David Kloeppel

Volunteer Bancorp, Inc. operates as a bank holding company for The Citizens Bank of East Tennessee, which provides a full range of retail banking services. It provides various services, including acceptance of demand, savings and time deposits, the making of loans to consumers, businesses and other institutions, the investment of excess funds in the sale of federal funds and agency obligations, state, county and municipal bonds, and other miscellaneous financial services usually handled for customers by commercial banks. The company was founded on November 25, 1985 and is headquartered in Rogersville, TN.

Part of JPMorgan Chase & Co., Collegiate Funding of Delaware LLC is an asset-backed security issuer. The company is based in Fredericksburg, VA. The company was founded by Victor Lee Chynoweth.

Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ.

Mobular Technologies, Inc. engages in the provision of technology and services for web-based, interactive communications. It offers technology solutions for publishing and distributing high-value data and documents in the financial services, eCommerce, and government markets. The company was founded by David Noever and John Horack in 2000 and is headquartered in Hunstville, AL.

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.

Wealth Access, Inc. operates wealth management platform designed for financial advisers and high-net-worth clients. It offers personal financial management tools to registered investment advisors and high net worth clients. The firm proprietary and diagnostic cloud-based wealth reporting and investment monitoring software platform. The company was founded by David Benskin in 2011 and is headquartered in Nashville, TN.

Digital Arbitrage, Inc. develops enterprise scale cloud and subscription based internet applications for the hospitality industry. The company was founded by Richard Castle, Adam Harris and Phillip Kopp in 2012 and is headquartered in San Diego, CA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Planview, Inc. provides enterprise application software solutions. Its products include Planview Enterprise One, Planview PPM Pro, Planview Projectplace and Planview LeanKit. The firm also offers solutions like strategic planning, portfolio and resource management includes it project portfolio management (IT PPM), product portfolio management, enterprise architecture, lean and agile delivery and collaborative work management. The company was founded by Patrick Durbin in 1989 and is headquartered in Austin, TX.

Vertafore, Inc. develops and provides enterprise management software solutions for the insurance industry. It offers comprehensive agency solutions, management systems, content management and workflow, sales tools, compliance, managing general agent and managing general underwriter, rating. The firm services include implementation, data migration, online hosting, consulting and custom solutions. The company was founded in 1969 and is headquartered in Denver, WA.

Ungerboeck Systems International LLC provides and develops event and venue management software. It offers client care, cloud hosting, upcoming training, payment integration, and professional services. The company was founded in 1985 and is headquartered in O'Fallon, MO.

Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN.

FinMKT, Inc. provides technology, data and infrastructure to finance industry. It offers FM gateway, marketplace and FM portfolio and lendivous solutions. The firm serves retailers, banks, credit unions, media, associations, alternative finance, corporations and online financial services. The company was founded by Srikanth Goteti and Luan Cox in 2011 and is headquartered in New York, NY.

Trail Software, Inc. develops fundraising platform for non profits organizations. Its services enables organizations to upload, store and manage donor and member lists, create and manage donation campaigns, manage event ticketing and track and archive results. The company was founded by Jeremy L. Bolls and is headquartered in Brentwood, TN.

Beanworks Solutions, Inc. develops cloud-based accounts payable automation solutions. It modernize accounts payable process, from purchase decision to invoice approval with electronic payments. The company was founded by Reza Sanaie, Cory Cleaver, Tracy Thompson and Catherine Dahl and is headquartered in Vancouver, Canada.

Fresh Technology LLC provides IT infractructure and managed services. It also offers freshlink managed network, freshvoice voip cloud phone, co-location, data center, business class internet, cloud and fresh IT consulting services. The company was founded by J Michael Bodnar in 1970 and is headquartered in Hoover, AL.

SecureLink, Inc. engages in the provision of remote access software for regulated enterprise organizations and technology vendors. Its solutions include audit and compliance; managing vendor access; standardizing remote support; privileged access management integration; and replace remote desktop sharing. The company was founded by Jeff Swearingen on February 27, 2003 and is headquartered in Austin, TX.

Cove Hill Partners LP (Cove Hill Partners) is a private equity firm, a subsidiary of Cove Hill Partners Management LLC founded in 2017. The firm is headquartered in Boston, Massachusetts.

Numerated Growth Technologies, Inc. provides real-time commerce platform that increases sales for banks. Its platform digitizes bank credit policies, enables real-time lending and automates marketing to drive growth. The company was founded by Daniel R. O'Malley IV in 2017 and is headquartered in Boston, MA.

LegacyShield Solutions, Inc. operates as an online portal that allows creating, store and organizing documents, financial information, photos, videos, stories, and final wishes in one location. It also engages in providing legacy planning, storage services, estate planning, and client engagement services. The company was founded by Dan Pierson and is headquartered in Ponte Vedra Beach, FL.

Core10, Inc. develops software for financial institutions. The company was founded by Jeff Martin and Lee Farabaugh and is headquartered in Franklin, TN.

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.

myDigitalOffice.com LLC develops hotel information management technology platform, BI tools and green solutions. It offers its services to hoteliers, hotel franchises and hospitality industries. The company was founded by Ali Moloo in 2015 and is headquartered in Bethesda, MD.

FI.SPAN Services, Inc. provides financial services. The company is headquartered in Vancouver, CA.

Beacon Technologies Ltd. engages in the provision of logistics and trade finance services. It offers supply chain finance. The company was founded by Fraser Robinson and Dmitri Izmailov in 2018 and is headquartered in London, the United Kingdom.

Health Here, Inc. is a company that provides a streamlined pre-payment and estimation system for specialty practices through their Q Code Estimator. The company is based in Nashville, TN. The system includes support for Good Faith Cost Estimates (GFEs) and aims to simplify specialty care from the first impression to episodic payments. Health Here also offers Q Pay, a convenient and transparent payment option for patients, which helps reduce patient A/R and eliminate surprise bills. The company was founded by Ryan Andrew Wells, who has been the CEO since incorporation.

Jamplify is an American company that provides music-related content such as news, reviews, and tips. The private company cover a range of topics from the effects of loud music on emotional health to the benefits of using music for stress relief. The company was founded by Andy Pickens.

InsurePay LLC is a leading insuretech SaaS platform that enables the accuracy of premiums, integrated payments, and reconciliations in real-time for agencies, carriers, MGAs, and insurance technology providers. The company is based in Nashville, TN, and has subsidiaries in the United States. InsurePay's platform offers policyholder payments, carrier paygo and payables, vendor payables, and claims payments and agency receivables all integrated to back-office core systems. The company was founded in 2003, and the CEO is Adam Beck.