Addepar

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

Arc Technologies

Arc is the future of startup finance. Founded in 2021, Arc converts startups’ future revenue into upfront capital, provides a cash management account to store, manage and spend funds, and delivers financial analytics to drive growth. The company is based in San Francisco and is funded by Left Lane Capital, NFX, Bain Capital Ventures, Clocktower Technology Ventures, Torch Capital, and Y Combinator, among others. To learn more, visit www.arc.tech.

Earnest

Earnest, founded in 2013, is a technology company that insists on providing exceptional student lending products and services to earn happy clients. Every day, Earnest employees, or as we like to call ourselves, Earnies, are working hard to shape thae next generation of finance. Earnest empowers people with the financial capital they need to live better lives. We strive to eliminate unnecessary costs from the system and offer our clients the lowest possible rates. Our mission is to make higher education accessible and affordable for everyone. Our products empower anyone seeking higher education to reduce the total price tag of their degree, supercharge their ability to pay down student debt, and get on the right financial track fast. Our values were built into the core of Earnest on day one. These values guide our ship and keep us constantly aligned. We believe in a culture that supports a Diverse, Inclusive, and Equitable workforce where everyone can have a sense of belonging to each other and our mission. Earn Happy Customers Our success comes from anticipating their needs and providing the solutions they’re looking for Better is Better The path to great means getting better every day. We push ourselves, and each other, to remain curious and think differently. PhD in Moving Fast Our customers are tired of long wait times and large student loan bills so we constantly seek out ways to deliver faster. Passion for Challenges Perseverance and optimism are just the start to take on the inertia of a national trillion-dollar problem. Impact is a Team Sport We maximize our impact when we act as one team.

Brighton Jones

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.

Anchorage Digital

Anchorage Digital was founded in 2017 to advance institutional participation in digital assets. With an emphasis on security and usability, we provide the technology, infrastructure, and tools that make it easy for institutions across the world to participate in crypto. Our team brings together the brightest minds from security, finance, and distributed systems to build the infrastructure of a new financial system. We’re looking to diversify our team with people who are humble, creative, and eager to learn.

Leyton

Leyton is an innovative consultancy firm with a unique goal; to quickly improve the financial performance of its clients without impacting their core business. Our specific US expertise is in the implementation and optimization of Research and Development (R&D) Tax Relief and Credits, the Employee Retention Credit (ERC), and state and local sales tax credits.

Airwallex

Established in Melbourne in 2015, Airwallex is a payments platform transforming the way businesses move and manage money globally. In today’s fast-changing digital era, our purpose is to empower businesses of all sizes to grow without borders, and by doing so, contribute to the global economy. With technology at our core, we built a global financial infrastructure to help businesses transact, collect and pay across 130+ countries and 50+ currencies, without the constraints of the traditional global financial system. In just five years since we were founded, Airwallex has grown to become Australia’s fastest-growing fintech unicorn and a well-funded international technology leader backed by world-leading investors. Our leadership, innovation and scale have been recognised and awarded by leading independent authorities, such as listing in Forbes' Cloud 100 2020, and placing in the Top 50 of KPMG’s Global Fintech100 two years in a row. To support our ambitious growth plans, we’re looking to expand our global teams with smart, driven and passionate individuals who are excited about joining our rocketship and taking on the challenge of a lifetime.

Human Interest

Human Interest exists to close the retirement savings gap in America. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Signifyd

Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico City, São Paulo, Belfast, and London.

Attivo Partners

Attivo Partners is a full service Finance and Accounting firm. We help founders, entrepreneurs and emerging growth companies raise capital, build business models, tackle day-to-day finance, accounting and payroll needs, operationalize for scale, and achieve successful exits. We bring extensive experience and professionalism to every engagement and we customize our support to your company’s individual needs and concerns. Every member of Attivo is driven to deliver quality services through a collaborative approach.

Generate Capital

Founded in 2014, Generate builds, finances, owns and operates sustainable infrastructure to deliver affordable and reliable resource solutions for companies, governments, and communities. Generate is the one-stop shop offering technology and project developers pioneering the Infrastructure Revolution the tailored funding and support they need to get projects built. Generate partners with over 40 technology and project developers and owns and operates more than 2,000 assets globally, across the clean energy, transportation and waste and water sectors. With an Infrastructure-as-a-Service model, Generate serves over 2,000 customers, companies, communities, school districts and universities. Together, we are rebuilding the world. Generate is a Public Benefit Corporation. We build, own, operate and finance assets in: - Sustainable Energy (microgrids, solar, energy storage, lighting, HVAC systems, fuel cells, geothermal, biomass & biogas, building automation & sensors, heat pumps, smart meters) - Sustainable Mobility (electric vehicles, hydrogen vehicles, autonomous vehicles, charging depots & infrastructure, fleets) - Sustainable Water, Waste & Agriculture (anaerobic digesters, wastewater treatment, desalination, food waste management, recycling/reuse, precision agriculture, farm automation, irrigation, sensors & meters). To join the Infrastructure Revolution, visit generatecapital.com.

