Joel Karczewski

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts.

Chrome River Technologies, Inc. provides an online expense reporting and invoice automation platform. The firm offers an integrated platform for managing organization's accounts payable business process workflow, including entry, imaging, compliance, routing, approval, archival, and direct integration with financial systems. Its services include professional services, training and education, customer success, and support services. The company was founded by Alan H. Richeimer and David Terry in 2007 and is headquartered in Los Angeles, CA.

One, Inc. engages in the provision of software products for insurance sector. Its digital payment platform includes premiums payments, claimspay, digital engagement, and reporting and reconciliation. The company was founded by Christopher W. Ewing, Michael Callahan, Levy Cory, and Tim Tyannikov in 2012 and is headquartered in Folsom, CA.

Jumio Corp. provides digital identification verification and scanning solutions. Its products include Netverify, BAM Checkout, and Fastfill. The firms solutions are used by companies in the financial services, sharing economy, retail, travel, and online gaming sectors. The company was founded by Daniel Mattes in 2010 and is headquartered in Palo Alto, CA.

MineralTree, Inc. provides accounts payable and payment automation solutions for finance professionals. It offers cloud-based integrated payables and cash management solution. The company was founded by B. C. Krishna in 2010 and is headquartered in Cambridge, MA.

AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX.

BlueSnap, Inc. provides e-commerce payment services, specializing in secure global payment processing and payment gateways for B2B and B2C businesses. It offers B2B invoicing, marketplaces, digital goods, SaaS, healthcare, logistics and freight, gaming, and education services. The company was founded in 2001 and is headquartered in Waltham, MA.

Vanco Payment Solutions, Inc. provides payment transaction processing services. It accepts electronic payment including: credit and debit card, electronic check, mobile access webpay, messaging, and through kiosk. The firm also provides service through MyVanco access, an online resource that allows managing electronic payment where payments are entered, reports are generated, and downloaded. The company was founded in 1998 and is headquartered in Atlanta, GA.

Capital Confirmation, Inc. engages in the provision of secure auditing confirmation services. The firm serves the auditors, bankers, and lawyers. The company was founded by Charles Brian Fox in 2000 and is headquartered in Brentwood, TN.

Paytronix Systems, Inc. provides reward program solutions to restaurants and retailers. Its solutions include gift programs, data insights, email marketing, and reward programs. The company was founded by Andrew Robbins and Matt d?Arbeloff in 2001 and is headquartered in Newton, MA.

BodyShopBids, Inc. develops and operates an online and mobile platform for car appraisal and insurance services. Its products include Snapsheet Appraisal, Snapsheet Transaction, Snapsheet Rental and Asset Management Platform, and Snapsheet Software platform. The company was founded by Brad Weisberg and C. J. Przybyl in 2011 and is headquartered in Chicago, IL.

Cota Capital Management LLC (Cota Capital) is a venture capital firm founded in 2014 by Babak Poushanchi and Bobby Yazdani. The firm is headquartered in San Francisco, California.

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.

EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA.

Current Analysis, Inc. provides analytical business information services. It also provides market intelligence and advice for telecommunications, information technology , consumer electronics, and business applications. The company was founded in 1997 and is headquartered in Bostan, MA.

North Hill Partners LLC (NHP) is an independent venture capital firm founded by George Overholser in 1999. The firm is headquartered in Boston, Massachusetts.

Network Merchants LLC provides e-commerce payment gateways and value-added services. It provides core features, acceptance methods, data security and back office tool products and services. The company was founded by James McKenzie, Ted Cucci, and Matthew M. Schmidgall in 2001 and is headquartered in Roselle, IL.

Blue Ridge Solutions, Inc. provides cloud-based software-as-a-service supply chain management planning, forecasting, and replenishment solutions. Its services include lifeline services, rapid implementation, and professional development. The firm offers demand forecasting, demand planning, multichannel management, inventory optimization, allocation, replenishment, supply planning, sku rationalization, and supply chain analytics. The company was founded by Greg White, Michael Mills, and Barry Swaney in 2007 and is headquartered in Atlanta, GA.

Payveris LLC provides online and mobile payment solutions. It also offers full service online bill pay and interbank transfer solutions for financial institutions and service providers. The company was founded by Francis P. Duggan and Louis Hernandez Jr. and is headquartered in Cromwell, CT.

Truebill, Inc. engages in the development of an online platform. Its platform helps users to optimize spending, manages subscriptions, lower bills, and get refunds on fees and outages. The company was founded by Yahya Mokhtarzada, Haroon Mokhtarzada, Zeki Mokhtarzada and Idris Mokhtarzada in 2015 and is headquartered in San Francisco, CA.

RSM McGladrey Employer Services, Inc. provides brokerage, HR consulting, and payroll services. The company's services include tax, business consulting, wealth management, retirement planning, financial process outsourcing, and investment banking. It was founded in 1999 and is located in Alpharetta, GA

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

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).

CompoSecure Holdings LLC engages in the design, manufacture, and sale of premium credit cards and other proprietary products in the financial card services. It also provides cryptocurrency and digital asset storage and security solutions. The company was founded on May 13, 2020 and is headquartered in Somerset, NJ.

CompoSecure LLC designs and manufactures payment and identification cards. It offers professional services, prelaminated materials, government issued ID cards and metal cards. The firm offers laser engravable ID cards and luxury metal card manufacturing services are designed for card issuers in multiple industries, including financial services, government, security, retail, gifting, resorts and casinos. The company was founded by Michele Logan, John Herslow, and Luis Dasilva in 2000 and is headquartered in Somerset, NJ.

QuantaVerse, Inc. provides data science-based analytical solutions focused on the financial services industry. It offers solutions for anti-money laundering, and foreign corrupt practices act. The company was founded by David McLaughlin in 2014 and is headquartered in Wayne, PA.

Harmonix Consulting LLC provides technology strategy and implementation support to start-ups. The private company is based in Washington Crossing, PA. The company was founded by Philip V. McLaughlin.

Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.