Angie Abernathy

Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA.

SunGard Market Data Services designs and markets market data delivery solutions that serve a wide range of investment applications. The company is headquartered in Mount Laurel, NJ.

Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA.

Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, L.F. Rothschild & Co., Inc. is a company that provides banking services.

Prescott, Ball & Turben, Inc. provides investment services. The private company is based in Cleveland, OH.

Swing Application Ltd. develops a mobile application that finds drinks at New York bars and rewards with free drinks and discounts. The company is headquartered in New York, NY.

Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA.

Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs.