Thomas Bubeck

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.

Nested Rails LLC (Nested Rails) is a venture capital firm founded by Jim McKelvey & Rick Kushel in 2016. The firm is headquartered in Nashville, Tennessee with additional offices in New Jersey and Missouri.

Bipsync Ltd. provides research management software. The firm offers core RMS, process management, compliance and mobile RMS solutions. The company was founded by Danny Donado, James Cameron and Dan Zambonini in 2012 and is headquartered in New York, NY.

Archive Systems, Inc. engages in the provision of document management services. The company was founded by Rick Kushel and Andrew Koval in 1991 and is headquartered in Fairfield, NJ.

Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL.

Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT.

Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto.

Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY.

A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL.

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

VRGL, Inc. is a holding company, provides institutional-grade analytics and automated data extraction services for the wealth management industry. The company was founded by Josh Smith and Josh Zimmerman in 2021 and is headquartered in Dallas, TX.

Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.

Hazeltree Fund Services, Inc. provides treasury management solutions for the buy side firms. It offers collateral, cash, liquidity, margin & securities finance management and counterparty exposure and risk management solutions. The firm?s implementation services include discovery, planning, deploying, documentation, automation, integration, customization, training and go-live. The company was founded by Remy White Trafelet in November 2009 and is headquartered in New York, NY.

Fort Point Capital LLC (Fort Point Capital) is a private equity firm founded in 2009 by Brooke Ablon, Paul Lipson and James Spencer. The firm is headquartered in Boston, Massachusetts.

Cobalt Software, Inc. engages in the operation of financial technology software for analyzing, benchmarking, and monitoring private market data and funds. Its products serve private equity firms and investors, including buyout and venture capital firms, endowments, foundations, and private and public pensions. The company was founded by Rasmus Goksor and Michael Nugent in 2011 and is headquartered in Boston, MA.

Snappy Kraken LLC engages in the provision of marketing solution for financial advisors. It develops platform, which enables financial advisors to personalize, automate, and track marketing campaigns and business processes. The company was founded by Robert J. Sofia, Bradley Jon Deloatche, and Angel D. Gonzalez in 2016 and is headquartered in Ormond Beach, FL.

Decusoft LLC is engaged in providing software solutions. It offers union and benefit fund administration and compensation management services. The company was founded by Rick Laurenzo in 2002 and is headquartered in Ramsey, NJ.

DealCloud, Inc. provides deal management, workflow, and technology solutions. It offers implementation, account management, training, and deal cloud university. The company was founded by Robert J. Cummings, Ben Harrison, and W. Edwin McMahan, Jr. in 2010 and is headquartered in Jersey City, NJ.

iLevel Solutions LLC provides a private equity software platform. It empowers fund managers and investors to control information and gain actionable insights by taking data collection, investment analysis, and performance reporting to a whole new level. The company was founded by Rick Kushel, Hank Boggio, and Robert Dilio on June 24, 2010 and is headquartered in New York, NY.

Denim Software, Inc. engages in the provision of technology services. The company is headquartered in Saint Louis, MO.