Donald Berman

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Mint Software, Inc. provides online money management services. It offers debt management, expense tracking, investment and budget management, mutual fund, IRA, and financial planning services. The company was founded by Thomas Aaron Patzer in 2005 and is headquartered in Mountain View, CA.

Cozi, Inc. provides software services to maintain schedules. The firm offers online calendar, track grocery lists, shopping lists, to do lists and organize household chores. The company was founded by Jan Miksovsky and Robbie Cape in 2005 and is headquartered in Seattle, WA.

WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA.

BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA.

Periscope Holdings, Inc. provides e-Procurement software solutions. The firm?s services include procurement transformation services, strategy development, organizational assessments, relevant benchmarking, process reviews, and strategic sourcing services. The company was founded by in 2001 and is headquartered in Austin, TX.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

eFinance Corp. provides a credit decisioning software. The company was founded on February 24, 1999 and is headquartered in San Francisco, CA.

Garage Technology Ventures LLC (Garage Technology Ventures) is a venture capital subsidiary of Pegasus Tech Ventures, Inc. founded in 1998 by Guy Takeo Kawasaki, Craig Winfield Johnson and Richard P. Karlgaard. The firm is headquartered in the Los Altos, California.

Rocket Mortgage LLC provides retail mortgage lending services. It offers fixed and adjustable rate loans, refinancing, reverse mortgage, and federal and veteran housing plans. The company was founded by Dan Gilbert in 1985 and is headquartered in Plymouth, MI.

eSecLending, Inc. provides securities lending solutions. The firm offers collateral and liquidity services to institutional investors by utilizing its existing trading, operational and administrative capabilities in securities lending and repurchase agreements. The company was founded by Walter T. E. Danco in 2000 and is headquartered in Boston, MA.

Quantal International, Inc. provides portfolio analytics services for the investment management industry. It offers investment strategy, portfolio risk profile, portfolio rebalancing, custom investment, and asset allocation solutions. The company was founded by Terry Marsh and Paul Pfleiderer in 1990 and is headquartered in San Francisco, CA.

Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California.

TrackVia, Inc. provides online database applications. The firm specializes in business process management, digital process automation, low-code development platform and mobile development platform. It develops DIY workflow software platform for business operations users. The company was founded by Chris Basham and Matt McAdams in 2006 and is headquartered in Denver, CO.

Bullrun Financial, Inc. provides investment technology software solutions. It makes software for large financial institutions such as banks, investment firms and government investment arms. The software's aim is to help these outlets manage financial portfolios by providing them with real-time data such as stock analysis and recommendations. It provides investment performance analytics and client reporting for asset managers, investment advisors, portfolio managers, fiduciaries, hedge funds, and other financial professionals. The company was founded in November 2003 and is headquartered in Hamilton, NJ.

Cayan LLC provides secure payment processing solutions and merchant account services. Its products include genius platform, genius countertop, genius handheld, payment processing, gift and stored value, and equipment. The company was founded by Henry Helgeson and Scott Zdanis in 1998 and it is headquartered in Boston, MA.

Etix Promotions, Inc. provides web-based ticketing services. It provides box office ticketing solutions with digital marketing services, social networking tools, reporting, promo codes and upsell tools and calendar widget. The company was founded in 2000 by Travis James Janovich and is headquartered in Morrisville, NC.

Safety Management Systems, Inc. offers a range of services to the energy and industrial construction industry, including safety, medical, rescue, training, industrial hygiene, and security services.

Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA.

Electronic Payment Providers, Inc. develops debt management and collections system solutions. The firm offers merchant services, security certification, ACH processing, virtual terminals, web portals, and online billing services. The company was founded by James A. Worman, Dan J. Willis, and John R. Mousheghian in 2003 and is headquartered in Phoenix, AZ.

SohoOS Ltd. provides a business platform for small and micro business owners. It offers Soho OS, an Eco-system which provides vendor with client management, marketing & sales management tools, product & inventory management, billing and price books, shared calendar & email, and purchase and sales order solutions to small and micro business owners. The company was founded by Ron Daniel and Nadav Elyada in July 2009 and is headquartered in Tel Aviv, Israel.

Kroll Bond Rating Agency, Inc. provides credit rating services. The firm also provides other banking and financial services. The entity was founded by Jules B. Kroll in 2010 and is headquartered in New York, NY.

Fundly, Inc. operates an online social fundraising platform for individuals and organizations raising funds for non-profits, charities, politics, schools, clubs, teams, and groups. It is designed to raise funds via websites such as Facebook and Twitter. The company was founded by David Boyce, James Nicol, and Erik Nilsson in 2008 and is headquartered in Palo Alto, CA.

Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

DaySmart Software, Inc. develops and sells business management software. The firm?s solutions include salon iris, 123pet, inkbook and orchid. Its core technologies include online booking, reputation management, financial reporting, strategic marketing, business performance dashboards, staff management, text marketing, quickbooks sync and client database. The company was founded by Christianna Rose Jackson and Mark Roderick Jackson in 1999 and is headquartered in Wixom, MI.

BlueSnap, Inc. provides e-commerce payment services, specializing in secure global payment processing and payment gateways for B2B and B2C businesses. It offers B2B invoicing, marketplaces, digital goods, SaaS, healthcare, logistics and freight, gaming, and education services. The company was founded in 2001 and is headquartered in Waltham, MA.

Credit Interlink, Inc. provides software services. Its products include credit reports, income verify and fraud. The company is headquartered in Chicago, IL.

Orcam Technologies Ltd. designs and develops camera based audio devices. Its devices are used to read books, newspapers, product descriptions, recognize faces, locate bus numbers, monitor traffic lights and identify objects and places. The company was founded by Amnon Shashua and Ziv Aviram in 2010 and is headquartered in Jerusalem, Israel.

Payroc LLC engages in the provision of payment processing solutions. It also offers merchant acquiring solutions together with key card brand network payment sponsorship registrations. The company was founded by Ryan Hallett, Adam Oberman, and Nicholas Oberman in 2003 and is headquartered in Des Plaines, IL.

Bloom Credit, Inc. develops online platform which helps to improve financial eligibility of people declined for lending products. The company was founded by Matt Harris, Mo Gong and Corey Kaplan and is headquartered in New York, NY.

Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA.

Odeko, Inc. provides telecommunication services. The company was founded by and Atkinson and is headquartered in New York, NY.

Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider.

MigVax Ltd. manufactures vaccines that provide immunological, mucosal, blood-based, and cell-mediated immunity. The company is based in Hazafon, Israel. The CEO of the Israeli company is David Zigdon.

Cherry Bekaert Advisory LLC provides business consulting, accounting, auditing, and tax advisory services. The private company is based in Raleigh, NC. Michelle Loyd Thompson has been the CEO of the company since 2002.

Practice Fusion, Inc. engages in the development of cloud-based electronic health record platform for doctors and patients. Its platform features include e-Prescribing, medical charting, scheduling, lab integrations, patient management, patient health record, and mobile EMR and support. The company was founded by Matthew C. Douglass, Jonathan Malek, Alan Wong, and Ryan Howard in 2005 and is headquartered in San Francisco, CA.