Shawn Vo

Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA.

eOriginal, Inc. provides ecommerce services. Its services include management of electronic contracts, mortgages, leases, and electronic transferable assets. The company was founded by Gray Bent Wood and Stephen F. Bisbee in 1996 and is headquartered in Baltimore, MD.

Sound Point Capital Management LP (Sound Point) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Stephen Ketchum in 2008. Stone Point manages money on behalf of institutions, pensions, foundations, insurance companies, wealth management firms, family offices and high-net-worth individuals. Sound Point is a signatory of the UN-supported Principles of Responsible Investment (PRI).

Nabis LLC engages in the distribution of cannabis products. It offers batch pickup, storage, testing, and delivery services. The company was founded by Vincent Ning and June S. Lee and is headquartered in San Francisco, CA.

Insphire Io Corp. develops software-as-a-service (SaaS) solutions for student debt repayment for employers, platforms and users. The company was founded by Laurel Taylor in 2015 and is headquartered in Boston, MA.

Money360, Inc. is a direct lender that specializes in providing small- to mid-balance commercial real estate loans ranging from $5 million to $30 million. Money360 is based in Ladera Ranch, CA and has subsidiaries throughout the United States. The private company is vertically integrated and handles all aspects of the loan process, from sourcing to servicing. Money360 uses a combination of advanced technology and human expertise to provide a seamless and transparent experience for borrowers. The company's bridge loan program offers customized financing solutions for borrowers with diverse needs.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Juvo, Inc. provides behavioral and educational development programs to people with disabilities through schools and community centers. Its services focus on increasing clients’ independence, social relationships, access to their community and overall quality of life. The firm's services support and educate families, care givers, educators, other service providers, employers and the community. The company was founded by Meredith Akers and Tanya Scott in 2001 and is headquartered in Oakland, CA.

HouseCanary, Inc. operates property portal web services. Its products include HouseCanary PRO, HouseCanary APPRAISER, HouseCanary Analytics API, and HouseCanary Value Report. The company was founded by Jeremy Sicklick and Christopher Stroud in 2013 and is headquartered in San Francisco, CA.

Qwill, Inc. offers a simple and secure estate planning solution. The American company's platform allows users to create a legal will for free in just a few minutes, as well as other important estate plan documents such as guardianship, power of attorney, and advance directives. Users can also store important account and life details in a highly secure vault and capture stories and memories to share with their loved ones for generations to come.

InfiniChains, Inc. provides an end-to-end ESG reporting platform that enables companies to track and report their ESG data using various frameworks such as GRI, TCFD, SASB, BRSR, and more. The company is based in San Carlos, CA. The platform helps companies set emission targets within a unified ESG framework for reporting standards like GRI, BRSR, SEC, ISSB, TCFD, CDP, Higg, UNDGS, and more. The company was founded in 2018 by Jitesh Shetty and Parth Patil, with Parth Patil serving as the CEO since then.

Upper90 Capital Management LLC (Upper90 Capital Management) is a venture capital firm founded in 2018. The firm is headquartered in New York.

Keystone National Group LLC (Keystone National) is a private equity firm founded in 2006 by John Wilson Earl and Brandon Reed Nielson. The firm headquartered in Danville, California.

Betterment LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Jon Stein and Eli Broverman. They are a wholly-owned subsidiary of Betterment Holdings, Inc. Betterment offers investment advisory services to three types of clients: Retail Clients, Third-Party Advised Clients and their Advisors, and Retirement Plan Clients and their Participants.

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.

Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY.

Concreit, Inc. operates a website that helps to invest in fractional shares of real estate. The company was founded by Sean Hsieh, Jordan Levy and Rui Maximoin in October 2018 and is headquartered in Seattle, WA.

Amplify Life Insurance Co. is a digital permanent life insurance platform that offers customers direct access to products for tax-efficient investment returns and lifelong protection. The company is based in the area and is open to all 50 states, having served thousands of customers. Amplify provides an AI-enabled educational journey, product recommendation and quoting, and real-time pre-underwriting to help customers learn about plans and customize a policy for their needs. Amplify helps people build wealth through permanent life insurance, offering all types of life insurance plans including term permanent and cash value life insurance. The American company was founded in 2019 by Cai Qiyun and Hanna Wu, with the aim of modernizing the $70 billion permanent life insurance industry.

Anthemis Group SA is an Independent Venture Capital firm founded in 2007. Anthemis Group SA is headquartered in Luxembourg with additional office in New York.

YieldStreet, Inc. provide financial services. The firm specializes in finance marketplace, investment services, start up, financial technology, investment management, financial services, wealth management, and asset backed. The company was founded by Dennis Shields, Michael Weisz and Milind Mehere in 2014 and is headquartered in New York, NY.

Part of Wells Fargo & Co., Wells Fargo Prime Services LLC is a company that provides tailored products and services to help businesses thrive. The company is based in San Francisco, CA. The company offers resources and support to keep businesses open, including overdraft protection and services to cover transactions. Customers can manage their banking online or via the Wells Fargo mobile banking app, which allows access to checking, savings, and other accounts, bill payment, and spending monitoring. The company was founded in 2004. Eamon Patrick Mccooey has been the CEO of the company since 2013.

3i U.S. is a venture capital firm headquartered in Menlo Park, California. The firm is a subsidiary of 3i Group Plc (LSE: III).

Crosslink Capital, Inc. (Venture Capital) is a Venture Capital firm, a subsidiary of Crosslink Capital, Inc. founded in 1989 by Sy F. Kaufman and Michael Joseph Stark. The firm is headquartered in San Francisco.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

Prosper Funding LLC operates as a development stage company that operates a peer-to-peer lending platform. Its platform is an online marketplace that matches individuals who wish to obtain consumer loans with those who are willing to help fund those loans. The company was founded in February 2012 and is headquartered in San Francisco, CA.

RadiumOne, Inc. operates a global programmatic advertising buying platform. The company was founded by Gurbaksh Singh Chahal on April 2, 2008 and is headquartered in San Francisco, CA.

RichRelevance, Inc. provides personalization and product recommendation tools for e-commerce sites. Its products include personalized content, personalized recommendations, personalized searc, personalization AI, and personalization cloud. The company was founded by David Selinger, Tyler Kohn, Sundeep Ahuja and Michael Decourcey in 2006 and is headquartered in San Francisco, CA.

Brace Software, Inc. develops software solutions for mortgage servicing industry. It enable servicers and lenders to utilize existing data while incorporating third-party data to assess loss mitigation options. The company was founded by Eric Rachmel and Amr Mohamed and is headquartered in Culver City, CA.

Spectrum Global Fund Administration is a premier provider of independent, third-party administration to the alternative investment industry. They offer a full suite of administration solutions to Hedge Funds, Hedge Funds of Funds, Managed Account Platforms, Commodity Trading Advisors, Commodity Pool Operators, Family Offices and other Investment Management Firms. Spectrum is committed to providing their clients with the operational infrastructure and controls needed to meet and exceed industry best practices. Their industry leading solutions are generated through a synergy of experienced people, controlled processes and superior technology.

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Hazeltree Fund Services, Inc. provides treasury management solutions for the buy side firms. It offers collateral, cash, liquidity, margin & securities finance management and counterparty exposure and risk management solutions. The firm?s implementation services include discovery, planning, deploying, documentation, automation, integration, customization, training and go-live. The company was founded by Remy White Trafelet in November 2009 and is headquartered in New York, NY.