Tricia Rothschild

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL.

Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.

Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024.