Steve Dunlap

Softgate Systems, Inc. provides reliable bill payment and prepaid services. It offers bill payment, prepaid products, international top ups, and PayXchange. The company is headquartered in Fairfield, NJ.

CPA.com engages in the provision of digital products and services for accounting professionals. Its client services include bill management, client accounting, human capital management, and sales and use tax. It also provides practice management solutions such as audit confirmations, workflow automation for companies and public accounting firms, financial statement Clearinghouse, learning management system, and Mail@CPA.com. The company was founded in 2001 and is headquartered in New York, NY.

OptionsCity Software, Inc. provides electronic trading and analytics software to the options and futures industry. Its products include Metro, City Store, Freeway, CityTrader, City API and City Execution. The firm's solutions include professional trading, market making, risk management, algorithmic trading, hosting services and exchange connectivity. The company was founded by Hazem Dawani, Rudy Fasouliotis, and Victor Glava in October 2006 and is headquartered in Chicago, IL.

MoneyLion Technologies, Inc. engages in the provision of financial services. Its products include banking, investing, rewards, free credit monitoring, and mobile app. The company was founded by Diwakar Choubey, Pratyush Tiwari, Adam Green, and Chee Mun Foong in 2013 and is headquartered in New York, NY.

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.

Predata, Inc. engages in the provision of research analytical services. Its platform provides users with quantitative measurements of digital concern and predictive indicators for different types of risk events for any given country or topic. The company was founded by James J. Shinn in 2015 and is headquartered in New York, NY.

Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

9Dots Management Corp. LLC provides business performance management and business intelligence software services. It provides connect and consulting services including strategic planning, project guidance and non-disruptive implementation. It serves legal, architecture, engineering, insurance and construction industries. The company was founded by David Libesman and Robert J. Kabel in August 2001 and is headquartered in Conshohocken, PA.

Voxware, Inc. designs, develops, markets, and sells voice-based solutions for the logistics, distribution and package sorting industries. Its products include Voice Applications, Voice Toolset, and Voice Architecture. The company was founded in 1993 and is headquartered in Hamilton, NJ.

TraderTools, Inc. develops FX trading platform. It offers FX liquidity aggregation, FX pricing engine, FX white-labeling, and FX order management. The company was founded by Yaacov Heidingsfeld, Martin S. Fawer, and Mitchell D. Mittman in 1997 and is headquartered in New York, NY.

Compliance Science, Inc. engages in the provision of technology solutions. Its platform helps compliance organizations identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. The company was founded by Michael D'Angelo and Mitchel Kraskin in 2003 and is headquartered in New York, NY.

Operative Media, Inc. develops products and services for online advertising operations. It provides its clients with technology and services to improve all aspects of their advertising operations lifecycle, from pre-sale to collections, trafficking to reconciliation. The company was founded by Lorne Brown and Anthony Thielman in 2000 and is headquartered in New York, NY.

Business Financial Services, Inc. provides business cash advances to small business owners and funding process services. It provides Business Cash Advances throughout the United States to its customers through accounts receivable financing, utilizing a merchant's cash stream from credit card sales as a means of automated repayment. The company was founded by Cathy Bass and Marc Glazer in 2002 and is headquartered in Coral Springs, FL.

GAIN Capital, Inc. provides online foreign exchange trading services. It offers direct-access trading and asset management services to the global Foreign Exchange markets. Its management services include customer on-boarding, account funding, transfers, allocations, daily P&L, credits, and commission allocation. The company was founded by Mark Galant in 1999 and is headquartered in Bedminster, NJ.

Zelis Healthcare, Inc. engages in the provision of healthcare cost management and payments solutions. It offers network analytics and cost management services through its Zelis Intelligent Claim Routing Platform. The company was founded in 2001 and is headquartered in Bedminster, NJ.

Zelis Parent LP engages in healthcare services. The company was founded in 2019 and is headquartered in Bedminster, NJ.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.

Part of Envestnet, Inc., Access Partners LLC (Indiana) provides investment advisory services for trusts. The company is based in Evansville, IN. The company was founded by Bob Mehringer. Access Partners LLC (Indiana was acquired by Folio Dynamics, Inc., part of Envestnet, Inc. from January 02, 2018 on February 05, 2013.

Part of Global Matrechs, Inc., First Institutional Marketing, Inc. introduces banks to the sale of insurance and investment products. The company is based in Houston, TX. The company was founded by Dan Delity. First Institutional Marketing was acquired by Global Matrechs, Inc. on June 18, 1998 for $3.37 million.

Global Matrechs, Inc. develops and markets specialized software applications which enable businesses to use the Internet. The company was founded in 1994 and is headquartered in Ridgefield, CT.

Seneca Global Fund LP engages in the speculative trading of futures contracts, forward currency contracts and other financial instruments traded in the United States and internationally. The company was founded on March 23, 2007 and is headquartered in Gaithersburg, MD.

Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ.

Peracon, Inc. provides business intelligence and data services for real estate businesses. The private company is based in McLean, VA.

Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN.

Prepaid Technologies Co., Inc. provides electronic payment solutions utilizing prepaid cards. It offers payroll, purchasing cards, reward/incentive cards and API solutions. The company was founded in 1998 and is headquartered in Birmingham, AL.

Part of Nav Technologies, Inc., BFS Capital Canada, Inc. develops mobile applications for credit and cash management. The company is based in Toronto, Canada. BFS Capital Canada was acquired by Nav Technologies, Inc. on January 26, 2023.

gohenry Ltd. focuses on building financial habits for kids. It provides financial literacy application and debit card to inform and empower young people with the education and financial tools they needed to interact with the digital economy. The company was founded by Louise Hill and Alex Zivoder and is headquartered in Lymington, the United Kingdom.

Factor Systems, Inc. provides outsourced billing services. It offers credit, invoicing, payments, collections, cash application, and virtual payment solutions. The firm serves the distribution, heavy machinery and equipment, manufacturing, and transportation industries. The company was founded by Flint A. Lane in September 2001 and is headquartered in Lawrenceville, NJ.

PayCycle, Inc. provides online payroll services to small businesses and accountants in the United States. Its services comprise paycheck calculations, instant checks, direct deposit, W-2s, electronic tax payments, and electronic tax filings. The company was founded by Rene Lacerte and Martin Gates in 1999 and is located in Palo Alto, CA.