Kava Labs

Kava Labs is focused on democratizing financial services and making them openly accessible to anyone, anywhere in the world. We started out by building the Kava blockchain, a foundational platform designed to provide the most safe, secure, and reliable experience for accessing Decentralized Financial(DeFi) apps and services. Today that platform manages over $1B in assets on behalf of users and is growing rapidly. We are a remote-first, globally distributed team that values first principle thinking, experimentation, and learning to ensure long-term success. We are not dogmatic in our approach, but we are relentless in our pursuit to create impactful technology for the future. We have a diverse set of backgrounds, skills, and culture but we’re all united in our passion about building new open financial infrastructure — together, so that our efforts will make a real impact and create lasting change in the world.

iNymbus

iNymbus DeductionsXchange resolves and disputes deductions and chargebacks automatically while increasing speed and efficiency by 30X. DeductionsXchange introduces cloud robotic automation for uploading denied claim packets to retail vendor portals and submitting disputes on the customer’s behalf. Not only are processing costs reduced dramatically via the elimination of manual labor, but companies can also take back revenue from previously invalid and undisputed chargebacks and deductions.

Cardless

Cardless is a fintech startup located in San Francisco. Our mission is to make consumer credit more accessible, useful, and engaging, and we do that by partnering with brands to help them launch financial products.

Fast

Fast was created to solve the broken e-commerce checkout process that wastes untold time for consumers and costs merchants billions of dollars in lost sales. Fast Login and Fast Checkout enable a one-click sign-in and purchasing experience that makes it easier for people to buy and merchants to sell. Enter your information once, and you’ll never have to fill out cumbersome forms or remember a password again. Fast works on any browser, device or platform for consistent, stress-free purchasing. We invest heavily in user privacy and security, with a Zero Fraud Guarantee on chargebacks for sellers.

Arc

Arc is the full-service finance platform for software, providing software startups with the customized financial products they deserve. Founded in 2021, Arc is on a mission to help startups grow by converting future revenue into upfront capital at the click of a button. The company is based in San Francisco and is funded by NFX and Y Combinator among others. To learn more, visit www.arc.tech.

Crescendo Consulting

Rapidly scale your startup with fast experimentation and deep marketing expertise. Crescendo consulting provides marketing services to Fintech, Finance, Crypto, Web3.0, and Cannabis startups. We're laser focused on scaling startups. We offer SEO, content development, email marketing, social media marketing, and paid marketing services. We've worked with everyone from pre-seed and bootstrapped startups to Series-D billion dollar companies.

Legalist

Legalist is an institutional alternative asset management firm. The firm uses data-driven technology to invest in credit assets at scale. Legalist combines proprietary sourcing technology with rigorous underwriting expertise to generate risk-adjusted returns for its clients.

Dealpath

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. As the real estate deal management software category creator, Dealpath offers the only enterprise-ready solution available in the market today. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world, including Blackstone, Nuveen, AEW, Oxford Properties, Principal Real Estate & Bridge Investment Group. Following rapid global expansion, Dealpath recently closed a $43M series C funding round led by Morgan Stanley Expansion Capital, with participation from notable existing investors including Blackstone, 8VC, JLL, Nasdaq Ventures and GreenSoil Proptech Ventures. Dealpath is dual-headquartered in San Francisco and New York, with additional offices in Toronto and Austin.

B2B CFO®

B2B CFO's services include improvements in finance, accounting and operations, and company growth, as well as helping owners to transfer or sell their companies. The firm’s 200+ professionals work directly with business owners, on site. Each is also an equity owner in B2B CFO and has more than 25 years of senior-level experience. With a nationwide presence, B2B CFO is the largest company of its kind in the United States. Founded in 1987 and headquartered in Mesa, Arizona, B2B CFO has ranked in the Inc. 5000 and was recognized in 2018 as one of Forbes Magazine’s “Small Giants.” For more information please visit www.b2bcfo.com