas,organisationscaneffortlesslyreportacrossmultiplestandards,meetingdiverseESGrequirementswithasingleentry.ItsimplifiesESGcompliancebyconsistentlygeneratingfullycompliantoutputsalignedwiththeworld’sleadingimpactstandards,keepingupwithevolvingguidelinesandregulations.Additionally,Atlasenablessafedatasharingwithvariousstakeholders,allowingdatainputtedoncetobeefficientlysharedwithportfoliocompanies,investors,orsuppliers.YoucanalsoshowcaseyourESGperformanceandachievementsthroughacustomisable,secureMicrosite,givingyoutheflexibilitytotailor,manage,andpresentyourdatapubliclyorselectivelywithpasswordprotection.ByusingAtlas,youcanstreamlineyourESGandsustainabilityprocesses,eliminatingtheneedforscatteredtoolsthroughoutyourentirevaluechain,ensuringahassle-freeapproachtomanagingyourESGinitiatives.Founded2017Employees:11-50SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,InvestingProducts/Data,RegulatoryChangeManagementRegionsofoperations:UnitedKingdom,UnitedStates,EuropeAtominvestisanend-to-endSaaSproviderforprivatemarketassetmanagers.Atominvest’splatformincludesESG&impact,portfoliomanagement,dealCRM,investorrelations,andonboarding&e-subdocsolutions.AtominvesthasofficesinLondonandNewYorkandservesover150clientsglobally.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEFounded2018KEYEMPLOYEES:London,UnitedKingdomChandiniJainwww.auquan.comCEO/Co-Founderinfo@auquan.comEmployees:11-50ShubJainRegionsofoperation:UnitedCTO/Co-FounderKingdom,UnitedStates,IndiaSubsectors:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYUserscansearchandmonitorESG,reputational,UnderstandingtheESGperformanceofAuquan’sIntelligenceEngineleveragesRAGAIandbusinessrisksfor500k+publicandprivatecompaniesischallenging,andrisksand(RetrievalAugmentedGeneration)andotherNLPcompanies,surfacedfrom2mdatasourceslikeopportunitiescanbeeasilyoverlooked.Publictechniquestosurfacefinancially-materialESGcompanyfilings,regulatorydatabases,lawsuits,companydisclosuresarecomplex,oftenrisksandinsightsfrommillionsofdocumentssanctionlists,andglobal+locallanguagemedia.misleadingandtoughtoverify—andprivatecollecteddaily.RAGaddressescommonpitfallsofAuquanleveragesAItoidentifyallself-reported,companiesdon’thavetodisclosemuchESG-generativeAIinenterprisebecauseitcanpullreal-direct,supplychainandindustryrisksaffectingrelatedinformationatall.ESGscoresaretootime,accurateinformationfromvastdatabasescompanies,credits,andprojectsopaquetobetrustedandtoogeneralisedtobeandcraftnatural,coherentsummaries.useful.PRODUCTDESCRIPTIONAuquan’sESGIntelligenceEnginehelpsfinancialinstitutionsidentifyESG/sustainabilityrelatedopportunitiesandrisksforanycompany,publicorprivate,fromalloftheworld’sunstructureddata.CustomersuseAuquantomaintainvisibilityintoESGrisksandsustainabilitythemesbecauseAuquanprovidesaclean,curatedfeedofinformationonanycompanythatisconnectedbothdirectlyaswellasviaindustryorsupplychain.AuquanleveragedAIandautomationtocovermorecompaniesthananyotherexistingvendor,inmoredepththanispossiblemanually.Auquan’sanalystteamreviewsandcuratesthefinalinsightstoverifymaterialityandaccuracy.Auquan’sdatacoverageincludes:•500kentities-privateandpubliccompanies,municipalandinfrastructureprojects,people,andproducts•2mdatasources—companyfilings,regulatorydocs,globalmedia,governmentdatabases,legalproceedings,sanctionlists,patents,NGOreports,andmore•65languages(24natively;41translated),and130countries•ControversiesmappedtoSFDR(PAI),SDGs,SASB,UNGC,andmodernslaveryacts(UK,Australia,GermanSupplyChainAct)Themostcommonusecasesinclude:•Pre-screeningnewinvestmentopportunitiesforprivateequityandcredit•Conductingcomprehensiveinvestmentresearchforpublicequities•Assessingcreditandcounterpartyriskforinvestmentbanks•Assessinglikelihoodofnon-complianceorreputationaldamageforonboarding/KYC•Continuouslymonitoringrisksofinvestmentportfoliosforassetmanagers,assetownersandprivatemarkets•AssessingassetriskforunderwritingforinsurancecompaniesTRACTION/GROWTH•AuquancustomersincludesomeofthelargestfinancialinstitutionslikeUBS,FederatedHermesandanumberofotherassetmanagers,investmentbanksandprivateequityfirms.•Auquanhaveraisedatotalof$5mwiththeirlatestseedroundannouncedinOctober,2023ThisdTohcisudmoecnutmisenbteiisnbgepinrogvpidroevdidfeodrfionrfoinrfmoramtiaotniopnuprupropsoesseosnolnyl.yI.tItisisnnoottddeessiiggnneeddttobetaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoanryasnpyescpifeiccifnicveinstvmesetnmtoernsttorartestgryadteegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHowAuquanisleveragingRAGAItobringusablegenerativeAItoESGdataDataholdsalotofpowerwithinthefinanceindustryandyetmostfirmsarescramblingaroundtryingtocollaterelevantinformationfromvarioussiloeddatasources.Theoutcomeisoftenaninefficientecosystemthatimpactsthecapabilitiesofteams.ThisisascenariothatChandiniJain–theCEOandco-founderofIntelligenceEnginedeveloperAuquan–isalltoofamiliarwith.PriortofoundingAuquanin2018,Jainheldvariousrolesasamoreinformeddecisionsaheadofthemarket,”sheadded.derivativestraderandinterestratestructurerwheresheneeded“Inspiredbythisvision,IstartedAuquantomakeitintoreality.”toanalysereal-timeandhistoricaldataformultiplecompanies.TeamswouldbesubscribedtocountlessdataproviderssoSolvingtheproblemtheycouldaccessasmuchinformationaspossible.Shesaid,“ThesheervolumeofdatathatneedstobeprocesseddailySuccesswithinthefinanceindustryisdependentonthetomakethemostinformedinvestmentdecisionsisenoughabilitytoprocessvastvolumesofunstructured,noisytextualtooverwhelmeventhebestresearchteams,whowindupcontentthatholdscrucialinformationaboutrisks,oftengoinginvestingasubstantialamountoftimesearchingforandreadingundertheradar,shestated.Thisistrueforassetmanagers,irrelevantnoisydatatoproducetheinsightstheyneed.It’snotinvestmentbanks,privateequityfirms,privatedebtfirmsandonlycumbersome,itisalsojusttooeasytooverlookimportantinsuranceproviders.Ontopofleveragingthisdatafordecisioninformationthat’shiddenwithinallofthenoise.”making,theyneedtoassessitforvariousESG-relatedfunctions,suchaspre-screeningprivatecompanies,conductingESGriskFrustratedbythepoorworkflows,Jainstartedreadingintoresearchandmonitoring,continuouscontroversymonitoring,AIandnaturallanguageprocessingtoseehowtheycouldperformingKnowYourCustomer(KYC)backgroundchecks,andautomatethecollectionofrelevantinsightsinlargevolumesassessingunderwritingrisk.ofunstructureddata.ThiswasstilltheearlydaysoftextprocessingandwasbeforetheadventofadvancedlanguageTypically,thisprocesshasrequiredthemtohirea“smallarmymodels.Fromherresearch,itbecameevidentthatthefinancialofhighlyqualifiedandwell-paidprofessionals”todotediousservicessectorwasripeforAI-driventransformation,withESGdatacollectionandentry.Thisworkflowisnotonlydrainingonbeingaprimeusecase,becausematerialESGrisksareoftenresources,butitalsoallowsforcriticalinsightstogetlostinthehiddenamongnoisydataandcanseemirrelevant.noise,forcingdecisionstotakelongerorforgreenwashingtooccur.“Ihadavisionofequity,credit,andESGresearchprofessionalsspendingmoretimeonhigh-levelanalysisandmakingquicker,Auquanwasbuilttosolvethisproblem.ItsIntelligenceEngineisanAI-poweredsoftware-as-a-servicethatenablesfirmstomakethemostofNLP,LLMs,andgenerativeAI.Thetechnologycanunderstandhugequantitiesofdataandprovideteamswithdetailedinsightsofportfoliocompanies,allowingthemtomaintaincontinuousvisibilityintocomplexrisks.WhilethereareotherESGdataandanalyticssolutionsavailableinthemarket,Jainbelievestheyaretooreliantonhumananalyststoprocessdata.Infact,shenotedthatmanyclaimtoleverageAIbutarestillessentiallyjustanalystfirmswithproduct-orientedofferings.Duetothis,theyarelimitedinhowmanycompaniestheycancoverandthedepthofdataforeach.Additionally,theyhavelimitedcapacitywithlanguages,leadingtolocallanguageinformationbeingmissed.AuquandiffersfromthesebecauseitsIntelligenceEngineisAI-nativeatitscore.Itleveragesretrievalaugmentedgeneration(RAGAI),advancedretrievalmodelsandentityresolutiontocollectandprocessinformationfromtwomillionsourceseachday.Ontopofthis,theplatformprocessesaroundsixmilliondatapointseachday,utilisingsourceslikecompanyfilings,globalmedia,trademedia,regulatorydatabases,patentdata,permitdata,shippingdata,NGOs.AccordingtoJainthis“wouldbeimpossibleforananalyst-ledvendortodo.”©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesItisimportanttonotethatAuquanstillboastsastellaranalystJainadded,“TherealvalueofasolutionlikeAuquan’steamforthefinalQAontheengine’soutput,theyjustdon’tIntelligenceEngineisthatitliberatesfinanceprofessionalsfromhavetodothegruntwork.“OuruseofAIandreal-timeundifferentiatedmanualdataworksotheycandowhattheydoprocessingmeansAuquannotonlycoversfarmorecompaniesbest.”thanourcompetitors,wecanalsoinstantlyprocessandsurfaceinformationforanynewcompanythatwasn’tpreviouslyinRAGAIversusGenAIourcoverage,whichmeanscustomersareunconstrainedbycoverageandareguaranteedtoreceiveinformationonanyIthasbeenimpossibletoavoidthehypeofgenerativeAIcompanytheylookfor.”toolslikeChatGPToverthepastyear.Whilethetechnologyhasdominateddiscussionsaboutinnovation,JainnotedthatDatachallengewithinESGtherearen’tanysuccessfuldeploymentsofthesetoolsyet.“That’sbecausetheyhaveseriouslimitationsthatmakethemOntopoftryingtoefficientlycollectthenecessarydata,firmsunsuitableforknowledge-intensiveenterpriseusecases,arealsostrugglingtomoveawayfrom‘easy’ESGscores.Thisincludingalackofaccesstoup-to-dateanddomain-specificisusedtomeasureacompany’sESGperformance,however,data,aninabilitytocitesources,andtheoften-discussedthereisnostandardisedmethodfortheseassessments.Eachhallucinationissue,wherethesetoolshaveatendencytoratingcompanyusestheirownmetricstoassessascoreoutrightfabricateresponses.”andarenotalwaysanaccuratepictureofacompany’sESGperformance.AuquanknowsthechallengesfacedbyimplementinggenerativeAIbecausetheyfacedthemwhentryingtoworkOnceweimplementedRAGAIinwiththetechnology.However,thingschangedwhentheyfoundourIntelligenceEnginesolution,RAGAI.ThisisaframeworkinventedbyMetaandcombineswewereabletosurfaceretrieval-basedmodelsthatcanaccessreal-timeandindustry-relevantandmeaningfulspecificdatasetswithgenerativemodelsthatcanpowernaturalinsightsforourcustomerslanguageresponses.thatthey,orothersolutions,couldn’tproducethemselves.Jainsaid,“OnceweimplementedRAGAIinourIntelligenceEnginesolution,wewereabletosurfacerelevantandJainnotedthatESGscoresonlygivetheillusionofsimplifyingmeaningfulinsightsforourcustomersthatthey,orotherESGdecisionmakingastheyare“severelyflawed.”Sheadded,solutions,couldn’tproducethemselves.Andtheinformation“One-size-fitsallESGscoringmethodologiescanbemisleadingprocessedisconsistentlyup-to-date,credible,accurateandiftheunderlyingmethodologyisn’tavailableorreviewedbeforetrustworthy.RAGAIhasbeentransformativeforAuquanandusingthescore.AndESGscoresaresusceptibletomanipulationforourcustomers.”andopenthedoorsforcompaniestoengageingreenwashinganddeceivestakeholdersabouttheirsustainabilityefforts.”TheThismeansunlikestandardgenerativeAItools,Auquan’slackofstandardisationiscausingfirmstomoveawayfromESGtechnologycanprovideclientswithup-to-dateinformationscores,withtheS&Precentlyannouncingitwouldnolongerthatiscredible,accurateandtrustworthy.Italsosuppliesusethemforcreditassessments.themwiththesourcesneededtobackuptheiranalysis.ThisisagamechangerforfirmsasitmeanstheycanmakesoundAnotherchallengefirmsarefacingrelatedtoESGdataistheinvestmentdecisionswithouttheriskofmissingacriticalincreasedregulatorylandscape.Forexample,thenewSFDRdevelopmentthatwouldradicallychangetheriskprofile.regulationrequiresGPstoreportPAIs,whilethenewCSRDandESRSregulationsbringmajorchangestoESGreporting“It’snoteverydayweseeashiftassignificantasAI,andbystandards.EffectivedatamanagementiskeyforcomplianceleveragingRAGAI,AuquanisuniquelypositionedtomakewiththeseregulationsandhandlingthetasksmanuallyistoogenerativeAIarealityforfinancialservicesandhelpfirmstime-consuming.unlockthevalueoftheworld’sunstructureddata,particularlyforriskandESGintelligenceusecases.”JainnotedthathumansaretooslowanderrorpronetomanuallymanagethevolumeofdatarequiredforESG,whetherUpcominggrowthforinvestmentdecisionsorcomplianceneeds.Instead,naturallanguageprocessingandgenerativeAIcanmonitornumerousTohelpmakethisvisionareality,theFinTechcompanyrecentlyunstructureddatasetsbutalsoextractusefulinformationsecured$3.5minaseedround.Theinvestmentwasledbyfromthem.Thisgivesthestaffmoretimetofocusonhigh-early-stageinvestorNeotribeVenturesandsawadditionallevelanalysisandmakingstrategicdecisions,somethingthecontributionsfromEpisode1andStage2Capital.Thisfundingtechnologycannotdo.addstothe$1mitpreviouslyraisedinitspre-seedfundinground.Auquanisalreadyputtingtheseedfundingtowork.ThecompanyisdoublingdownonitsdevelopmentontheRAGAI-poweredIntelligenceEngineSaaSproductandisactivelyexpandingitspresenceintheUSmarket.Duringtheseedroundannouncement,Jainsaid,“Auquanstandsoutbecausewearelaserfocusedonfinancialservices,weunderstandourcustomers’challengesandwhat‘good’lookslikeforthem,andwehavefine-tunedourproductwithfeedbackfromourusersonhowbesttointegrateintheirworkflowsandconsistentlydelivervalue.”©2023FinTechGlobalandInvestorNetworksLtd18ESGFINTECH100ProfilesFounded2010Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:Globally,thoughpredominatelyintheUnitedStatesandEuropeBitvoreprovidesunprecedentedbusinessinsightsfromunstructureddata.Ourproductsaredeployedinoverseventyoftheworld’slargestfinancialinstitutions,allowingthemtomakefasterandmoreeffectivedecisions.Ourground-breakingAI-poweredplatformdeliversleadingindicatorsofbusinessperformanceforcompanies,industries,marketsandmunicipalobligors.Weingestmassiveamountsofunstructureddata(includingnews,pressreleases,SECfilings/proxystatements,earningscalltranscriptsandmore)andusesadvancedNLPandmachinelearningtoprovidematerialevents,trendedESG,sentiment,growthandriskscoring,aswellascomparative/predictiveanalyticstodrivebetterbusinessoutcomes.Consumablethroughfiledownloads,acomprehensiveAPIandresearchuserinterfaces,Bitvoreprovidescustomerswiththe“crystalball”neededtoidentifyemergingriskandopportunity.BitvoredataisalsoavailableonanumberoftheleadingdatamarketplacessuchastheMicrosoftAzure,SnowflakeandFactSetmarketplaces.Founded2019Employees:11-50SegmentsofFinancialServices:InvestingProducts/Data,FinancialResearchRegionsofoperations:Brazil,USA,UK,Israel,AustraliaBridgewiseisafinancialresearchtechnologycompanythatharnessesthepowerofgenerativeAIandaproprietarylanguagemodeltounlocktrueworldwideequitycoverage,providingfundamentalanalysisonglobalstocksinalllanguages.Itssolutionsaimtobridgetheaccessgaptofinancialinformationandenablebetter-informeddecision-making,offeringcontinuouslyupdateddata,comprehensiveinsights,andtailoredtradingrecommendations.Bridgewiseiscurrentlyenhancingtheanalyticalcapabilitiesofover1,000,000investingprofessionalsinfinancialinstitutions,tradingplatforms,andindividualinvestorsworldwide.Founded2017Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:WorldwideCirculorarethemarketleadersintraceabilityforcomplexindustrialsupplychains.Thecompanyhelpcustomerstodemonstrateresponsiblesourcing,monitorinheritedemissionsfromthesupplychainandunderpintheircirculareconomyambitions.Circulor’sPROVEtraceabilitysolutionsconnectallsupplychainactorsfromupstreamtodownstreamtoensurecomplete,real-timevisibilityforbettersupplychainperformance,carbonfootprinttracking,andcompliancewithgrowingglobalregulations.CirculorisaCertifiedBCorporationheadquarteredintheUK,withfacilitiesinGermany,IrelandandSingapore,aswellasemployeesworldwide.Circulor’sfocusistraceabilityofmetalsandmineralsusedinbatteries,renewableenergyandconstructionandhasaproventrackrecordprovidingend-to-endandhighlygranulartraceabilityaswellasdigitalproductpassportstoproveresponsibleandsustainablevaluechainsandunderpincircularity.©2023FinTechGlobalandInvestorNetworksLtdFinfox.Theaward-winningFindoutmoresoftwaresolutionforhybridinvestmentadvice.Thewealthmanagementofthefutureisbothpersonalanddigital.Inotherwords:hybrid.Automatedandstandardizedforthebank,yetperceivedasindividualizedbytheclient.Supportingclientengagementatalltouchpoints,effectivelyconveyingthevalue-addtotheclient.WelcometoFinfox.Investmentadviceredefined.ESGFINTECH100Profiles20Founded2022Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:UnitedStates,Canada,SingaporeClimateAlphaisthefirstAIdrivenplatformtohelpfinancialinstitutionsunderstandhowclimatechangewillimpacttheirinvestmentsandcreatedata-drivenadaptationstrategies.Itdeploysadvancedmachinelearningtocreatescenariosthatprovidethemostcomprehensiveassessmentofarealestateasset’slocation.Itsgoalistoprojecthowaportfoliomaybeaffectedbyclimatechange,outliningitsvulnerabilitiesandidentifyingopportunisticareasthatshouldreceivecapital,andmakingiteasytounderstandhowthatdatacanchangeovertimefromnowuntil2040.ClimateAlphacreatesdatadriveninvestmentstrategiesthatenhanceriskmanagementandallowforportfoliooptimisation.ClimateAlpha’sglobalteamincludesleadersinclimate,datascience,realestateandfinancialservices.Founded2019Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,BankingProducts/DataRegionsofoperations:UnitedKingdom,Europe,NorthAmerica&Canada,APACClimateXisaLondon-basedcompanythatwasestablishedwithonegoalinmind:todeliverdataandanalyticsthatwillhelpbuildresiliencytotheimpactsofclimatechangeonsocietiesallaroundtheworld.Theyprovidebest-in-classphysicalclimateriskinsightsforfirmsintheFinancialServicesindustry(banks,insurers,investmentmanagers&lenderssuchascreditmutualsormortgageproviders)andRealEstate(commercial&residential).Inmoredetail,theyenablefirmstopinpointand,projectandquantifyrisks&lossesfromweathereventstomakeproperty-levelbusinessplansandguidetheirportfoliostrategies–decadesinadvance.Thedataisprovidedviatheiraward-winningSoftware-as-a-Serviceplatform,Spectra,whichcanalsobeaccessedviaitsAPI.Founded2022Employees:1-10SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:Europe,NorthAmerica,Africa,MiddleEastClimateAlignedisaLondon-basedFinTechstartupdevelopingthefirstAIplatformdesignedtointegrateend-to-endsustainability,ESG,climatefactorsanddataapplicabletodebtinvestmentdecisionsinasingleapplication.Theproductinitiallyfocusesoninvestorsandfinancialinstitutionsengagedintheworld’slargestcapitalmarket-the$160trillionbondmarket-wheremuchofthemoneyneededtoreachnetzerowillflowthrough,withplanstoexpandtoallmarkets.Thetechnologyusedallowsinvestmentprofessionalstoaccessallrelevantandtypicallyveryhard-to-extractinformationfrommultiplescatteredsourcesinoneplaceandanalyseitagainstanyopinion,framework,standardorsetofrulesusingMachineLearning(ML)technology.Thisremovesakeytime,cost,andcompetencybarrier,enablinginstitutionalinvestorstofindnewopportunitiesthatacceleratefinancealignedwithclimateandemissionstargets–andavoidgreenwashingrisks.©2023FinTechGlobalandInvestorNetworksLtd21ESGFINTECH100ProfilesFounded2018Employees:11-50SegmentsofFinancialServices:OffsettingAnalytics&MarketplacesRegionsofoperations:Americas,EMEA,APACCloverlyistheinfrastructureforthevoluntarycarbonmarkets.Itssolutionshelpbuyersandsellersofcarboncreditstoconnect,transact,andscaletheirimpact.Itcurrentlyworkswith200+leadingenterpriseslikeAmericanExpress,Salesforce,andVisatosupportthemintheirclimatejourney.Founded2018Employees:11-50SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:Americas,Europe,MiddleEast,Africa,APACDassetiisaprivatelyownedcompanythatwasestablishedin2018byWissemSouissi,whospottedagapinthemarketforadigitalduediligenceplatformthatcouldsupportinstitutionalinvestorsthroughthewholeduediligenceprocess.Thecompanyreceivedaninitialroundoffundingin2020,thensecuredSeries-AfundingfromNasdaqVenturesin2023beforerebrandingfromDiligendtoDasseti(meaning“Tomakevisible”inPali).Theteamhasincreasedto50employeesspreadglobally,andhasthreeoffices,locatedinDubai,LondonandNewYork.Halftheteamaresoftwareengineers,developers,productspecialistsandtesters,whichdemonstratesourcommitmenttoaworld-classsoftwaresolution,thatiscontinuallyevolvingtomeetclientdemands.Theotherteammembersarespreadacrossoursales,marketing,clientservicesandofficeservicesteams.Founded2014Employees:251-500SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysisRegionsofoperations:GlobalDeepki’send-to-endsolutionsallowvisionaryrealestateownersandinvestorstotakecontroloftheirESGperformance.Themarket-leadingdataintelligenceplatform,coupledwithanexpertteamofenvironmentalconsultants,enablesorganizationstostayaheadofthecurvebymeasuringandmanagingthesustainabilityoftheirassetsinlinewithregulations,tacklingbothphysicalandfinancialclimaterisk,developingimpactfulESGstrategiesandimplementingcarbonpathwaystoreachnetzero.Bydirectingtheflowofcapitaltosupporttheenvironmentaltransition,companiesareequippedtoprotectthevalueoftheirassetsandcreatevirtuousrealestate.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles23Founded2018Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,BankingProducts/DataRegionsofoperations:Europe,NorthAmerica,AsiaDoconomy,foundedinSwedenin2018,isaworld-leadingproviderofappliedimpactsolutions.ItscoremissionistoensurethefuturesustainabilityoflifeonEarthbyempoweringindividualsandcorporationstoassumeresponsibilityfortheirenvironmentalfootprint,therebyfosteringasustainablelifestyleforall.Doconomyservesover75clientsin25differentmarketsandhasestablishedkeypartnershipswithrenownedorganizationssuchastheUnitedNationsFrameworkConventiononClimateChange(UNFCCC),Mastercard,S&PTrucostandWorldWildlifeFund(WWF).Founded2019Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:UnitedKingdom,Italy,Portugal,UnitedStatesEcofyeisaclimatetechcompanyimprovingaccuracyandreliabilityinemissionsreporting.Ecofye’sinnovativeplatformpoweredbyIoTsensorsandAPIscapturesandprocessesacomprehensiverangeofemissionsdataautomaticallyacrossScope1,2&3.Meetingenvironmentalregulationscanbechallengingforbusinesseswithlargeandcomplexsupplychains.Over90%oftheenvironmentalimpactintheconsumersectorisembeddedinsupplychains,yetonly25%ofCDP-reportingcompaniesengagewiththeirsuppliers.Ecofyecarefullyguidescustomersthroughtheprocessofautomateddatagatheringandprocessing,andtakesawaytheburdenassociatedwithcalculatingemissions.Ecofyeenablescustomerstoobtainahighdegreeofdatagranularitywhichincreasesvisibilityandtransparencywhichinturnenablebusinessestotrackrelevantmetricsdaybydayandenhancetheirdecarbonisationeffortsandimplementimpactfulchange.Allofthisallowstoincreasetheaccuracyandreducetheerrormarginsto2%comparedtotheindustryaverageof30-40%.Founded2019Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,RegulatoryChangeManagementRegionsofoperations:Italy,PortugalThefirstESGsoftwaresuitethatincludesallproductsneededtointegratesustainabilityinanycompanyorknowtheperformanceofothers.Itsalgorithmsareguidingeveryonewithaneasylanguage,instanttimingandacompetitivecost.©2023FinTechGlobalandInvestorNetworksLtd24ESGFINTECH100ProfilesFounded2007Employees:1,001-5,000SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,SupplyChainScreening,BankingProducts/DataRegionsofoperations:Globally(170+countries)EcoVadisisapurpose-drivencompanywhosemissionistoprovidetheworld’smosttrustedbusinesssustainabilityratings.BusinessesofallsizesrelyonEcoVadis’expertintelligenceandevidence-basedratingstomonitorandimprovethesustainabilityperformanceoftheirbusinessandtradingpartners.Itsactionablescorecards,benchmarks,carbonactiontools,andinsightsguideanimprovementjourneyforenvironmental,socialandethicalpracticesacross200industrycategoriesand175countries.IndustryleaderssuchasJohnson&Johnson,L’Oréal,Unilever,LVMH,Bridgestone,BASFandJPMorganareamongthe100,000businessesthatcollaboratewithEcoVadistodriveresilience,sustainablegrowthandpositiveimpactworldwide.Founded2019Employees:1-10SegmentsofFinancialServices:BankingProducts/DataRegionsofoperations:KeycountriesofoperationsincludetheUnitedKingdom,UnitedStates,Canada,Australia,NewZealand,SouthAfrica,andSeveralcountriesacrossEurope.Theekkocanempoweranyfinancialtransactionacrosstheglobe.Ourcompanyisamulti-award-winningembeddedsustainabilityplatformthattransformsretailtransactionsintoaforceforpositiveenvironmentalimpact.We’recommittedtocreatingvalueforbothcustomersandbrands,allwhilecontributingtoamoresustainableworld.Throughourplatform,everytransactionbecomesanopportunitytodrivemeaningfulchange,aligningcustomerengagementwithbroaderecologicalgoals.Founded2022Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,BankingProducts/DataRegionsofoperations:EuropeEoliannisaclimatetechstartupthatleveragessatellitedataandartificialintelligencetoforecasttheprobability,intensity,andimpactofclimateevents.Eoliann’sAPI,seamlesslyintegrableintoanyexistingsoftware,withinsecondscanassesstheclimateriskassociatedwithassetslocatedanywherewithintheEuropeancontinent,offeringaspatialresolutionof30metersby30meters.Akeydistinguishingfeatureoftheirapproachistheircommitmenttoobjectivity.Unliketraditionalmethodsthatmayexhibithistoricalbiases,Eoliann’smethodologyrevolvesaroundanalysingtherootcausesofeventstoensureaclimatechange-proofprediction.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles26Founded2020Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,RegulatoryChangeManagementRegionsofoperations:UnitedKingdomandseveralEuropeancountries,althoughourclientsareglobalcompanies(e.g.FTSE100and250)ESG360°combinesapowerful,bespokedigitalplatformwithexpertknowledgeofESGissues.ThisempowersclientstomitigateESGrisksandmaximiseopportunities,ultimatelyenhancingtheirenterprisevalue.Theplatformprovidesaholisticviewoftheever-changingESGlandscape,givingusersreal-time,decision-usefulinsightsintotheimpactsofESGissuesontheirbusinessandvaluechain.Thecoreproductisagile,evolvingwiththechangingrequirementsfacedbybusinessesandboaststhefollowingkeyfunctionalities:-Directsupplierengagementandcollaborationthroughdatacollectionquestionnaires-Climatescenarioplanningtoinformstrategicdecisionmakingandunderstandfinancialimplications-AcomprehensiveDecarbonisationtool,allowingclientstomaptheirpathtoNetZero-Physicalriskassessmentstodeterminerisklevelacrossthevaluechain-An‘ESGExplorer’moduletounderstandandnavigatethemyriadESGregulations,ensurecomplianceandbestpracticedisclosure.Founded2019Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:NorthAmerica,Africa,Europe,Asia,Australia,Middle-EastESGTechempowersorganisationswithtools,data,andnetworksforbetterdecision-making.ESGTechglobaldatamanagementplatformenablestheingestionanddisclosureofverifiableESGdata,fosteringcollaborationbetweenfinancialinstitutions,corporates,andadvisoryfirms.Together,theyenableanecosystemwherestakeholdersareeasilyengagedinanorganisation’ssustainabilityjourney,efficientlytrackingandmonitoringESGriskandopportunitiesthroughcontinuousmaterialdisclosure.Founded2021Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:UnitedKingdombased,GlobalEtchoisonamissiontoseamlesslyconnectwealthwithvalues.Etchoisapersonalised,values-basedportfoliostorytellerdesignedtohelpadvisersconnecttotheirclients.Etcho’sdigital-firstsolutionenablesadvisorstodiscoverclientvalues,analyseaportfolio’salignmenttoimpactthemes,providepersonalisedsustainabilitystories,anddiscoverwaystotiltportfoliostowardsimpactpreferences.Withetcho,adviserscanprovideclient-specific,personalisedsustainabilitystoriesandinsightsontheirclientportfoliosbutalsoaccessitsdiscoverytool,in-depthresearchandlearningjourneystohelpbuildconfidenceinsustainabilityandimpressclients.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEFounded2010KEYEMPLOYEES:Schwyz,SwitzerlandPiusStuckiwww.etops.chCEOinfo@etops.chEmployees:101-250ChristianJedlickaRegionsofoperation:Switzerland,CSOGermany,SlovakiaSubsectors:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,BankingProducts/DataOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYEtopsstandsoutinthemarketduetoitsEtopsaddressesacriticalchallengefacedbyassetEtopsleveragesapowerfulblendofcutting-edgeuniqueblendofinnovativetechnologiesandmanagers,familyoffices,andpensionfunds–thetechnologiestodeliveritscomprehensivedatacomprehensivedataofferings.Whattrulysetsusefficienthandlingofvastanddiversedatasets.managementandanalysissolution.apartcanbesummarizedasfollows:Etops’solutionstreamlinesdataselection,import,andprocessing,aligningthempreciselyMachineLearningplaysapivotalroleinEtops’1.HolisticDataIntegration:Etopsseamlesslywiththeuniqueneedsofclients.Etopsexcelsatparsertechnology(whichaccompaniesEtops’combinesfinancial,sustainability,andclimateaggregatinginformationfrommultiplesources,electronicinterfaces),enablingEtopstoextractdataintoasingleplatform.Thiscomprehensivetransformingitintoaready-to-useformatforandcomprehenddatahiddenwithindocuments,approachprovidesuserswithacompletein-depthportfolioandpositionanalyses.Thesestreamliningtheinformationingestionprocess.pictureoftheirinvestments,allowingforwell-analysesplayacrucialroleincontemporaryEtops’systemthrivesonBigDataprinciplesandinformedandsustainabledecision-making.sustainabilityassessments,integratingseamlesslydatasciencetechnologies,handlingvastandintomodernfront-endsolutionsandattractivediversedatasetswithefficiencyandprecision.2.AppealingDataVisualization:Etops’platformcutting-edgereports.Furthermore,Etops’employsstate-of-the-artdatavisualizationpartnershipwithaZurichbasedcompanyknownTheentireEtopsarchitectureiscloud-based,techniques,offeringusersanengagingandforitssustainableandimpactinvestinganalyticsensuringscalability,accessibility,anddatasecurity.immersiveexperience.ThisvisuallycaptivatingandservicesforinstitutionalinvestorsenhancesTheEtops’high-performancewealthoperatingpresentationofdatanotonlyenhancesthepowerofEtops’offering.Thissynergynotonlysystemisattheheartoftheplatformarchitectureuserunderstandingbutalsofacilitatesallowsformoreextensiveandinsightfulanalysesandformsthebasisfortheintegrationwithstate-communicationwithendclients.butalsoempowersclientstoleveragetheseof-the-artfront-endsolutionsandthegenerationinsightsstrategicallyforcustomeracquisitionofhigh-qualityclientreportsviaEtops’open3.ActionableInsights:Etopsgoesbeyonddataefforts.Insummary,Etopsstreamlinesdatainterfacestrategy(API).presentationbyofferingactionableinsights.management,enablingcomprehensiveanalysis,Peercomparisonsandadvancedalgorithmsregulatorycompliance,andcustomerinformationLookingahead,Etopsisexploringtheintegrationempoweruserstomakestrategicadjustmentsandacquisition,makingitaninvaluableassetforofgenerativeAI(genAI)toempowerusersfurther,andoptimizeportfoliosforafuture-orientedassetmanagers,familyoffices,andpensionfunds.promisingexcitingdevelopmentsthatwillenhanceapproach.thecapabilitiesoftheecosystem,makingitevenmoreversatileandresponsivetotheevolving4.Cutting-EdgeTechnologies:Etopsharnessesneedsofassetmanagers,familyoffices,privatethepowerofmachinelearningandutilizesBigbanking,andpensionfunds.Dataprinciples.Itscloud-basedarchitectureensuresscalabilityandsecurity,whilethepotentialintegrationofgenerativeAIpromisestofurtherenhanceusercapabilities.PRODUCTDESCRIPTIONEtopsisacutting-edgedatamanagementandanalysissolutionthatleveragesitsproprietaryWealthOSengineforprocessingandinterpretingdata.Thissophisticatedengineservesasthebackboneforconductingcomprehensiveanalyses.Theresultsarepresentedthroughdedicated,high-qualityreportsandtheEtopsfront-endtools.WhatsetsEtopsapartisitsstrategicintegrationwithaspecializedsolutionofferedbyacarefullyselectedpartnercompany,handpickedbyEtops.Etops’browser-basedsolutionprovidesafreshperspectiveoninvestmentrisksandopportunities,particularlyinthecontextofenvironmental,social,andeconomicimpact,climatechangeimplications,exposuretoglobalmegatrends,andallessentialfinancialmetrics,includingperformanceandassetallocation.Etopshasmasterfullycraftedtheintricatebackendinfrastructure,harnessingdatafromdiversesourcesandaggregatingittomeetthespecificfrontendrequirements.Thisfrontendisexpertlydesignedbyaspecialisedcompany,resultinginvisuallycaptivatingandinsightfulviewsandinterpretations.Etopsstandsoutbyseamlesslycombiningfinancialdatawithsustainabilitymetricsandthought-provokingdatacentredonclimateandglobalmegatrends.Thisinnovativedatavisualizationapproachforsustainableinvestmentswasintroducedin2021andhassinceundergonecontinuousenhancementsandextensions,demonstratingEtops’commitmenttostayingattheforefrontofsustainability-driveninvestmentanalytics.ThisdTohciusmdoecnutmisebnetiinsgbepirnogvpidroedvidfoerdifnofroirnmfoarmtioantiopnurppuorpseosseosnolyn.lyIt.Iitsisnonottddeessigignneeddttoobbeettaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoarnyanspyescpifeicciifnicveinstvmesetnmtoenrsttorartsetgryatdeegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdRESEARCHREGION:GLOBALSPECRTOORF:IELSEGCOMPANYBasedonamixoftechnologyandservices,EtopsGroupfocusesonsupportingfinancialserviceprovidersthroughdataandtechnology.Attractiveandprofessionalexperiences,adeveloper-friendlyinfrastructureandintelligenttoolsthatempowereveryuserwithinsightandknowledgeandcreatethebasisforsmarterdecisions.Manyyearsofexperienceinintegratingcustodianbankstogetherwithprovenback-officeservicesensuretherequiredRESEARCHdataqualityonwhichthecoresystemisbasedasawealthoperatingsystemwhichenablestheintegrationofstate-of-the-artfront-endsolutionsandthegenerationofhigh-qualityclientreportsviaopeninterfaces(API).Theplatformcoverstheentirevaluechainofprivatebanks,assetmanagers,PROFILEfamilyofficesandinstitutionalinvestorsandmeetsallcompliancerequirements.ThedevelopmentofEtopsGroupfollowsthestrategicvisiontorevolutionisethefinancialservicesindustrywithdata-drivenproductsandtheuseofMBaascehdinoenLaeamrnixinogfatencdhnGoelnoAgIy.Tahnedsoelruvticioenss,EetnoapbsleGrmoaurpkefotcpuasretisciopnanstuspfproomrtinthgefiwnaenalctihalmsearnvaicgeempreonvtid,fearmsitlhyroofufigche,dpaetnasaionndftuencdhnaonldogpyr.ivAatterabcatinvekinangdsperoctfoerssitoontaalcekxlepecroiemnpcleesx,cahdaellveenlgoepsera-rforiuendltyhienifrracsliternutcst’ufirneaanncdialinlitveelsligbeynptrtovoildsinthgaitnefomrmpoawtioern,etvoeorylsuasnedrpwritohduincstisghthtraonudghknaocwuleradtgeedaencdoscyrsetaetme.thebasisforsmarterdecisions.Manyyearsofexperienceinintegratingcustodianbankstogetherwithprovenback-officeservicesensuretherequireddataTquRaAlityCoTnIwOhNich/tGheRcOoreWsyTstHemisbasedasawealthoperatingsystemwhichenablestheintegrationofstate-of-the-artfront-endsolutionsandthegenerationofhigh-qualityclientreportsviaopeninterfaces(API).Theplatformcoverstheentirevaluechainofprivatebanks,assetmanagers,•famEtiloyposffhicaevseaonvderin1s3t5ituctliioennatsl,inavseeslteocrtsioannidncmluedeet:sSawlliscsoqmupoltiaenBcaenrke,qZuuigreemrbeenrgtsF.inanzAG,GlobalanceBankFinaportandVTWealth•ThEetdoepvsehloapsmaeCnHtFo1f5E0to+pbsnGcrloieunptsf’oAllUowRsthestrategicvisiontorevolutionisethefinancialservicesindustrywithdata-drivenproductsandtheuseofMachineLearningandGenAI.Thesolutionsenablemarketparticipantsfromthewealthmanagement,familyoffice,pensionfundandprivatebanking•secAtcoqrusitsoititoancskloefcvoamriopulesxccohmalpleanngieessoavroerunthdetlhaesitr2clyieenatrss’ftionaancccoiamllpivleisshbtyheprroavnidgeinogfinfufonrcmtioantiaolnit,ietosoolfsfearneddproductsthroughacuratedecosystem.•AnTnuRaAloCrgTanIiOcgNro/wGthRoOfaWrouTnHd30-40%inthelast3years••AEtnonpusahladveeveoloveprm1e3n5tcbliuedngtse,taosfecluercrteionntlyinacrluoduen:dSCwHisFsq3u-4otmeiBlliaonnk,ZugerbergFinanzAG,GlobalanceBankFinaportandVTWealth••MEtaonpasgheamseanCtHwFill1b5e0+fubrtnheclrieenxtpsa’AnUdeRdin2023•AcMquiAsitNionAsGofEvaMrioEuNscTomBpIaOniesoverthelast2yearstoaccomplishtherangeoffunctionalitiesofferedP•iuAsnnSutualcokrig,aCnEiOcgarnodwtfhouofnadreorund30-40%inthelast3yearsP•iuAsnSntuuaclkdihevaeslobpromaednetxbpuedrgieentcoeficnuprrreondtulyctamroaunnadgCemHFen3t-4anmdililniofnormationsystemsfortheassetmanagementindustry.HavingworkedwithSwissbanksandfamilyofficeforacoupleofyearshehasextensiveexperiencewithoperationsandsoftwaresolutionsforassetmanagers,familyoffices,p•eMnsaionnagfeumndesnatnwdillpbreivafuterthbearnkesx.pPainudseSdtuinck2i0h2o3ldsaBachelorofScienceinBusinessandaMasterofBusinessinInformationSystemsfromtheVirginiaCommonwealthUniversityRichmond,Virginia,UnitedStates.AsaformerprofessionalathletePiusstilllovestocompetesuccessfullyinnatioMnalAanNdAinGterEnMatioEnNalTrunBnIinOgandcyclingevents.SPpiuesciSatltuiecsk:iO,CpeErOataionndsfoofuanssdeetrmanagers,(fundof)hedgefunds,systemintegrationforassetmanagers,processoptimization,reporting.PiusStuckihasbroadexperienceinproductmanagementandinformationsystemsfortheassetmanagementindustry.HavingworkedwithSwissCbahnrkisstaianndJfeamdliilcykoaff,icCeSOforacoupleofyearshehasextensiveexperiencewithoperationsandsoftwaresolutionsforassetmanagers,familyoffices,pensionfundsandprivatebanks.PiusStuckiholdsaBachelorofScienceinBusinessandaMasterofBusinessinInformationSystemsfromtheAVifrtgeirnsiaevCeormalmyeoanrwseinalstehcUunriitviesrsaitnydRdicehrmivaotnivde,sVtirgaidniinag,UanidtefdunSdtamteasn.Aagseamfoernmt,eCrhprirsotfiaenssJieodnlaiclkaathsluectceePsisufsulslytilslwloitvcehsetdotcootmhepestoeftswuacrceesasnfdullsyeirnvicesneactitoonrainlaAnudstinritaearnnadtiSowniatlzerurlnannidnginacnodncsyucltliinnggeavnednmts.anagementpositions.Hehasextensiveexperienceinthefieldofsoftwaresolutionsanddigitizationprojectsforthefinancialindustrywithafocusonwealthmanagementandprivatebanking.ChristianJedlickaholdsamaster’sdegreeinbSpuesicniaelstiseas:dOmpineirsattriaotniosnoffraosmseVtiemnannaaUgenrivse,(rfsuitnydooffE)choendogmeifcusn.ds,systemintegrationforassetmanagers,processoptimization,reporting.Specialties:Strategicbusinessdevelopment,financialmarketsandproducts,familyofficerequirements,treasuryandriskmanagement,digitizationofpCrhorciestsisaens,Jferodnlitc-kenad,CdSeOsignanduserexperience.Afterseveralyearsinsecuritiesandderivativestradingandfundmanagement,ChristianJedlickasuccessfullyswitchedtothesoftwareandservicesectorinAustriaandSwitzerlandinconsultingandmanagementpositions.Hehasextensiveexperienceinthefieldofsoftwaresolutionsanddigitizationprojectsforthefinancialindustrywithafocusonwealthmanagementandprivatebanking.ChristianJedlickaholdsamaster’sdegreeinbusinessadministrationfromViennaUniversityofEconomics.Specialties:Strategicbusinessdevelopment,financialmarketsandproducts,familyofficerequirements,treasuryandriskmanagement,digitizationofprocesses,front-enddesignanduserexperience.Thisdocumentisbeingprovidedforinformationpurposesonly.Itisnotdesignedtobetakenasadviceorarecommendationforanyspecificinvestmentorstrategydecisions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILEThisdTohcisudmoecnutmisenbteiisnbgepinrogvpidroevdidfeodrfionrfoinrfmoramtiaotniopnuprupropsoesseosnolnyl.yI.tItisisnnoottddeessigignneeddttobetaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoanryasnpyescpifeiccifnicveinstvmesetnmtoernsttorartsetgryadteegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHowEtopslookstoleaveitsmarkontheESGspaceEstablishedin2010,theSwitzerland-basedEtopsGrouppridesitselfonfusingcutting-edgetechnologywithtried-and-trueback-andmid-officeservices,culminatinginadistinctivecloud-basedplatformthatcomprehensivelycaterstotheneedsofassetmanagers,familyoffices,andinstitutionalinvestors.Etopsstandsasatechnology-centricenterprisefollowingthecompanyspecializingininterfacetechnologyforconnectingstrategicvisiontorevolutionisethefinancialservicesindustrywithcustodianbanks.Thecornerstoneofournewarchitecturewithdata-drivenproductsandtheuseofMachineLearningisaportfoliomanagementsystemfromGermany,whichandGenAI.Thesolutionsenablemarketparticipantsfromhousesarobustandhigh-performancecalculationenginenowthewealthmanagement,familyoffice,pensionfundandservingasthefoundationofourcorewealthoperatingsystem.”privatebankingsectorstotacklecomplexchallengesaroundtheirclients’financiallivesbyprovidinginformation,toolsThecompany’stechnologyincorporatesarobustconnectivityandproductsthroughacuratedecosystem.Etopsisdeeplyengine,whichservesasaconduitforgatheringdatafromcommittedtosustainabilityandESGprinciples,drivingthecustodianbanks,marketdataproviders,andtherequisitecompanytodevelopandintegratesolutionsthatnotonlyinformationforsustainabilityanalytics.benefititsclientsbutalsoalignwithresponsiblebusinesspracticesandenvironmentalstewardship.Jedlickaelaborated,explainingthatthisstandardizeddataischanneledthroughanAPIintoEtops’wealthoperatingsystem,AsstatedbyChristianJedlicka,ChiefStrategyOfficeratEtopswherecomprehensivecalculationsareperformedbasedontheGroup,thecompanyhasundergonesubstantialgrowthinindividualtransactionscollected.recentyears,expandingitsworkforcefromapproximately40employeestoaround135.ThisgrowthcanbeattributednotSubsequently,thecompanyundertakesdataconsolidationonlytothecompany’sorganicgrowthbutalsotothestrategicandaggregationcoveringallkindsofassettypesincludingacquisitionsmadebyEtops.illiquidoneslikeprivateequityandrealestateinvestments,culminatingintheprovisionofa360-degreeperspectiveonJedlickaexplained,“Weoptednottostartentirelyfromscratchtotalwealth.Thiscomprehensiveviewcaterstotheneedsofbut,instead,toleverageexistingtechnologyasafoundationforprivatebanking,wealthmanagement,andfamilyoffices,aourendeavors.OurstrategicmovesincludedtheacquisitionofdemographicthatisincreasinglyshowinginterestinESGtopics,aSwissfirmrenownedforitsportfoliomanagementsolutionsasnotedbyJedlicka.inthewealthmanagementsector.Inaddition,weobtaineda“UtilizingEtopsrobustwealthoperatingsystemasourcoreengine,wehavedevelopedanopenAPI.ThisAPInotonlypowersourownfront-endsolutionsbutisalsomadeavailabletoexternalvendorsandbanksseekingtocreatetheirownfront-endapplicationsormobileapps,”commentedtheCSO.PainpointsAprevalentchallengesharedbynumerousfirmsintheESGmarketistheacquisitionandaggregationofeffective,efficientdata.ThispredicamentisnoexceptionforEtops,accordingtoJedlicka,whoemphasizedthatdataremainsoneofthecompany’smostsignificanthurdles.Heelaborated,stating,“It’sapersistentconcernrelatedtocustodiandataandthequalityoftheinformation.Theabsenceofstandardizationandaunifieddatasourcepresentsasubstantialobstacle.Diverseratingsabound,makingitpartofourmissiontoassistourclientsinidentifyingthemostsuitabledataproviderfortheirspecificneeds.”ThisissuecarriesexceptionalweightforacompanylikeEtops,givenitsprimaryfocusondata-drivensolutions,underliningthepivotalimportanceofdataanditsqualityinthecompany’soperations.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesESGtrendssolutionsdoesJedlickathinkEtopscouldofferinthefutureinthisregard?TheESGsectorisacontinuouslyevolvingspace,withregulatorypushbackcombinedwithcontinuinginnovationinthemarket,Aspreviouslyhighlighted,theESGFinTechsectorpresentsawhatarethecurrenttrendsthatstandout?vastlandscapeofopportunities,andcompaniesthatcanmeetthemarket’sevolvingneedsarepoisedforsubstantialgrowth.AccordingtoJedlicka,theevolvinglandscapeoftheESGsectorWhencontemplatingthesolutionsEtopsmightofferintherevealsablendoftraditionalandinnovativetrends,especiallyfuture,Jedlickaenvisionsseveralkeyareasoffocus.inresponsetoregulatorychangesandmarketinnovation.Fromaclient-centricperspective,henotesasustaineddemandforHeexplains,“Foremost,weremaincommittedtoadvancingreportingsolutions,emphasizingtheimportanceofprovidingthefoundationalaspectofEtops,particularlyintherealmofessentialinformationtotargetclients.Inparallel,hehighlightsdatamanagement.Thisentailstheongoingrefinementofourtheprogressivestanceofthepensionfundsindustryindatacollection,standardization,andenrichmentprocesses,Switzerland,whichisnowrecommendingtheinclusionofESGallwiththegoalofrenderingdatamoreaccessiblewithinourdatainpensionfundreports.ecosystem.Inaddition,wearededicatedtopresentingthisdatainaneasilydigestiblemanner,characterizedbyattractiveJedlickaalsounderscoresthegrowingprominenceofdatavisualizationsthatcatertobothprofessionalsinthefieldandscience,dataanalytics,andgenerativeAIaspivotaltrendsininterestedinvestors.”theWealthTecharena.HeelaboratesonthesignificanceofintegratingESGtopicsintothetoolsutilizedbyrelationshipJedlickaunderscoresthataprimarygoalistheintegrationmanagers,emphasizingthatthesetoolsshouldencompassofESGdataintoallaspectsofanalysis,portfolioviews,andaspectsofresponsibleinvesting.Thisinclusionensuresthatanalytics.Themid-termvisionentailstheseamlessinclusionoftheportfoliooptimizationprocess,e.g.integraltocreatingthisdatainproposinginvestmentideasandprovidingmarketinvestmentproposals,fullyconsidersESGdata,aligninginsights.investmentswiththeinvestors’sustainabilitygoals.Inanutshell,hesummarisesthisvision,stating,“WeaspiretoWeaspiretocreateafuturecreateafuturewhere,asprofessionalswalkintotheofficeeachwhere,asprofessionalswalkmorning,theycaninstantlygaugetheimpactofbreakingnews.intotheofficeeachmorning,Theyshouldhavethecapabilitytoproposeclientstrategiestheycaninstantlygaugetheinfluencedbycurrenteventsandadaptclientportfoliosinimpactofbreakingnews.responsetomarketfluctuations.Ouraimistoempowerrelationshipmanagersthroughsmarttechnology,allowingTheEtopsCSOhighlightsacriticalfacetoftheESGthemtofocusmoreintentlyondeliveringexceptionalclientlandscape—whileitencompassesthreeessentialcomponentsservice.”(Environmental,Social,andGovernance),thecurrentemphasispredominantlyrevolvesaroundthe“E”(Environmental)Moreover,Jedlickahighlightsthecommitmenttoexpandingelement.ThisfocusunderscoresthatthereisconsiderableEtops’effortsonconnectingthebuy-sidewiththesell-sidegroundtocoveronthejourneytowardachievingawithinecosystem.Heemphasizesthenecessityofensuringthatcomprehensiveperspective,wheredataencompassesallthreeeveryfinancialproductpromotedontheirplatformintegratesdimensionsofESG.ESGaspects.ThisapproachisdrivenbythegoalofempoweringclientstomakeinformedsustainabilityassessmentswhenFurthermore,Jedlickaemphasizesthatemergingtrendsinconsideringinvestmentoptions,reinforcingEtops’dedicationESGanalyticsandusecasesextendbeyondthecoreelementstointegrateresponsibleandsustainableaspectswithinitsofESG.Inadditiontothese,thereisanoticeablesurgeinfinancialsolutions.interestsurroundingthematicinvesting,whereinvestorsfocusonspecificESGthemessuchascleanenergy,healthcareFutureplansinnovation,anddiversity.ThesethematicESGinvestmentsaimtoalignportfolioswithbothethicalandfinancialobjectives,Asthecompanysetsitssightsonthenearfuture,ithassetanreflectingagrowingappetiteforinvestmentstrategiesthatambitiousgoaltocompleteitsfirstversionofthenewintuitiveaddressspecificglobalchallengesandopportunitiesinamorefront-endbytheendofthisyear.targetedmanner.Jedlickaexplained,“Whileit’sunderstoodthatafront-endisaFuturesolutionscontinuallyevolvingaspect,weareactivelyworkingtowardsanofficial1.0release,slatedforyear-end.WealreadyhaveclientsAspreviouslymentioned,theESGFinTechsectorisstillhugelyengagingwiththisearly-stagedevelopment.”upforgrabs–andforthosecompaniesthatareabletoofferwhatthemarketislookingfor,copiousrichesawait.WhatThisrevampedfront-end,Jedlickahighlighted,willbesignificantlymoreuser-friendlyandserveasthefoundationforamorestreamlinedintegrationofthird-partysolutions.Moreover,itwillcomprehensivelyaddressESGsustainabilityandimpactinvestingtopics.Lookingforwardto2024,Etopsisdeterminedtobringitsvisionofofferingdata-drivensmartsolutionsclosertorealization.ThecompanyintendstoharnessthepowerofAItoassistusersintheirdailybusinessoperationsandexpandthereachofitsAPItoserveabroadermarket.©2023FinTechGlobalandInvestorNetworksLtd31ESGFINTECH100ProfilesFounded2013Employees:11-50SegmentsofFinancialServices:ESG/ClimateRiskRegionsofoperations:GlobalFoundedin2013,Fathomgivesriskmanagementprofessionalsthemostscientificallyrobusttoolsandintelligenceforunderstandingtheclimate’simpactonwaterrisk.Bypublishingcutting-edgepeer-reviewedacademicresearchandapplyingittoreal-worldchallenges,Fathompowersbetterdecision-makingfor(re)insurance,civilengineering,corporaterisk,financialmarkets,disasterresponseandgovernment.Fathom’sdedicatedteamofscientistsharnesstheirpassionforinnovationandtheenvironmenttodeveloprigorouscatastrophemodelsandcomprehensivemappingandgeospatialdatathatmakeareal-worlddifferencetocustomersandcommunitiesworldwide.Formoreinformationvisitwww.fathom.globalFounded2009Employees:501-1000SegmentsofFinancialServices:ESG/ClimateRiskRegionsofoperations:GlobalFenergoistheleadingproviderofClientLifecycleManagement(CLM)solutionsthatdigitallytransformhowfinancialinstitutions,assetmanagementandfintechfirmsonboardandmanageclientsthroughouttheirclientlifecycle.ItssoftwaredigitallyorchestrateseveryclientjourneyfrominitialKnowyourCustomer(KYC)andclientonboarding,automatingregulatorycomplianceandenablingcontinuoustransactionmonitoringthroughouttheclientlifecycle(transactionmonitoring,perpetualKYC),allthewaytoclientoffboarding.Fenergoisrecognizedforitsin-depthfinancialservicesandregulatoryexpertiseandout-of-the-boxrulesenginewhichensuresfinancialinstitutionsarefuture-proofedagainstevolvingEnvironmental,SocialandGovernance(ESG),KYC,Anti-Money-Laundering(AML),taxandprudentialregulationsacross120+jurisdictions.HeadquarteredinDublin,Ireland,FenergohasofficesinNorthAmerica,theUK,Poland,Spain,SouthAfrica,AsiaPacific,andtheUnitedArabEmirates.Founded2016Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,OffsettingAnalytics&Marketplaces,InvestingProducts/DataRegionsofoperations:Nordics,DACH,UnitedStates,BeNeLux,UnitedKingdomAwardedseveraltimesforgrowthandinnovation,FinciteisoneofthefastestgrowingGermanWealthTechcompanies.Fincite’smissionistobringwealthmanagementintoaconnectedanddigitalage.Fincitedigitizebanks,assetmanagers,wealthmanagersandfamilyofficesfromclientonboardingthroughadvisoryandinvestmentorderingtoreporting.Itsclientsincludeover15oftheleadingprovidersfromthefinancialindustryincludingfivecompaniesfromtheTOP20Europeanbanks.Fincite’steamconsistsofover60employeesfrommorethan10nation.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEbyECOFINSoftwareandFounded1986KEYEMPLOYEES:TechnologyAGZurich,SwitzerlandProf.Dr.MartinC.JanssenFounderwww.finfox.chAndreasBorgfinfox@ecofin.chCEOEmployees:11-50Regionsofoperation:Switzerland,Liechtenstein(BeingMiFIDIIcompliant,FinfoxisalsobeingusedforGerman,Austrianandotherinternationalclients.)Subsectors:ESG/ClimateRisk,CorporateAssessment&Reporting,InvestingProducts/Data,BankingProducts/Data,RegulatoryChangeManagementOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYUnderstandinginvestmentclients’preferencesFinfoxisasoftwareforhybridinvestmentadvice.ThetechnicallinchpinoftheFinfoxplatformis–especiallyinthecontextofESG–isakeypillarFinfox’ssolutionsareadigitaltransformationFinfoxCore.FinfoxCoreisbasedonaconsistenttodeliverpersonalizedinvestmentsolutions.enablerforbanks,advisorsandtheirclientsanddataset,harmonizedbusinesslogicandTheESGsolutionofFinfoxputstheindividualadvanceESGandsustainabilityinanimpactfulsystematicomnichannelcapabilitythatprovidessustainabilitypreferencesofinvestorscentreway.Finfoxoffersacomprehensiveintegrationtheothermoduleswithaplethoraofcentralstage.Finfox’splatformadherestoregulatoryofESGprinciplesintoproducts,servicesandfunctionsanddataintheformofservices.requirementsinanuncomplicatedandunderlyingadvisoryprocesses,empoweringWhetherforanadvisorinthebankorforaclientefficientmanner,enablingadvisorstofocusbankstoimplementandpromotetheirESGathome,contentandpresentationisalwaysonpersonalizedinvestmentproposalswithanphilosophythroughouttheirofferings.basedonthesamelogicanddata.impact.PRODUCTDESCRIPTIONThankstothededicatedESGfunctionalitiesofFinfox,bankscanintegratetheirsustainabilityapproachintotheirinvestmentadvisoryprocessesinanefficientandregulatory-compliantmanner.Thisincludes,forexample,thefollowingaspects:•Integrationofsustainabilityratingsforinvestmentproductsacrossdifferentdimensions(e.g.ESGratings,portfoliocontributiontotheachievementoftheSustainableDevelopmentGoals(SDG),contributionsofinvestedsecuritiestoglobalwarming,andothers).•Portfolioallocationschemesondifferentsustainabilityaspects(e.g.ESG,SDG).•CalculationofESGportfolioratings.•Considerationofsustainableservicesolutions,investmentstrategiesandmodelportfoliosintheinvestmentprocess.•Presentationofdetailedsustainabilityanalysesforbothcurrentportfoliosandinvestmentproposalsinclientreportingaswellasconsiderationofsustainabilityfactsheetsindocumentsandreports.•ConsiderationofESGpreferencesinthecontextofclientprofiling.Furthermore,withFinfoxAdvice–Finfox’sdigitalchannelforbankcustomersandtheirguidedself-service,designedforintegrationintoe-bankingappsandclientportals–bankcustomerscanviewportfolioinformationonsustainabilityaspectsandresearch,advisethemselvesandaccesssuitableandsustainableinvestmentsolutionsinacompletelydigitalandindependentway.FinfoxAdviceallowsforhybridadviceonsustainableinvestmenttopics,e.g.providingthematictitlerecommendationsorswitchproposalsforreallocatingfundsfromnon-sustainabletosustainablesecurities.TheProfiling,DigitalPortfolioStatementandPortfolioCheckmodulesenableinvestorstomakemoreinformedandsustainabledecisionsbyconsideringtheirinvestments’impactonESGmetrics.TRACTION/GROWTH•Privatebanks,savingsbanksandSwisscantonalbanksequallytrustinFinfox.•Finfoxclientsinclude:LGT,MaerkiBaumann,Clientis,NOVUSBanken,Raiffeisen,BernerKantonalbank,GlarnerKantonalbank,LuzernerKantonalbank,SchwyzerKantonalbank,St.GallerKantonalbank,ZugerKantonalbankThisdTohciusmdoecnutmisebnetiinsgbepirnogvpidroedvidfoerdifnofroirnmfoarmtioantiopnurppuorpseosseosnolyn.lyIt.Iitsisnonottddeessigignneeddttoobbeettaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoarnyanspyescpifeicciifnicveinstvmesetnmtoenrsttorartsetgryatdeegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHowFinfoxistransformingsustainableinvestingThelandscapeofinvestingisevolvingbeyondjustriskandreturn,profitandloss.EnterESG,thebuzzwordofmodernfinance–that’schangingthewayweinvest.Beyondseekingprofit,investorsnowaimtopositivelyimpacttheworld.Inthisneweraofsustainableinvesting,Finfox–developedbyECOFINSoftwareandTechnologyAG–issettocreateimpactinthewealthmanagementindustrybyseamlesslyintegratingsustainabilityintotheadvisoryprocess.Butwhatexactlyissustainableinvesting?SustainableHowFinfoxischangingthegameforESG-investing,themodernfinancialfrontier,prioritisesintegratedinvestmentethicalandenvironmentalfactorsalongsidemoretraditionalvalues,suchasprofit.ThisapproachseeksInthismodernworldwherecomplyingtoever-tosupportcompaniesandprojectswithapositiveincreasingESGrequirementsfromregulatorsandsocietalimpact,likerenewableenergyandfairlabourstakeholdersisbecomingmoreparamountthanpractices.It’sadeparturefromtraditionalinvestmentever,Zurich-basedECOFINanditscoreproductstrategies,wherereturnsoftenovershadowsocialandFinfoxenteredthespacetochangethewayinwhichenvironmentalconcerns.companiescanintegrateinvestmentadvisoryprocessesinanefficientandregulatory-compliantmanner.WithThebenefitsofsustainableinvestingaresubstantial.theintroductionofitsESGsolution,FinfoxhasgreatlyBydrivingcapitaltowardssustainableventures,itsupportedbanksandotherinvestorsastheytrytofostersinnovationandresilienceinthefaceofglobalintegratesustainabilityintotheirinvestmentapproach.challenges.Inessence,it’sawin-winforinvestorsandtheplanet,offeringapathtofinancialgrowthwhileFinfox’sinnovativesoftwarerecognisesthattoday’scontributingtoamoreequitableandsustainableworld.investorsseekmorethanjustfinancialreturns;theyaspiretoinvestinabrighterfuture.ThroughtheseamlessintegrationofESGprinciplesintoitsplatform,Finfoxempowersbanksandadvisorstotailortheirservicestotheirclients’values.Thecustomisedplatformstreamlinesbusinesslogicandomnichannelcapabilities,allowingadvisorstofocusoncraftingpersonalised,impactfulinvestmentproposals,whileensuringuncomplicatedadherencetoregulatoryrequirements.Thesolutiongivesbanksandinvestorsalike,achancetopositionthemselveswithadedicatedofferingintheincreasingESGmarket,whichisonlygainingmomentumasweheadinto2024.Finfox’sserviceallowsthesestakeholderstokeepupwiththegrowingpressurestoadheretotheregulatoryandsocietalpressurethathascomewiththemodernworld.Infact,a2023surveybyMcKinsey&Company,highlightedthatitisnowthetime,morethanever,forchange.Accordingtothereport,asubstantial85%ofchiefinvestmentofficersemphasisedthesignificanceofESGfactorsinshapingtheirinvestmentchoices.Amongtherespondents,60%reportedregularlyevaluatingtheirentireportfoliowithakeeneyeonESGconsiderations.Additionally,approximately80%analysedindividualcompanypositions,specificallyfocusingonhowESGfactorsimpactedprojectedcashflows.Notably,anoverwhelmingmajorityexpressedawillingnesstoinvestatahighercostincompaniesthatdemonstrateatransparentconnectionbetweentheirESGinitiativesandfinancialsuccess.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesWiththesefiguresinmind,Finfox’semphasisonpreferencesasapartofinvestorprofilingandenhancingseamlesslyincorporatingESGprinciplesintoitsinformationanddocumentationaspects-inlinewiththeplatformalignsperfectlywiththistrend,asitallowsSwissBankersAssociationguidelines.banksandadvisorstomeetthegrowingdemandfrominvestorswhoprioritisesustainableandsociallyFurthermore,withFinfoxAdvice–thedigitalchannelforresponsibleinvestments.Finfoxaddressestheneedsinvestmentclients’guidedself-servicethatiscurrentlyandpreferencesoftheseinvestors,positioningitselfasbeingintegratedinBEKB’smobilebankingapp–avaluablesolutionforfinancialinstitutionslookingtoclientscanviewportfolioinformationonsustainabilitycatertothisESG-consciousclientele.aspectsaswellasresearch,advisethemselvesandaccesssuitableandsustainableinvestmentsolutionsHowFinfoxisalreadymakinganimpactinacompletelydigitalandindependentway.Finfox’scontinuedeffortnotonlyproducedasignificantclientWhilemanyarestillyettobenefitfromthelevelofsatisfactionthroughoutBEKB,butitalsoprovedtransformativeeffectofESGsomeleadingbankshaveinvaluableinhelpingBEKBmeetstringentregulatoryalreadymanagedtoreinventtheirESGportfoliothanksrequirementsseamlesslyandefficiently,astheSwisstoFinfox.bankmanagedtoadheretotheevolvingregulatorystandardswithease,makingitapivotaltoolinthefirm’sOneofthemistheBernerKantonalbank(CantonalBankjourneytowardsamoreresponsibleandsustainableofBerne,BEKB).Guidedbyitssustainabilityprinciplefinancialfuture.“Hütfürmorn”(TodayforTomorrow),BEKBunderstoodthesignificanceofaligningeconomic,ecological,andRenatoHerrmann,seniorproductmanager,valuesocialresponsibilitieswithinvestmentdecisions.Awarestreaminvesting&pensionsolutions,atBernerthattheindustryhasbeenfacedwiththechallengeofKantonalbank,openeduponthesuccessoftheaskingclientsabouttheirESGpreferences,andthencollaboration,stating,“ThankstoFinfox,ourclientsofferingappropriateservicesandproducts,theSwissreceiveatransparentandcomprehensiveoverviewofbankmadeaswiftmovetorespond,andextendeditstheirportfolios’contributiontovarioussustainabilityexistingcooperationwithFinfoxin2022.aspectsaspartoftheinvestmentadvice.Thishasbeenwellreceived.Atthesametime,regulatoryrequirementsThankstoFinfox,ourclientsareadheredtoinanuncomplicatedandefficientreceiveatransparentandmanner.”comprehensiveoverviewoftheirportfolios’contributiontoInaworldwhereESGconcernsarenolongeranichevarioussustainabilityaspectsbutamainstreampriority,financialinstitutionsneedaspartoftheinvestmentinnovativetoolslikeFinfoxtothrive.Organisationsadvice.suchasBEKBhavepinnedthemselvestothemastbyimplementingthesophisticatedsolution,andembracingThecollaborationprovedtobehighlybeneficialforsustainabilityasacoreprinciple,notjustinwordsbutinBEKB,asthebankleveragedFinfox’splatformtoprovidepractice.sustainabilityratingsforsecurities,allocationsofinvestedsecuritiestovarioussustainabilitycriteria,andByleveragingFinfoxintotheircurrentsystem,banksESGportfolioratings.cannowpositionthemselvesasaforward-thinkinginstitutionthatiswell-preparedtonavigatetheintricateViaFinfox,thebankalsooffersadetailedsustainabilitylandscapeofESGcompliance,whileofferingclientsanalysisforcurrentportfoliosandinvestmentproposalssustainableinvestmentoptionsthatreflecttheirvalues.aswellasconsiderationofsustainabilityfactsheetsindocumentsandreports.Amidstthefinanciallandscape,navigatingthecomplexterrainofregulatorycomplianceandsatisfyingtheThisraftofknowledgeandsupporthasbeenboostedresoundingcallsforESGconsiderationscanfeellikefurtherin2023,asFinfoxcontinuestosupportBEKBadauntingchallenge.ButFinfoxtailoredsolutioninadaptingtoevolvingregulatoryrequirements,possessesthepotentialtobetheproverbialsilverbulletparticularlyfocusingontheintegrationofESGthatmanyfinancialinstitutionsurgentlyrequiretostayinstepwiththerapidlyevolvingtimes.ThefinancialindustryfacesadefiningmomentwhereESGconsiderationsandregulatorypressuresconverge.Finfox,tailoredtotheevolvingneedsofthesector,positionsitselfasastrategicmustforinstitutionsseekingtoweatherthestormofchangeandemergeaspioneersintherealmofsustainablefinance.Astheworldpivotstowardsafuturedrivenbyconscientiousinvestments,Finfox’sinnovativeapproachempowersinstitutionstonotonlysurvivebutthriveinthisnewlandscape.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles35Founded2019Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:France,Angola,Mali,Kenya,Uganda,Malawi,Mozambique,Rwanda,Tanzania,Zambia,Bolivia,China,Cambodia,Mauritania,Mali,Senegal,IvoryCoast,Ghana,Nigeria,Cameroon,BurkinaFaso,Niger,Chad,Sudan,Eritrea,Ethiopia,Madagascar,Panama,HaitifinresisanagtechcompanythatusesAI,machinelearning,andsciencetoprovideadaptationrecommendationsfortheagriculturalsectorinthefaceofclimatechange.Thecompanynotonlyratesclimatechangehazards,butprovidesadaptationandinvestmentsolutionsthatarecropandlocation-specific.Workinginover32countries,finreshasinformed1.4billiondollarsworthofinvestments.Founded2019Employees:51-100SegmentsofFinancialServices:BankingProducts/DataRegionsofoperations:ItalyFloweisadigitalbank,aBenefit,BCorpandCarbonNeutralcompanypartoftheMediolanumBankingGroup,whichaimstoeducateyoungpeopleintermsofhumanovability(acombinationofthewords‘innovation’,‘sustainability’and‘humancentricity’).Inthisageofendlesspossibilities,whereyoungergenerationsoftenfeeluncertainabouttheirfutureandunabletochooseadirection,Flowewantstogiveyoungpeopleallthemethodsandtoolstodeveloptheirpotentialandlivebetter.Forthisreason,Flowecreatedanappthatempowersthemtomoveforward,takecontroloftheirlifeandtheirfinances,andbuildahappierfuture.Flowebelievesthat,justasoceanscanchangedropbydrop,socantheworldandsociety–onepersonatthetime.Peoplearealwaysatthecenterofthejourneytobuildasustainablefutureofvaluethroughinnovation.Founded2017Employees:1-10SegmentsofFinancialServices:CorporateAssessment&Reporting,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:UnitedStates,Canada,UnitedKingdom,India,HongKong,Singapore,Australia.Forum360isameetingfeedbackandanalyticsplatformbuiltbyandforassetmanagers.Simplyput,Forum360applygoodmeasurementwhereitisneeded–measuringtrustandmeasuringleadershiponsustainabilityorwhatForum360liketocallESGAdvocacy.©2023FinTechGlobalandInvestorNetworksLtd36ESGFINTECH100ProfilesFounded2021Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:UnitedKingdom,UnitedStates,Mexico,Switzerland,GermanyGaiaLensisaFinTechgroupthatprovidesinstitutionalinvestorswithadata-driven,transparent,andreal-timeESGanalyticsplatform.GaiaLensachievethisbycombiningcutting-edgetechnologiesandthelatestthinkinginESGinvesting.TheGaiaLensAI-poweredplatformcomprisesasuiteoftoolstohelpinvestorsfulfiltheirESGneedsincludingportfolioreporting,investmentscreening,anddeep-diveresearchcapabilities.TheESGanalyticsplatformgrantsliveaccesstoaccurateandscientificallycuratedESGdataon19,000companies,calculatingcomprehensive,objectiveandunbiasedreal-timescoresacrossE,SandGpillars.ItsplatformactsasanautomatedESGanalystteamwhichcansupportinvestorsthroughthewholeESGinvestmentlifecycleandsavethemasignificantamountoftime.Founded2004Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:GlobalGreaterThanisadrivingdataanalyticscompanythatspecializesinunderstandingdriverimpactontheroads.Throughthepowerofartificialintelligence(AI),GreaterThanconvertsGPSdataintodriverscoresthatpredictcrashprobabilityandclimateimpact.Thescorescanbefurtherenhancedwithadditionalintelligenceincludingananalyticsdashboard,preventiontool,andsummaryreports.Insurancecompanies,underwriters,fleetsolutionproviders,mobilityprovidersandotherownersofGPSdatauseGreaterThan’sanalysistooptimizedriverriskmanagement,achieveinsuranceprofitability,managesustainability&ESGreporting,andmonetizeGPSdata.GreaterThan(GREAT.ST)islistedonNasdaqFirstNorthGrowthMarket.Astheuniversalbenchmarkforsmartdriving,GreaterThanareextremelyproudthatitsAIisusedtomeasurecrashprobabilityandclimateimpactintheglobalFIASmartDrivingChallenge.Founded2018Employees:1-10SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:Australia,UnitedStatesGreenKPIisasubscriptionsoftwaresolutionprovidingESGmanagementthatdriveschange,measureschange,reportschangeandshareschange.GreenKPIsimplifiesESGmanagementwithpre-loadedandcustomactionsthatareprojectmanaged,empoweringstafftoengagewithESG.CompletedactionsandresourceusemetricstellthestoryofhowthebusinesshasmanagedESG,andwhatwasachieved.WhethersharingoverallESGperformance,orpromotingprogressonmicroprojects,GreenKPI’sdashboardstyleESGreportsareinteractivewithlivefeeddata.Stakeholderengageistargeted,withreportsthataretailoredtotheinterestoftheaudience.ShareablereportURLssimplifypromotioninanydigitalformatappropriateforthecontextofthereport.Withpricingtosuitbusinessneeds,GreenKPIisthesolutionthatisactionable,measurableandreportable.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles37Founded2020Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:GlobalGreenomystandsattheforefrontofESGreportingsolutions,providingglobalcorporationswithaseamlesspathwaytocompliancewithkeyframeworksincludingCSRD,EUTaxonomy,GRI,ISSB,andmore.Leveragingitscutting-edgeSaaSportal,Greenomyunifiescomplexregulatorydemandsintoacoherentdatamodel,fortifiedbyESGdatalibrariesandthepowerofGenerativeAI.Thisintegrationempowersorganizationstosimplifythecreationofcomprehensivesustainabilityreports,allowingESGteamstofocusondrivingimpactfultransformations.GreenomyisaCDPAccreditedProvider2023.Founded2020Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:GlobalHACE’smissionistosustainablyeradicatechildlabourfromcorporatesupplychains.HACE’sflagshipproduct,theChildLabourIndex(CLI)scoresandbenchmarksaglobaluniverseofcompaniesbasedontheirexposuretochildlabourrisk.PoweredbyAI,withtransparencyatitscore,theCLIprovidescomprehensivedataoncompany-specificrisksrelatingtocorporategovernanceframeworksandassociatedpublicsentiment,alongsidegenericsupplychainrisksaffectingindustrysectors.Withanestimated160millionchildreninvolvedinchildlabour,thisisagrowing,stand-alonehumanrightsandESGriskissueforcompaniesandinvestors,warrantingdedicatedattention.HACE’sdataprovidesgreatertransparencyaroundthisrisk,helpingcompaniesandtheirinvestorsengageinbetterinformeddialogue.HACEisafemale-foundedbusinesswithsignificantexperienceinchildlabourriskmanagement.HACE’scommitmentistohelpitsclientsminimisetheirbusinessandinvestmentriskswhilstmakingadifferencearoundthismajorsocialchallenge.Founded2021Employees:1-10SegmentsofFinancialServices:InvestingProducts/Data,BankingProducts/DataRegionsofoperations:Switzerland,Europe,MiddleEastRootedinthefinancialcenterofSwitzerland,fullydedicatedtopositivelyimpactsocietyandtheenvironmentthroughitsservicesandproducts,HelveteqistheissuerofESG-transparentinvestmentproducts.Helveteqcoversawiderangeoftraditionalaswellasdigitalassetsandoperateswithanoutstandinginternationalnetwork.In2022,thecompanywasthefirstissuerofcarbon-neutralcryptoinvestmentproductsonSIX.HelveteqoffersExchangeTradedProducts(ETPs)forself-directedInvestors,non-ExchangeTradedProducts(nETPs)forExternalAssetManagers,andoptimizedcapitalconduitsforBanks.Helveteqsuccessfullycombinestraditionalstrengthssuchasexcellenceanduniversalityofserviceswithcontinuousinnovationinfintechandsustainablefinance.