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Shaping the Capital Markets of the Future: Emerging Fintechs Modernizing Investing

October 31, 2023


Capital markets are undergoing a digital transformation. New technologies and business models are disrupting traditional investing in public and private markets. Agile fintech challengers are leveraging cloud computing, AI/ML, blockchain and open APIs to open access and improve efficiencies.

This emerging wave of capital markets fintechs delivers modern digital experiences catering to new investor demographics. They also automate antiquated back-end processes to streamline operations.

Below we explore the leading innovators shaping the future across key capital markets segments:

Trading Platforms

Apex offers an end-to-end suite of solutions for institutional investors covering clearing, custody, crypto trading and more. The technology-focused prime brokerage streamlines access to global markets.

DriveWealth provides a B2B investing API that enables fintechs and neobanks to offer fractional share trading of US stocks and ETFs. The platform handles brokerage infrastructure and compliance.

Atomic Invest allows companies to embed investing experiences via its platform spanning custodial accounts, stock trading, robo-advising and tax reporting.

Clear Street delivers an institutional-grade prime brokerage platform offering sophisticated trading tools and market access to private fund managers.

Moment enables fixed income trading automation and portfolio management via its bond trading system and analytics APIs.

Alpaca offers APIs for stock trading, crypto trading, and market data to power next-gen investing apps and services.

Upvest enables embedding compliant digital securities investing for alternative assets and private markets.

Lemon Markets provides APIs for executing trades, accessing market data, and managing investment accounts programmatically.

Tradier delivers APIs and cloud infrastructure for retail investing, trading apps, robo-advising, and wealth management services.

WealthKernel offers an investing infrastructure platform covering onboarding, trading, portfolio management and custody.

Capitolis operates a capital markets SaaS platform optimizing capital usage for financial institutions.

Credit & Deposits

Setpoint provides an operating system to streamline workflows for lenders originating commercial real estate loans.

Finley enables lenders and investors to digitize the full process of originating, managing and servicing private credit.

CredCore delivers credit management software designed for treasury, funding and liquidity functions within banks.

Percent offers a digital platform to source, diligence, execute and service private credit transactions.

Modern Treasury optimizes deposit workflows, analysis and management for high-growth companies.

Alternative Investments

CAIS connects financial advisors to alternative investments like private equity, hedge funds and real estate online.

iCapital provides access and technology for investing in private equity, private credit, hedge funds and other alternative assets.

The Coterie enables accredited investors to access pre-IPO investing, commercial loans, and other exclusive opportunities.

Allocate offers an online marketplace for investing in high-growth tech startups and other private deal flow.

FundThrough streamlines the traditionally manual subscription process for making allocations to private funds.

+SUBSCRIBE delivers an order management system to digitize capital activity between GPs and LPs of private funds.

Anduin provides technology to expedite capital calls, fund formation paperwork, investor reporting and more.

Yubi enables discovering, analyzing and transacting fixed income opportunities through its data and workflow software.

Calastone automates manual steps in the trade lifecycle between asset managers and distributors via blockchain.

Brassica offers APIs to access, analyze and integrate alternative investment data.

Manning & Company: Expert Talent for Capital Markets

The fintech revolution requires financial services institutions to undergo digital transformation. Manning & Company provides the talent and capabilities to modernize.

Our global fintech practice sources specialized experts across:

Software Engineering: Build seamless, scalable platforms leveraging cloud, microservices, blockchain and open APIs.

Data Science: Apply advanced analytics and machine learning to unlock insights across portfolios and markets.

Product Management: Design intuitive user experiences tailored to both institutional and retail investors.

Quantitative Finance: Develop data-driven trading signals, portfolio optimization strategies and risk models.

Compliance and Security: Ensure stability, resiliency and regulatory alignment as systems evolve.

We partner with capital markets enterprises to access proven talent for strategic initiatives spanning public and private markets. This includes both full-time placements and on-demand consulting to fuel innovation.

Contact Manning & Company to engage the top minds building the future of digital investing. Our experts and networks will empower your capital markets transformation.

← The Future of Banking: Manning + Company at the Heart of Financial InnovationFintech Lenders Forge Ahead As Banks Pull Back: The Leaders Defining The Future of Lending →

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