Kelli Schultz

BancTec, Inc. provides financial transaction automation and document management services for organizations seeking to drive efficiency in their financial and back-office processes. The company was founded on April 2, 1970 and is headquartered in Dallas, TX.

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

IncredibleBank operates as a state chartered commercial bank. The firm offers savings, mobile banking, credit cards, and insurance. The company was founded in 1967 and is headquartered in Wausau, WI.

Systematics, Inc. provides storage and information management solutions. It also provides mobile systems, stationary shelving, libraries & museums, multi-media storage, mailroom furniture, material handling and records management services. The company was founded in 1981 and is headquartered in Shrewsbury, MA.

Digital Check Corp. provides bank check scanning equipment to the banking, financial services, and small business markets. It offers tellerscan, chexpress, branchxpress and check jogger. The firm solutions include remote deposit capture, check cashing, vault capture, teller capture, single feed, production scanning, uv check scanning, batch feed, full page scanners, scanner geolocation, and image enhancement. The company was founded by Thomas P. Anderson, Jr. in 1959 and is headquartered in Northbrook, IL.

Bradford-Scott Data Corp. provides medical billing software services. It offers electronic health record, practice management, reporting, electronic data interchange, practice portal, lab portal services, and automated appointment reminders. The company was founded in 1983 and is headquartered in Indianapolis, IN.

Part of Citizens Bancshares of Batesville, Inc. (Arkansas), The Citizens Bank is a state chartered commercial bank. The company is based in Batesville, AR.

3E Software, Inc. engages in the provision of software solutions for financial institutions. Its solutions include annual loan reviews, construction management, criticized assets, exceptions management, and internal loan review. The company was founded by Joseph Ehrhardt in 2008 and is headquartered in Springdale, AR.

DOXA Insurance Holdings LLC provides insurance agency services. The company was founded by Matt Sackett in April 2016 and is headquartered in Fort Wayne, IN.

InvestorKeep, Inc. is a financial monitoring platform that helps customers keep and earn more money by providing personalized financial alerts. The private company is based in Chico, CA and was founded in 2018 by Michael Dailey, who has been the CEO since 2018. The platform allows customers to complete a quick financial risk profile and securely link all of their financial accounts to gain insight and tools needed to get the most out of their finances. InvestorKeep alerts are tailored to customers' financial needs and give them an instant way to share their concerns with their financial professional.