Max Dewez

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

HgCapital LLP (HgCapital) is a private equity firm founded in 1985 by Craig M. Donaldson. The firm is headquartered in London, United Kingdom with additional offices in Munich, Paris, New York and San Francisco.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

KPMG LLP engages in the provision of accounting, tax preparation, and advisory services. It also offers auditing, internal audit, regulatory and compliance, corporate recovery, and forensic accounting, and risk management services. The company was founded in 1869 and is headquartered in Toronto, Canada.

The Vancouver Board of Trade is an organization that hosts over 100 events a year for its members. The non-profit company is based in Vancouver, Canada. These events provide opportunities to hear from elected officials and industry stakeholders. Bridgitte Anderson has been the CEO of the Canadian company since 2019.

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.

UserZoom Technologies, Inc. develops and provides customer experience analytics software. It offers usability testing, UX measurement, information architecture testing, user feedback monitoring, and mobile testing solutions. The company was founded by Alfonso de la Nuez Magarzo, Xavier Mestres Montia, and Javier Darriba-Fernández in 2007 and is headquartered in San Jose, CA.

Dress for Success Cleaners provides garment care services. Its services include clean, crisply pressed laundered dress shirts with missing buttons replaced at no charge, professional dry cleaning, expertly spotted and presse, uniforms including police, fire, band, military and airline, household items such as comforters, duvets, drapes, linens, sleeping bags, wedding gowns expertly cleaned and preserved, leather and suede and minor alterations. The company was founded by Greg Buckingham in 1991 and is headquartered in Irvine, CA.

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.

Telus Communications, Inc. is engaged in the provision of telecommunications products and services. The firm operates as a subsidiary of Telus Communications Co. It specializes in data solutions, internet protocol, voice, and wireless services. The company was founded on September 1, 2001 and is headquartered in Vancouver, CA.

IntelliFlo Ltd. engages in the provision of software solutions to the financial services sector. It offers onboarding services, customer success, training academy, and iO insight. The company was founded by Nick Eatock and Akeel Ahmed in 2004 and is headquartered in Kingston-upon-Thames, the United Kingdom.

Valueworks Ltd. provides procurement consulting and outsourcing services. It offers planned maintenance, reactive repairs, automation, and category management. The firm serves the construction, social housing, and social care industry. The company was founded on January 20, 2000 and is headquartered in Manchester, the United Kingdom.

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.

Relay Software Ltd. provides software to insurance brokers, underwriters and insurers in the Republic of Ireland. It offers Relay 360, motor, home, commercial vehicle, cloud, underwriting platform solutions. The company was founded by Thomas Greer MacKenzie in 1985 and is headquartered in Brighton, the United Kingdom.

Galvanize, Inc. provides full-time and part-time immersive online boot camps and corporate trainings. The firm offers software engineering immersive, remote software engineering immersive, data science immersive, remote data science immersive, python fundamentals, and NY data analyst training accelerator. The company was founded by Lawrence Mandes, James Deters, and Chris Onan in November 2012 and is headquartered in Denver, CO.

Part of UserTesting, Inc., UserZoom, Inc. is a company that develops a software platform. The company is based in Los Gatos, CA. The company was founded by Xavier Mestres Montia, Alfonso de la Nuez Magarzo. UserZoom was acquired by UserTesting, Inc. on 2023-04-03.

Vistara Capital Partners Ltd. (Vistara Capital Partners) is a private equity firm founded in 2015 by Randy Garg and Fabio M. Banducci. The firm is headquarters located in Vancouver, Canada.

Redtail Technology, Inc. develops and provides customer relationship management tools for financial advisors. It offers Client relationship Management and text messaging solutions, paperless office, and email archiving solutions. The company was founded by Brian McLaughlin, Andrew Hernandez, Kathi Bacon and Gary Curry in 2003 and is headquartered in Sacramento, CA.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Tulip Bidco Ltd. is engaged in providing investment services. The company was founded on October 25, 2016 and is headquartered in London, the United Kingdom.

Snappy Kraken LLC engages in the provision of marketing solution for financial advisors. It develops platform, which enables financial advisors to personalize, automate, and track marketing campaigns and business processes. The company was founded by Robert J. Sofia, Bradley Jon Deloatche, and Angel D. Gonzalez in 2016 and is headquartered in Ormond Beach, FL.

Part of Riva Topco Ltd., Riva Holdco 2 Ltd. functions as an investment holding British company. The company is based in St. Albans, UK. Founded in 2016.

Riva Holdco 1 Ltd. is a leading manufacturer of custom engineered textile solutions based in North Wales. Riva offers a wide range of textile services, utilizing various industry-leading techniques, and is proud to be a tier 1 supplier to the sector's most prestigious brands. The British company uses traditional handcrafted manufacturing techniques and offers innovative textile products developed to support the emergency services who have very unique and specific requirements. All operations are controlled from one secure facility. The private company was founded in 2016 and has been supplying SMEs to OEMs for over 30 years.

Riva Topco Ltd. is a holding British company founded in 2016 that develops software as a service platform. The private company is based in St. Albans, UK. and has subsidiaries in United Kingdom.

Part of HGCapital Mercury Nominees Ltd., FE Topco Ltd. is a holding British company that provides retail fund information services to asset management industries. The company is based in London, UK and was founded in 2016.

Part of HGCapital Mercury Nominees Ltd., Tulip Holdco Ltd. is an investment holding British company. The company is based in London, UK. Founded in 2016, Tulip Holdco functions as an investment holding company.

Founded in 2016, Tulip Midco Ltd. (Greater London) is a British company that functions as an investment holding company. Part of HGCapital Mercury Nominees Ltd., the company is based in London, UK.

Part of Riva Topco Ltd., Riva Midco Ltd. is a British company that provides information technology services. The company is based in St. Albans, UK. Riva Midco was founded in 2016.

The51 Ventures, Inc. (The51 Ventures) is a venture capital firm founded in 2019 by Judy Fairburn, Shelly Kuipers, and Alice Reimer. The firm is headquartered in Calgary, Alberta.

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

Nitrogen Wealth, Inc. is a growth platform for wealth management firms and financial advisors. The private company is based in Auburn, CA. Nitrogen has been revolutionizing the way financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. The company helps advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. Nitrogen invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the fearless investing movement. The company was founded by Aaron Klein and Mike McDaniel, with Aaron Klein serving as the CEO since incorporation.

Boast Capital, Inc. helps organizations accelerate innovation using government R&D tax credits and R&D intelligence. Boast has operations across the US and Canada, and more than 1,000 innovative companies have leveraged their software to get more money, faster, and with less risk. Boast Capital is based in San Francisco, CA, and has subsidiaries in Canada. The company's software integrates financial, engineering, and project tracking data to increase the speed, accuracy, and size of eligible R&D tax credits. The company was founded by Lloyed Lobo, Dan-Alexandru Popa, and Alok Tyagi has been the CEO of the company since 2022.

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.

Dreamstart Bidco SAS functions as an investment holding French company. The private company is based in Aix-en-Provence, France.

SAGE Canada develops accounting software.

BVP Forge is a private equity subsidiary of Deer Management Co. LLC founded in 2018. The firm is headquartered in Redwood city, California.

Allocadia Software, Inc. designs and develops cloud-based software for marketing applications. It delivers marketing performance management software that helps marketing teams manage their investment planning, budgeting, and return on investment. The firm?s solutions include budgeting and planning through the marketing performance management software. Its services encompass on-boarding and support. Allocadia Software was founded by Kristine Berry Steuart and Katherine Berry in 2010 and is headquartered in Vancouver, Canada.