James Dean

WealthEngine, Inc. provides wealth intelligence solutions. It offers analytics and modeling, consulting, marketing, and training services. The company was founded in 1991 and is headquartered in Bethesda, MD.

Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY.

BroadReach Partners, Inc. engages in creating and implementing business development programs. Its services include sales pipeline development, prospect nurturing and conversion, and field marketing integration. The firm serves various markets, such as software, consulting, outsourcing, financial services, marketing, market research, healthcare, high technology, and human resource. The company was founded by Scott Willard in 1993 and is headquartered in Stamford, CT.

Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media.