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BlueMatrix provides the global investment research community with advanced technology solutions to manage the complete lifecycle of critical information.
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Fullsteam LLC provides next-geneneration integrated payments technology and vertical software to SMB clients, helping create a more seamless experience for merchants and their customers.
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Q4 Inc. is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.
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PSCU, the nation’s premier payments CUSO and an integrated financial technology solutions provider, supports the success of more than 2,400 financial institutions and processes nearly 7.7 billion transactions annually.
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Ascendant is a financial technology services company that provides cross-border payment solutions to businesses around the world.
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Tax Guard is a leading provider of tax risk due diligence, assessment and monitoring services for financial organizations of all types.
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Flywire is a global payments enablement and software company. Flywire combines its proprietary global payments network, next-gen payments platform and vertical-specific software to deliver the most important and complex payments for its clients and their customers.
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EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions.
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Nextech is the complete healthcare technology solution for specialty providers including Dermatology, Ophthalmology, Orthopedics, Plastic Surgery, and Med Spa.
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Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking.
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GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions.
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Financial Information Technologies, LLC is a technology provides purpose-built payments, business management, and data and analytics technology solutions to simplify how alcohol retailers, distributors and suppliers do business.
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U.S. Retirement & Benefits Partners (USRBP) is a technology-focused nationwide provider of retirement plan administration, benefits consulting and wealth management solutions to the education, government and SMID corporate markets.
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Bestpass, founded in 2001, is the leading toll management and payment platform for commercial vehicles across the U.S. and Canada.
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Established in 1985, Mercer Global Advisors Inc. is a total wealth management and financial planning firm that provides investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services.
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Definiti is a third-party administrator that provides workplace organizations with retirement plan administration, recordkeeping and compliance services, as well as actuarial consulting and pension outsourcing.
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EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions.
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Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies
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Oak Hill is a longstanding private equity firm focused on the North America middle-market. Oak Hill applies a specialized, theme-based approach to investing in the following dedicated industry sectors: Media & Communications, Industrials, Business Services, and Consumer.
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Computer Services, Inc. (CSI) delivers core processing, digital banking, managed cybersecurity, cybersecurity compliance, payments processing, print and electronic document distribution, and regulatory compliance solutions to financial institutions and corporate customers, both foreign and domestic.
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Nexus provides the fastest way for real estate companies to ditch paper checks and send secure payments to their suppliers.
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Midigator provides an effective and efficient alternative approach to the manual processes typically used to manage chargeback disputes: intelligent chargeback technology.
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Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. Cerity Partners provides estate, financial and tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals.
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Altvia is a provider for investor and deal management systems specifically built for private capital market firms.
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MGA Systems, Inc. is a software development company working exclusively in the insurance industry. The Company's management team has more than 30 years of real-world brokerage and MGA experience, which is reflected in the design of its flagship product, the Insurance Management System (IMS).
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Vehlo is a provider of software and financial solutions for the automotive repair industry. Its product suite consists of a number of resources the modern auto service provider needs to deliver an excellent customer experience and run a profitable business.
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Corsair is a global specialist investment firm offering opportunities for investors and solutions for companies across financial & business services and infrastructure.
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Carpe Data is the next-generation data company for insurance, transforming emerging data into predictive and actionable insights that enable automation and improve insurance outcomes across the policy lifecycle.
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STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors delivering the service, software, expertise, and confidence needed to focus on their core business objectives.
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Ministry Brands is the leading provider of SaaS platforms for churches, parachurch ministries and other faith-based organizations in the United States and Canada.
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MidAmerica provides innovative tax advantaged group retirement and health care reimbursement programs to over 2,500 school district and other governmental employers.
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RIA in a Box is the leading provider of compliance and operational software to wealth managers and investment organizations. Over 2,600 Registered Investment Advisor firms use the platform to increase compliance workflow efficiency.
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Compliance Solutions Strategies is a trusted global RegTech partner that uniquely brings together innovative technology-driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space.
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Fullsteam is a leading payments and software company headquartered in Auburn, Alabama. Fullsteam provides its companies with streamlined payments infrastructure and enhanced operational support to better serve customers.
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With patented technology based on more than 15 years in tax preparation and accounting experience, LoanBeam has established itself as the standard in automated income calculation.
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Marquis is a Plano, Texas-based company that sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability, and direct marketing – along with CRA, HMDA & Fair Lending compliance.
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Fonds Finanz is a leading German tech-enabled financial intermediary pool that provides a comprehensive software, advisory and service offering, and gives its customers access to a full-service platform.
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Prepaid Technologies is the fintech solution and payments program manager for more than 1,700 customers, and provides innovative digital payment solutions.
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Nuvei is a global provider of payment technology solutions to merchants and partners in North America, Europe, Asia Pacific and Latin America.
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Foreside delivers comprehensive advice and technology solutions to clients in the global asset and wealth management industries.
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EngageSmart offers cloud-based SaaS platforms that easily elevate digital adoption and facilitate e-commerce in consumer-facing markets.
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Dynamo Software has provided industry-tailored, highly-configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998.
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Sterling Trading Tech (STT) is a leading provider of professional trading technology solutions for the global equities, equity options and futures markets.
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LT Trust, headquartered in Denver, Colorado, is a full-service retirement plan provider, offering recordkeeping, trust, and custodial services to financial intermediaries and their clients.
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Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services.
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In partnership with leading ERP, accounting, ecommerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types.
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Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that financial institutions use to manage risk and drive growth.
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Clearlake Capital Group, L.P. is an investment firm founded in 2006 operating integrated businesses across private equity, credit and other related strategies.