Donna Wells

Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL.

myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, 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.

Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA.

Apex Technology Acquisition Corp. is a blank check company. The firm is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. It intends to focus on search for prospects within the software and internet technology industries. The company was founded on April 5, 2019 and is headquartered in Burlingame, CA.

Happy Money, Inc. provides online debt settlement services. It offers a free, web-based service that allows consumers to view all of their financial information in one place. The firm encourages users to set personal financial goals, and offers motivational strategies and rewards when they make progress. It also offers a social platform that helps users manage their way out of debt. The company was founded by Ralph S. Saunders III and Eden Warner in 2009 and is headquartered in Costa Mesa, CA.

CrowdStreet, Inc. provides a crowd funding marketplace, which connects investors with institutional-grade real estate investments. It offers CrowdStreet, a cloud-based fundraising and investor relationship management platform that enables real estate operators, funds and private equity companies to raise capital and manage relationships with new and existing investors. The company was founded by Tore C. Steen and Darren Powderly in 2013 and is headquartered in Portland, OR.

Apex Technology Acquisition Corp. II is a blank-check company. It aims to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on January 6, 2021 and is headquartered in Burlingame, CA.

AvePoint, Inc. engages in the provision of enterprise-class management, governance, and compliance software solutions for next-generation social collaboration platforms. The firm offers citizen services, backup and data protection, operations management and control, storage optimization and management, and governance automation. The company was founded by Xun Kai Gong and Tian Yi Jiang in 2001 and is headquartered in Jersey City, NJ.