©2023FinTechGlobalandInvestorNetworksLtd38ESGFINTECH100ProfilesFounded2006Employees:51-100SegmentsofFinancialServices:ESGRisk,CorporateAssessment,ESGIntelligence&DataAnalysis,RegulatoryReportingData,BusinessInvolvementResearchRegionsofoperations:UnitedStates,UnitedKingdom,Egypt,SaudiArabia,SingaporeIdealRatingsisaleadingdataproviderthatempowersglobalassetmanagers,assetservices,financialinstitutions,andassetownerswithanarrayofresponsibleinvestmentsolutions.IdealRatingsprovidesitsworldclassclientswithinnovativedataservices,analyticaltools,andreportsfor450,000+globalinstrumentscoveringequities,fixedincome,andREITswithamissiontoenableresponsibleinvestmentsworldwide.Thesubscription-basedservicesenableuserstoaccessacomprehensiverangeofdataanalyzedbyitsexperiencedresearchteamandbasedonaproprietarymethodologycomplementedwithpowerfulscreeningcapabilitieswithtimelycoverage.Founded2018Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:OfficeinTheNetherlands,operategloballyImpactInstituteisasocialenterpriseandaspin-offofTruePrice.TruePrice,foundedin2012,developedmethodsandtoolstomeasureandmonetizeimpact.ThemissionofImpactInstituteistoempowerbusinessestorealizetheimpacteconomybycreatingacommonlanguageforimpactmeasurementandprovidingthedata,software,trainings,andservicestouseit.Withthismissioninmind,ImpactInstitutedevelopedtheGlobalImpactDatabase,allowingfinancialinstitutionstomakeimpactcalculationsovertheirportfoliosandvaluechainsinascalablemanner.TheGIDisanever-growingbodyofcountry-,sector-,andcompany-leveldata,enablingtocalculateandmonetiseawiderangeofimpactsacrossnatural,social,andhumancapital,helpingorganisationstocomplytoregulations(e.g.,SFDR,CSRD),createimpactreports,makeinformedinvestmentdecisionsthroughoutthewholeinvestmentlifecycle,andsteertheirstrategybasedonimpactmetricsalongsidefinancialmetrics.Founded2017Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/Data,RegulatoryChangeManagementRegionsofoperations:Europe(France,UnitedKingdom,Switzerland,Germany,andtheNetherlands)NorthAmerica(CanadaandUnitedStates)impakAnalytics,isanAI-usingfintechscale-upthathasdevelopedauser-friendlyimpactdata&intelligenceplatformwithimpactassessment,scoringandratingsolutions.impakAnalyticsispoweredbyitsmissiontohelpthefinancialsectormakemoresustainabledecisionsthankstoitsimpactassessmentmethodologybasedoninternationalstandardsandprinciplessuchastheImpactManagementPlatformandtheUN17SustainableDevelopmentGoals.Throughthedoublematerialityapproach,itincorporatespositiveimpacts,morethan3,700enricheddatapointsanda1000-pointscoringprocess,calledtheimpakScore™resultinginimpactanalysesthatarestandardized,comparable,reliableandcontextualized.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles39Founded2016Employees:101-250SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:GlobalIntegrityNextisaleadingsolutionforsupplychainsustainabilitymanagementthatempowerscompaniestoimprovesupplychainsustainabilityandmeetregulatoryESGrequirements.Thecloud-basedplatformenablescompaniestoquicklyandcost-effectivelychecktheirsupplierbaseagainstsustainability-relatedregulations(e.g.LkSG,NTA,VSoTr,CSDDD,CSRD),standards(e.g.internationalhumanandlabourrights),andvoluntarycommitments(e.g.supplychaindecarbonization/NetZero).IntegrityNexthelpsitsclientsidentifyandmanageESGrisksalongthevaluechain,reducingreputationalandfinancialrisksandimprovingsustainabilityperformance.Founded2020Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:Luxembourg,EUinvesTRe’sproduct,Monifloisbuildingaplatformthatwilldemocratizeinvestmentfundsforunderservedretailsegments.Theseinvestorsarefrustratedbythecostofinvestinginfundsistoohigh(need:affordability),theimpossibilityofunderstandingtheimpactoftheirinvestments(need:transparency)and,formany,astrongbeliefthattheinvestmentworldistoocomplex(need:ease-of-useandeducation).Founded2022Employees:1-10SegmentsofFinancialServices:OffsettingAnalytics&Deal/DataRoom,SupplyChainScreening,InvestingProducts/DataRegionsofoperations:GlobalIvyisbuildingtheOStoscalethevoluntarycarbonmarkets(VCM).Ivyhelpearly-stage(pre-certified)carbonprojectswithfinancingfrominvestorsneededtogetoffthegroundandarebridgingthegapbetweenallVCMplayers,akintoAngelListforthecarbonmarkets.Currently,carbonprojectsupplyislimitedbylackofcoordination,unstructureddata,andfragmentationamongstakeholders.Ivymakenavigatingthecomplexdatalandscapeandfinancingoftheseprojectsmoreefficientandstreamlinedduetocentraliseddataanddealroomplatform,andactasthegluebetweenallstakeholders(eg.carbonprojects,investors,certifiersandmore)essentialtoprojectoriginationanddevelopment.Investorshaveaccesstoportfolioof$100m+high-quality,vettedprojects,innature,bluecarbon,CDRandmore.Marketplayersleverageprojectdataforassessment.Ivy’smission:organiseglobalplanetarydatatoaccelerateclimatefunding—toclosethe$4.5Tannualclimatefinancinggap.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEFounded2014intellectwealth@intellectdesign.comPiscataway,NewJerseyEmployees:5,001-10,000www.intellectai.comRegionsofoperation:GlobalPRODUCTNAME:ESGEdgeKEYEMPLOYEES:ArunJainBaneshPrabhuHariMenonDeepakDastralaFounder,ChiefExecutivePartner,SVPandChiefTechnologyManagingDirectorOfficer,IntellectAIESGProductHead,Officer,IntellectAIandChairmanIntellectAISubsectors:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,InvestingProducts/DataOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYESGEdgeprovidesinstitutionalinvestorswithaccurateByleveragingAI,ESGEdgeunlockshighqualitydataatESGEdgeiscloudnativewithembeddedAI.andtimelyESGinsightsfortheirentireportfolioofanunprecedentedscale.AsingleclienthasleveragedIntellectAIhasmatureditsofferingsfromGenericcompanies.UsingcuttingedgeAI,ESGEdgefindsESGEdgetoask150+customsustainabilityrelatedAI,machinelearningandcognitiveAItoCognitivecontextuallyrelevantanswersfrommillionsoflinesofquestionsabouttheir6500+stronginvestmentComputingthatperformsindividualtaskstofacilitateunstructureddata,withfulldatasourcelineageandportfolio.Thiswouldhavetakenatminimum50,000humanintelligence.Itmakesuseofmachinelearningauditability.Additionalflexibilityallowsclientstocreatehoursofmanualresearch-notevenconsideringalgorithms,neuralnetworks,visualrecognitionandtheirowncustomizableESGdataratingframeworkandtheeffortrequiredforannualrefreshes.ESGnaturallanguageprocessingtoaccomplishhuman-answerstobespokequestions.Edgeaddressesthischallengebyparsingthroughliketasks.AllofthisisenabledbyastateofthearthundredsofthousandsofdocumentstofindthesetrustandconsensustriangulationmethodleveragedWith150+standarddatapointsonofferalongsideanswersrapidlyforeachcompany.byESGEdge,whichfindsthebestpossibleanswerstheabilitytoaskbespokequestions,anddesignyourfromunstructureddatawheredifferentsourcesownESGScore,ESGEdgeunlocksthepossibilityofUnlikeopaqueESGratings,ESGEdgeoffersmightprovidecontradictoryinformation.leveragingESGdataasaleadingindicatorofrisk,fortransparencybyprovidingdirectlinkstodatasourcescompliance,orforactiveportfoliomanagementfromfromwhereanswersarefound.Itsdesignemphasizesnear-real-timemediaandcorporateintelligence.explainability-allowingclientstosettheirownscoringmethodologytoalignwiththeirusecasesordisclosurerequirements.PRODUCTDESCRIPTIONESGEdgeisauniqueproductthatallowsclientstoaskcustomsustainabilityquestionsofcompaniesintheirportfolio.Itscansthewebandanydesignatedsourcesforthebestpossibleanswertoaclient’squestionifitexists-withtheabilityofansweringitfortheirentireportfolioofcompaniesatonce.ItfurthercategorizesaspectsacrosstheEnvironment,SocialandGovernancedimensiontomakeabsorptionofthisdatafaster,easierandasclosetorealtimeaspossibleonceamodelforagivenquestionisbuilt.SomeofthekeyfeaturesofESGEdgeinclude:1.Contextuallyreadingandextractingbespokeintelligencefromunstructuredcompanywebsites,annualreports,sustainabilityreports,Policydocuments,investorpresentationsetc.2.Providingcompletetransparencyanddata-sourceauditability-everypieceofintelligenceextractedislinkedbacktothesource.3.Unearthingthelatestintelligence,supersedingdatedinformation.RequiringonlyacompanyURLatminimumtostartextractinginsights,ESGEdgecanberunondemandasrequiredtogetthemostup-to-datesustainabilityintelligenceaboutthirdpartycorporates.4.Generatinginsightsataportfoliolevel,companylevel,andatadatapointlevelwithbusinessdecisiongradeaccuracyof90%+5.Allowingclientstoassigncustomweightagestoextractedintelligence,allowingthemtocraftoverallscoresandinsightsfortheirrelevantusecase-beitESGRisk,ESGImpact,ESGDisclosurescores,oranyotherusecases.6.Conductingnear-real-timesentimentanalysisfromnewspublicationstoenableclientstounderstandandactonkey-issuecontroversyinformationproactively7.Covers6,500+companiesandgrowing,dependingonclientneedsandportfoliosize8.Scanningandabsorbingdatafromdifferentfileformatssuchaspdf,html,excelandworddocuments.9.Extractionofdatafromdifferentcontentformatssuchastext,tableandinfographics.ESGEdgeprovidesnovelandcompetitivelydifferentiatedintelligence-allowingclientstounlockleadingindicatorsofriskacrosstheirentireportfolioofcompanies-providingmetricsandcoverageontopicsevensuchasbiodiversity,oceansandmorewhichlackcoverageinexistingdatasources.TRACTION/GROWTHIntellectAIhaspartnershipswithtechvendorsincludingMicrosoft,AWS,Snowflake,andSalesforce.Theseplatformpartnershipsenableuswithscalabletechnologytoprocesspetabytesofunstructureddata,deployvariousmachinelearningmodels,deliverinformation,andmoreinasafeandsecuremanner.IntellectAIalsopartnerswithSystemIntegrationpartnerswhohelptoimplementandmanageIntellectAI’sproductsforclients.ThisdTohciusmdoecnutmisebnetiinsgbepirnogvpidroedvidfoerdifnofroirnmfoarmtioantiopnurppuorpseosseosnolyn.lyIt.Iitsisnonottddeessigignneeddttoobbeettaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoarnyanspyescpifeicciifnicveinstvmesetnmtoenrsttorartsetgryatdeegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesSociallyResponsibleInvesting:IntellectAI’sGameChangingApproachtoESGFoundedin2014,IntellectAIistheInsurTechandWealthTechofIntellectDesignArena.Thecompany’sadvancedAIanddatapowered,cloud-nativeproductsareknowntoaddresscomplexbusinessobjectiveswithhighaccuracyandoutcomeconsistency.TheESGsectorisanareathathasseenconsiderableBaneshhighlightsthatIntellectAI’sstrategyrevolvesgrowthoverthepastfewyears,anditisshowingnoarounduncoveringthe‘trusteddata’andofferingasignsofslowingdown–thiscanbesimilarlysaidfortheclearlineageofitssources.Heexplains,“OurAIinitiallyAImarket.extractsdatafromvarioussources,beitwebsitesordisparateunstructureddocuments,andthenESGtrendsscrutinizesthisdatatoidentifythe‘trusteddata’throughproprietaryalgorithms.Subsequently,thisvaluabledataWiththeESGsectorcontinuouslyevolving,whattrendsispresentedtothecustomers,allowingthemtotraceitscurrentlystandoutwithintheindustry?origins–aconceptwerefertoasthedatalineage.”BaneshPrabhu,CEOofIntellectAI,emphasized“AAdditionally,thecompanyharnessespurpose-builtcrossindustrytrendweseeisESGmetricsandinsightsGenerativeAImodelstoitsadvantage.Baneshnotescreepingintocenterstageacrosswealthandinsurance.thatuponreceivingthedata,theyencouragecustomersWearedeeplyinvestedinunlockingtheintelligencetointeractwithitbyposingquestions,andinreturn,requiredforenablingthenextgenerationcorporaterisktheyreceivehigh-qualityresponses.analysis.Itgoeswellbeyondlookingatfinancialrisks,bydivingintoasuiteofESGmetrics,whichareleadingBaneshcontinued,“Wehelpcustomersthroughourindicatorsoffuturecompanyriskandperformance.designthinkingframeworksembeddingthisAIcapabilityWe’recrackingtheproblemofnon-exposeddatatoaskbespokequestionsveryeasilyandgetcontextuallineage,limitedandcontradictoryindustryscores,andresponseswhichcanthenbeusedforavarietyoftheirthemanuallyintensiveinvestigativeprocesses.”ownanalysis.Theanalystsatoneofourclients,oneofthebiggestsovereignwealthfundsintheworld,couldnothumanlydothisanymore–theyneededourtechnologytogetherwiththeAI,tohelpthemaccessandquicklyassesstheinformationtomakehighqualitydecisions.”IntellectAIhasalsobuiltasentimentdashboardforoneofthelargestUKwealthproviders.Withthis,thecompanypullsthelatestinformationfromnewsfeedsandvariedreportstocreateadashboardwhereuserscanseethetypesofnewssentimentscominginandtakedecisionsmuchmoreproactivelyonwhattheywouldliketodoeitherwiththatcompanyorwiththefundhousethatisactuallyinvestedinthecompanyandmovequicker.PainpointsInasectorthatisexplodingasmuchastheESGmarket,beingabletostandoutisnotsimplyimportant–itisvital.WhatpainpointsdoesIntellectAIsolveforitsclientsinthisspace?©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesInBanesh’sopinion,transparencyandaccesstotrustedBaneshaddedthatIntellecttakesamoreholisticdataaretwoofthekeyissuesthatstandoutintheapproachtoitsinformation,ratherthanjustlookingatindustryatthemoment.Heexplained,“acceptingscoresthefinancialriskratings,whichheclaimsoftentendswithoutbeingabletoexplainhowthosescoresweretobealittlereactive–duetothefactonlypastandarrivedat,hasadrasticimpactonsociallyresponsibleprojectedfuturefinancialsarelookedat.investingandcustomertrust.ThequalityandthetrutharoundthedataisthecauseofseveralexistingissuesHewenton,“Forfutureprojections,ifyouincorporate–eventhoughcomplianceteamsaretryinghard–theESGdata,youprobablygetamuchbetterpicturetechnologyhasnotsteppeduptobeabletoprovidetheofacompanyandthenmonitormorecloselywithinsighttoinvestors.analysts.Inourmind,ourtechnologyhelpstackleboththefinancialentities–meaningthefirmsandtheForfutureprojections,ifyouinvestments–andenablesuserstoleverageourcloud-incorporateESGdata,youhostedsolutionforeasyaccessthroughjusttheuseofprobablygetamuchbettercompanyURLsorISNnumbers.”pictureofacompanyandthenmonitormorecloselyGettingitwrongwithanalysts.Inourmind,ourtechnologyhelpstacklebothOneofthebigchallengesintheESGspaceisforfirmsthefinancialentities–meaningtoensurethattheyarenotgettingtheESGdataanalysisthefirmsandtheinvestmentswrong.AccordingtoBanesh,theparticularareaof–andenablesuserstoleveragegreenwashing,forexample,isexactlytheproblemourcloud-hostedsolutionforcausedwhenyouhaveincompleteinformation.easyaccessthroughjusttheuseofcompanyURLsorISNHesaid,“Becauseofthelackofit,youendupsayingnumbers.somethingismoreESGcompliantthanitreallyis.GreenwashingisprobablyoneofthebiggestreasonsBaneshexpressed,“Webroadlyhavetwotypesofwhyweprovidetheactualabilitytounderstandwhereclients.Oneclientaretheinvestmentmanagersandthedatahascomefromandtheconsensusaroundwealthmanagersandfundhouseswhoinvestinit.Fromhere,peoplecanactuallymakeadecisiontocompaniesatahighlevel–fortheseclients,wehelpunderstandwherethereareinconsistencies,becausethemwiththeirabilitytoaccessallthedataisoneplace,thatwillautomaticallybringtransparencytoensurethataskquestionsofthedata,monitorthedatathroughyoudon’tdogreenwashing.”sentimentandintentanalysisandprovideawayfortheclientstorisk-ratethedatathemselves.”Long-termESGplansTheotherformofclientsurroundsbanks.Hesaid,Inthelongterm,IntellectAI’sstrategicobjectivesinthe“Intellecthasworkedwithalmost200banksoverthelastrealmofESGinitiatives,asarticulatedbyBanesh,revolvetwoorthreedecadesandtechnologyhaschangedalongaroundestablishingarobustpresencebyprovidingantheway.Bankslendanddealwithdifferentcompaniesall-encompassingrepositoryofcompanyinformation.indifferentlocationsaroundtheworld–andtheyTheultimategoalistomakethiswealthofhighqualityalwayshaveacertainsetoffirmstheyarelendingtoordataeasilyaccessibletoindividuals,whocanreadilyprovidinglendingortradingsolutions.Here,youwouldsubscribetoit.TheaimistoempoweruserswithawanttomonitorthosecompaniesfortheirESGratingsseamlessexperienceinacquiringacomprehensiveandadditionalinsights.”understandingoftheinformationprovided,whilealsoaidingtheminvalidatingtheirexistingESGscoresormaintainingahistoricalrecordoftheirownscores.Inpracticalterms,thisvisiontranslatesintostreamliningtheprocessofaccessingESG-relateddata.Thisinvolvesnotonlysimplifyingtheavailabilityofsuchdatabutalsomakingitincrediblyuser-friendly.IntellectAIintendstocreateaplatformthatenablesuserstoquerythisdatawiththesamelevelofsimplicityasonewouldexpectonplatformssuchasGenerativeAI.Bydoingso,IntellectAIseekstodemocratizeaccesstoESGdataandfacilitatemeaningfulengagementwithit,fosteringgreatertransparency,compliance,andinformeddecision-makingwithintheESGspace.©2023FinTechGlobalandInvestorNetworksLtd43ESGFINTECH100ProfilesFounded2017Employees:51-100SegmentsofFinancialServices:ESG/ClimateRiskRegionsofoperations:UnitedKingdomGlobalwithfocusinAmericas,EMEA,andAPACJupiterIntelligenceisthetrustedleaderinclimateriskanalyticsfororganizationslookingtostrengthentheirclimateresilience.Withforward-focused,rigorousmethodologiesandanalyticsdeliveredbysomeofthebestscientistsintheindustry,Jupiterturnssophisticatedclimatescienceintoactionabledata.Bymanaging,mitigating,anddisclosingyourclimaterisk,organizationscanconfrontthechallengesoftomorrow,today.Jupiter’scustomersincludefivepercentoftheworld’slargestenterprises,manycompanieswithintheGlobal2000,theU.S.DepartmentofDefense,andpublicsectorauthoritiesinjurisdictionsaroundtheworld.Itsanalyticshavebeenadoptedbyatleastoneoftheworld’sfivelargestentitiesinassetmanagement,banking,chemicals,insurance,oilandgas,mineralsandmining,electricutilitiesandconstruction.Jupiter’spartnershipsincludemostoftheworld’slargestaccounting,consulting,engineeringandinsurancefirms,anddefensecontractors,includingAon,Bain,BostonConsultingGroup,Guidehouse(formerlyNavigant),MS&AD,andZurichInsurance.Founded2015Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:UnitedKingdomKammaisaUK-basedtechnologycompanythatusesgeospatialdatatosupportregulatorycomplianceanddrivethebuiltenvironmenttoNetZero.Kamma’ssolutionsarepoweredbyaproprietaryenginebuilttodetect,aggregate,cleanseandintegratemessyanddisparateinformationintocentral,usableanddynamicdatasets.OntopofKamma’sdatastoreandenginesitmoderncleantechnologyproducts,providingdata,answersandbusinesssolutionsviaasuiteoftechnologyproducts.Sincesolvingthecomplexissueofpropertylicensing,KammabeganleveragingitstechanddataexpertisetoacceleratethebuiltenvironmenttoNetZero.Kamma’sbusinesssolutionssurfacedatainawaythatsupportsthemajorobjectivesofbusinessesandorganisationslinkedtoproperty,fromsupportingmortgagedecisioningtoensuringregulatorycompliance,creatingportfoliopathwaystoNetZero,andqualifyingproperty-relatedassetsasobjectivelygreen.Kammaworkwithmortgagelenders,lettingagents,localauthorities,propertyfundsandhousingassociations.Founded2016Employees:101-250SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,RegulatoryChangeManagementRegionsofoperations:TheirheadquartersareinFranceandtheyhavesubsidiariesintheUnitedKingdom,theUnitedStates,inIndiaandinSingapore.Kayrrosisaleaderingeospatialanalyticsthatprovidesaccurateandtimelydatathroughatmosphericmeasurementsbasedonsatellitedetectionandartificialintelligence.TheKayrrosPlatformmergesallavailabledataonagivenindustrialassettoprovidereliable,frequent,accurate,geo-referencedandtime-stampedinformationonthestateofselectedphysicalassets.Inshort,thedatarequiredforasustainablefuture.Initiallyfocusedontheenergysector,Kayrroshasprogressivelydevelopednewdataanalysispipelinesandincreasedthescopeofitsactivities,leveragingonitsmasteryofthecarbonchainfromfossilextractiontosequestration.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles44Founded2020Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,RegulatoryChangeManagementRegionsofoperations:Europe,UnitedKingdom,UnitedStates,AustraliaKEYESGisaUK-basedSaaScompanywhichcollects,reportsandimprovesESGandcarbonaccountingdataforprivateequity,fundmanagersandcompanies.Foundedin2020bytwoHarvardMBAgraduates,thecompanynowoperatesacrossEurope,theUKandUSservingitsprivateequityclientswithover200portfoliocompaniesanddirect-to-companyclientsaswell.GlobalESGregulationsarecomplexandconstantlyevolvingandthereisincreasingfocusoncarbonemissionsandESGpracticesfromgovernments,regulatorybodiesandconsumers.LongtermvaluecreationforbothinvestorsandcompaniesreliesongoodESGprocessesfromdatadisclosuretoimprovementactions.KEYESG’ssimple,intuitiveplatformsolvestheinefficiencyandinaccuracyofhistoricdatacollectionmethodsandisflexibletomeetdifferentlevelsofESGmaturity,companysizeandcomplexity.Founded2016Employees:101-250SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:KharonhasofficesinNorthAmericaandtheUnitedKingdom/EU,andemployeeslocatedthroughouttheworld.Kharon’sclients,whichcurrentlynumbersabout400,arelocatedonallsixcontinents.Kharonisauniquedataandtechnologysolutioninthatitshowsauserriskthatmayotherwisegoundetected,suchasexposuretoforcedlaborpracticesinChinaorconvolutedminorityownershiprelatedtotrade-restrictedactorswithforcedlaborconsiderations.Everydaytherearenewforcedlaborconsiderations(US,EU,UK,Canada,Germany,etal).Moderntrade,supplychain,andESGprogramsarefacingresourceandlogisticalchallengesofneedingtomakesenseofseeminglyendlessinformationfromvarioussources,languages,andstructures.Kharoninturnprovidesreliableanswers,providingcredibleinformationpathwaysthatarequicklyunderstoodbyusers.Kharonallowsuserstoautomaticallyandinstantlysurfaceconnectionsbetweenapartyinquestion(forexampleaprospectiveclient)andarestrictedactor,evenwhentheremaybedozensof“layers”-complexownershipchains,vendorrelationships,etal-inbetweenthetwo.Founded2011Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:GlobalBydistillingdecadesofresearchinthefieldsofquantitativeanalysis,behaviouraleconomics,andportfoliomanagementintoflexibleAPIs,Kidbrooke®empowersbanks,insurersandwealthmanagerstobuildnext-generationdigital,physicalandhybridcustomerexperiences.TheircoreAPIplatform,OutRank®,allowsfinancialinstitutionstocreateengagingandconsistentcustomerandadvisorjourneysinafractionofthetimeandcostthatitwouldtaketodevelopthemfromscratch,allowingEVERYONEtomakeeducatedfinancialdecisionsfortheirfuture.©2023FinTechGlobalandInvestorNetworksLtd45ESGFINTECH100ProfilesFounded2012Employees:11-50SegmentsofFinancialServices:ESG/ClimateRiskRegionsofoperations:UnitedStateskWhAnalyticsisaleadingproviderofClimateInsuranceforzero-carbonassets,asectorthatisexperiencingdouble-digitgrowthandthatrepresentsagrowingopportunityforinsurers.Utilizingtheirproprietarydatabaseofover300,000operatingrenewableenergyassets,kWhAnalyticsusesreal-worldprojectperformancedataanddecadesofexpertisetounderwriteuniquerisktransferproductsonbehalfofinsurancepartners.PropertyInsuranceofferscomprehensivecoverageagainstphysicalloss,withuniquerecognitionandconsiderationforsite-levelresiliencyconsiderations,andtheSolarRevenuePutproductioninsuranceprotectsagainstdownsideriskandunlockspreferredfinancingterms.Theseofferings,whichhaveinsuredover$10billionofassetstodate,aimtofurtherkWhAnalytics’missiontoprovidebest-in-classInsuranceforourClimate.Founded2018Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:UnitedKingdom,Europe,UnitedStatesKYND’spioneeringtechprovidesanunrivalledinstantviewofanorganisation’scyberrisksandprioritisestheredflagstheyneedtoaddresstostayaheadofcyberthreatsandincorporatecyberriskmanagementaspartoftheirESGgovernance.Unlikemanyothersoutthere,it’spresentedinasimpleandeasytounderstandformat(forgetpagesofreportsorarbitraryscoring)thatyoudon’tneedtobeanITgurutodecipher.Founded2018Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,OffsettingAnalytics&Marketplaces,InvestingProducts/DataRegionsofoperations:Europe,MEA,APAC,NorthAmericaManaos,asubsidiaryofBNPParibas,emergedin2018withavisiontorevolutionisethewayinstitutionalinvestorsandassetmanagersaccesstheseservicesmanageinvestmentservices.Byleveraginganopenarchitectureapproach,Manaospowersaone-stop-shopplatformgatheringposttradeinvestmentdataanddeliveringvalueaddedapplications&servicesforinstitutionalinvestorsandassetmanagersworldwide.Manaoswentlivein2019withitsportfoliolook-throughproduct,offeringadataexchangeinterfacewhereinvestorsandassetmanagerscangetanasset-levelbreakdownoftheirholdingsinminutes.In2021,theteamreleaseditsESGmarketplace,servingasahubwhereinvestorscanseamlesslyenrichtheirportfoliousingdataandservicefromover15integratedESGprovidersacross80+sustainabilityapps.Throughalivedashboard,investorscanvisualiseanddivedeepintoallaspectsoftheirinvestments,aswellasgetregulatoryandclientreportsatthetouchofabutton.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles46Founded2013Employees:101-250SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:HeadquarteredintheUnitedStates,withemployeesinclientsinmorethan90countriesacrosstheglobe,includingCanada,Mexico,UnitedKingdom,Germany,Netherlands,Spain,andFrance.Measurablistheworld’smostwidelyadoptedrealestateESGsolution,empoweringcustomerstomeasure,manage,andreportESGdataonover17billionsquarefeet(1.5billionsquaremeters)ofcommercialrealestateinover90countries.Formorethan10years,Measurablhashelpedtheindustry’smostinnovativerealestatecompaniesoptimizetheirESGperformance,assessexposuretophysicalclimaterisk,actondecarbonizationandsustainablefinanceopportunities,andmonitorregulatorycompliance.Thisisaccomplishedthroughautomateddatacapture,on-demandreportingcapabilities,andverifiedserviceproviders.Measurabl’ssolutionisbest-in-class,allowingrealestateleaderstoharnessthepowerofdatatotakeimpactfulactionstoachieveambitiousESGgoals.Founded2017Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:UnitedKingdommnAiusesproprietarydataandtechnologytosupplyuniqueresearch,analytics,insight,andduediligenceonallUKcompanies,withaparticularfocusonESG.Theircoreproductisauniquedataassetmadeupof12bn+datapointscovering11m+UKcompaniesand37m+peoplewhichisupdatedandrefreshedinreal-time.Fromsupplychainbenchmarkingandearlywarningindicatorsthroughtodetailedanalysisandreporting,mnAIoffersend-to-end,intelligentsolutionstohelpclientsreducetheiremissionsfootprintandsimplifytheircarbonjourney.Founded2009Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,BankingProducts/DataRegionsofoperations:Italy,Europe,MENAmodefinance-partoftheTeamSystemgroup-isaFinTechRatingAgencyregisteredasaCRAandECAI,specialisedindevelopingdigitalsolutionsforcreditriskassessmentandmanagement.Thankstoitsdatascience,AI-basedtech,andproprietaryRatingmethodology,MORE,modefinanceprovidesaccurateandtransparentcreditriskanalysisofanycompanyorfinancialinstitutionworldwide.modefinancesolutionsallowuserstodigitalisetheirriskmanagementprocedures-throughapowerfularrayofriskanalysistools-fortheautomationofalltheevaluationprocedures.Basedonmarket-testedmethodsandthemultidisciplinaryexpertise,modefinancedevelopeditsownESGRatingassessmentmodels,materialisedintrustworthyandeasy-to-adoptservices,aimingatdevelopingacompleteviewofanycompany’ssustainability,fromafinancial,environmental,socialandgovernancepointofview.Basedonmarket-testedmethodsandthemultidisciplinaryexpertise,modefinancedevelopeditsownESGRatingassessmentmodels,materialisedintrustworthyandeasy-to-adoptservices,aimingatdevelopingacompleteviewofanycompany’ssustainability,fromafinancial,environmental,socialandgovernancepointofview.©2023FinTechGlobalandInvestorNetworksLtd47ESGFINTECH100ProfilesFounded2016Employees:11-50SegmentsofFinancialServices:InvestingProducts/Data,BankingProducts/DataRegionsofoperations:CurrentlyUnitedKingdom/Ireland.Althoughthecompanycanoperateworldwide.Multiplyisrevolutionisingfinancialadvicebyofferingdynamic,ongoingsolutionstailoredtoindividualneeds.UsingAIandcutting-edgealgorithms,theymeetcomplianceandjurisdictionstandardseffortlessly.Multiply’smodularSaaSplatformallowsforcustomisedjourneys—automatedguidance,advice,orahybridapproach—adaptingtoclients’evolvingneeds.Manyadvisersstillcollectdata,calculatenumbers,andhand-deliversolutions.Thistakesseveralhoursandiscostly.Multiplyreducesthistominutes.TriedandtestedthroughtheirB2Capp,Multiplyhasdelivered250,000+advicerecommendationsin6years.Theirtechnotonlymakesadviceaffordableandaccessiblebutalsofostersresponsiblefinancialmanagement.Multiplycutcostsforprovidersandboosttheirrevenue,strikingabalancethat’snotjustsmartbutalsosustainable.OneofIreland’sleadingfinancialinstitutionshaswhite-labelledtheirtechnology,lookingtorollitouttotheir1.5million+customers.Founded2021Employees:1-10SegmentsofFinancialServices:OffsettingAnalytics&MarketplacesRegionsofoperations:Europe,MiddleEast,Asia,Africa&UnitedStatesNashfintechXisaSaaSproviderwithamissiontomakecarbonmarketstransparentandverifiable.ThecompanyhaslaunchedDCarbonX,ablockchain-basedcarbonmarketsoftware,thatenablesissuance,buyingandtradingofcarboncredits.DCarbonXcanbeusedbyfinancialinstitutionsseekingtosellcarboncreditstotheirclients,whileensuringaccountability,preventionofgreenwashingandreducingthesalescyclefrommorethanaweekto5-7minutes.DCarbonXhasbeencertifiedasaninnovative,economicprojectbyDRIEETS,FranceduringtheincubationprogrambyEuraTechnologies.NashfintechXhasbeenselectedasaGlobalInnovatorinExpoLiveInnovationProgramme2023,UAEandsecuredsecondplaceintheSDGGlobalTalentAward2023,NorwayforSDG13-ClimateAction.ThecompanyhasbeenmentionedinthemediainLuxembourg,FranceandMiddleEastandwillbecontributingtoapaneldiscussiononcarboncreditsinCOP28.Founded2016Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:UnitedKingdom,Europe,N.AmericaNeuralAlphastandsattheforefrontofESGinnovation,offeringtailoredandscalablesolutionstohelpbusinessesnavigatethefast-changingworldofESG.TheybuildmarketleadingESGdataproductsandanalyticsforaspectrumofindustries,including;asset&investmentmanagers,governments,banking,downstreamcorporates,andfinancialdatavendors.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles48Founded2014Employees:101-250SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/Data,BankingProducts/Data,CarbonAccountingandManagementRegionsofoperations:GlobalOfficesinSweden,Denmark,UnitedKingdomNormativeistheworld’sfirstcarbonaccountingengine,enablingenterprisestocalculatetheirfullcarbonfootprintsandreducetheiremissionstonetzero.Withrigorous,science-basedemissionsfactorsandrichvaluechaininsights,Normativedeliversaccurateandcomprehensivecarboncalculationsthroughscope1,2,and3forenterprisesglobally.HeadquarteredinStockholm,NormativeacceleratesthetransitiontonetzeroandpartnerswithleadingclimatechangeorganizationsincludingtheUN.Founded2019Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,CorporateAssessment&Reporting,RegulatoryChangeManagementRegionsofoperations:UnitedKingdom,Europe,APAC,NorthAmericaNovatusAdvisoryenablesitsclientstonavigatetheirmostcomplexissues,maximisecommercialopportunities,andbuildsustainablefutures.Theyprovidethetoolsandknowledgeneededtomeetcomplexriskandregulatoryrequirementsacrossmultiplejurisdictions.BycombiningdeepindustryknowledgewithadaptabletechnologyNovatusAdvisoryhelpsyoumaintainacompetitiveedgeoveryourindustrypeers,reporttoyourregulators,andbeassuredyourbusinessiscompliant.TheirteamandtechnologiesspecialiseinTransactionReporting,OperationalResilienceandDORA,Authorisations,ESG,Risk,andComplianceforfinancialservicesfirms.Founded2022Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InsuranceProducts/DataRegionsofoperations:UnitedStates-basedOka,TheCarbonInsuranceCompany™isonamissiontoensureeverycarboncreditisinsured.Theyhavebuiltahigh-growthbusiness,leveragingitsdata-drivenunderwritingplatformtoprotectcarboncreditsbyreplacingoraugmentingthemintheeventofcreditregistryremovalorvalueimpairment.BypartneringwithOka,carboncreditsellerscanincreasethevalueoftheircreditsandcorporatebuyerscantrusttheirfinancialinvestmentsandreputationsaresecure,protectingtheirnet-zeroclaims.©2023FinTechGlobalandInvestorNetworksLtd49ESGFINTECH100ProfilesFounded2012Employees:1,001-5,000SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:NorthAmerica,EMEA,LatinAmerica,AsiaPacificOneStreamprovidesanintelligentfinanceplatformbuilttoenableconfidentdecision-makingandmaximizebusinessimpact.OneStreamunleashesorganisationalvaluebyunifyingdatamanagement,financialcloseandconsolidation,planning,reporting,analyticsandmachinelearning.WeempowerFinanceandOperationsteamswithAI-enabledinsightstomakefasterandmoreintelligentdecisionseverysingleday.Allinasingle,modernCPMplatformdesignedtocontinuallyevolveandscalewithyourorganisation.OneStreamenablesenterprisestocollect,consolidateandreportESGmetricsandalignESGreportingwithfinancialandoperationalreporting,planningandanalysiswhilemeetingvoluntaryandmandatoryESGreportingguidelines.Founded2012Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:UnitedStates,Canada,andEurope,primarily,butalsoAsiaandSouthAmerica,particularlybuildingoutintheMiddleEast.OWLESGisasustainabilityfocusedFinTechcompanythathasleveragedmachinereadingcomprehensionAItobringthehighestqualityESGdatatothemarket.Onthisfoundation,theyhavebuilttoolstoaddressinvestorneedsaroundESGstrategies.Founded2002Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:GloballyFoundedin2002byleadingbehaviouralscientistsfromOxfordUniversity,OxfordRiskusesbehaviouralfinance,datascience,andquantitativefinancetobuildtechnologyforadvisers,wealthmanagers,banks,pensionproviders,andfinancialinstitutions.Thisenablesthemtogainthedeepestpossibleinsightsoftheirclients,investors,andmembersinordertosupportthebestpossiblefinancialdecisionsthroughouttheirlives.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles50Founded2020Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:UnitedKingdom,Singapore,UnitedStatesPermutableAI,apioneeringforceinthefieldofartificialintelligence,wasfoundedin2020andisheadquarteredinLondon.Thecompanyisreshapingthelandscapeofdata-driveninsightsandmarketintelligencewithasteadfastcommitmenttotransparency.PermutableAIempowersbusinessesandinvestorstonavigatethedynamicterrainofESG,sustainability,andmarketsentiment.Withcutting-edgetechnologythatyieldsreal-worldimpact,PermutableAIensuresthatcorporatecommitmentsaretranslatedintomeasurable,tangibleactions,underscoredbythedevelopmentoftheirproprietarygreenwashingdetectionframeworkGreenProof.ForthoseinpursuitofopportunitiesintheESGfintechsector,PermutableAIprovidesunmatchedclarityandprecision.Additionally,theirinsightsempowerconsumerstomakechoicesthatalignwiththeirpersonalvalues.PermutableAIrepresentstheconvergenceofworld-classinnovationandglobalconsciousness,usheringinaneweraintherealmofESGfintech.Founded2019Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,InvestingProducts/Data,RegulatoryChangeManagementRegionsofoperations:UnitedStatesandEuropePhysisInvestmentisaB2BSaaScompanyhelpinginstitutionalinvestorsseriousaboutmakinganimpactmeasure,build,andcommunicatetheimpactofportfolios.Itstechnologygathersandpurifiestangibleimpactdatafor14,000companiesand335,000funds,providingrawdataforemissions,wastemanagement,genderequality,andmuchmore.WithPhysis,investorsexpeditetheanalysisprocess,growtheirsustainable-mindedclientele,andleadinnovationforsustainablefinancialproducts.Founded2015Employees:251-500SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,SupplyChainScreeningRegionsofoperations:Sweden,Norway,Denmark,Benelux,UnitedKingdom,UnitedStates.However,wehavecustomersallovertheworld.PositionGreenisaleading,pureplaysustainabilitypartnerthatcombinescutting-edgeESGsoftwarewithspecialisedadvisoryservices,e-learningandindependentassurance.Ourfull-cyclesolutionsfuelthejourneyofcompetitivebusinesses–fromcompliancetosustainableimpact.PositionGreen’sdata-drivenecosystemenablesenterprisesandinvestorstobecomemoreseamless,transparentandaction-oriented.OperatingoutofStockholm,Oslo,Copenhagen,Malmö,Gothenburg,Austin,NewYork,Houston,BeneluxandLondon,PositionGreencurrentlymanagesUSD500billionandhasscreenedandmonitoredover2000assetstodate.