Brett Beldner

Shartsis Friese & Ginsburg LLP provides legal services. The private company is based in San Francisco, CA.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Part of Boston Capital Corp., Boston Capital Securities, Inc. is a company based in Boston, MA. Boston Capital Securities, Inc. was founded by Richard J. DeAgazio.

Macquarie Equipment Leasing Fund Two LLC acquires a diversified portfolio of equipment, equipment leases and other equipment-related investments. The company was founded on January 19, 2011 and is headquartered in Boston, MA.

Uphold HQ, Inc. engages in the development of a platform application model with payment connectivity to offer financial services to a global market. Its services enables customer to convert, hold, and transact business instantly. It serves individuals, businesses, and development. The company was founded by Anthony Watson, J.P. Theriot, and Halsey Minor in 2015 and is headquartered in Larkspur, CA.

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.

Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC.

PricewaterhouseCoopers (Australia) provides accounting and legal services. It offers asset management, consulting, indigenous consulting, and tax services. The company was founded in 1998 and is headquartered in Barangaroo, Australia.

Part of PricewaterhouseCoopers International Ltd., Coopers & Lybrand (Australia) is an Australian company that provides accounting services. The company is based in Sydney, Australia.

Armbrust & Brown PLLC provides legal services. The firm’s practice areas include business, estate and trust administration, estate planning and probate, governmental and administrative, litigation, real estate, development and taxation. The company was founded on July 1, 1984 and is headquartered in Austin, TX.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

National Association of Corporate Directors (New England) is a non-profit organization that provides corporate government information, education, and training for directors and CEOs who are committed to raising standards and improving boardroom performance. The company is headquartered in Amesbury, MA.

Macquarie Asset Management, Inc. (MAM) is an asset management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Macquarie Group Ltd. (ASX: MQG) in Australia. MAM manages assets for institutional and retail investors.

Part of Macquarie Group Ltd., Macquarie Bank Ltd. (South Korea) is a South Korean banking company that provides banking services. The company is based in Seoul, South Korea.

True Global Ventures 4 Plus Pte Ltd (True Global Ventures) is a venture capital firm founded in 2010 by Dusan Stojanovic. The firm is headquartered in Singapore.

3taps, Inc. operates a platform to collect, organize and distribute exchange-related data. Its Data Commons is open to all developers and posting sources interested in creating efficient and fair markets. The firm exists to create new markets based on open access to real time data, and to create a fair basis for sharing the economic benefits associated with this data. The company was founded by Greg Kidd in 2009 and is headquartered in San Francisco, CA.

Apto Payments Inc. engages in the provision of online payment solutions. It builds communication tools that help shift workers solve everyday work problems, connect to their workplace communities, and build professional identities. The company was founded by Eugene Otto, Greg Kidd, and Meg Nakamura in 2014 and is headquartered in San Francisco, CA.

Linqto, Inc. develops an online communication application that allows banks and credit unions to brand new software and use it with their customers. It provides financial services and educational verticals with software and engineering services. The company was founded by Vicki Lawrence Sarris and Bill Sarris in 2010 and is headquartered in Pacific Grove, CA.

Synthetic Liquidity Corp. operates as a software publishing firm. The company was founded by Jun Hiraga and is headquartered in Oakland, CA.

Global ID Framework, Inc. develops enterprise information management software. The firm’s usernames are attached to phones, which allows users to connect to websites and mobile apps. The company was founded by Greg Kidd, Alka Gupta and Mitja Simcic and is headquartered in San Francisco, CA.

Providian Financial Corporation operates as a credit card issuer. The private company is based in San Francisco.

Promontory Financial Group LLC provides strategy, risk management, and regulatory compliance consulting services. It specializes in asset-liability management and liquidity planning, capital planning and analysis, consumer protection, credit services, due diligence, examination and enforcement, financial benchmarks, governance and controls, and securities and derivatives. The company was founded by Eugene A. Ludwig in 2001 and is headquartered in Washington, DC.

Ripple Labs, Inc. engages in the development of virtual currency and open source payments systems. The firm offers blockchain technology for payments. The company was founded by Christopher A. Larsen, Arthur Britto, and Jed Mccaleb on December 21, 2012 and is headquartered in San Francisco, CA.