Dave Wilson

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Transactis, Inc. provides electronic bill presentment and payment solutions. It offers BillerIQ and DocumentIQ solutions. The firm transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with digital alternatives. The company was founded by Thomas L. Kohn, Joseph Proto, and Jeffrey Greenberg in 2001 and is headquartered in New York, NY.

Part of Deluxe Corp., REMITCO LLC is a company that provides telecommunications, cable, and insurance services. The company is based in Greenwood Village, CO. REMITCO was acquired by Wausau Financial Systems, Inc. from First Data Corp. on August 16, 2018 for $93 million. The company was founded by Joseph Proto and Robert R. Craig.

Canopy Tax, Inc. provides practice management software for accountants and tax professionals. Its client management platform enables practitioners to communicate and collaborate with team members and clients. The firm?s software helps to store files, discussions, dates, notes, and organizers in one place to keep everybody on task. The company was founded by Kurt Avarell in 2014 and is headquartered in Lehi, UT.

Financial Telesis, Inc. provides investment advice. The company is headquartered in Longhorne, PA.

Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York.

Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.

Part of Making Waves Group AS, QUESTPOINT AS provides content management and technology consultancy services. The company is based in Oslo, Norway. QUESTPOINT was acquired by IntelliSearch AS on January 14, 2008.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.

The National Automated Clearing House Association operates as an electronic payments association. It involves in education and accreditation, industry engagement, communications and advocacy. The company was founded in 1974 and is headquartered in Herndon, VA.

FF Venture Capital LLC (FF Venture Capital) is a venture capital firm founded in 1999 by John Frankel. The firm is headquartered in New York.

OfferIQ provides online digital coupons. The company was founded in 2009 and is headquartered in New York, NY.

Windham Venture Management LLC (Windham Venture Management) is a venture capital firm founded in 2006 by Joe Proto, Roger Fine and Adam Fine. The firm is headquartered in New York.

Quovo, Inc. develops and markets a platform that provides financial analytics, data management, and insights to small- and mid-sized investors. It offers Quovo that automatically fetches, normalizes, and reconciles portfolio data from across financial institutions from retail brokerages to prime brokerages, custodians, and mutual fund families. The company was founded by Lowell Putnam, Michael DelMonte and Niko Karvounis in 2010 and is headquartered in New York, NY.

Napier Park Global Capital (US) LP (Napier Park) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2013 when Citi completed its spin-out of Napier Park into an independent operating entity. They are now wholly-owned by Napier Park Global Capital LP. Napier Park offers a broad range of investment products and provides advisory services to private investment companies such as funds of hedge funds, private equity funds, securitized asset vehicles and infrastructure funds, and institutional investors, pension plans, state and municipal government entities, sovereign wealth entities and high net worth individuals.

Ten Coves Capital LP (Ten Coves Capital) is a private equity firm founded in 2009 by Dan Kittredge, Ned May, and Steve Piaker. The firm is headquartered in Darien, Connecticut.

PayQwick, Inc. operates as an electronic payment hub. It offers e-commerce solution, online bill pay, armored car cash pick-ups and electronic invoices. The company was founded in Kenneth Berke and Keith Marks in 2014 and is headquartered in Calabasas, CA.

7shifts Employee Scheduling Software, Inc. develops scheduling software for restaurants. Its products include mobile scheduling application, restaurant scheduling, and manager log book. The company was founded by Andrée Carpentier and Jordan Boesch in 2014 and is headquartered in Saskatoon, Canada.

Sentieo, Inc. engages in the development of financial data platform. It offers financial document search, research management, financial data terminal, mosaic alternative datasets, and mobile apps. The company was founded by Alap Shah and Naman Shah in 2012 and is headquartered in San Francisco, CA.

Tealbook, Inc. engages in knowledge management platform. It contains up-to-date, credible supplier information so teams can instantly identify the suppliers for each specific need and collaborate with stakeholders on supplier information and searches. The company was founded by Stephany Lapierre in 2014 and is headquartered in Toronto, Canada.

OneNewtorks, Inc. develops smart B2B payment network. It offers dynamic payment routing, virtual terminal, dynamic discounting, dashboard and analytics, and currency agnostic. The company was founded by Ernest Rolfson in 2015 and is headquartered in Orlando, FL.

Runway Venture Management LLC (Runway Venture Partners) is a venture capital firm founded in 2016 by Marc Michel and Anna Garcia. The firm is headquartered in New York.

Marginedge Co. develops software which enables in processing invoices and monitor critical costs. The company was founded by Bo Davis, Mike Spitalney, Sam Leiber and Roy Phillips in 2015 and is headquartered in Fairfax, VA.

Azimuth GRC, Inc. provides an automated regulatory compliance platform. It offers reporting tools, integrated assessment streamline impact analysis, and comprehensive inventory of laws. The company was founded by Rohin Tagra and is headquartered in Jacksonville, FL.

Identifee, Inc. is a vertical SaaS provider for banks and credit unions. The company is based in Covina, CA. The company offers a comprehensive platform that simplifies and automates data-driven customer engagements. The platform combines multiple functionalities into one solution, including CRM, business intelligence, prospecting, training, and payment technology. Identifee empowers FIs to save time, enhance customer experiences, and drive revenue growth. Identifee was founded by Kevin James Miyamoto, Vigen Ismailyan, Vram Ismailyan. Vigen Ismailyan has been the CEO since incorporation.

LendKey Technologies, Inc. helps connect lenders and borrowers to enter and succeed in online lending. It focuses on private student loans, student loan refinancing, and home improvement loans. The company was founded by Vince Passione and Mike Stallmeyer in 2009 and is headquartered in New York, NY.