©2023FinTechGlobalandInvestorNetworksLtd51ESGFINTECH100ProfilesFounded2016Employees:101-250SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:France,Germany,Austria,Netherlands,Switzerland,Japan,Czechia,Slovakia,UnitedKingdom,BelgiumPriceHubbleisaEuropeanB2Bcompanythatbuildsinnovativedigitalsolutionsfortherealestateandfinancialindustriesbasedonpropertyvaluationsandmarketinsights.Leveragingbigdata,cutting-edgeanalyticsandgreatvisualisation,ourproductssuitebringsanewleveloftransparencyinthemarket,enablingtheircustomerstomakerealestateandinvestmentdecisionsbasedonthemostaccuratedata-driveninsights(suchasvaluations,marketanalyses,valueforecastsorbuildingsimulations)andenhancethedialoguewithendconsumers.PriceHubble’sdigitalsolutionsaredesignedtohelpallplayersacrosstheentirerealestatevaluechain(banks,assetmanagers,developers,propertymanagersandrealestateagents).PriceHubbleisalreadyactivein10countries(Switzerland,France,Germany,Austria,Japan,Netherlands,Belgium,CzechRepublic,SlovakiaandtheUnitedKingdom)andemploysmorethan200peopleworldwide.Founded2016Employees:11-50SegmentsofFinancialServices:InvestingProducts/Data,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:Norway,Sweden,Denmark,Finland,theNetherlands,Germany,UnitedKingdom,SwitzerlandQuantfolioisaleadingNordicWealthTechcompanyprovidingstate-of-the-artinvestmentadvisorytechnologyfortier1financialinstitutionsoperatingwithintheMiFIDIIregulation.Itssoftwareconsistsof3mainmodules:DeepAlphaAdvice:Empoweringinvestmentadvisorstoseamlesslyconductsuitability/sustainabilityassessments,matchinvestorswiththerightinvestmentproducts,anddocumenttheprocesswhilstsecuringreal-timecompliance.DeepAlphaRobo:Ahighlycustomisable,data-poweredroboadvisor,deliveredasanAPI-onlyserviceorwithwhite-labelfrontend.InvestmentEngine:CentraltoQuantfolio’smodulesistheInvestmentEngine.Itenablesfinancialinstitutionstotailorthesystemtotheiruniqueinvestmentadvisoryapproach.DesignedasanAPIecosystem,itnotonlysupportsoursuiteofapplicationsbutalsofacilitatesourclients’digitaltransformationininvestmentadvisory.Atitscore,theenginecapturesinvestorsustainabilitypreferencestransparentlyandvisually,ensuringsustainablecompliance.Founded2009Employees:51-100SegmentsofFinancialServices:Financialcrimerisk,complianceandregulatoryrisk,supplychainrisk,ESGrisk,NationalSecurityRiskRegionsofoperations:NorthAmerica,LatinAmerica,Europe,AsiaQuantifind’spreciseriskintelligenceautomationempowersorganizationstounderstandtheircustomers,partners,andsuppliersinthecontextofglobaldatasotheycanreduceexposureandcostswhileincreasingproductivityandmaintainingcompliance.Quantifind’sriskintelligencesolutionsaredeliveredthroughsuperiorAI,ML,preciselanguagemodels,naturallanguageprocessing(NLP),andtheemergingfieldofnamesciencetoparsethroughbillionsofstructuredandunstructureddatapointswithaccuracy,speed,andscale.Riskteamsgetresultsinmillisecondstoquicklyverifyapotentialcustomer’sidentityanddeliverahighlyaccurateriskassessment.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles52Founded2003Employees:101-250SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:UnitedStates,EURavenPackistheleadingbigdataanalyticsproviderforfinancialservices.FinancialprofessionalsrelyonRavenPackforitsspeedandaccuracyinanalyzinglargeamountsofunstructuredcontent.Thecompany’sproductsallowclientstoenhancereturns,reduceriskorincreaseefficiencybyincorporatingtheeffectsofpublicinformationintheirmodelsorworkflows.RavenPack’sclientsincludethemostsuccessfulhedgefunds,banks,andassetmanagersintheworld.Founded2010Employees:11-50SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:GlobalRedOakComplianceSolutionsisaleadingproviderofintelligentcompliancesoftware,offeringarangeofAI-poweredsolutionsdesignedtohelpfirmsofallsizesnavigatetheincreasinglycomplexregulatorylandscape.Thecompany’ssolutionsprovideriskminimization,costreduction,andprocessoptimizationcapabilities.Theirsuiteof17(a)-4/WORMcompliantfeaturesaredesignedtoevolveinstepwiththeever-changingregulatorylandscape,ensuringthatourclientsalwaysstayaheadofthecurve.Theirflagshipadvertisingreviewsoftwareenablesfirmstodelivercompliantcontenttothemarketconfidently;theirSmartReview(SM)solutionsolvesforthemanagementandintelligentapplicationofdisclosures,whiletheirautomatedregistrationmanagementsoftwarestreamlinesthelicensingandregistrationprocess,furtherenhancingyourinternalprocesses.JointhegrowingnumberoffirmsthatrelyonRedOakComplianceSolutionstostayaheadoftheregulatorycurveandexperiencethebenefitsofintelligentcompliancesoftwareforyourself!Founded2020Employees:501-1,000SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:Germany,Austria,Switzerland,Netherlands,UnitedKingdom,Ireland,Romania,Singapore,Sweden,Belgium,Luxembourg,FranceRegnologyisaleadingtechnologyfirmonamissiontobringsafetyandstabilitytothefinancialmarkets.Withanexclusivefocusonregulatoryreportingandmorethan35,000financialinstitutions,70regulators,internationalorganizationsandtaxauthoritiesrelyingontheirsolutionstoprocesstheirregulatoryreportingdata,they’reuniquelypositionedtobringgreaterdataquality,efficiency,andcostsavingstoallmarketparticipants.Withover900employeesin17countriesandaunifieddataingestionmodelpoweringourwork,theirclientscanquicklyimplementandderivevaluefromoursolutionsandeasilykeeppacewithongoingregulatorychanges.Regnologywasformedin2021whenBearingPointRegTech,aformerbusinessunitofBearingPointGroup,joinedforceswithVizorSoftware,agloballeaderinregulatoryandsupervisorytechnology.©2023FinTechGlobalandInvestorNetworksLtd53ESGFINTECH100ProfilesFounded2020Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:Canada,UnitedStates,UnitedKingdom,Singapore,GlobalResponsibliisbuiltonafoundationofresearchofhowtoapplydeeplearningtotheworldofinvestmentresearch.Theirmissionistohelpinvestorsunderstandhowtovalueexternalities,withagoalofconnectingESGfactorsdirectlytocompanyvaluations.Byfactoringingoodandbadcorporatebehaviourintovaluations,thecompanywillnotonlyhelpinvestorsimproveperformance,butalsoincentivizemoreresponsiblecorporatepractices,gettingthemclosertoaccomplishingthemissionofdrivingpositivechangeonaglobalscale.Founded2020Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,OffsettingAnalytics&Marketplaces,SupplyChainScreening,InvestingProducts/Data,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:Singapore,Tokyo,LondonTheirfounderrealizedadireneedforeasy-to-use,everydaysustainabilitysolutionswhileworkingininvestmentbanking.Asaresult,Rimmandourflagshipproduct,myCSO,wereborn.Thedatascientistsatthecompanyworkedcloselywithglobalsustainabilitycliquesinlargeandsmallorganizationstodevelopacomprehensivesuiteoftoolsthatarepractical,simple,productive,andaffordableforsustainabilitypractitioners.Therefore,sustainabilityshouldbeaccessibletoallorganizations.RimmstandsforRealImpactMattersMost.Connectionandsimplicityaretheirinspirations.Thislogorepresentsthecompany’sidealsandvaluesrelatingtopeople.Thecurvededgescreateafriendlyandapproachableconnectionwhilethecontinuousflowbetweenlettersrootsusintechnology.AsinglelinemeansthatthestartandfinishcanbeextendedtosuitseveraldifferentsustainabilityandESGusecases,foreveryorganization,nomattertheirsize.Usingtechnologyandaccessibility,wemakeapositiveimpact.Founded2014Employees:51-100SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:EMEA,NorthAmerica,APAC,UnitedKingdom.SESAMmisaninnovativetechnologyfirmspecializinginAI-poweredtextanalysistoolsstronglyfocusingonEnvironmental,Social,andGovernance(ESG)analytics.Theirprimaryaimistoprovideactionableinsightstofinancialinstitutions,particularlyprivateequityfirms,andassetmanagers,whoareincreasinglycommittedtoresponsibleandsustainableinvestmentpractices.SESAMm’sportfoliooftools,includingTextReveal,addressescriticalindustrypainpointssuchasthelackoftimelyinsightsintoESGcontroversies,theinabilitytomonitorvariationsinsustainability-relatedmetrics,andthegrowingneedforcomprehensiveduediligenceininvestmentprocesses.Thecompany’stechnologyscoursvastswathsoftextualdata,includingmorethan20billionarticlesandforumsinover100languages,toofferunprecedenteddepthinanalyzingESGcontroversiesandSustainableDevelopmentGoal(SDG)positive-impactevents.Bydoingso,theypositiontheirclientstomakeinformedinvestmentdecisionsthatalignnotonlywithfinancialobjectivesbutalsowithglobalsustainabilitynorms.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles54Founded2015Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:Europe,NorthAmerica.SkenarioLabsbuildsdigitalrepresentationsofeverybuilding,everywhere.Thecompanylooksatwhattheyaremadeof,howtheyareusedandhowenergyefficienttheyare.Theythenapplyourproprietarymodelstoestablishlinksbetweenvalue,performanceandrisktohelpowners,investors,insurersandGovernmentsmakethemostfinanciallyandenvironmentallybeneficialdecisions.Withacommitmenttoaddressingtheuniquechallengesfacedbyprofessionalsintheseindustries,SkenarioLabsoffersarangeofcutting-edgetoolsandplatformsdesignedtostreamlineoperations,enhancedecision-making,andnavigatethecomplexitiesoftoday’sdynamicbusinessenvironment.AtthecoreofSkenarioLabs’offeringsisasuiteofadvanceddataanalyticsandriskassessmenttools.Thesetoolsenablerealestateandfinancialservicesprofessionalstogainpreciseinsightsintomarketconditions,propertyperformance,andinvestmentopportunities.Founded2016Employees:251-500SegmentsofFinancialServices:ESGIntelligence&DataAnalysisRegionsofoperations:UnitedStates,Canada,UnitedKingdom,Germany,Switzerland,Australia,SingaporeSmartCommunicationsisaleadingtechnologycompanyfocusedonhelpingbusinessesengageinmoremeaningfulcustomerconversations.ItsConversationCloud™platformuniquelydeliverspersonalised,omnichannelconversationsacrosstheentirecustomerexperience,empoweringcompaniestosucceedintoday’sdigital-focused,customer-drivenworldwhilealsosimplifyingprocessesandoperatingmoreefficiently.SmartCommunicationsisheadquarteredintheUKandservesmorethan650customersfromofficeslocatedacrossNorthAmerica,Europe,andAsiaPacific.SmartCommunications’ConversationCloudplatformincludestheenterprise-scalecustomercommunicationsmanagement(CCM)powerofSmartCOMM,formstransformationcapabilitiesmadepossiblebySmartIQandthetradedocumentationexpertiseofSmartDX.In2021,thecompanyacquiredAssentis,aleadingEuropeansoftwaresolutionsproviderspecializingincustomercommunicationsmanagement(CCM)withafocusonthefinancialservicesindustry.SmartCommunications’cloudnativearchitectureprovidesAPIsandconnectorstoexistingtechecosystem,suchasGuidewire,DuckCreek,Salesforce,Pega,etc.Founded2020Employees:1-10SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,OffsettingAnalytics&MarketplacesRegionsofoperations:UnitedKingdom,EuropeSugiprovidesclimateinsightsandanalyticstowealthmanagersandfamilyofficesforthebenefitoftheirU/HNWclients.Toprovide‘last-mile’impactmanagement,Sugialsoofferscurated,high-qualitycarboncreditssourcedfromitsnetworkofpartnersandbrokers.WealthmanagersandfamilyofficescanoptforabespokeconnectiontoSugi’saward-winningpublicapp,aswellasreceiveanalyticsviaAPI/SFTPfortheirexistingreportingplatforms.Tosupportitscoreproducts,Sugiofferscommsassistanceandconsultancy.Sugiwonfourcategoriesatthe2023WealthBriefing‘WealthforGood’Awards,includingBestESGData(Europe)andBestESGReporting(UK).InAugust2023,SugiannouncedanewpartnershipwithAddepar-aleadingglobalwealthreportingplatformforwealthmanagersandfamilyoffices.©2023FinTechGlobalandInvestorNetworksLtd55ESGFINTECH100ProfilesFounded2017Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:Australia,Canada,UnitedStates,NewZealand,SwitzerlandBasedinAustralia,SustainablePlatformprovidesindependentsustainabilityimpact(SDG)metricsonover30,000companylistingsinallmarketstofundmanagersandregulators.Thecompanyusesfundamentalsustainabilityresearchcombinedwithnaturallanguageprocessingtodeliverportfoliomanagersrealtimeandforwardlookingriskmetricsonpublicliylistedcompaniesinawaythatiseasilyunderstandableandcanenhancereturns.Founded2016Employees:11-50SegmentsofFinancialServices:ESGDataManagement,Analysis&ReportingRegionsofoperations:APAC&EMEASustainionisanESGdatacollection,refineryandanalyticsplatform.Ourplatformencompassesvariousdatacapturetools,dataprocessingautomation,dashboardsandanalytics,allcollectivelyunlockingactionableinsightsgroundedintrusteddataforyourorganisation.Datavalidityisatthecoreofourbusiness;wetreatESGdatalikefinancialdata,weunderstandtheimportanceofcomplete,accurate,auditable,andaccessibledataandweconstantlyevolveourproductandcompanyaccordingtotheserequirements.Weprideourselvesonourglobalpresence,abilitytoscaleandseamlessdatacollectiontools,meaningwecantendtotheneedsofSMEsandlargeconglomerates.Wesetourselvesapartthroughourexperiencedpeople,dedicatedteamsandtrusteddata.Ouryearsofexperienceworkingwithglobalorganisationsallowsustounderstandbothlocalandglobalframeworks&regulationrequirements.Founded2020Employees:101-250SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,SupplyChainScreening,RegulatoryChangeManagementRegionsofoperations:Ourplatformusersarebasedacrosstheworld(Europe,NorthAmerica,Africa,andAsia).SweepmapstheclimatejourneyofcompanieseitherstartingoutorscalingupontheircarbonandESGstrategies,producinginsightstomakedata-drivendecisions.WiththeirsecureplatformbusinessesandfinancialorganizationscanbuildarobustcarbonreductionandESGstrategyusinginternationalstandardstomeetthelatestdisclosurerules,suchastheCSRDandSFDR.Thecompanyisworkingwithleadingbusinessesglobally,suchasL’Oréal,Bouygues,Lacoste,CytivaandQVC,buildingtailored,data-drivencarbonandESGstrategies.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles56Founded2005Employees:51-100SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:Globally,Switzerland,Germany,UnitedKingdom,Benelux,UAE,Singapore,HongKongFoundedin2005,swissQuantGroupisanindependentbusinesssolutionsproviderthatempowersthefinancialindustrytotakecontrolofitsfuture.BasedinZurich,swissQuantpartnerswithleadingfinancialinstitutionsacrosstheglobetopioneeranddeliverthedigitalhead-startthatmatters.Theirfocusonnext-generationinnovationandAIresearch-basedsolutions,combinedwith18yearsofmarketexperience,makesthemthepartnerofchoiceforleadingfinancialorganizationsaroundtheworld,includingagrowingnumberofglobalFortune500companies.Founded1968Employees:10,000+SegmentsofFinancialServices:CorporateAssessment&ReportingRegionsofoperations:Europe,India,SouthAfrica,UnitedStates,Canada,Singapore,Japan,Australia,NewZealand,UnitedArabEmiratesWealthMapper&Insurance-in-a-Boxprovideafullrangeofproductsandservicesspanningbackoffice,advisoryanddigitalchannelsfortheinsuranceandwealthsector.FinancialInstitutionscanleveragetheWealthMapperforunlockingnewmarketpotentialwithgoal-basedsavings,financialplanning,automated-advisory,sustainableinvesting,automatedrebalancing,micro-savings,lendingandmortgages,portfoliomanagement,fundsandequitiesandmanymoreaccelerators.Insurers,ManagingGeneralAgents(MGAs)andbrokerscanuseInsurance-in-a-Boxforfast-trackingtheirdigitalgreenfieldstart-upsorfortransformingtheircurrentlTlandscapeinafutureproofflexibleplatform.BothProperty&CasualtyaswellasLife&Pensionlinesofbusinessesaresupported.TogetherwiththeirpartnersTietoevryempowertheircustomerswithbest-in-classsolutionsinanOpenEcosystemmode.Theirmodularandpre-packagedapproachensuresflexibleandoptimumcostofownership.Theircustomersareabletoinnovateandinventnewservicesandbusinessmodels.Founded2021Employees:101-250SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:NorthAmerica,APACTurboNetZeroisaninnovativesustainabilityintelligencefirmwithheadquartersinNewYorkandavitalpresenceinShanghai.Committedtoprovideseamlessintegrationastheexternalsustainabilityofficeforbothprivateequityinvestorsandhigh-growthportfoliocompaniesglobally,TurboNetZero’sapproachcombinesexpertconsulting,deepdatainsights,andstate-of-the-arttechnologicalresources.TurboNetZerohasbeeninstrumentalinempoweringbusinesses,unlockingexceptionalvalue,andsettingnewbenchmarksofcommercialexcellencethroughsustainability.