Joseph Valacich

Ocrolus, Inc. engages in the provision of data verification and analysis for bank statements and other financial documents. Its products include document capture, intelligent fraud detection, and robust cash-flow analytics. The company was founded by Sam Bobley, John Guerci, Victoria Meakin, and Peter A. Bobley in 2014 and is headquartered in New York, NY.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Capgemini America, Inc. engages in the provision of software solutions. It offers outsourcing, consulting, and digital transformation. The company is headquartered in New York, NY.

ONEHOPE, Inc. engages in the production and selling of wine and coffee. Its brands include viaONEHOPE, Estate8, and Foundation. The company was founded by Jacob Kloberdanz, Thomas Leahy, Blake Petty, Brandon Hall, Tiffany Wojtkiewicz, Sarah Gora McPeake, Logan W. Allin and Kristen Lyn Shroyer in 2007 and is headquartered in Santa Ana, CA.

Aiera, Inc. develops a financial event intelligence platform. It offers stream monitoring, highlights and differentials, and live event intelligence. The company was founded by Kenneth Michael Sena and Bryan Healey in 2017 and is headquartered in New York, NY.

Fin Venture Capital Management LLC (Fin Venture Capital Management) is a venture capital firm founded in 2018 by Logan W. Allin. The firm is headquartered in San Francisco, California.

Part of Fin Venture Capital Management LLC, Fin Vc U I LP operates as a pooled investment fund. The company is based in San Francisco, CA.

City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.

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.

F8 Asia Growth Partners LLC (F8 Asia Growth Partners) is a Venture Capital firm founded in 2011 by Brian Koo. The firm is headquartered in Palo Alto, California.

DailyPay, Inc. develops a platform that provides next day payments for employees and contractors. It offers solutions for enterprises, drivers, and restaurants. The company was founded by Jason Lee and Robert Law in 2015 and is headquartered in New York, NY.

Netomi, Inc. enables brands to leverage human-assisted Artificial Intelligence for conversational commerce across messaging apps, chat and SMS. It specializes artificial intelligence, conversational commerce, marketing, mobile, consumer engagement, personalization, digital marketing, social marketing, messaging, and SaaS. The company was founded by Puneet Mehta and Marcus Howard and is headquartered in San Mateo, CA.

Axio Global, Inc. provides cyber security and technology services. It offers services for following industries, energy, communications, manufacturing, financial, healthcare, technology, power, retail, transportation, chemical, construction and real estate. The company was founded by David Whiteis and headquartered in New York, NY.

Synctera, Inc. is a modern fintech platform that offers banking as a service (BaaS) to companies of all sizes. The company is based in Palo Alto, CA. Synctera provides an end-to-end platform that includes tech, compliance support, and bank partners to help companies create new revenue streams and enhance their value proposition by offering financial products such as bank accounts, debit cards, lending, and more. Synctera's platform is designed to simplify compliance processes using automated workflows and is pre-configured to meet the unique regulatory requirements of community banks. The company's flexible, proprietary ledger for building and managing financial product offerings is unconstrained by partner banks' core systems. Synctera offers competitive pricing that is simple, transparent, and usage-based. The company was founded in 2020 by Kris Hansen, Dominik Weisserth, and Peter Hazlehurst, who has been the CEO since incorporation.

Fin Capital Management LLC provides investment advice. The private company is based in New York, NY. The company was founded by Brian Arthur Finn, Logan W. Allin. Brian Arthur Finn has been the CEO since incorporation.

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.

Kount, Inc. develops fraud and risk management software solutions. Its platform enables online and telephone channels fraud management that process payments and onboard new customers. The company was founded in 2007 and is headquartered in Boise, ID.

BrightView Landscapes LLC provides landscape management and property maintenance services. It offers landscape maintenance, enhancements, design and construction, tree care, sports turf, water management and snow and ice management services. The company was founded by Brickman W. Theodore, Jr. in 1939 and is headquartered in Plymouth Meeting, PA.

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.

Greenspire Properties LLC develops residential real estate. It develops homes and other properties. The company is headquartered in Winnetka, IL.

Linden Manager LLC (Linden Capital Partners) is a private equity firm founded in 2004 by Anthony B Davis and Brain C Miller. The firm is headquartered in Chicago, Illinois.

ERP Operating LP engages in the acquisition, development, and management of rental apartment properties located in urban and high-density suburban communities. It also utilizes technology and other innovative methods of engagement with residents to foster relationships and community while improving the resident experience. The company was founded in May 1993 and is headquartered in Chicago, IL.

AT&T Wireless Services, Inc. provided voice, data and video telecommunications services. It was acquired by Cingular Wireless LLC in October 26, 2004. The company was headquartered in Redmond, WA.

Calamos ETF Trust operates as an open end fund. Its investment objective is to achieve long-term capital growth. The company is headquartered in Naperville, IL.

Part of United Community Bancshares, Inc. (Illinois), CenTrust Bank, NA is a top-performing banking company based in Chicago, IL. The company offers a full range of deposit, lending, and online banking products and services. CenTrust Bank has built a strong reputation for its commercial banking services, thanks to its team of experienced bankers who provide superior service to its customers.

LINK Unlimited Scholars provides educational, college preparatory opportunities for economically disadvantaged African-American high school youth. The company was founded in 1966 and is headquartered in Chicago, IL.

Calamos Global Convertible Dynamic Income Trust is a closed-end mutual fund that engages in the provision of management investment services. Its objective is to seek total return. The fund was founded on July 1, 2021 and is headquartered in Naperville, IL.

CradlePoint, Inc. engages in the provision of secure cloud-managed networking solutions. It offers a cloud-based platform combines software-defined networking and radio technologies with virtualized services and CPE to deliver 4G long-term evolution networks. The company was founded by Gary Oliverio, Ryan Adamson, and Patrick M. Sewall in June 2006 and is headquartered in Boise, ID.

Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY.