Charlie Chen

ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA.

Part of ProcessUnity, Inc., ProcessUnity Holdings LLC functions as an investment holding company. The company is based in Concord, MA. The CEO of the company is Todd Stone.

Broadway Technology LLC engages in the provision of software solutions. It specializes in scalable high-performance distributed computing to build advanced trading systems for global financial institutions. The company was founded by Tyler Moeller and Joshua Walsky in 2003 and is headquartered in New York, NY.

Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE.

Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Provana LLC engages in the provision of technology platforms. It offers compliance management system, business analytics dashboards, call center speech analytics, and collection resolution app. The firm also provides audit and compliance, litigation support, finance and accounting, and call monitoring services. The company was founded by Sandeep Bhargava and Karen Powell in 2011 and is headquartered in Lisle, IL.

Ripjar Ltd. is a British data intelligence company founded in 2012 by Jeremy Annis, Robert Biggs, and Tom Griffin. The company is based in Cheltenham, UK. Ripjar's team of talented technologists, data scientists, and analysts design products that change the way criminal activities are detected and prevented. The company's founders are experienced technologists and leaders from the heart of the security and intelligence community, all previously working at the British Government Communications Headquarters (GCHQ). Ripjar's strategic data intelligence platform integrates, automates, and analyzes any data to answer any question. The platform has been built to investigate, respond, and share critical insights on cyber threats from any data source. Ripjar's advanced data intelligence technology is deployed globally to help counter financial crime, automating and scaling capability to respond and mount an effective response to criminal activities. The company's Labyrinth platform supports leading companies and governments to detect criminal behavior, providing datasheets, whitepapers, infographics, and videos about their flexible and powerful platform to fuse, search, and discover answers across boundaries. Jeremy Annis has been the CEO since 2012.

Broadhaven Capital Partners LLC operates as an independent investment bank. It provides strategic and financial advice on mergers, acquisitions, restructurings, valuation and capital structure to the corporations, partnerships, institutions and governments. The company was founded by Gerard von Dohlen and Gregory Phillips in 2009 and is headquartered in New York, NY.

National Safety Council provides individual and family services. The firm focuses on the preventable injuries and deaths occur due to use of cell phone while driving, teen driving, workplace safety, prescription painkiller use, and safety in the community. The company was founded in 1913 and is headquartered in Itasca, IL.

GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut.

Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL.

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.

AC Nielsen Media International provides television viewing research statistics and other related services. The private company is based in New York, NY and has subsidiaries in Australia.

Portware LLC develops and provides multi-asset execution management software tools for global equities, futures, options, and foreign exchange (FX). It specializes in products, services, and solutions that transform the way financial institutions analyze, communicate, and execute investment ideas. Its products include Portware Enterprise, a fully customizable execution management system designed to act as a central platform for the creation and execution of algorithmic trading strategies; Portware Strategy Server, an algorithmic engine designed specifically for volume and frequency automated order management; Portware FX, a tool which provides traders with real-time view of the entire FX marketplace through a single, fully customizable front end trading environment; and Alpha Vision, an algorithmic optimization solution that uses predictive analytics to automatically select and implement the optimal execution strategy. The company was founded by Ary Khatchikian and Eric Goldberg in 2000 and is headquartered in New York, NY.

Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.

Ametros Financial Corp. provides medical administration services. It offers benefits advisory, amethyst care guard, banking, and quote services. The company was founded by Kenneth J. Paradis in 2010 and is headquartered in Burlington, MA.

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

Impresa Management LLC(Impresa Management) is a Private Equity/Venture Capital firm, a subsidiary of Devonshire Investors LLC founded in 1946.The firm is headquartered in Boston.

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.

Browz LLC provides supplier qualification and management solutions. The firm serves to utilities, oil and gas, chemical, pharmaceutical, manufacturing, mining, cement and aggregate, facility management, engineering, construction, forestry products, performance fibers, municipalities, public services, food and beverage, steel, entertainment, real estate, transportation, and food packaging and distribution industries. Its products include SURE Qualify, SURE Audit, SURE Workforce, and Ready Source. The company was founded by Rama Rasmussen in 2001 and is headquartered in Draper, UT.

EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA.

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.