©2023FinTechGlobalandInvestorNetworksLtd57ESGFINTECH100ProfilesFounded2016Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:Europe,MiddleEastUBIRCHoffersaESGDataExchangeNetworkforcompaniestomeetEUrequirementsforESGdatainsustainabilityreportsfrom2024.TheExchangeNetworkisacrucialCSRDprocessbuildingblockandenablesmachine-readable,comparableESGdataandpromotestransparencyandclimateprotection.CompaniescaneasilyintegrateCO2equivalentsfromsuppliersandprocessesintotheirreports,reducecostsandimprovepurchasingdecisions.SuppliersgainacompetitiveadvantagebyprovidingEU-compliant,transparentandreadabledata.UBIRCHspecialisesindigitalproofofdataandwasfoundedin2016.Togetherwithaconsortium,thecompanydevelopedtheEUdigitalCOVIDcertificateforGermany.Formoreinformation,visitwww.ubirch.comFounded2019Employees:11-50SegmentsofFinancialServices:CorporateAssessment&Reporting,RegulatoryChangeManagementRegionsofoperations:APAC,EMEA,AMERICASU-Reg,aSingaporebasedRegTechfirm,holdscertificationfromtheSingaporeFintechAssociation(SFA).U-Regoperatesasacloud-native,subscription-basedSoftwareasaService(SaaS)platform.Thisplatformsimplifiesend-to-endregulatoryprocesses,facilitatingaseamless,secure,andcompliantexchangeofregulatoryinformationamongfinancialinstitutions,theirclients,businesspartners,andregulatorybodies.U-Reg’sEnvironmental,Social,andGovernance(ESG)solutionsempoweruserstoefficientlyhandle,process,andsharetaxonomy-alignedinformation.Followingthe“”inputonce,reporttomany””principle,theU-RegproductsuiteofferscomprehensivereportingcapabilitiesacrossvariousESGstandardsthroughanequivalenceapplication,whichreliesonsingleinputs.Moreover,theequivalenceengineprovidesadvisoryservicesforstandardsthatanentitywishestoreportonoraidsinthedevelopmentofspecificframeworks,whethertheyareindustry-specificortailoredtoaparticularentity’sneeds.Theplatformalsosupportsseamlessintegrationwiththird-partyexternalservices.Founded2017Employees:11-50SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/DataRegionsofoperations:UnitedKingdom,UnitedStatesUtilistheonlysustainabilitydataproviderthatusesAIacrosspeer-reviewedjournalstoobjectivelyquantifyacompany’simpact,givinginvestorstheevidencetheyneedtodeliverontheirsustainableinvestinggoals.Since2020,Utilhasshakenthesustainabledatamarketbyreimagininghowitcouldbedone.Theirapproachresonateswithagrowingrosterofclients,includingNuveen,Pictet,DanskeBank,PGIMandCBOE,gainingtractionacrossmediaoutletsincludingInvestmentWeek,EnvironmentalFinance,theFT,Bloomberg,ResponsibleInvestor.Utilhasbeenselectedforandparticipatedinasuiteofworld-leadingaccelerators,includingtheNYFinTechInnovationLab,LondonMayor’sInternationalBusinessProgramme,andtheMassChallenge2022FinTechprogram.In2022,UtilwonEnvironmentalFinance’sESGResearchoftheYear,NorthAmericaandInvestmentWeek’sBestSustainableInvestmentResearchandRatingsProvider.In2023,UtilisgrowingandhasexpandedintotheUS.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBALSECTOR:ESGCOMPANYRESEARCHPROFILEFounded2017KEYEMPLOYEES:Helsinki,FinlandAnnuNieminenwww.uprightproject.comFounder&CEOhello@uprightproject.comEmployees:11-50JuhoOjalaRegionsofoperation:GlobalCo-Founder&CTOSubsectors:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,InvestingProducts/DataOFFERINGPROBLEMBEINGSOLVEDTECHNOLOGYUprightisbuildinganewtypeofaquantificationCurrently,itisalmostimpossibleforafinancialUpright’simpactmodelmeasuresacompany’smodeltomeasurethenetimpactofcompaniesinstitutiontoseethebigpictureoftheimpactofpositiveandnegativeimpactsholistically,acrossandfunds,withthegoalofhelpinginstitutionalitsinvestments.Macro-level,comparabledatathewholevaluecreationspectrum,includingnotinvestorsunderstand,manageandreporttheironthelargestimpactsofcompaniessimplyjustenvironmentalimpacts,butalsotopicslikeimpact.Unlikemostsustainabilitymeasurementdoesn’texist.Atthesametime,investorsarehumanhealth,knowledgecreation,andsocietalframeworks,Upright’sproprietaryquantificationunderincreasingpressuretomeasureandimpacts.Upright’squantificationtechniquemodelenablescomparisonofcompanies’communicatetheirimpact,notjustESG-relatedcombinesaneuralnetworksummarizingoverimpactregardlessoftheirsize,industry,ortheirdetails,drivenbyregulatoryreportingmandates200millionscientificarticleswithnaturallanguageownreportingefforts.Upright’sdataisderivedandmarketdemand.processingandproprietarymodellingofthefromscientificliteratureanddoesnotrelyoneconomyencompassingauniquetaxonomyofcompanies’ownsustainabilitydisclosures.There’saclearneedfornewimpactmetricsover150,000possibleproductcategories.arisingfromthelimitationsofcurrentEnabledbyAI,Uprightprovides100%coveragemethodologiesforassessingthesustainabilityofThroughthismethodology,Upright’sdataengineofimpactmetricsforaninvestor’sportfolioinvestments.Whileperformancemetricsexcelgeneratescomparableimpactdataofcompanies,companies,alongwith25,000+additionalatmeasuringhowefficientlycompaniesoperate,providinginvestorswithnetimpact,UNSDG,companiestocompareagainst.WithUpright’smeasuringimpactobjectivelyandcomparablySFDRPAI,andEUtaxonomy-relatedmetricswithscalabledataengine,investorshaveswiftaccessontheoutsideworldproveschallenging.Acase100%coverageacrossbothlistedandunlistedtocompanies’impactdatathroughtheentireinpointisTesla,whichhasscoredlowerinESGcompanies.Upright’sinvestorcustomerspurchaseinvestmentprocess,includingunlistedcompaniesindicesthanoilandgascompanies,highlightinganannualSaaSlicensetoaccessthedatathroughinthepre-investmentstage.theshortcomingsofcurrentevaluationsystems.theUprightPlatformonlineandanAPI.PRODUCTDESCRIPTIONUprightforInvestors:Uprightprovidesinvestorswithaholisticviewonhowtheirwholeportfolioorasinglecompanywithinitaffectstheworldaroundus.YoucanleverageUpright’simpactdataacrosstheinvestmentlifecycle,fromscreening,duediligenceandreportingtobuildingandmarketingnewinvestmentproducts.•Datatypes-Uprightprovidesinvestorswithitsproprietarynetimpactassessment,accompaniedbyUNSDG,EUtaxonomy,SFDRPAI,andCSRDmetricsfortheentirecompanyuniverse.Investorsalsogetaccesstoalternativeassetclasses,suchaslabelledbondsandunlistedcompanies,too.•Usecases-WithUpright’sdata,youcanmeasureandreportyourimpact,aswellasmeettheEUSFDRrequirements:Classifysustainableinvestments,identifypositiveE/Scontribution,defineDNSHcriteria,orreportEUtaxonomyandPAIindicatorswithUprightdata.YoucanalsobuildnewfundsorclassifyexistingfundsasSFDRArticle8and9products.•Effortlessaccess-Youcanaccessyourportfoliodata,aswellasfulldatasetsfor25,000+additionalcompaniesforcomparison,throughUpright’sonlineplatformandanAPI.Allmetricsaremodelledefficientlybasedonpubliclyavailabledata,savingtimefromyouandyourportfoliocompanies.Youcancomplementdatawithportfoliocompanydisclosures,ifavailable.TRACTION/GROWTH•Uprightworkswithover200leadinginstitutionalinvestorsandcompaniesin15countries.AssetsundermanagementmanagedusingUpright’sdataexceed500bnUSD.•UprightpartnerswithNasdaq,whichdistributesUpright’simpactdatatoinvestorsworldwide.ThisdTohciusmdoecnutmisebnetiinsgbepirnogvpidroedvidfoerdifnofroirnmfoarmtioantiopnurppuorpseosseosnolyn.lyIt.Iitsisnonottddeessigignneeddttoobbeettaakkeennaassaaddvviciceeoorraarerceocmommmenednadtiaotniofnorfoarnyanspyescpifeicciifnicveinstvmesetnmtoenrsttorartsetgryatdeegcyisdioencsis.ions.©2023FinTechGlobalandInvestorNetworksLtdCOMPANYRESEARCHPROFILE©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHowUprightbringscommonsensetoimpactquantificationInthe2020s,investorsareunderincreasingpressuretomeasureandcommunicatetheirimpact.Simultaneously,themyriadofdetailedinformationaroundcompanies’“sustainability”,“ESG”,and“impact”canbeoverwhelming.ThisiswhereTheUprightProject,ledbyfounderandCEO,AnnuNieminen,stepsinwithaboldvision.Withaproprietary“netimpact”model,Uprightwantstobringcomparability,science,andcommonsensetocompanyimpactandrevealthebigpictureinwhatcostsandbenefitscompaniesbringtotheworld.ButwhatkindofacompanyisUpright,andhowdoesittransformthewaymodelsandindustries,buttheyarefairlypoorlyutilisedinthefinancesectorinweevaluatecompanies?Nieminensaid,“Uprightisasix-year-oldDeepTechunderstandingbothbusinessandimpactrisks.”businessbuildinganewtypeofquantificationmodeltomeasurethenetimpactofcompaniesandfunds,withthegoalofhelpinginstitutionalinvestorsWhileUpright’snetimpactmodelhasabigambitioninbringingaccesstounderstand,manage,andreporttheirimpact.”impactdataalsotoconsumersandemployees,NieminenwantedtostartUpright’sjourneyworkingwithfinancialinstitutions,recognisingthecriticalAtitscore,UprightaddressessignificantchallengesfacinginvestorstodayroleofassetownersandmanagersinshapingtheworldbyinfluencingcapitalamidstthecomplexityandenormityofEnvironmental,Social,andGovernanceallocationandresourceutilisation.(ESG)data.TheseaofdetailsrelatedtoESGandimpactcanbeoverwhelming,oftenleavinginvestorslackingthebigpictureoftheimpactoftheirinvestments.“Whatproblemsareaddressed,whatisprioritised?IfinditfascinatingNieminen’svisionistobringcommonsensetosustainability-relatedmetrics.howmoderntechnologyanddatacanbeusedtoimprovetheefficiency“Ourmodelshedslightonwhatisbigandwhatisnot.Thematerialityofofthatdecision-makingprocess,balancingfinancialoutcomeswithimpactimpacts,bothfromafinancialandimpactperspective,isbecomingincreasinglyimplications,”Nieminenshares.centraltobringfocustosustainabilityefforts,”sheemphasised.BridgingthedatagapbetweeninvestorsandcompaniesForaholisticapproach,Upright’sproprietarynetimpactmodeltakesintoaccountnotjustthenegativeimpacts,butalsothepositiveoutcomesandInthequesttocombatthelackofcommon-sensedataoncompanies’impactvaluescompaniescreate.Itinvolvesthewholevaluecreationspectrumoftheontheworld,Upright’sapproachishighlytransparent.Ontheironlinedatacompany:notonlyenvironmentalimpacts,butalsotopicslikehumanhealth,platform,theyshareimpactdataonover10,000companiesforfreewithknowledgecreation,andsocietalimpacts.anyone.Theirmethodologyforproducingthedataisfullyopen,too.Howdidthequantificationmodelcometofruition?Thetransparentnatureofthedataisalsoawaytobridgethegapbetweenhowinvestorsandtheirportfoliocompaniesviewimpact.“Currently,alotoftimeisPriortofoundingUpright,Nieminenstudiedengineeringandworkedasatopwasteddebatingoverapplesandoranges.Companiesmightnotunderstandtiermanagementconsultant.Alreadythen,shehadalong-standinginterestinwhyinvestorsaskthemforcertainimpacts,andassetownersmighthaveveryvaluecreationbycompaniesandhowitcanbemeasured.“Whatreallyfollowsdifferentprioritiesamongthemselves,”Nieminensays.fromthefactthatSpotifyexists?WhataboutAmazon,Tesla,orMcDonald’s?”sheasked.“SciencehasclearfactsabouttheimpactsofvariousbusinessUsingUpright,investorsandcompanieshaveaccesstothesameimpactdata,enablingbetterdiscussionsanddecisionmaking.ForNieminen,thisistheonlywaytoclosethegapbetweenvariousdifferingviewsaroundimpactanddifferentiatefactsfromopinions.“Idon’tseetheconfusionandmisunderstandingsaroundESGandimpactclearingupbeforeimpactdataistreatedassomethingthatcanbepubliclyexamined,challenged,andcriticised.Wewanttoalsochallengeotherdataproviderstobemoreopenandtransparentwiththeirdata,”Nieminensays.ForeseeingthefutureofimpactininvestingCurrently,NieminenseesmanycustomersstrugglingtofigureoutthedemandsposedbytheCorporateSustainabilityReportingDirective(CSRD).Withthatinmind,theFinnishFinTechcontinuestodeveloptheirdata-driventoolforDoubleMaterialityAssessment(DMA),whilealsocontinuallyimprovingitsnetimpactandSFDR(SustainableFinanceDisclosureRegulation)data.Goingonestepfurther,Nieminenlooksbeyondthecurrentfocusonregulatorycomplianceandseestheinvestmentscenesoonreachingatippingpointwherecompanyimpactisnolongeratopiconlyforthemostforerunninggreenfundsandcompaniesbutaglobaldebatewithimplicationsforallinvestorsandindustries.Shesaid,“Inthebiggerpicture,Ibelievethemarketisjustabouttostartaddressingtheinterestingquestion:whatdothebest-in-classinvestorsreallydoinimpactandESG?Whatdoesnext-levelreportingonimpactlooklike?Howissuperiorimpactreallyturnedintobusinessupside?ThisiswhereIfeelpassionateabouthelpingtheambitiousfrontrunnerinvestorsformthefuturenormsandpavetheway.”©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100Profiles61Founded2018Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,SupplyChainScreeningRegionsofoperations:France,Benelux,GermanyVadisTechnologiesisapioneeringEuropeancompanyinBigDataAnalytics,Third-PartyRiskManagement(#TPRM)andKnow-Your-Business(#KYB)solutions.ThecompanyproposeFlairDiligence,aB2BSaaSplatformtoevaluaterisksonsuppliers,ina360view(ESG,financials,compliance)tomakesupplychaincompliant(CSDDD)andsustainable.Flairnotonlyallowsyoutohaveanimmediateviewofyourrisksrelatedtoyourbusinesspartners,inaninteractivereportandinaportfolioview,butalsotoperformyourduediligencethroughanevaluationworkflowandapprovalprocessadaptedtoyourinternalorganization.Founded2022Employees:1-10SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,InvestingProducts/Data,BankingProducts/Data,RegulatoryChangeManagementRegionsofoperations:France,UnitedKingdom,Netherlands,Switzerland,UnitedStates,CanadaValueCoisamission-drivencompanythataimstoexplicitlyintegrateenvironmental,socialandhumancriteriaintocompanyperformanceandmarketvaluations.Thecompanyaddressesthechallengesofthediversityofinvestors’ESGopinionsbyprovidinganESGmarketview,similartoanESGbid-offersystemforfinancialmarkets.ValueCoisdevelopingthefirstSaaSsolutiontocollectproprietaryESGratingsfrominvestorsandprovideAI-poweredanonymisedanalysistoassetmanagers,institutionalinvestorsandcorporates.Theyaretheonlyplayertocollectandleveragetheinternalopinionsofassetmanagers,thankstotheircollaborativemodelandtheircutting-edgeresearch,conductedin-houseandwithacademicpartners.Thismodelenablesthemtodrawonthecollectiveintelligenceofresponsibleinvestorstoimprovemarketpracticesasawhole.Founded2019Employees:251-500SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,OffsettingAnalytics&Marketplaces,SupplyChainScreeningRegionsofoperations:NorthAmerica,SouthAmerica,UnitedKingdom,EU,AustraliaWatershedistheenterpriseclimateplatform.CompanieslikeAirbnb,CarlyleGroup,Everlane,YETI,andBBVAuseWatershedtomeasure,reportandactontheiremissions,sotheycanproduceaudit-readycarbonfootprintsthatdriverealreductions.Withembeddedclimateintelligencefromtheworld’sleadingclimateandpolicyexperts,Watershedistheplatformofchoiceforcompaniesseekingtosatisfyregulatoryrequirements,unlocknewbusinessopportunities,andaddressclimate-relatedrisks.Watershedcustomersalsohaveexclusiveaccesstoamarketplaceofpre-vetted,high-qualitycarbonprojectsandgroundbreakingvirtualpowerpurchaseagreements.©2023FinTechGlobalandInvestorNetworksLtd62ESGFINTECH100ProfilesFounded2021Employees:1-10SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:Belgium,France,TheNetherlands,UnitedKingdom,LuxembourgWequity’sESGAI-Extraction&Reportingplatform,designedforprivatemarketinvestorsandcorporates,hasaprimarygoalofsavingvaluabletimeinthedatacollectionandreportingprocess.WequitysimplifiesESGreportingandquestionnaire-fillingbyautomaticallypre-populatingentriesthuseliminatingtheneedformanualdataentry.TheAI-poweredpre-fillingcapabilitiessignificantlyenhancereport-buildingefficiencybyidentifyingandcalculatingrelevantdatapoints.ThisphilosophyhasgarneredsupportfromitsesteemedinvestorsandattractedcollaborationwithBEL20companiesandprominentassetmanagers&privateequityfunds.Founded2020Employees:1-10SegmentsofFinancialServices:ESG/ClimateRisk,CorporateAssessment&Reporting,ESGIntelligence&DataAnalysis,SupplyChainScreening,RegulatoryChangeManagementRegionsofoperations:GlobalYvesBlueistheonlysolutionthatdeliversanend-to-end,ESGSoftwareasaServiceplatform(ESGSaaS™),thatsignificantlylowerscosts,deliversintegrationofESG/Impactinvestinginminutesratherthanyears,andsystematicallyprovidestherequiredknowledgeandexpertisetotransformdataintomeaningfulandactionableinsight.Founded2020Employees:11-50SegmentsofFinancialServices:ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:UnitedKingdom,UnitedStatesZetiisagreendigitalfinancingthatoriginatedinLondonbutnowalsooperatesinCaliforniaandNewYork.Zeti’smissionistoreducecarbonemissionsandmakeiteasierforfleetstotransitiontozeroandultra-lowvehicleswhilstalsoofferinginstitutionallenderstheoptiontogenerateattractive,risk-adjustedreturnsinanew,cleanassetclass.Zeti’sdigitalfinancingplatformconnectsoperatorsofbusiness-criticalvehiclefleetstofacilitatecleanmobility.Thecompanysitsattheintersectionoffintech,mobility,andsustainability,unlockingthepotentialoftechnologytorevolutionizethefinancingoftransportandsupportthegoalsofbusinessandsociety.©2023FinTechGlobalandInvestorNetworksLtdABOUTUSFinTechGlobalistheworld’sleadingproviderofFinTechinformationservices,B2Bmediaproductsandindustryevents.Weinform,promoteandconnectFinTechbuyers,sellers,investorsandinnovatorsworldwide.Weserveanetworkofover300,000FinTechprofessionalsfrommarket-leadingorganizations–financialinstitutions,technologyinnovators,corporateinvestors,venturefirmsandexpertadvisoryfirms.Weenablethemtogettheinformationtheyneedtomakebetterbusinessdecisionsandtoconnectandengagewiththepeopleandorganisationstheywanttodobusinesswith.Formoreinformation,pleasevisit:www.FinTech.GlobalFormoreinformationcontactinfo@fintech.global

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