Nicholas Singleton

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Certeza Fund Advisors LLC (Certeza) is a SEC-registered investment advisor headquartered in Providence, Utah. The firm was founded by Brett R. Nelson in 2020 and is owned by Certeza Asset Management LLC. Certeza manages investment portfolios for individuals, high net worth individuals, trusts, foundations, businesses and corporations.

Conservice LLC engages in the provision of utility billing expert’s solutions. It offers billing-expense recovery, synergy-utility management, metering, optimyze energy procurement, confirm utility analysis, and control contract management. It serves the multifamily, single family, student housing, commercial, and military markets. The company was founded by David Jenkins in 2000 and is headquartered in River Heights, UT.

Homie Technology, Inc. builds a technology company that streamlines real estate transactions. It is a place where buyers and sellers of homes can meet, negotiate, and transact, saving both sides tons of money. The company was founded by John Hanna, Michael Peregrina, Matthew Thorne and Michael Trionfo in 2015 and is headquartered in South Jordan, UT.

Banyan Ventures LLC (Banyan Ventures) is a venture capital firm founded in 2003 by Darin Gilson, Tyler Thatcher, and John Dunn. The firm is headquartered in Holladay, Utah.

Benefunder, Inc. engages in the provision of funding channel for research and commercialization promotion. It offers solution to financial advisors for targeted philanthropy and donors. The company is headquartered in San Diego, CA.

Outlines Venture Management Services is a private equity firm founded in 2013 by Gillian Muessig. The firm is headquartered in Seattle, Washington.

Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Longview Partners LLP is a specialist asset management firm headquartered in London, UK. It was originally founded as Longview Partners LP in 2001 by Ramzi Rishani and Keith McDermott. In 2012, the business of Longview Partners LP was transferred to a new legal entity, Longview Partners LLP. The firm provides investment management services to corporate pension plans, government owned funds, insurance companies, pension plans of UK local authorities, sub-advisory accounts, US states, superannuation schemes, charities, foundations and endowments, as well as pooled investment vehicles. Their clients are domiciled in the UK, USA, Australia and Asia. Longview Partners is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Crowdsmart, Inc. operates as an alternative investment manager. The company was founded by Fred Campbell, Thomas Kehler, Markus Guehrs, and Kim Polese in 2015 and is headquartered in San Francisco, CA.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

RETV Management LLC (RET Ventures) is a venture capital firm founded in 2017 by John Helm. The firm is headquartered in Park City, Utah.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Instructure, Inc. develops software technology for institutes. The firm specializes in learning management system, education platform, employee engagement and corporate learning. It develops, delivers, manages and tracks engaging academic and employee development programs. The company was founded by Devlin Daley and Brian C. Whitmer in September 2008 and is headquartered in Salt Lake City, UT.

GotChosen, Inc. develops a native social network that brings communities together and gives away scholarships to students. It delivers online advertising landscape by bringing social to websites and apps. The company was founded by Osvaldo G. Silva in 2011 and is headquartered in Orlando, FL.

Vivint, Inc. provides smart home technology services. It offers security sensors, touch screen control panels, automatic door locks, non-emergency and severe weather alerts. The firm delivers services through a cloud-based platform that integrates wireless features and components to provide simple, affordable home security, energy management and home automation. The company was founded by Todd R. Pedersen, Alexander J. Dunn and Keith Nellesen in 1999 and is headquartered in Provo, UT .

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

1Flourish Capital LLC (1Flourish Capital) is a venture capital firm founded in 2016 by David A. Lane, Reid Rutherford, Skip Vaccarello and Andrew Miller. The firm is headquartered in Mountain View, California.

BringChange Labs India Pvt Ltd operates as an AI-driven social-emotional learning platform.

KoreConX, Inc. is a software company. It is a secure and permissioned block chain infrastructure and ecosystem for fully compliant issuance, trading, clearing, settlement, management, reporting and corporate actions for digital securities worldwide. The company was founded by Oscar Jofre and Jason Futko and is headquartered in New York, NY.

Inveniam Capital Partners LLC engages in the provision and development of digital financial instruments. It offers a software as a service (SaaS) technology platform, which assists financial professionals to digitize securities utilizing the block chain technology to model securities as data, not code. The company was founded in 2015 and is headquartered in New York, NY.

Part of EFactor Group Corp., The E-Factor Corp. is a company that specializes in an online platform called efactor.com. The company is based in San Francisco, CA. The platform is designed to connect entrepreneurs with resources and opportunities to help grow their businesses. The company was founded in 2007 by Roeland Reinders, Marion Freijsen, Adriaan Reinders. Adriaan Reinders has been the CEO since 2007. The E-Factor was acquired by EFactor Group Corp. on February 11, 2013 for $0.50 million.

DigiCert, Inc. provides enterprise-grade secure sockets layer, internet of things, and public key infrastructure (PKI) solutions for identity and encryption. It supports TLS and other digital certificates for PKI deployments at any scale through its certificate lifecycle management solution CertCentral. The company was founded by Ken Bretschneider and Chuck West in 2003 and is headquartered in Lehi, UT.

Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.