Jason Pate

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

United Language Group, Inc. provides translation, localization and other language-related business services to customers across an array of end markets, including life sciences, manufacturing, legal and financial, IT, and hospitality industries. The firm?s services include translation, digital localization, global marketing, and consulting services. It has offices in New York City, New York, Hong Kong, China, Galway, Ireland, and London. The company was founded by Jeff Brink, Hans Fenstermacher, and Greg Brink in 2015 and is headquartered in Minneapolis, MN.

Northern Pacific Group LLC (Northern Pacific Group) is a private equity firm founded in 2012 by Scott Michael Honour and Jeffrey P. Greiner. The firm is headquartered in Wayzata, Minnesota.

Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Grayhawk Investment Strategies, Inc. (Grayhawk) is an independent, Canadian investment management firm headquartered in Calgary, Alberta. The firm was founded by Michael G. Kaumeyer in 2015. Grayhawk provides investment management services to Canadian families.

Koho Financial, Inc. provides banking services. The company was founded by Daniel Eberhard, Jonathan Franklin Bixby, Michael Robert Benna, and Joshua Bixby and is headquartered in Toronto, Canada.

Portage Ventures GP, Inc. is an investment platform that specializes in providing fintech and financial services. The private company is based in Toronto, Canada. The Canadian company was founded in 2016 by Adam Felesky, Paul Guy Desmarais. Adam Felesky has been the CEO since 2016.

Part of Power Corp. of Canada, Sagard Holdings ULC is a Canadian company that provides alternative asset management services. The company is based in Montréal, Canada. Founded in 2000.

Integrate.ai, Inc. provides platform for to train AI-enabled solutions that drive customer engagement and revenue growth. The company was founded by Steve Irvine in January 2017 and is headquartered in Toronto, Canada.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

WellBiz Brands, Inc. operates as a holding company with interest in operating fitness franchises. It owns Fitness Together Franchise Corporation which franchises one-on-one and small group personal physical fitness training studios, and Elements Therapeutic Massage, Inc. which franchises Elements Therapeutic Massage studios, providing custom therapeutic massage to meet clients' individual needs. The company was founded in 1983 and is headquartered in Highlands Ranch, CO.

SecurityScorecard, Inc. develops software applications which provides threat intelligence and risk awareness services. Its threatscape benchmarking service gives organizations unique visibility into the security posture of their partners and vendors and now companies can collaborate with their partners to close the loop on open security issues, protecting their revenue and brand integrity. The company was founded by Aleksandr Yampolskiy and Sam Kassoumeh in July 2013 and is headquartered in New York, NY.

Streamsource Technologies, Inc. operates as blockchain products company. It develops a proprietary product in the FinTech space. The company was founded by Mayank Tewari and Prerit Srivastava and is headquartered in New York, NY.

Fenergo Ltd. provides customer lifecycle management software solutions. Its platform is comprised of three core software solutions that enables financial institutions manage new and existing client data, documentation and regulatory requirements, ensuring compliance with risk and regulatory obligations throughout the entire lifecycle of the client. The firm's solutions include client and counterparty data and enterprise compliance management and client onboarding lifecycle tool. The company was founded by Marc Murphy in 2009 and is headquartered in Dublin, Ireland.

Unlock Technologies, Inc. offers home equity agreements that allow homeowners to receive cash for a portion of the future value of their property. The company is based in New York, NY. Craft, James Riccitelli, Dan Foster. The company was founded by Ryan J. James Riccitelli has been the CEO since incorporation.

Technisys SA provides technology solutions. The firm?s solutions include banking software-Cyberbank core and digital banking-Cyberbank Omnichannel. The company was founded by German Pugliese Bassi, Miguel Santos and Adrian Iglesias in 1995 and is headquartered in Buenos Aires, Argentina.

GAN Integrity, Inc. provides enterprise compliance management software. Its platform transforms the way compliance programs operate by bringing together critical systems, documents, and data into a single, fully integrated SaaS solution. The firm’s product GAN Connect is the one-stop-shop for compliance technology. The company was founded by Thomas John Hart Sehested and Claus Hojbjerg Andersen in 2014 and is headquartered in New York, NY.

Socotra, Inc. develops cloud-based software for technology-driven insurers, which unifies underwriting, policy management, claims, reinsurance and reporting. The company was founded by Dan Woods in 2014 and is headquartered in San Francisco, CA.

Mezocliq LLC is a private company that provides a no-code platform for building digital data solutions. The company is based in New York, NY. The company's platform empowers business analysts worldwide to easily define business processes, data models, screens, forms, workflows, alerts, and approvals. The platform allows users to create starter business processes by answering a few simple questions, and templates are available for managing master parties, rules, and transactions. Additionally, Mezocliq offers an integration toolkit.

The Guardian Life Insurance Company of America engages in the provision of life insurance services. It offers insurance services in life, disability, and dental insurance services. The company was founded in 1860 and is headquartered in New York, NY.

Strategic Funding Source, Inc. provides financing services to small and midsize businesses. It offers business cash advance, secured business loans, asset based lending and factoring, and revenue based finance services. The company was founded by Andrew R. Reiser in 2006 and is headquartered in New York, NY.

FL Fintech E GmbH develops and operates internet presentation and technology projects. The private company is based in Frankfurt, Germany. The CEO of the German company is Christopher Oster.

NGP Capital (NGP Capital) is a venture capital subsidiary of Nokia Oyj founded in 2005 by John Gardner and Paul Asel. The firm is headquartered in Palo Alto, California.

Optiv, Inc. provides end-to-end cyber security solutions. The company was founded on October 23, 2014 and is headquartered in Denver, CO.