Jason Williams

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

CardConnect LLC provides financial card processing services. Its products include cardpointe, cardsecure, sofware application. The company was founded by Brian P. Shanahan in 2006 and is headquartered in King of Prussia, PA.

Cohen Circle LLC (Cohen Circle) is a venture capital firm founded in 2015 by Betsy Cohen and Daniel Cohen. The firm is headquartered in New York.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

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.

StoneEagle Services, Inc. provides software solutions. The firm also offers F and I product administration software, a virtual claims payment solution, web-based F&I, sales and service performance analytics, and a robust F&I menu application. Its F and I solutions include SEcureAdmin, SEcureMetrics, SEcureMenu and SEcureAdmin. The company was founded by Bobby Allen and is headquartered in Richardson, TX.

WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA.

MIO Partners, Inc. (MIO) is a registered investment advisor and fund-of-hedge funds manager headquartered in New York City. The firm was founded in 1992 and is a subsidiary of MIO Group, Inc., which is owned by McKinsey & Co., Inc. MIO provides investment advice on a discretionary basis exclusively to privately offered investment vehicles, a retirement trust and a pension plan.

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.

New York Philharmonic provides live theatrical presentations. The company was founded in 1842 and is headquartered in New York, NY.

Empyrean Benefit Solutions, Inc. develops technology software that manages health and welfare benefits programs. It offers enrollment, eligibility management, administration services to employers, insurance brokers, and healthcare exchanges markets. The company was founded by David Carlson, Charles Benedict and Richard L. Wolfe in 2006 and is headquartered in Houston, TX.

Capital Stream, Inc. provides software and consulting services that enable commercial banks and finance companies to transform paper-based operations into integrated financial supply chains. It also provides data gathering, deal structuring, credit analysis, document generation, booking, account monitoring and ongoing risk management solutions. The company was founded by Clifford J. Monlux and Stan Monlux in 1995 and is headquartered in Seattle, WA.

Carousel Capital Management Co LP (Carousel Capital) is a private equity firm founded in 1996 by Erskine Bowles and Nelson Schwab. The firm is headquartered in Charlotte, North Carolina.

Freeborders, Inc. is engaged in the provision of information technology management, outsourcing and consulting services. The firm's solution areas encompass infrastructure management, business intelligence, mobile web development, web application development, technology consulting, business outsourcing, specialized application and service support. It offers its services to the life science, financial services, e-commerce, travel and hospitality, and hotel technology industries. The company was founded in 1999 and is headquartered in San Francisco, CA.

CashStar, Inc. provides omni-channel digital gifting solutions. Its services include client success, solution delivery, risk management, customer care, technical and financial operations. The firm enables retailers and restaurants to drive omni-channel success through the use of prepaid commerce and digital gifting solutions: delivering engaging, intuitive and personalized experiences across channels and devices for both consumer and business purchasers. The company was founded by David Douglas Stone and Steven R. Boal in 2007 and is headquartered in Portland, ME.

OpenSesame Inc. provides buying and selling e-learning courses. It enables its users to host online training through video, email, and interactive courses. The company was founded by Joshua Blank, Aaron Bridges, Shelley Klassen, Donald Spear, and Thomas Turnbull in November 2011 and is headquartered in Portland, OR.

Tango Card, Inc. operates a website for rewards and gift cards. Its mobile application solutions let users spend Tango Card instantly from mobile devices. The firm also provides rewards, recognition, incentives and loyalty solutions. The company was founded by David Leeds in 2009 and is headquartered in Seattle, WA.

Credorax, Inc. provides electronic commerce payment services.

Vindicia, Inc. provides payment management services to online merchants. Its services include subscription billing, microtransactions, digital content, chargebacks, marketing, one time payments and austomer acquisition. Vindicia was founded by Gene Hoffman and Mark Elrod in 2003 and is headquartered in Redwood City, CA.

Clearent LLC engages in the provision of payment processing services. It offers Compass, next day funding, empower program, cash advance, small business loans, gift cards and loyalty cards, ACH and check processing, DataGuardian, and OptBlue payment solutions. The company was founded by Dan Geraty in 2005 and is headquartered in Creve Coeur, MO.

Compass Private Investments 2017 LLC operates as pooled investment fund. The company is headquartered in New York, NY.

SingleOps LLC provides business-management software to green industry companies. Its cloud software products can use in job management, estimates, scheduling and routing, work orders, invoicing, hob costing, time tracking, automated communication (email and texts), inventory management, purchase orders, and QuickBook syncing. The firm serves tree care, landscaping, field services, sod farm and landscape supplies, and rentals industries. The company was founded by Sean McCormick and Matthew w. Lowe and is headquartered in Atlanta, GA.

Citi Prepaid Services provides corporate prepaid solutions. It provides a platform to replace traditional payments such as paychecks, coupons and rebate programs with paperless electronic ones. The firm's offers special-purpose debit cards and virtual accounts. The company was founded by Matthew J. Gillin and Paul Raden in 1997 and is headquartered in Conshohocken, PA.

Corcentric, Inc. provides procurement and financial process automation solutions. The company was founded by Douglas W. Clark in 1996 and is headquartered in Cherry Hill, NJ.