Caleb Avery

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

ADARA, Inc. provides online display advertising services. Its Magellan platform transforms loyalty audience that enables brands to monetize and nurture their loyalty program customers online and helps advertisers reach exclusive qualified audiences. The company was founded by Charles Mi, I-Heng Mei and James Kim in 2005 and is headquartered in Mountain View, CA.

Figure Eight Technologies, Inc. operates as a crowdsourcing platform. The firm offers web date collection, Google search relevance, data collection service, open source data sets, and data scientist skills. The company was founded by Lukas Biewald and Chris Van Pelt in 2007 and is headquartered in San Francisco, CA.

The Ithaka Group LLC (Ithaka) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 and is a subsidiary of Odysseus Management LLC. Ithaka provides investment advisory services to individuals, SEC registered investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

Casetext, Inc. operates a public legal research tool and online community, which enables clients to discover and share legal knowledge. It offers cases and statutes, annotated with insights contributed by the legal community. The company was founded by Jake Heller and Joanna Huey in 2013 and is headquartered in San Francisco, CA.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Llanllyr Water Co. Ltd. provides bottled mineral water. It serves the food and beverages industries. The company was founded by Gee Patric Robert Cooper in 1999 and is headquartered in Lampeter, the United Kingdom.

Clifford Chance LLP provides legal services. It services include banking and finance, capital markets, mergers and acquisitions, litigation and dispute resolution, real estate and tax, pensions and employment. The company was founded in 1987 and is headquartered in London, the United Kingdom.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.

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.

Intuit Mint Bills, Inc. develops a mobile application that provides personal finance management service and bill pay services. It offers the ‘Personal Assistant’ application that enables tracking of personal finances, travel, bills, cell phone minutes, and shopping. The company was founded by Guy Goldstein in 2007 and is headquartered in Palo Alto, CA.

Socrata, Inc. provides cloud solutions for open data and data-driven governments. Its products include capital projects explorer, citizen connect, insights dashboard, open finance, performance, perspectives and publica open data. The firm also offers financial insights, open data and citizen management, performance improvement and accountability solutions, blueprint and socrata support site services. The company was founded by Kevin Merritt in 2007 and is headquartered in Seattle, WA.

UPC Energy Group engages in the development of renewable energy. The company was founded by Brian Eugene Caffyn and Nicholas Andrew Wrigley and is headquartered in Miami, FL.

Decker Wealth Management LLC (DWM) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by William S. (Bill) Decker in 2009. DWM provides financial planning, consulting, and investment management services to individuals, trusts, estates, and investment companies.

HealthLoop, Inc. operates as a SaaS-based platform that enables medical practices to monitor and communicate with patients during the recovery process. Its platform enables doctors to identify patients at risk of decline in the follow up period. The company was founded by Jordan Shlain in 2009 and is headquartered in Mountain View, CA.

FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts.

Vida Health, Inc. provides health-care services. The company was founded by Jono Chang, Stephanie Schear-Tilenius, Connie Chen, and Ozan Onay and is headquartered in San Francisco, CA.

Roofstock, Inc. provides online real estate services. The firm operates as a marketplace for investing in single-family rental (SFR) sector. It provides all of the resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. The company was founded by Gary Beasley, Gregor Watson, Rich Ford and Devin Wade in 2016 and is headquartered in Oakland, CA.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Alabama.

Gabi Personal Insurance Agency, Inc. operates as insurance agency. It provides personal insurance services. The company was founded by Hanno Fichtner, Krzysztof Kujawa, Vincenz Klemm and Pawel Olszewski in 2016 and is headquartered in San Francisco, CA.

Possible Financial, Inc. operates as a technology company that provides middle-class Americans with the financial tools. The company was founded by Tyler Conant, Anthony Huang and Mahendra Prasad in 2017 and is headquartered in Seattle, WA.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Brace Software, Inc. develops software solutions for mortgage servicing industry. It enable servicers and lenders to utilize existing data while incorporating third-party data to assess loss mitigation options. The company was founded by Eric Rachmel and Amr Mohamed and is headquartered in Culver City, CA.

Owl Cameras, Inc. designs and manufactures home and business security camera systems. The firm offers Owl cameras. The company was founded by Andrew Hodge, J. P. Labrosse, and Nathan Ackerman in 2016 and is headquartered in Palo Alto, CA.

airVet, Inc. engages in the provision of veterinary telehealth platform. The company was founded in 2018 and is headquartered in Los Angeles, CA.

Patient Square Capital is an Independent Private Equity/Venture Capital firm founded by Jim Momtazee and Maria Walker. Patient Square Capital is headquartered in Menlo Park.

Gain Life, Inc. develops digital health coaching platform. Its platform specializes in behavior design. The company was founded by Jonathan Baker, Sean Eldridge, and John Peters and is headquartered in Boston, MA.

Equal Opportunity Ventures LLC (EO Ventures) is a venture capital firm founded in 2019 by Ronald Fryer and William Helman. The firm is headquartered in Boston, Massachusetts.