Mark E. Crockett

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.

CapControls's web platform combines a complete set of a private company's shareholder records with powerful analytical tools and management reports. The toolset supports due diligence on the cap table, 'what-if' analysis of the capital structure and reporting options that benefit management, the board and the recruiting process. The firm's services include Capital Structure Decision Support, Cap Table Due Diligence, and Term Sheet Modeling. The company was founded in 2008 by Joe Maxwell and Charles Blankenship and is headquartered in Nashville, TN.

Investment Scorecard, Inc. provides software solutions to the wealth management industry. The firm offers suite of performance measurement, policy monitoring and independent client reporting solutions for wealth management firms, financial institutions and portfolio managers in the United States. The company was founded in 1995 and is headquartered in Nashville, TN.

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.