John Philpott

OpenFin, Inc. develops platform for financial services industry. It offers tools for financial desktop development such as windowing application program interface, excel API, language adapters, system API, embedded control, and inter-app messaging API. The company was founded by Charles F. Doerr and Mazy Dar in 2010 and is headquartered in New York, NY.

DealCloud, Inc. provides deal management, workflow, and technology solutions. It offers implementation, account management, training, and deal cloud university. The company was founded by Robert J. Cummings, Ben Harrison, and W. Edwin McMahan, Jr. in 2010 and is headquartered in Jersey City, NJ.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Mountain Reservations, Inc. operates web sites that provide consumers with a selection of vacation properties available for short and long term rental. It provides online trips reservation for specific destinations such as Park City and Deer Valley in Utah, Aspen, Breckenridge, Vail, and Steamboat in Colorado, Jackson Hole, Wyoming, Sun Valley, Idaho, and Whistler in Canada. The company was founded by Alan J. Mao in 2001 and is headquartered in Park City, UT.

S&L Travel Partners, Inc. operates as an online travel agency. It offers various packages for ski vacations, including air fare, hotel accommodations, condominium properties, car rentals, ground transfers, lift tickets, equipment rentals, and resort activities. The company is headquartered in Aspen, CO.

Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania.

Mira, Inc. manufactures and develops ophthalmic surgical equipment. The private company is based in Uxbridge, MA.

Thread Bank is a state chartered commercial bank. Its services include deposits and providing loans. The company was founded in 1906 and is headquartered in Rogersville, TN.

Radiate Media LLC provides traffic reporting services and sells advertising on radio and television stations. The firm offers hyper-local content, traffic information, advertising, and interactive marketplace solutions to television, radio, and print media partners. It provides merchants and national advertisers with an advertising platform to connect them with consumers. The company collects and disseminates traffic information in audio and video formats. It analyzes real-time data from road sensors, traffic cameras, and official accident and incident reports. The company was founded by Christopher M. Rothey and Miles Romney in 2011 and is headquartered in Malvern, PA.

Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri.

Decide Technologies, Inc. operates a social media platform for sports. Its platform is used by athletes, fans, parents, and coaches to consume content and interact with like-minded people around their favorite sports interests. The company was founded in July 2008 by Gabriel Lozano and is headquartered in St. Louis, MO.

NiCE Ltd. engages in the business of consumer product development, brand strategy and package designing services. The company is headquartered in Tokyo, Japan.

Mission Engine LLC (MissionOG) is a venture capital firm founded in 2012 by Kevin O’nell, Eugene Lockhart, George Krautzel, Andrew Kese and Andy Newcomb. The firm is headquartered in Philadelphia, Pennsylvania.

Sift Science, Inc. provides fraud and risk analytics services to online retailers. It specializes in account takeover, payment fraud, content abuse, promo abuse, account abuse, and device fingerprinting. The company was founded by Jason Tan and Brandon Ballinger in June 2011 and is headquartered in San Francisco, CA.

SixThirty Ventures LLC (SixThirty Ventures) is a venture capital firm founded in 2013 by Jim McKelvey. The firm is headquartered in St. Louis, Missouri.

Vast Studios, Inc. develops computer and mobile games. The company was founded by Hamed Abbasi in 2008 and is headquartered in Toronto, Canada.

LaunchCode is a national nonprofit organization founded by James Morgan McKelvey, co-founder of Square. The private company is based in Clayton, MO. The company aims to create economic opportunities by adding new talent to tech ecosystems across the nation. LaunchCode offers free programs that are accessible to motivated individuals who are assessed for passion, drive, and aptitude rather than credentials. The company helps people learn to code, land a job, or hire tech talent.

Third Degree Glass Factory is a glass studio located in St. Louis, MO, just east of the Delmar Loop. The studio offers one-on-one training and experiences in their hot glass studio, where artists can learn the craft of glassblowing. Third Degree Glass Factory also boasts two distinct art galleries, featuring the artwork of over 40 different artists in flameworking and fused glass, as well as large-scale installations. In addition, the studio offers event space for weddings, parties, and gatherings. The private company was founded by James Morgan McKelvey.

Next Coast Ventures LLC (Next Coast Ventures) is a venture capital firm founded in 2015 by Michael Smerklo and Thomas Ball. The firm is headquartered in Austin, Texas.

FairWords, Inc. provides surveillance software. It offers compliance, automation, human resource, AI, machine learning and surveillance. The company was founded by Anish Parikh and Evan Caron and is headquartered in Longmont, CO.

Decusoft LLC is engaged in providing software solutions. It offers union and benefit fund administration and compensation management services. The company was founded by Rick Laurenzo in 2002 and is headquartered in Ramsey, NJ.

Numerated Growth Technologies, Inc. provides real-time commerce platform that increases sales for banks. Its platform digitizes bank credit policies, enables real-time lending and automates marketing to drive growth. The company was founded by Daniel R. O'Malley IV in 2017 and is headquartered in Boston, MA.

LegacyShield Solutions, Inc. operates as an online portal that allows creating, store and organizing documents, financial information, photos, videos, stories, and final wishes in one location. It also engages in providing legacy planning, storage services, estate planning, and client engagement services. The company was founded by Dan Pierson and is headquartered in Ponte Vedra Beach, FL.

Voxpopme Ltd. develops online platform for capturing, analyzing and sharing video content. It specializes in market research, mobile technology, customer insight, customer feedback, and employee engagement. The company was founded by Dave Carruthers, Andy Barraclough and Tom Williams in 2013 and is headquartered in Birmingham, the United Kingdom.

Invisibly, Inc. functions as a digital wallet. It supports the online publishing industry. The company was founded by Jim McKelvey and is headquartered in Clayton, MO.

Part of Droit Financial Technologies LLC, Droit Public Limited Co. develops enterprise technology for supporting financial institutions. The company is based in London, UK. The British company was founded in 2016 by Brock Arnason. Brock Arnason has been the CEO since 2016.

Redica Systems, Inc. engages in forefront of leveraging the power of Big Data and AI to make government data accessible. The company was founded in 2010 and is headquartered in Pleasanton, CA.

Stellar Home Maintenance, Inc. operates as a one-stop shop for maintenance needs. The firm offers electrical, drywall, painting,plumbing, flooring, and carpentry services. The company was founded by Dustin Marx and Daniel Feldman in 2016 and is headquartered in Dallas, TX.

Denim Software, Inc. engages in the provision of technology services. The company is headquartered in Saint Louis, MO.

InsurePay LLC is a leading insuretech SaaS platform that enables the accuracy of premiums, integrated payments, and reconciliations in real-time for agencies, carriers, MGAs, and insurance technology providers. The company is based in Nashville, TN, and has subsidiaries in the United States. InsurePay's platform offers policyholder payments, carrier paygo and payables, vendor payables, and claims payments and agency receivables all integrated to back-office core systems. The company was founded in 2003, and the CEO is Adam Beck.

VacationRoost, Inc. operates as an online provider of professionally managed vacation rental properties. It offers consumers the ability to book professionally managed vacation rentals online and to package them with air, car, and destination travel services. The company was founded by Julian B. Castelli in 2001 and is headquartered in Aspen, CO.

EverCheck, Inc. provides HR leaders in healthcare with license verification resources to ensure their caregivers are clear to work. The American company offers a full-lifecycle approach to smart healthcare compliance, ensuring employees, contractors, and vendors are compliant, clear, and safe to work. EverCheck's Positions Manager allows managers to set license requirements for each position in the organization, which are then automatically applied to caregivers based on their roles. The private company's daily verification methodology is a proven safeguard against caregivers practicing when they are no longer qualified to do so based on the status of their licensure. Julian B. Castelli has been the CEO of the company since 2022.