David Lafontaine

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.

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.

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.

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.

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.

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.

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.

Demand Driven Technologies, Inc. provides next generation materials, inventory and production control planning and execution applications. Its solutions include Replenishment+, DBR+ and, DDMRP podcasts and video. The company was founded by Erik Bush in 2011 and is headquartered in Enumclaw, WA.

Midtown Capital Advisors LLC ( Midtown Capital Advisors) is Venture Capital firm founded in 2006 by Shawn B. Welch. The firm is headquartered in Atlanta, Georgia.

AmeriFactors Financial Group LLC provides account receivable factoring services. Its services include business cash advance, factoring and freight factoring services. The company was founded in 1990 by Kevin R. Gowen Sr. and is headquartered in Celebration, FL.

Ingenious Med, Inc. develops a platform for physician practices and health systems. It offers practice and enterprise solutions such as charge capture, physician communication and secure messaging, physician care coordination, practice management analytics, and quality reporting registry. It also provides professional services. The company was founded by Mohan S. Gounder, Patrick Anthony McKenna, and Steven T. Liu in 1999 and is headquartered in Atlanta, GA.

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.

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

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.

Modern Holdings, Inc. (Modern Holdings) is a private equity firm founded in 1993 by Jan Stenbeck. The firm is headquartered in Summit, New Jersey.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Modern Asset Management, Inc. is a hedge fund management firm headquartered in Summit, New Jersey. The firm was founded in 2006 and is a subsidiary of Modern Holdings, Inc. They provide investment advice to high net worth investors.

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.

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.

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.

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.

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.

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.

MyDigitalOffice Holdings, Inc. provides hotel accounting and finance software services. Its products include my perspective, data and documents. The company was founded by Ali Moloo in 2017 and is headquartered in Bethesda, MD.

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.

Family Private Care, Inc. provides private nursing care services for clients in homes and in hospitals. The firm's services include pediatric care, skilled nursing care, Alzheimer’s and dementia care, end of life care, personal care, companion care, respite care, live-in caregiver, senior community move-in program, transition home program and travel buddy program. The company was founded by Gary P. Uber and Keren Baldwin Wheeler in 1997 and is headquartered in Hobe Sound, FL.

Vendormate, Inc. provides technology and compliance-monitoring services. Its software-based products enable its healthcare and banking clients to manage every aspect of staff and vendor information, including registration, screening, credentialing, and monitoring, and to remain in compliance with the internal policies as well as government mandates. The company was founded by John A. Monin on February 24, 2005 and is headquartered in Atlanta, GA.