Tad Phelps

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

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.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Conexiom, Inc. provides software solutions. Its services include implementation, onboarding process, planning and activation, configuration and data mapping, portal access, user and administrator training, support, account reviews and marketing support. The company was founded in 1995 and is headquartered in Vancouver, Canada.

TPG Growth LLC is a Venture Capital firm, a subsidiary of TPG Capital Advisors LLC founded in 2000 by William E. McGlashan and Michael Guthrie. The firm is headquartered in San Francisco, United States with additional office in London, United Kingdom.

Oversight Systems, Inc. provides web based software solutions. It develops fraud detection software which provides predictive analytics, operational analysis, intragovernment transactions, improper payments and data insights. The company was founded by Patrick Taylor, Dan Kuokka, Chris Rossie and Skip Addison in 2003 and is headquartered in Atlanta, GA.

Part of The Goldman Sachs Group, Inc., Goldman Sachs Bank AG (Geneva) operates national commercial banks. The company is based in Geneva, Switzerland.

The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships.

Skip Hop, Inc. designs diaper bags, developmental toys, zoo packs, bath solutions, nursery decor, and crib bedding. It also offers clothes for baby and other innovative products form moms and dads. The company was founded by Michael Diamant and Ellen Diamant in 2003 and is headquartered in New York, New York.

Starcompliance Operating LLC provides compliance and regulatory software solutions. Its solutions include personal trading, insider trading, gifts and entertainment, political and outside activity, documents and certification, and charts and reporting. The company was founded in 1999 and is headquartered in Rockville, MD.

Growcore Investments (Growcore Investments) is a private equity firm founded in 2008 by Dan Fireman and Chris Akelman. The firm is headquartered in Waltham, Massachusetts.

Daytona Fun Machines, Inc. retails motorcycles and scooters. It provides dealership and financing services. The company was founded in 1988 and is headquartered in Daytona Beach, FL.

Access Technology Group Ltd. is a holding company, which enagges in the development of business management software solutions. It offers a range of on-premise and cloud based solutions in finance, human resource, payroll, warehousing, business intelligence, professional services automation, and manufacturing. The company was founded on September 27, 2005 and is headquartered in Colchester, the United Kingdom.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Process Benchmarking Ltd. engages in the provision of credit risk management and benchmarking services. The company was founded on June 30, 1994 and is headquartered in Chislehurst , the United Kingdom.

Latitude Digital Marketing Ltd. operates as a digital marketing agency. The company was founded on October 20, 2009 and is headquartered in Leeds, the United Kingdom.

Axonify, Inc. provides an elearning platform for corporates. The company was founded by John Short, Christine Tutssel, and Rebecca Short in 2011 and is headquartered in Waterloo, Canada.

Magnolia Tribe Ventures Corp, also known as Docuphase, is a company that provides process automation solutions for document management, web-forms, workflow, and integration. The company is based in Clearwater, FL and has subsidiaries in the United States. With a focus on accounting automation, Docuphase eliminates mundane tasks in accounts payable, purchasing, vendor management, expense reporting, sales order fulfillment, and more. The company offers packaged solutions for accounting that seamlessly integrate with most major ERP solutions. Docuphase's technology allows for rapid implementations and successful solutions. The company was founded in 2000, and Dan Gaertner has been the CEO of the company since 2020.

AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX.

Board International SA provides decision-making platform for organization. It offers data discovery and analysis, planning, simulation, reporting, dashboarding, analytics, scorecarding, mobile, financial planning and consolidation, and MS office integration services. The firm serves retail, manufacturing, good and beverage, banking and insurance, pharmaceutical, chemicals, government, and other industries. The company was founded by Giovanni Grossi in 1994 and is headquartered in Chiasso, Switzerland.

Part of TransUnion, Callcredit Ltd. is a British company led by CEO John McAndrew and Managing Director Graham Lund. The company is based in Leeds, UK. Satrajit Saha has been the CEO of the company since 2018.

Part of TransUnion, Crown Acquisition BidCo Ltd. is an investment holding British company. The company is based in Leeds, UK and was founded in 2014.

Part of TransUnion, Crown Acquisition Midco 2 Ltd. is a holding British company that provides credit data and software analytics, fraud and identity solutions. The company is based in Leeds, UK and was founded in 2014.

Part of Constructionlines Holdings Ltd., Constructionlines Ltd. is an independent builders merchant based in Heanor, UK. With a current annual turnover in excess of £20m and over £1m in stock on their 6-acre site in Derbyshire, Constructionlines offers an extensive range of products, including the Puriton barrier pipe and fittings system, and the full range of Wrekin geogrids. Founded in 2006, the British company specializes in heavyside, civils, landscaping materials, and general building supplies, serving both trade and public throughout the east midlands, along the M1 corridor from Leeds to Hertfordshire.

Supplier Assessment Services Ltd. provides supply chain and procurement management services. It offers technology-enabled third-party pre-qualification and health and safety accreditation services. The company is headquartered in Basingstoke, the United Kingdom.

Luminate Capital Management Inc (Luminate Capital Partners) is a private equity firm founded in 2014 by Hollie Moore Haynes. The firm is headquartered in San Francisco, California.

Part of TransUnion, Crown Acquisition TopCo Ltd. is a British company that provides credit data and software analytics services. The company is based in Leeds, UK.

Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY.

Community Brands HoldCo LLC engages in the provision of cloud-based software and payment solutions for associations, non-profits, schools, and faith-based organizations. It offers membership and learning management, career center software, event fundraising, donor management, online fundraising, fund accounting, student info management, enrollment management, and student billing tuition management solutions. The company was founded in 2017 and is headquartered in St. Petersburg, FL.

Credit Karma UK Ltd. operates as a credit reference agency. It offers credit cards and loans. It serves clearing banks, international lenders, media communications businesses, petroleum, automotive, power, and retail organisations. The company was founded in 2000 and is headquartered in Leeds, the United Kingdom.

AutoQuotes LLC engages in the provision quote to cash technology solutions. Its products include AQ CPQ, AQ Design Solutions, AQ Design Studio, AQ Insight, AQ Insight for Reps, AQ Listing Pro, AQ Pay, AQ Products API, AQ SKU, and SpecQuote. The company was founded by Kent Motes on April 1, 1990 and is headquartered in Jacksonville, FL.

Marigold Corp. Ltd. is a British company that leases and operates real estate properties. The private company is based in London, UK. The company was founded in 1997. Michael Jon Gordon has been the CEO of the company since 2024.

Quantivate, Inc. provides web-based governance, risk, and compliance software and service solutions to organizations of all sizes. The company is based in Woodinville, WA. Quantivate offers a full suite of GRC modules, including business continuity, vendor management, enterprise risk management, information technology risk management, internal audit, compliance management, policy & document management, complaint management, and issue management. The company's GRC solutions have helped thousands of companies transform the way they manage risk, improve compliance, and strengthen governance. The company was founded in 2005 by Andy Vanderhoff, who has been the CEO since then.

Oversight Investment Holdings LP engages in technology-related business. The company is headquartered in Menlo Park, CA.

Transunion Information Group Ltd. engages in the provision of consumer credit information and identification verification services. It offers consumer marketing data, credit risk and affordability, collections and recoveries, digital marketing and retail location planning and database solutions. The company was founded in October 2000 and is headquartered in Leeds, the United Kingdom.