John Harman Philpott

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.

Xomi, Inc. provides software solutions that keep CNP credit card processing accounts. It offers Chargeback automated chargeback response tool, a software solution that enables merchants to automate the chargeback-response process; managed chargeback services for merchants; and merchant chargeback alert services. The company was founded by Mark Standfield in 2007 and is headquartered in South Jordan, UT.

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.

Part of MSA Safety, Inc., ISI Group, Inc. is a manufacturer of infrared thermal imaging cameras used in fire fighting and industrial maintenance. The company is based in Albuquerque, NM. ISI Group was acquired by Mine Safety Appliances Co. LLC on February 22, 2000.

FirstBank engages in the provision of banking services. The firm offers personal and commercial banking, investment solution, insurance services, online services, and mobile banking solutions. The company was founded in 1906 and is headquartered in Nashville, TN.

Civis Bank state chartered commercial bank. Its services include deposits and providing loans. The company was founded in 1906 and is headquartered in Rogersville, TN.

Bridge Financial Technology, Inc. provides investment advice. Its technology platform helps financial advisors in drift reporting, billing and performance reporting. The company was founded by Sanjay Sharma and Rasheed Hammouda in 2015 and is headquartered in Chicago, IL.

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.

Vouchr Ltd. engages in the development of iPhone applications. The firm builds the platform that makes payments between friends easy and the application that makes payments between friend's and users vouch for an experience at a location by adding a gift of cash that only their friends can claim through the Vouchr application. The company was founded by Robert Balahura, Michael Humphries and Suresh Bhat in 2012 and is headquartered in Toronto, Canada.

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.

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.

Bestow, Inc. engages in the development of digital life insurance platform. It offers life insurance services with data-driven technology applications. The company was founded by Melbourne O'Banion and Jonathan W. Abelmann in 2016 and is headquartered in Dallas, TX.

Plooto, Inc. provides online business payment platform for business. manage transactions, vendors and suppliers. It specializes in the paying bills, collecting invoices, and banking transaction. The company was founded by Hamed Abbasi and Serguei Kloubkov on February 12, 2014 and is headquartered in Toronto, Canada.

StartStopMove, Inc. provides technological services. The company was founded by Alain C. Glanzman and is headquartered in Durham, NC.

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.

4Blue Dining Partners LLC operates restaurants. The company is headquartered in Ann Arbor, MI.

Digital Onboarding, Inc. provides digital onboarding for financial services products. The firm assists banking customers and credit union members to activate their financial services products. The company was founded by Jonathan Crossman and Edward Brown and is headquartered in Boston, MA.

Trovata, Inc. operates as an open banking platform that helps in knowing cash balance, forecasting and managing cash flows. The company was founded by Brett Turner in 2016 and is headquartered in San Diego, CA.

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.

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.

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.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Peak Financial LLC develops a savings application.

Qohash, Inc. provides data security solutions to financial institutions. It specializes in defence and aerospace, cyber security, risk management, data protection and product development. The company was founded in 2018 and is headquartered in Quebec, Canada.