Adam Shapiro

Atomic FI, Inc. engages in the provision of technological services. The company was founded in 2019 and is headquartered in Sandy, UT.

Financial Health Network is the authority on consumer financial health that provides financial services innovators to build better consumer products and practices. It informs, advises, and connects members of its network to seed the innovation that will transform the financial services landscape. The company was founded by Jennifer Tescher in 2004 and is headquartered in Chicago, IL.

Petal Card, Inc. provides custom computer programming services. It offers credit card with no fees and Visa credit card. The company was founded by David Ehrich, Jason Gross, Berk Ustun, Jack Arenas and Andrew Endicott in 2016 and is headquartered in West Sacramento, CA.

Arrived Holdings, Inc. is a platform that allows individuals to invest in shares of rental homes and vacation rentals starting from $100. The company is based in Seattle, WA and has subsidiaries in the United States. The company provides an opportunity for investors to earn passive income while Arrived takes care of the rest. The CEO of the company is Ryan Frazier.

SentiLink Corp. provides fraud visualization solutions. The firm's technology helps to detect and block synthetic identities, where the name, date of birth, and SSN don't correspond to a single real person. Its products and solutions include API and manual review. The company was founded by Naftali Harris and Max Blumenfeld in June 2017 and is headquartered in San Francisco, CA.

Boeing Employees Credit Union provides financial services. It provides savings and checking, telephone banking, bill payments, external transfers, and home equity loans. The company was founded in 1935 and is headquartered Tukwila, WA.

Comcast Ventures LLC is a Venture Capital firm, a subsidiary of Comcast Corp founded in the year 2011 by Sam H Schwartz and Julian A Brodsky. The firm headquartered in Philadelphia.

Earnest, Inc. provides merit-based loans. Its products include refinance student loans, parent plus refinancing, personal loans and iPhone app. The company was founded by Louis Beryl and Benjamin Hutchinson in 2013 and is headquartered in San Francisco, CA.

GE Commercial Finance, Inc. provides commercial lending, financing and leasing services. It offers healthcare, manufacturing, fleet management, communications, construction, energy, aviation, infrastructure and equipment services. The company is headquartered in Norwalk, CT.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

Green Rock USA, Inc. manufactures & wholesales jewelry and precious stones. The company was founded in 1998 and is headquartered in New York, NY.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Wharton Ventures delivers academic programming, internship opportunities and sponsor student-led efforts and research in sustainability and business. The company is headquartered in Salt Lake City, UT.

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.

Mirador Financial, Inc. operates as a digital lending platform. Its technology supports a fully integrated, digital approach to borrower acquisition, loan application process and decisioning and borrower communication. The firm provides services to the banks, credit unions, non-profit lenders and small businesses. The company was founded by Trevor Dryer and William Beaver in 2013 and is headquartered in Portland, OR.

Gerry Care, Inc. operates as a concierge service provider. It helps families find the right assisted living homes for elders by providing expert advice and recommendations. The company was founded by Farron Blanc and Ajay Rajani in 2018 and is headquartered in New York, NY.

Part of Bank of Montreal, BMO Financial Corp. provides banking and investment services. The company is based in Wilmington, DE. Darrel Hackett has been the CEO of the company since 2023.

Involve UK provides business consulting services. The private company is based in Barbican, UK. The British company was founded in 2013 by Suki Sandhu. Suki Sandhu has been the CEO since 2013.

Audible, Inc. provides audio information and entertainment services on the internet. It offers digital audio editions of books, newspapers and magazines, television, and radio programs. The firm sells downloadable audio versions of books, speeches, and spoken word performances. The company was founded by Donald R. Katz in 1995 and is headquartered in Newark, NJ.

Wachtell, Lipton, Rosen & Katz provides advisory and legal services. It specializes in mergers and acquisitions, strategic investments, takeovers and takeover defense, corporate and securities law, and corporate governance. The company was founded in 1965 and is headquartered in New York, NY.

Hack VC Management Company LLC (Hack VC) is a venture capital firm founded in 2015 by Ed Roman and Alexander Pack. The firm is headquartered in San Francisco, California.

Optoro, Inc. operates as a technology company. It offers end-to-end reverse logistics solutions that helps retailers process, disposition, and sell excess and returned inventory. The firm also offers reverse logistics software, direct-to-consumer remarketing, and business-to-business remarketing solutions. he company was founded by Justin Lesher, Tobin Moore, and Adam Vitarello in 2008 and is headquartered in Washington, DC.

THOMSEN Projektentwicklungs GmbH & Co. KG provides engineering services. The private company is based in Osterrroenfeld, Germany. The CEO of the German company is Willi Thomsen.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Abstract Ventures LLC (Abstract Ventures) is a venture capital firm founded in 2016 by Ramtin Naimi. The firm is headquartered in San Francisco, California.

Thomsen GmbH Tiefbauunternehmen provides construction services. The private company is based in Osterroenfeld, Germany. The CEOs are Willi Thomsen, Peter Thomsen. The German company was founded in 1965.

Financial Health Network Inc /Venture Capital/ (Financial Health Network) is a venture capital division of Financial Health Network Inc founded in 2004 by Jennifer Tescher. The firm is headquartered in Chicago, Illinois.