William F. Zuendt

Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA.

Blue Martini Software, Inc. provides e-business software and services which enable direct customer interaction across internet related customer points. The customer relationship management (CRM) software enables companies to manage a variety of functions including phone and web based customer service interactions, call center operations, loyalty program management, marketing and online sales efforts. It was founded in 1998 by Monte Zweben. The company is located in San Mateo, CA.

Swift Financial Corp. provides financial services to business. It operates as a direct financial services company, which provides small business banking products and services for business owners in the United States. The company also supports numerous partnership programs to expand access to business funding. Swift Financial was founded by Edward A. Harycki in March 2006 and is headquartered in Wilmington, DE.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.