Steven Klei

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Responsys, Inc. provides email and cross-channel marketing solutions that enable companies to engage in relationship marketing across the interactive channels that consumers who are embracing today with email, mobile, social and the web. Its solution is comprised of its on-demand software and its professional services, which are focused on enabling the marketing success of its customers. The company on-demand software, the Responsys Interact Suite, the core element of its solution, provides marketers with a set of integrated applications to create, execute, optimize and automate marketing campaigns. The company was founded by Anand Jagannathan, Raghunath Raghavan and George S. Wiedemann on February 3, 1998 and is headquartered in San Bruno, CA.

One Source Technology LLC develops integrated and comprehensive background screening solutions. It offers criminal and non-criminal record data. The company was founded by Gragg Gay and Connie Clore in 2004 and is headquartered in Cleveland, OH.

Innotas, Inc. provides cloud solutions for portfolio management. Its solutions include project portfolio management, application portfolio management, resource management, agile portfolio management, and the integration platform. The company also offers community support, implementation, consulting and education services. Innotas was founded by Sarb Takhar, Demian Entrekin, Caleb Entrekin and Charles E. Entrekin on January 1, 2000 and is headquartered in San Francisco, CA.

Extole, Inc. operates as a referral marketing company. It provides SocialBuilder platform that enables users to connect with customers and their friends to other social media sites. The company was founded by Robert Nolte, Blake Hayward, Brad Klaus, Andrew Beranbom, Paul M. Butler, Shane Holland, and Faisal Qureshi in 2009 and is headquartered in San Francisco, CA.

Sailthru, Inc. develops a cross-channel experience management platform. It offers email manager, site personalization, mobile manager, prediction manager, and retention analytics. The company was founded by Neil Capel, Ian White, and Chris Chapman in 2008 and is headquartered in New York, NY.

Textio, Inc. operates a writing platform for creating job listings. The firm's platform predicts the performance of job listings by analysing the hiring outcomes of job posts and gives employers or organizations with guidance on how to improve it. The company was founded by Kieran Snyder and Jensen Harris in 2014 and is headquartered in Seattle, WA.

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.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

WarpSpeed Communications provides on-demand switched connectivity services. The company was founded by Man Kit Chow and is headquartered in Pleasanton, CA.

Supplybase, Inc. provides e-business solutions for the development and sourcing of custom parts and assemblies. The company was founded by David P. Mendez, Alan Z. White and Christopher J. Golec and is headquartered in San Francisco, CA.

American Baptist Homes of the West, Inc. Owns and perates retirement communities, rental communities and senior housing facilities. It was a pioneering move: the development of a campus that offers multiple levels of living and health care. The company was founded in 1949 and is headquartered in Pleasanton, CA.

CrownPeak Technology, Inc. provides website management services. Its services include content authoring and layout, omni-channel deployment, digital asset management, localized marketing, content delivery and management, and multi-site management. The company was founded by Jim C. Howard, Sean Lally, and Carl Sutter in 2001 and is headquartered in Denver, CO.

Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts.

Sage Intacct, Inc. provides cloud financial management services. Its systems includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered through the cloud. The company was founded by David C. Thomas and Odysseas Tsatalos in 1999 and is headquartered in San Jose, CA.

Part of Marvin & Co. P.C., Mengel, Metzger, Barr & Co. LLP provides accounting services. The company is based in Rochester, NY. Mengel, Metzger, Barr & Co. was acquired by Marvin & Co. P.C. on September 14, 2022.

Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts.

Bizible, Inc. develops marketing performance management space with revenue attribution and planning software. It offers revenue attribution, discover and planner products. The company was founded by Aaron Bird, Andy Turman and Peter Thompson in 2011 and is headquartered in Seattle, WA.

Aviso, Inc. provides portfolio management principles to business executives. Its platform extracts, analyzes and provides insights to generate scenarios, predict outcomes, understand risks and make decisions. The company was founded by K. V. Rao and Andrew Abrahams in 2012 and is headquartered in Menlo Park, CA.

Part of Atheneum Partners GmbH, Atheneum Partners LLC is a company that provides on-demand access to intelligence through their Atheneum Insights Platform. The company is based in New York, NY. The company's network of 800,000 experts allows for faster insights and better data. Recently, they surveyed almost 250 healthcare professionals about the challenges they are facing in the COVID-19 pandemic.

Atlas Technology Solutions, Inc. develops a cloud-based HR platform that connects core HR, payments management, flexible talent management, benefits administration, people and country analytics. The company is based in Washington and was founded by Rick Hammell.

GrubMarket, Inc. engages in the provision of online food services. It offers food products and other items to customers. The company was founded by Min Yi Xu in 2014 and is headquartered in San Francisco, CA.

Spoonflower, Inc. operates as an Internet-based custom fabric printing service and design community. It offers digital textile printing services and allows fabric designers to design, print and sell their fabric designs under all time faves, floral, vintage, stripes and dots, animals, abstract, photographic, doll pattern, large-scale, whimsical and holiday categories. The company was founded by Gart Davis and Stephen Fraser in May 2008 and is headquartered in Durham, NC.

Tractive GmbH engages in development of hardware, gadgets and application for pet owners. It develops a global positioning system (GPS) device that provides pet activity and fitness tracker. The firm's products include GPS 3G, clips, and charging cable. The company was founded in 2012 and is headquartered in Pasching, Austria.

Autit LLC provides software that allows manufacturing companies to optimize the inventory and procurement of indirect MRO parts in their facilities. Its solutions include manufacturing, suppliers and distributors. The company was founded by Paul J. Noble and is headquartered in Atlanta, GA.

All Raise is a non-profit company that provides grant making services. The company is based in Linden, CA. The company was founded by Jess Lee, Eva Ho. The CEO is Mandela SH Dixon.