Robert Lee

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.

Volunteer Bancorp, Inc. operates as a bank holding company for The Citizens Bank of East Tennessee, which provides a full range of retail banking services. It provides various services, including acceptance of demand, savings and time deposits, the making of loans to consumers, businesses and other institutions, the investment of excess funds in the sale of federal funds and agency obligations, state, county and municipal bonds, and other miscellaneous financial services usually handled for customers by commercial banks. The company was founded on November 25, 1985 and is headquartered in Rogersville, TN.

Auxilior Capital Partners, Inc. provides capital finance solutions. It offers equipment financing and leasing services to middle-market businesses. The firm serves the construction and infrastructure, franchise finance, transportation and logistics finance, and healthcare industry. The company is headquartered in Plymouth Meeting, PA.

Beacon Technologies Ltd. engages in the provision of logistics and trade finance services. It offers supply chain finance. The company was founded by Fraser Robinson and Dmitri Izmailov in 2018 and is headquartered in London, the United Kingdom.

Jamplify is an American company that provides music-related content such as news, reviews, and tips. The private company cover a range of topics from the effects of loud music on emotional health to the benefits of using music for stress relief. The company was founded by Andy Pickens.

Digital Arbitrage, Inc. develops enterprise scale cloud and subscription based internet applications for the hospitality industry. The company was founded by Richard Castle, Adam Harris and Phillip Kopp in 2012 and is headquartered in San Diego, CA.

Trail Software, Inc. develops fundraising platform for non profits organizations. Its services enables organizations to upload, store and manage donor and member lists, create and manage donation campaigns, manage event ticketing and track and archive results. The company was founded by Jeremy L. Bolls and is headquartered in Brentwood, TN.

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.

MyDigitalOffice Holdings, Inc. provides hotel accounting and finance software services. Its products include my perspective, data and documents. The company was founded by Ali Moloo in 2017 and is headquartered in Bethesda, MD.

FI.SPAN Services, Inc. provides financial services. The company is headquartered in Vancouver, CA.

FinMKT, Inc. provides technology, data and infrastructure to finance industry. It offers FM gateway, marketplace and FM portfolio and lendivous solutions. The firm serves retailers, banks, credit unions, media, associations, alternative finance, corporations and online financial services. The company was founded by Srikanth Goteti and Luan Cox in 2011 and is headquartered in New York, NY.

Fresh Technology LLC provides IT infractructure and managed services. It also offers freshlink managed network, freshvoice voip cloud phone, co-location, data center, business class internet, cloud and fresh IT consulting services. The company was founded by J Michael Bodnar in 1970 and is headquartered in Hoover, AL.

Health Here, Inc. is a company that provides a streamlined pre-payment and estimation system for specialty practices through their Q Code Estimator. The company is based in Nashville, TN. The system includes support for Good Faith Cost Estimates (GFEs) and aims to simplify specialty care from the first impression to episodic payments. Health Here also offers Q Pay, a convenient and transparent payment option for patients, which helps reduce patient A/R and eliminate surprise bills. The company was founded by Ryan Andrew Wells, who has been the CEO since incorporation.

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.

Core10, Inc. develops software for financial institutions. The company was founded by Jeff Martin and Lee Farabaugh and is headquartered in Franklin, TN.

Nested Rails LLC (Nested Rails) is a venture capital firm founded by Jim McKelvey & Rick Kushel in 2016. The firm is headquartered in Nashville, Tennessee with additional offices in New Jersey and Missouri.

Beanworks Solutions, Inc. develops cloud-based accounts payable automation solutions. It modernize accounts payable process, from purchase decision to invoice approval with electronic payments. The company was founded by Reza Sanaie, Cory Cleaver, Tracy Thompson and Catherine Dahl and is headquartered in Vancouver, Canada.

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.

Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN.

Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ.

Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT.

United Way of Miami-Dade, Inc. provides community development programs and services. Its activities encompass family development, health and lifestyle improvement, neighborhood and civic involvement. The company was founded in 1938 and is headquartered in Miami, FL.

GBH operates radio and television stations. The firm provides Public media powerhouse with educational content that informs, inspires and entertains. The company was founded by Ralph Lowell on 02 May, 1995 and is headquartered in Boston, MA.

Marstone, Inc. is a digital investment and planning platform that aims to enhance financial literacy, deepen financial inclusion, and humanize finance for all. The company is based in New York, NY and was founded by Robert Stone and Margaret J. Hartigan. The company provides an enterprise-ready solution that enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances. Marstone has comprehensive integrations with custodians, core banking platforms, account aggregation platforms, and investment managers. Margaret J. Hartigan has been the CEO since incorporation.

Verdigris Holdings, Inc. offers brightfi, a digital banking platform that helps community banks, credit unions, and other organizations build stronger connections with their customers and communities. The company is based in Scottsdale, AZ and has subsidiaries in the United States. The platform provides branded banking solutions that fit unique needs, improves operational processes, and offers modern business banking products and features for the digital economy.

Amerant Bank NA operates as a nationally chartered commercial bank. It offers investment services, checking accounts, savings accounts, home equity, mortgages, and mobile banking. The company was founded in 1979 and is headquartered in Coral Gables, FL.

The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason.

Santander Consumer USA, Inc. provides automobile financing services. It offers auto lead and lending programs on direct and indirect platforms. The company was founded by Thomas G. Dundon in 1995 and is headquartered in Forth Worth, TX.

Federal Home Loan Bank of Pittsburgh engages in the provision of financial products and services. Its products include credit, mortgage, and banking products. The firm also offers advances and letters of credit, and various bank services like depository; electronic funds transfer; safekeeping; and settlement. Its community products include community lending program, banking on business, and blueprint communities. The company was founded in 1932 and is headquartered in Pittsburgh, PA.

Connecticut Public Broadcasting, Inc. is a media company based in Hartford, CT and has subsidiaries in the United States. The company provides a variety of programs and news through its public-media source for NPR, local news/talk programs, and news on arts, health, politics, education, and business. Connecticut Garden Journal is a weekly program hosted by horticulturalist Charlie Nardozzi, and the business section is dedicated to the latest business news. The company also supports an investigative reporting initiative called Tap, which focuses on Connecticut issues. Mark G. Contreras has been the CEO of the company since 2019.

Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ.