Steven Freiberg

Upromise, Inc. engages in the provision of college savings plans and education programs while making everyday purchases in grocery and drug stores, gas stations, restaurants, hotels, and online shopping. The company was founded by Michael E. Bronner, Andre L. David, and Jeffrey J. Bussgang in 2000 and is headquartered in Newton, MA.

Part of Citigroup, Inc., Citicorp Investment Services is a private company that provides investment advice. The company is based in Long Island City, NY.

OANDA Corp. provides currency data, foreign exchange and contract for difference trading, payment, and data services for businesses and investors. The firm operates an online foreign exchange trading platform, FXTrade, which provides real-time access to the foreign exchange market. The company was founded by Richard Olsen and Michael Stumm in 1996 and is headquartered in San Francisco, CA.

Direct Marketing Association, Inc. provides direct marketing services and solutions. The firm offers lobbying, events, research, and development. The company was founded in 1917 and is headquartered in New York, NY.

E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA.

The Financial Services Roundtable provides advisory services to financial service industry. Its members include the leading banking, insurance, asset management, finance and credit card companies in America. The company is headquartered in Washington, DC.

Citicorp Credit Services, Inc. offered credit card services. The company was headquartered in Long Island City, NY.

March of Dimes Foundation is a non-profit organization for pregnancy and baby health. The organization works to improve the health of babies by preventing birth defects, premature birth, and infant mortality. March of Dimes Foundation was founded on January 3, 1938 and is headquartered in Arlington, VA.

Mastercard International, Inc. provides credit card services. It provides access to round-trip bill payment and presentment for industry providers. The company was founded in 1969 and is headquartered in Purchase, NY.

Purchasing Power LLC engages in e-retailing of consumer products. It offers a voluntary benefit program that helps customer's employees buy computers, electronics, and home appliances through payroll deduction system. The company was founded by D. Keith Calhoun in 2001 and is headquartered in Atlanta, GA.

Habitat for Humanity New York City is a non profit organization which engages in the building and preserving affordable homes for families in need. Its projects include Dean Street Residences, Single Family Homes, and Critical Home Repair in Staten Island. The organization was founded in 1984 and is headquartered in New York, NY.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

Part of Ally Financial, Inc., Fair Square Financial LLC is a Wilmington, DE-based company focused on serving consumers with competitive credit card products under the Ollo brand. The private company utilizes advanced analytics, data, and modeling to identify segments of customers to whom it can provide a differentiated, superior solution. Ollo customers get clear and simple products, streamlined servicing, and credit that grows with them. Rob Habgood has been the CEO of the company since 2017. Fair Square Financial was acquired by Ally Financial, Inc. on December 01, 2021, for $750 million.

Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada.