David Allen

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada.

Wm Smith & Co. provides investment advice. The private company is based in Denver, CO and has subsidiaries in the United States. The company was founded by Bill S. Smith.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Visible Assets, Inc. operates as industrial and defense Internet of Things company, which provides integrated asset visibility solutions. It designs, manufactures, and sells RuBee wireless real-time asset security and visibility networks. The company was founded by John K. Stevens in 2002 and is headquartered in Stratham, NH.

Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses.

Verivo Software, Inc. is a mobility software company. The firm develops wireless software solutions. It serves retail, financial services, health and life sciences, manufacturing, higher education, government, real estate, transportation, and automotive industries globally. The company was founded by Shane Hughes in 1998 and is headquartered in Waltham, MA.

Lux Research, Inc. provides strategic advice and on-going intelligence for emerging technologies. Its products include subscription intelligence, market data products and consulting projects. The firm's solutions include understanding emerging technology markets, technology scouting and open innovation, formulating market entry strategies, evaluating technology companies, performing due diligence, market sizing and forecasting, establishing technology adoption roadmaps, driving economic development from emerging tech and understanding China innovation. The company was founded by Eric Greenberg, DeSoto S. Jordan, Ken Allard, Francis Mark Modzelewski and Matthew M. Nordan in 2004 and is headquartered in Boston, MA.

youDevise Ltd. provides online short and long term trade ideas. Its products include TIM inventor, TIM Ideas, TIM systematic and TIM funds. The company was founded by Colin Berthoud in 2002 and is headquartered in London, the United Kingdom.

Firmex, Inc. develops and provides cloud-based solutions for document sharing. It offers virtual data room solutions for companies. The firm’s solutions are used to share confidential documents during mergers and acquisitions due diligence, joint ventures, fundraising, and procurement and bids. The company was founded by Joel Lessem, Robert Wilder and Randy Rosenberg in 2006 and is headquartered in Toronto, Canada.

Auction Holdings, Inc. develops software and e-commerce applications for the auction industry. It provides bidding for fine arts, decorative arts, collectibles, estate, and general auctions. The firm is a developer of auction software, bidding and advertising and marketing services targeting independent estate auctioneers and its customers. The company was founded by Adam W. Kirsch in 1989 and is headquartered in Allston, MA.

Open Exchange, Inc. offers a software-as-a-service solution that creates, shares, and tracks online presentations. It provides an on-demand platform to create interactive multi-media web presentations incorporating video, PowerPoint decks, links, downloads, and email forms. The company was founded by Michael E. Kolowich and Alex Kieft in 2010 and is headquartered in Lincoln, MA.

Part of Franklin Resources, Inc., Citigroup Global Investments provides investment banking services.

Part of Cengage Learning Holdings II, Inc., International Thomson Publishing Co. engages in publishing activities. The company is based in Cincinnati, OH.

Toronto Stock Exchange operates as a stock exchange. It provides opportunities to access public equity capital, liquidity for existing investors, and monitor market exposure associated with Canada's senior exchange. Toronto Stock Exchange was founded in 1852 and is located in Toronto, ON.

Mainstream Data, Inc. provides communication services and solutions. Its solutions include digital asset management, cross-channel publishing, video asset management, multimedia ingest, and tagging. The firm’s products include Mediashowroom video licensing platform, Mediasphere multimedia acquisition software, and MediasFTP secure file transfer. The company was founded in 1985 and is headquartered in Salt Lake City, UT.

Investment Management Group, Inc. provides asset management services. The private company is based in Muskegon, MI. The company was founded by Richard H. Leib. Investment Management Group was acquired by Amcore Financial Management Group on December 17, 1998.

Financial Administration Services Ltd. provides investment portfolio management services for private individuals. It offers mutual fund, stock brokerage, financial consulting and investment advisory services. The company was founded on April 19, 1982 and is headquartered in Tonbridge, the United Kingdom.

Part of Woodbridge Co. Ltd. /New/, First Call Corp. is a company that provides specialized information and publishing services and products. The company is based in Boston, MA. The company was founded by Jeffrey P. Parker.

Part of ISS A/S, Blue Ribbon is a British company that provides cleaning and maintenance services. The company is based in Surrey, UK. The company was founded by Kim Hoyt. Blue Ribbon was acquired by ISS World Services A/S, part of ISS A/S from June 10, 2005 on January 01, 2000 for $24.70 million.

CCBN.com, Inc. provides web-based solutions. Its services include Internet-based investor relations, webcast, corporate governance, document conversion, distribution, and fulfillment services. The firm StreetEvents service offers institutional and individual investors a solution for managing corporate disclosure information by aggregating conference calls, Webcasts, transcripts, call summaries and other financial information The company was founded in 1997 and is headquartered in Boston, MA.

GrandBanks Capital, Inc. (GrandBanks Capital) is a venture capital firm founded in 2000 by Charley R. Lax and Ryan Robert Moore. The firm is headquartered in Needham, Massachusetts.

Lewtan Technologies, Inc. provides analytics and surveillance information to the asset-backed securities market. The company is headquartered in New York, NY.

Workplace Safety & Insurance Board provides insurance services. The company is headquartered in Toronto, Canada.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada.

New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA.

Nest Wealth Asset Management, Inc. (Nest Wealth) is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded in 2003 and formerly known as Orchard Asset Management, Inc. They were acquired in 2024 by ObjectWay SpA in Italy. Nest Wealth offers a suite of digital solutions to wealth management and financial services firms, individual advisors and investors.

Protos LLC is founded in 1999 by Thomas H. Grant. It is headquartered in Massachusetts, US.

Pension Investment Association of Canada engages in pension oversight services. The firm provides legislative and regulatory pension investment and governance. The company was founded in 1977 and is headquartered in Toronto, Canada.

Vision Research, Inc. manufactures high speed digital imaging systems used for motion capture and analysis in numerous test and measurement applications. It offers digital high speed cameras for the scientific, military, aerospace, automotive, research and entertainment industries. The company was founded in 1950 and is headquartered in Wayne, NJ.

Staley Capital Management LLC (Staley Capital Management) is a private equity firm founded in 2008 by Renny Smith and Amit Basak. The firm is headquartered in Wellesley, Massachusetts.

Eidosearch, Inc. develops and markets innovative financial analytical software. The company was founded by Xiao-Ping Zhang and David Kedmey in 2009 and is headquartered in Toronto, Canada.

TruePic, Inc. engages in the provision of an online software solution that allows consumers and enterprises to verify image and video originality and authenticity. It offers services to insurance claims, property management, online sales, and journalism and documentation. The company was founded by Craig Stack, Jason Lyons, and Jeffrey McGregor and is headquartered in La Jolla, CA.