Aaron Schumm

Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.

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.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ.

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.

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.

BNY Mellon Asset Servicing is a fund distributor headquartered in Wilmington, Delaware. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). They offer clients around the world a broad spectrum of specialized asset servicing capabilities including custody and fund services, securities lending, performance and analytics and execution services.

Quovo, Inc. develops and markets a platform that provides financial analytics, data management, and insights to small- and mid-sized investors. It offers Quovo that automatically fetches, normalizes, and reconciles portfolio data from across financial institutions from retail brokerages to prime brokerages, custodians, and mutual fund families. The company was founded by Lowell Putnam, Michael DelMonte and Niko Karvounis in 2010 and is headquartered in New York, NY.

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.

Cambrian Consulting LLC provides management consultancy services. It offers its services to the wealth and asset management, hedge funds and mutual fund companies. The firm also provides strategic reviews, competitor and market analysis and business performance services. The company was founded on April 15, 2008 and 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.

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.

Equityzen Inc (Equityzen) is a private equity firm founded in 2011 by Guillermo G. Morales. The firm is headquartered in Miami, Florida.

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.

Neuro-ID, Inc. develops and provides prescriptive analytics solutions for the risk industry. The firm offers solutions that measure and analyze how people respond to questions in real time. It provides Neuro-CS, a real-time analytics solution focusing on applicant behavior patterns. The company was founded by Jeff Jenkins and Joseph Valacich in 2014 and is headquartered in Whitefish, MT.

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.

Moderne Capital LLC (Moderne Ventures) is a venture capital firm founded in 2015 by Constance Freedman. The firm is headquartered in Chicago, Illinois.

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.

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.

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.

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.

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.

Fintech Collective LLC pooled investment fund. The company was founded by Brooks Gibbins and Gareth Jones in 2012 and is headquartered in New York, NY.

One Way Ventures Management PBC Inc. (One Way Ventures) is a venture capital firm founded in 2017. The firm is headquartered in Massachusetts, Boston and additional office in San Francisco, California.

Wells Fargo Strategic Capital, Inc. (Wells Fargo Strategic Capital) is a private equity firm subsidiary of Wells Fargo & Co founded in 1996. The firm is headquartered in San Francisco, California with additional offices in Texas New York, Charlotte, Chicago, and Houston.

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.

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.

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.

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.

Underline Infrastructure, Inc. delivers intelligent community infrastructure. It specializes in network design and software solutions, proprietary knowledge science and scale structured finance. The company was founded by Robert Thompson and is 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.

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.

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.