Brandon Hall

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Pullstring, Inc. develops web and mobile-connected game applications. It offers an entertainment technology platform that includes a talking teddy bear and a web interface. The company was founded by Oren Jacob, Martin Reddy and Renee Adams in August 2011 and is headquartered in San Francisco, CA.

Rubicon Global Holdings LLC engages in the provision of cloud based waste and recycling solutions. It offers recurring dumpster, sustainability reporting, temporary dumpster rental, and waste removal services. It serves the construction and demolition, distribution and logistics, grocery, healthcare, manufacturing, property management, restaurant, and retail industry. The company was founded by Nathaniel R. Morris, Lane B. Moore, Marc Spiegel, Henry M. Dudgeon III, and Hank Dudgeon in 2008 and is headquartered in Atlanta, GA.

Gryphn Corp. develops secure mobile messaging platform. It provides secure text messaging for mobile enterprises to boost collaboration, ensure security and compliance standards. The company was founded by Navroop Pal Singh Mitter and Bobby Saini in 2011 and is headquartered in Reston, VA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

E. & J. Gallo Winery, Inc. engages in the production, distribution, and marketing of wines and spirits. Its portfolio includes Apothic, Carnivor, Chateau Souverain, Columbia Winery, Ecco Domani, and Edna Valley Vineyard. The company was founded by Ernest J. Gallo and Julio Gallo on September 22, 1933 and is headquartered in Modesto, CA.

Woodrow Wilson National Fellowship Foundation is a non-profit organization, which awards fellowships and grants. The company was founded in 1945 and is headquartered in Princeton, NJ.

4INFO, Inc. engages in the provision of mobile display advertising technology. It offers retail, automotive, financial and CPG solutions. The company was founded by Michael Stachowiak, Markus A. Nordvik, Pankaj B. Shah, Zaw Thet, and David E. Siminoff in 2004 and is headquarters in San Mateo, CA.

City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.

Capgemini America, Inc. engages in the provision of software solutions. It offers outsourcing, consulting, and digital transformation. The company is headquartered in New York, NY.

Cervin Ventures Management LLC (Cervin Ventures) is a venture capital firm founded in 2008 by Preetish Nijhawan and Neeraj Gupta. The firm is headquartered in Palo Alto, California.

Nexient LLC provides onshore technology services and outsourcing solutions. Its services include agile software development, devops, enterprise mobility, information management, quality management and technology business management. The firm also offers domestic outsourcing, information technology consulting and application management services.The company was founded by Neeraj Gupta, Debashish Sinha and Michael G. Parks in 2010 and is headquartered in Newark, CA.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

Formation8 Partners LLC (Formation8) is a venture capital firm founded in 2011 by Joe Lonsdale, Brian Koo, and Jim Kim. The firm is headquartered in San Francisco, California.

QuanticMind, Inc. provides intuitive SaaS tools for enterprise-level advertisers to manage search engine, display and mobile marketing. It offers online marketing, performance marketing, optimization, analytics, search engine marketing, SEM, PPC, pay per click. The company was founded by Brian Bird, Enriko Aryanto and Chaitanya Chandrasekar on May 1, 2011 and is headquartered in Redwood, CA.

Project Healthy Living, Inc. manufactures and sells nutritional foods and supplements. Its products include protein powders, drinks and bars. The company was founded by Constantin Bisanz in 2012 and is headquartered in New York, NY.

Sway Ventures Management LLC (Sway Ventures) is a venture capital firm founded in 2013 by Brian Tyler Nugent. The firm is headquartered in San Francisco, California.

Streamlined Ventures LLC (Streamlined Ventures) is a venture capital firm founded in 2013 by Ullas J. Naik. The firm is headquartered in Palo Alto, California.

Neuro-ID, Inc. develops and provides prescriptive analytics solutions for the risk industry. The firm offers solutions that measure and analyze how people respond to questions in real time. It provides Neuro-CS, a real-time analytics solution focusing on applicant behavior patterns. The company was founded by Jeff Jenkins and Joseph Valacich in 2014 and is headquartered in Whitefish, MT.

Mobile Action, Inc. provides services for brands, agencies, and publishers to market mobile apps. Its dashboard helps pinpoint areas in app that need improvement and provides with actionable steps which can follow to boost discoverability and get the App Store results. The company was founded by Aykut Karaalioglu in 2013 and is headquartered in San Francisco, CA.

Nima Capital LLC provides investment management services. The company was founded by Suna Said and is headquartered in New York, NY.

F8 Asia Growth Partners LLC (F8 Asia Growth Partners) is a Venture Capital firm founded in 2011 by Brian Koo. The firm is headquartered in Palo Alto, California.

Axio Global, Inc. provides cyber security and technology services. It offers services for following industries, energy, communications, manufacturing, financial, healthcare, technology, power, retail, transportation, chemical, construction and real estate. The company was founded by David Whiteis and headquartered in New York, NY.

Netomi, Inc. enables brands to leverage human-assisted Artificial Intelligence for conversational commerce across messaging apps, chat and SMS. It specializes artificial intelligence, conversational commerce, marketing, mobile, consumer engagement, personalization, digital marketing, social marketing, messaging, and SaaS. The company was founded by Puneet Mehta and Marcus Howard and is headquartered in San Mateo, CA.

DailyPay, Inc. develops a platform that provides next day payments for employees and contractors. It offers solutions for enterprises, drivers, and restaurants. The company was founded by Jason Lee and Robert Law in 2015 and is headquartered in New York, NY.

iFly Venture (iFly Venture) is a venture capital firm founded in 2016 by Han Shen. The firm is headquartered in Austin, Texas.

Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY.

ARPU Research Labs LLC (Unshackled Ventures) is a venture capital firm founded in 2014 by Manan Mehta and Nitin Pachisia. The firm is headquartered in Palo Alto, California.

Ocrolus, Inc. engages in the provision of data verification and analysis for bank statements and other financial documents. Its products include document capture, intelligent fraud detection, and robust cash-flow analytics. The company was founded by Sam Bobley, John Guerci, Victoria Meakin, and Peter A. Bobley in 2014 and is headquartered in New York, NY.

Aiera, Inc. develops a financial event intelligence platform. It offers stream monitoring, highlights and differentials, and live event intelligence. The company was founded by Kenneth Michael Sena and Bryan Healey in 2017 and is headquartered in New York, NY.

Fin Venture Capital Management LLC (Fin Venture Capital Management) is a venture capital firm founded in 2018 by Logan W. Allin. The firm is headquartered in San Francisco, California.

Synctera, Inc. is a modern fintech platform that offers banking as a service (BaaS) to companies of all sizes. The company is based in Palo Alto, CA. Synctera provides an end-to-end platform that includes tech, compliance support, and bank partners to help companies create new revenue streams and enhance their value proposition by offering financial products such as bank accounts, debit cards, lending, and more. Synctera's platform is designed to simplify compliance processes using automated workflows and is pre-configured to meet the unique regulatory requirements of community banks. The company's flexible, proprietary ledger for building and managing financial product offerings is unconstrained by partner banks' core systems. Synctera offers competitive pricing that is simple, transparent, and usage-based. The company was founded in 2020 by Kris Hansen, Dominik Weisserth, and Peter Hazlehurst, who has been the CEO since incorporation.

Part of Fin Venture Capital Management LLC, Fin Vc U I LP operates as a pooled investment fund. The company is based in San Francisco, CA.

Fin Capital Management LLC provides investment advice. The private company is based in New York, NY. The company was founded by Brian Arthur Finn, Logan W. Allin. Brian Arthur Finn has been the CEO since incorporation.

Harlem Village Academies operates as a school district. The non-profit company is based in New York, NY.

Opto Investments Inc. is a company that provides independent investment advisors with a comprehensive solution for accessing private markets investments. The company was founded by Kamal Jafarnia, Matt Reed, Jacob Miller, Mark Gordon Adam Machin, Joseph T. Lonsdale, Patrick Weiss, and is based in New York, NY. The platform connects investment advisors to historically top-performing and promising emerging managers, as well as a full suite of alternative asset tools to help attract clients, boost revenue, and ensure access to the best possible private opportunities. The CEO is Ryan van Gorder.