Nicole Mozeliak

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Mint Software, Inc. provides online money management services. It offers debt management, expense tracking, investment and budget management, mutual fund, IRA, and financial planning services. The company was founded by Thomas Aaron Patzer in 2005 and is headquartered in Mountain View, CA.

Cozi, Inc. provides software services to maintain schedules. The firm offers online calendar, track grocery lists, shopping lists, to do lists and organize household chores. The company was founded by Jan Miksovsky and Robbie Cape in 2005 and is headquartered in Seattle, WA.

WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA.

BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA.

SenseNet, Inc. develops software for business organizations. The company is based in New York, NY. The company was founded by Dane Atkinson.

Part of Praescient LLC, Yourday.com, Inc. is a company that operates a website allowing users to access their calendars and schedules over the internet. The company is based in New York, NY. The company was founded by Dane Atkinson. Yourday.com was acquired by deltathree, Inc., a subsidiary of Praescient LLC from SenseNet, Inc. on February 07, 2000.

eFinance Corp. provides a credit decisioning software. The company was founded on February 24, 1999 and is headquartered in San Francisco, CA.

Garage Technology Ventures LLC (Garage Technology Ventures) is a venture capital subsidiary of Pegasus Tech Ventures, Inc. founded in 1998 by Guy Takeo Kawasaki, Craig Winfield Johnson and Richard P. Karlgaard. The firm is headquartered in the Los Altos, California.

Rocket Mortgage LLC provides retail mortgage lending services. It offers fixed and adjustable rate loans, refinancing, reverse mortgage, and federal and veteran housing plans. The company was founded by Dan Gilbert in 1985 and is headquartered in Plymouth, MI.

Quantal International, Inc. provides portfolio analytics services for the investment management industry. It offers investment strategy, portfolio risk profile, portfolio rebalancing, custom investment, and asset allocation solutions. The company was founded by Terry Marsh and Paul Pfleiderer in 1990 and is headquartered in San Francisco, CA.

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.

TrackVia, Inc. provides online database applications. The firm specializes in business process management, digital process automation, low-code development platform and mobile development platform. It develops DIY workflow software platform for business operations users. The company was founded by Chris Basham and Matt McAdams in 2006 and is headquartered in Denver, CO.

Bullrun Financial, Inc. provides investment technology software solutions. It makes software for large financial institutions such as banks, investment firms and government investment arms. The software's aim is to help these outlets manage financial portfolios by providing them with real-time data such as stock analysis and recommendations. It provides investment performance analytics and client reporting for asset managers, investment advisors, portfolio managers, fiduciaries, hedge funds, and other financial professionals. The company was founded in November 2003 and is headquartered in Hamilton, NJ.

SohoOS Ltd. provides a business platform for small and micro business owners. It offers Soho OS, an Eco-system which provides vendor with client management, marketing & sales management tools, product & inventory management, billing and price books, shared calendar & email, and purchase and sales order solutions to small and micro business owners. The company was founded by Ron Daniel and Nadav Elyada in July 2009 and is headquartered in Tel Aviv, Israel.

Fundly, Inc. operates an online social fundraising platform for individuals and organizations raising funds for non-profits, charities, politics, schools, clubs, teams, and groups. It is designed to raise funds via websites such as Facebook and Twitter. The company was founded by David Boyce, James Nicol, and Erik Nilsson in 2008 and is headquartered in Palo Alto, CA.

Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

Candex Solutions, Inc. provides recruitment supply chain for permanent positions. It offers value preposition, rollout and management, and reporting solutions. The firm has offices in London, New York, and Ramat Gan. The company was founded by Jeremy Scott Lappin on June 4, 2010 and is headquartered in New York, NY.

SumAll, Inc. provides data analytics applications for ecommerce store owners. Its platform provides a business information management service that tracks and consolidates information about user's business; and various tools to choose practical courses of action that allow users to grow their business. The firm also offers SumAll Traffic, a data analysis tool that allows customers to place a monetary value on their website traffic. The company was founded in March 2011 by Davin Chew and is headquartered in New York. NY.

Credit Interlink, Inc. provides software services. Its products include credit reports, income verify and fraud. The company is headquartered in Chicago, IL.

Podia Labs, Inc. sells online courses and digital products. It features online course builder, digital downloads, landing page builder, email newsletter, and drip email marketing. The company was founded by Spencer Fry on November 21, 2014 and is headquartered in New York, NY.

Human Interest, Inc. helps small businesses to setup retirement savings plans for employees. The company was founded by Roger Lee and Paul Sawaya in 2015 and is headquartered in San Francisco, CA.

C-Stacks, Inc. engages in issuance of credit cards to customers and individuals. The company was founded by Robert H. Hartheimer and is headquartered in Albany, NY.

Bloom Credit, Inc. develops online platform which helps to improve financial eligibility of people declined for lending products. The company was founded by Matt Harris, Mo Gong and Corey Kaplan and is headquartered in New York, NY.

Kpi Ready, Inc. develops software tools to streamline data collection and reporting aspects for start up companies and investors. The firm helps on focusing the metrics and messaging that are key for growing company. The company was founded by Alison Goldstein Norup and Dane Atkinson Dane in 2017 and is headquartered in New York, NY.

Sense/Net Zrt. owns and operates an open source content services platform. It offers design, development, integration, and operation of online business solutions. The company was founded by Sándor Kiss, Tamás Biró, and Dane Atkinson in August 1995 and is headquartered in Budapest, Hungary.

Practice Fusion, Inc. engages in the development of cloud-based electronic health record platform for doctors and patients. Its platform features include e-Prescribing, medical charting, scheduling, lab integrations, patient management, patient health record, and mobile EMR and support. The company was founded by Matthew C. Douglass, Jonathan Malek, Alan Wong, and Ryan Howard in 2005 and is headquartered in San Francisco, CA.