Dave MacKenzie

Commonwealth Capital Ventures Corp (Commonwealth Capital Ventures) is a venture capital firm founded by Michael Fitzgerald, Jeffrey Hurst and Stephen McCormack in 1995. The firm is headquartered in Boston, Massachusetts.

Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.

Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA.

AppNeta, Inc. develops network performance management software solutions. Its monitoring solutions include SaaS and web applications, remote locations, and cloud adoption. The company was founded by Fred Klassen, Matt Stevens, Gordon Janzen, Irfhan Rajani, and Kelly Frank Daniels in 2000 and is headquartered in Boston, MA.

Pioneer Group, Inc. (Kansas) has been active in redeveloping neighborhoods in the core areas of cities and a wide assortment of historical preservation projects and federal government Enhanced Use Lease projects. However, the company was not satisfied in just dealing with the brick and mortar. From the start, the company worked to address the multitude of factors necessary to develop neighborhoods and feelings of community. Displaying what is perhaps an old-fashioned 'pioneering spirit. The company is focused on providing opportunities to lower- and moderate-income individuals to enjoy the shelter of affordable housing in community neighborhoods by providing security, health care education and life skills. The company was founded in and is headquartered in

InfoBionic, Inc. provides wireless remote patient monitoring systems. It specializes in cardiac arrhythmia detection and analytics monitoring. The company was founded by Nancy M. Briefs, Michael Fahey, Ravi Kuppuraj and Jeremy N. Ruskin in 2011 and is headquartered in Lowell, MA.

Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA.

Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA.

FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.

Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY.

Xtiva Financial Systems, Inc. provides enterprise wide business and technology solutions. Itdevelops state-of-the-art technologies that enable retail and institutional broker and dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. The company was founded by James Iacabucci and William Lieberman in 1995 and is headquartered in Rockville Centre, NY.

Memento, Inc. provides enterprise fraud management solutions for financial institutions. It offers Memento Enterprise Fraud Management Platform that protects deposit accounts from wide-ranging, costly threats and enables key stakeholders to measure the true value of loss prevention investments. The company also provides Memento ACH and Wire Fraud solutions that enable banks and credit unions to defend against commercial account takeover, identity fraud, insider origination fraud and automated clearing house kiting. Memento was founded in 2003 and is headquartered in Burlington, MA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Antenna Software, Inc. offers cloud-based enterprise mobility software solutions. Its products are designed to enable information technology professionals and business executives to create and manage mobile applications, website,s and content. The company was founded by Peter Semmelhack in 1998 and is headquartered in Jersey City, NJ.

Reval.com, Inc. provides Software-as-a-Service solutions for treasury and risk management sectors. Its treasury and risk management solution delivers visibility into cash, liquidity and risk for finance, treasury and accounting groups of enterprises. The Firm’s solution consists of four solution sets, including cash management, liquidity management, hedge accounting and compliance and financial risk management. It also provides tools to integrate its solution with client internal systems and its straight-through processing community. The firm provides professional services, such as project management, implementation services, audits, technical hedge accounting advisory services, and training; and client support, including post-implementation support and assistance. It serves enterprises in various industries, including manufacturing, financial services, food and beverage, transportation, retail, technology, banking and energy and natural resources. The company was founded by Jiro J. Okochi in 1999 and is headquartered in New York, NY.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

expressor software Corp. provides semantic data integration software solutions to mid-market organizations in North America. The company was founded by John Russell and Robert J. Potter in 2007 and is headquartered in Radnor, PA.

Qvidian Corp. provides cloud-based Request for Proposal (RFP) and proposal automation applications. Its services are used for sales proposals, security questionnaires, presentations, due diligence questionnaires, and sales playbooks. It offers advisory services, content services, managed services, technical services, and education and training. The company is headquartered in Chelmsford, MA.

BitSight Technologies, Inc. offers data analytics and security software. It offers vendor risk management, bench marking, cyber insurance, mergers and acquisitions, enterprise vendor discovery, and national cyber security solutions. The firm's products include BitSight security ratings, discover and sovereign security ratings. The company was founded by Nagarjuna Venna and Stephen Boyer in 2011 and is headquartered in Boston, MA.

Pamplona Capital Management LLP (Pamplona Capital Management) is a private equity firm founded in 2005 by Alexander Mark Knaster. The firm is headquartered in London, United Kingdom.

Strategy & Resources LLC provides financial services. The firm identifies critical markets, clarify priorities, master the data, and evaluate potential. The company is headquartered in Dayton, OH.