Niko Karvounis

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Kurtosys Systems, Inc. provides digital marketing and client reporting tools. Its product includes fund websites, fund factsheets, fund tools, client reporting, secure portals and docportal. The firm provides digital marketing which helps asset managers attract and retain investor assets. It offers client reporting software, fund fact sheet production, fund prices & performance tools, fund web sites, secure portals and document distribution portals. The company was founded in 2002 and is headquartered in New York, NY.

Credifi Corp. operates as a data platform that serves the commercial real estate finance market. It offers CrediFi Loan Leads, Diligence, Monitor, Edge, Complete, and Feed. The company was founded by Ely Razin in 2014 and is headquartered in New York, NY.

WearWare, Inc. engages in the provision of video enabled fisher data and insights services. The company is headquartered in Lexington, KY.

Tradier, Inc. engages in the provision of brokerage and cloud-based financial services. It offers trading, real-time market data, and account opening and funding for investors, advisors, and funders. The company was founded by Dan Raju, Jeyashree Chidambaram, Peter Laptewicz, Steve Agalloco, and Jason Barry in 2012 and is headquartered in Charlotte, NC.

Canopy Tax, Inc. provides practice management software for accountants and tax professionals. Its client management platform enables practitioners to communicate and collaborate with team members and clients. The firm?s software helps to store files, discussions, dates, notes, and organizers in one place to keep everybody on task. The company was founded by Kurt Avarell in 2014 and is headquartered in Lehi, UT.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

PerTrac Financial Solutions LLC provides analytic and workflow solutions for investment and financial services firms. The company was founded by Milton Baehr and Frank B. Smith in 1996 and is headquartered in New York, NY.

Notabene AS operates a bookstore and office-supplies chain store. It offers books, games, toys, gifts, travel products, and a number of school and office items. The company was founded on June 12, 2017 and is headquartered in Oslo, Norway.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.

Napier Park Global Capital (US) LP (Napier Park) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2013 when Citi completed its spin-out of Napier Park into an independent operating entity. They are now wholly-owned by Napier Park Global Capital LP. Napier Park offers a broad range of investment products and provides advisory services to private investment companies such as funds of hedge funds, private equity funds, securitized asset vehicles and infrastructure funds, and institutional investors, pension plans, state and municipal government entities, sovereign wealth entities and high net worth individuals.

Ten Coves Capital LP (Ten Coves Capital) is a private equity firm founded in 2009 by Dan Kittredge, Ned May, and Steve Piaker. The firm is headquartered in Darien, Connecticut.

Eris Exchange Holdings LLC operates as a holding company. The company is headquartered in United States of America.

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.

Sensoria, Inc. engages in delivering a family of body-sensing devices for the human foot. The firm provides fitness, sports, health biotech, mobile apps, sensors and wearable products. It offers smart garments for multiple activities that include t-shits sleeveless, running system for men, Renault sport shirt, additional sensoria fitness socks and heart rate monitor products. The company was founded by David Jegen, Davide Vigano, Maurizio Macagno and Mario Esposito in 2010 and is headquartered in Redmond, WA.

7shifts Employee Scheduling Software, Inc. develops scheduling software for restaurants. Its products include mobile scheduling application, restaurant scheduling, and manager log book. The company was founded by Andrée Carpentier and Jordan Boesch in 2014 and is headquartered in Saskatoon, Canada.

Sentieo, Inc. engages in the development of financial data platform. It offers financial document search, research management, financial data terminal, mosaic alternative datasets, and mobile apps. The company was founded by Alap Shah and Naman Shah in 2012 and is headquartered in San Francisco, CA.

The FinTech Sandbox, Inc. is a non-profit organization that offers free access to important datasets and resources to help entrepreneurs build their early-stage fintech products through its data access residency program. The non-profit company is based in Boston, MA and was founded by David Jegen. The program has already helped over 310 startups, who in turn collaborate with current and past residents to share knowledge and advancements. Additionally, the company oversees initiatives such as Fintech Week and Mass Fintech Hub, which are aimed at making the Commonwealth a leader in fintech.

Snapdocs, Inc. designs and develops a mobile notary software. The firm offers Snapdocs platform. The company was founded by Aaron King in 2012 and is headquartered in San Francisco, CA.

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.

DadeSystems, Inc. develops virtual payment automation software. Its products include AR automation, mobile, epayments, mailroom, remote deposit capture and virtual lockbox under DadePay brand. The company was founded by David Wilson in 2011 and is headquartered in Miami, FL.

Tealbook, Inc. engages in knowledge management platform. It contains up-to-date, credible supplier information so teams can instantly identify the suppliers for each specific need and collaborate with stakeholders on supplier information and searches. The company was founded by Stephany Lapierre in 2014 and is headquartered in Toronto, Canada.

Marginedge Co. develops software which enables in processing invoices and monitor critical costs. The company was founded by Bo Davis, Mike Spitalney, Sam Leiber and Roy Phillips in 2015 and is headquartered in Fairfax, VA.

1upHealth, Inc. engages in the provision of data interoperability between healthcare systems. It offers CMS rule player platform, EHR integration, FHIR API platform, provider application, connect API, and patient application. The company is headquartered in Boston, MA.

The Reserve Trust Co. develops and delivers application programming interface for financial industries. The firm offers independent custody and trust management services. The company was founded by Geoffrey Rempel, Dennis Gingold and Justin Guilder is headquartered in Greenwood Village, CO.

Atomic FI, Inc. engages in the provision of technological services. The company was founded in 2019 and is headquartered in Sandy, UT.