David Rosa

Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada.

Multiply AI Ltd. operates as an online platform that provides investment advice. The company was founded by Michael Curtis and Vivek Dhiren Madlani and is headquartered in London, the United Kingdom.

Hulgrave Ltd. is a British financial technology company. The private company is based in London, UK.

Nutmeg Saving & Investment Ltd. (Investment Management) (Nutmeg-IM) is the investment management division of Nutmeg Saving & Investment Ltd., headquartered in London, UK. The firm was founded in 2011 as Hungry Finance Ltd. They are ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Nutmeg-IM offers all UK investors high-quality wealth management and personalized financial advice services.

Innovate Finance Ltd. serves as a single access point to the FinTech ecosystem, and through partnership programmes. It provides financial services. The company is headquartered in London, the United Kingdom.

Part of Royal Bank of Canada, Brewin Dolphin Securities Ltd. is a financial services provider. The company is based in London, UK.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver.