Martin Kay

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Perillon Software, Inc. provides environmental, health, and safety software solutions. It offers compliance management, environmental data, audits and inspections, near miss reporting, corrective and preventive actions, training, carbon and energy management. The company was founded by John Niemoller and Bard Salmon in 2001 and is headquartered in Acton, MA.

Pneuron Corp. provides technology solutions that accelerate the creation, deployment and management of new products. The firm offers cloud ready, cloud aware, business applications, distributed data and enterprise infrastructure solutions. The company was founded in 2010 and is headquartered in New York, NY.

Sevo Nutraceuticals, Inc. engages in the provision of licensing services. It also markets science-based nutraceuticals developed at research institution including body building supplements, diet aids, and pain reducers. The firm targets the normal adults and adults experiencing cognitive decline. The company is headquartered in Fayetteville, AR.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

PlanPrescriber, Inc. provides online and pharmacy-based tools to help seniors navigate Medicare health insurance options and choose the right plan. The company was founded by Glen L. Urban on December 20, 1999 and is headquartered in Mountain View, CA.

RJC Holdings, Inc. specializes in CRM, quote-to-cash, and custom technology solutions for the modern workplace. Its services include advisory, implementation, integration, and support solutions. The company was founded in 2001 and is headquartered in Greenwood Village, CO.

Part of Equity Commonwealth, Hub Management, Inc. is an American company.

Vaxstar LLC is an American company that engages in media, entertainment, mobile, and technology businesses. The CEO of the private company is Cecilia Lenk.

Netcapital Funding Portal, Inc. provides private investment services. The company was founded by Jason Frishman and is headquartered in Boston, MA.

ChipBrain, Inc. develops an AI software platform that enables sales professionals to analyze and react to real-time customer interactions. The company is based in Lewes, DE and was founded by John Fanning.

KingsCrowd, Inc. provides research and analytics services. The firm provide insights, analytics and ratings to navigate the market of startup investing and deals to investment portfolio. The company was founded by Chris Lustrino and is headquartered in Boston, MA.