Greg Crist

Xius Holding Corp. develops products and services that enable wireless operators to realize the potential of their networks. Its access management, billing, payment and network solutions help operators deploy and manage innovative voice and data services for subscribers. The company was founded in 1988 and is headquartered in North Chelmsford, MA.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

ExtendMedia, Inc. provides digital television services software and related products. The company's products are used as digital and enhanced broadcasting, interactive advertising, and digital content management. Its flagship product, Open CASE, allows media and digital content providers to transform products and data into managed content services across multiple networks and consumer devices. The company also provides services in designing, developing, and commercializing content services. The company was founded in 1992 and is headquartered in Toronto, Canada.

Skyhook Wireless, Inc. develops metro-area positioning system. It capitalizes on the demand for location-based services and their products are used for applications like navigation, communications and social networking. The firm serves the hospitality, airlines, real estate, retail, financial services, and sports industries. The company was founded by Ted Morgan and Michael Shean in 2003 and is headquartered in Boston, MA.

Philadelphia Financial Management of San Francisco LLC (Philadelphia Financial) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Jordan Hymowitz and Justin Hughes in 2004 and they are a subsidiary of Philadelphia Financial Management of San Francisco LP. Philadelphia Financial provides discretionary investment advisory services to four private investment funds.

ROAM Data is a mobile applications and commerce gateway service provider, with highly scalable solutions that leverage its patented device agnostic platform to dynamically deliver valuable real-time information and transactions to mobile professionals on their own mobile phones, as a service. Payment Processors, Direct Sales Companies, SaaS (Software-as-a-Service) Providers and Systems Integrators look to ROAM to deliver user friendly real-time mobile data transactions and secure payments. ROAM’s platform is fully PCI compliant, and meets the highest security standards in the industry. ROAM provides fully hosted services with 24X7 support to reduce complexity and total cost of ownership for IT departments, improving time-to-market and quality of their mobile application services.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

Kessler Group, Inc. owns and operates restaurants. The company is headquartered in Rochester, NY.

Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).

Part of Microsoft Corp., OmniBrowse, Inc. is an American company that provides personalized portal information via the Internet. The company is based in WA. OmniBrowse was acquired by Microsoft Corp. on June 14, 1999.

Stage 1 Ventures LLC (Stage 1 Ventures) is a venture capital firm founded in 2006 by David William Baum. The firm is headquartered in Miami, Florida.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Paydiant, Inc. provides mobile payment services. Its services include mobile payments, offers, ATM cash access and related commerce services. The company was founded by Christopher Gardner, Kevin E. Laracey and Joseph Paratore in 2010 and is headquartered in Wellesley, MA.

Founded in 2009 Jamie Hale and Phil Durden, the Aldenwood Group LLC is a private equity firm located in Redwood Shores, California.

Pure Auto LLC owns and operates an online platform that provides value reports on used cars and trucks. It offers search, pay-per-click, site and display retargeting and advertising services. The firm provides drive traffic, optimize web, and convert sales solutions. The company was founded by Jeremy Anspach in 2007 and is headquartered in Atlanta, GA.

Oura Health Oy develops wellness ring,. The company was founded by Petteri Lahtela, Virpi Tuomivaara and Markku Koskela and is headquartered in Oulu, Finalnd.

RoadSync, Inc. provides electronic payment platform. The company was founded by Ryan Droege, Akmann Van-Mary and Spencer Barkoff and is headquartered in Atlanta, GA.

Kessler Financial Services LP provides financial services. It offers M&A advisory, marketing and consulting, partnership, credit card consulting and capital service. The company serves the affinity, co-brand, financial institution and credit union and retail industries. The company was founded by Howard J. Kessler in 1979 and is headquartered in Boston, MA.

Ziflow Ltd. is a leading creative collaboration platform that helps agencies and brands deliver exceptional creative work faster. The company is based in Middlesex, UK, and was founded by Anthony Welgemoed and Matthew Atkinson. The British company offers an industry-first chatbot that can drive the review and approval process forward. Ziflow's online proofing platform simplifies the client feedback process across geographies and expands its custom design business in new countries. Anthony Welgemoed has been the CEO since incorporation.

Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts.

Underscore.VC Management Co. LLC (Underscore.VC) is a venture capital firm founded in 2015 by Michael J. Skok, John Pearce & Richard Dulude. The firm is headquartered in Massachusetts. The firm was previously known as Assemble.VC Management Co. LLC.