Sanjeev Jain

NorthStar Systems International, Inc. engaged in the provision of wealth management software solutions to financial services institutions. The firm's technology solutions included automate client-related activities for wealth management providers, including financial planning and proposal generation, investment policy statements and product catalogs, portfolio construction and monitoring, and compliance. The company was founded by Robert Lawrence Zangrillo and Robert G. Thunell in 2001 and was headquartered in San Francisco, CA.

Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL.