JP Morgan Chase

Banco do Brasil S.A., established in 1808 and headquartered in Brasília, is the largest bank in Latin America by assets and operates under federal control. The bank offers a comprehensive range of financial products and services tailored for individuals, small and medium enterprises, large corporations, and the public sector. Its offerings encompass traditional banking services such as deposit accounts, personal and commercial loans, credit cards, and online banking, as well as agribusiness financing. In addition to banking, Banco do Brasil provides insurance products, including life and property coverage, and engages in asset management and financial advisory services. The bank also facilitates foreign exchange transactions and electronic payment processing, enhancing its service portfolio to meet diverse customer needs.

Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.

Portman Ridge Finance is an investment company. They invest in senior secured term loans and mezzanine debt primarily in privately held middle market companies, asset management companies, and debt and subordinated securities.

Molten Ventures is a venture capital firm established in 2006 and located in London, United Kingdom. The company focuses on investing in European businesses across various sectors, including software, telecommunications, electronics, digital health, and cleantech services. Molten Ventures aims to support innovative entrepreneurs who are poised to shape the future, particularly in areas such as commercial services, deep technology, artificial intelligence, and software as a service (SaaS). By concentrating on these dynamic sectors, the firm seeks to foster the growth of transformative companies that are at the forefront of technological advancement.

Arcadia, Inc. is a technology company focused on providing access to clean energy through its online platform. Founded in 2014 and based in Washington, D.C., the company connects users—ranging from residential homes to businesses—with renewable energy sources, such as wind farms and community solar projects. Its application enables users to manage their accounts, track energy usage, and participate in clean energy initiatives in their area. By democratizing access to energy data from over 125 utilities across the United States, Arcadia empowers consumers to transition away from fossil fuels and supports efforts to address energy inequality. The company also operates a leading community solar program, which contributes significantly to renewable energy generation while promoting economic growth.

Capital Connect will provide training and technical assistance to businesses to prepare them for capital seeking and connect them to suitable funders through online and digital resources.

Quantinuum is a leading quantum computing company focused on advancing quantum computers and developing software solutions for various applications, including materials discovery, cybersecurity, chemistry, finance, and optimization. With a team of nearly 500 professionals, including over 370 scientists and engineers, Quantinuum aims to drive the global quantum computing revolution. The company offers an open-access, architecture-independent quantum software stack and a development platform that allows researchers and developers to work seamlessly across different platforms. This approach enables the tackling of complex challenges and fosters innovation in next-generation quantum artificial intelligence.

MAXEX, LLC operates a digital mortgage exchange that facilitates the buying and selling of residential mortgage loans through a centralized clearinghouse. Based in Atlanta, Georgia, the company connects qualified mortgage lenders, including banks and non-bank institutions, with institutional investors such as Wall Street banks and real estate investment trusts. MAXEX provides a comprehensive platform that includes standardized rules, independent loan reviews, ongoing surveillance of loans and servicing, and a dispute resolution process, all aimed at ensuring efficient transactions. The platform allows participants to manage transactions at scale, enabling them to create bids and offers for individual loans and pools of loans, thereby enhancing liquidity in the mortgage market. Established in 2009, MAXEX is led by a team of mortgage experts and is supported by notable private equity and capital market investors.

Corcentric is a global provider of business spend management and revenue management solutions tailored for mid-market and Fortune 1000 companies. The company specializes in cloud-based software, payments, and advisory services that transform how businesses purchase, pay, and receive payments. Corcentric's offerings include end-to-end technology solutions for payments, accounts payable, and accounts receivable, all delivered through a proprietary payments network. By focusing on reducing costs, optimizing working capital, and enhancing visibility, Corcentric empowers its customers to drive growth and minimize risk.

Tipalti, Inc. is a company that specializes in accounts payable automation and global mass payments software. Founded in 2010 and headquartered in San Mateo, California, with an additional office in Kibbutz Glil-Yam, Israel, Tipalti's platform streamlines the payment process for businesses by automating various tasks such as invoice processing, supplier management, and payment reconciliation. The software supports features like tax compliance and global funds disbursement, allowing companies to efficiently manage payments to suppliers, partners, and affiliates. By implementing Tipalti's solution, organizations can reduce their supplier payment workload significantly, enabling them to focus on scaling their operations while maintaining compliance and improving financial controls. The company serves a diverse range of industries, including ad networks, ecommerce, online marketplaces, and video content providers.

First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.

Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.

Aumni is a data-driven investment analytics platform based in the United States, specifically designed for private capital markets, including venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Aumni utilizes a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights related to the economic positions and legal rights of investors by converting intricate deal data into a clear, complete, and accurate dataset. Additionally, Aumni conducts audits and analyses of transactions to ensure the completeness and accuracy of documentation, thereby enabling investors and venture firms to make informed decisions based on a comprehensive understanding of their investments. The company has successfully analyzed a vast array of private capital data, representing investors with over $1 trillion in assets under management.

First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.

KLYM is a financial services platform operating in Latin America, specializing in digital financial solutions for businesses. The platform provides various financing options, including working capital financing, purchase order financing, and vendor financing. By streamlining the financing process, KLYM enables companies to access the capital they need quickly and efficiently, with approvals typically granted in less than an hour. This innovative approach allows businesses to secure funding without the complexities associated with traditional banking institutions, thereby facilitating their growth and operational efficiency.

UBIZ Venture Capital (UVC) is a specially designed platform aimed at providing equal opportunities to small businesses that have been historically underserved or disadvantaged. UVC achieves this by offering comprehensive pre-loan counseling and technical training, which are integral components of its service delivery model. The primary objective of UVC is to empower small businesses with the necessary knowledge and resources to compete and grow in their respective industries while also granting access to capital.

Figg is a card-linked marketing company that provides a digital advertising platform designed to enhance value through everyday transactions. Its unique platform enables brands to market effectively within a private marketplace that includes banks and publishers. By partnering with these financial institutions and publishers, Figg offers advertiser-funded promotions to consumers, fostering loyalty and engagement. The platform allows consumers to enroll any credit or debit card, facilitating incremental cash-back rewards through targeted offers. With access to powerful transaction data, Figg enables advertisers to reach specific consumer segments with precise targeting and accurate tracking of marketing expenditures, benefiting both businesses and consumers alike.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.

Carvana Co. operates an e-commerce platform for buying and selling used cars in the United States, revolutionizing the traditional dealership model. Founded in 2012 and headquartered in Tempe, Arizona, Carvana allows customers to research vehicles, inspect them using advanced 360-degree imaging technology, secure financing, and purchase vehicles online. Customers can also trade in or sell their current vehicles, sign contracts, and choose delivery or pickup options, including at automated Car Vending Machines. The company's revenue primarily comes from retail vehicle sales, supported by additional income from wholesale vehicle sales, financing services, vehicle service contracts, and GAP waiver coverage. Carvana aims to enhance the car buying experience through technology and exceptional customer service.

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

Unity National Bank is a financial institution based in Houston, Texas, established in 1963. It offers a range of business and personal banking products and services designed to meet the needs of its clients. For businesses, the bank provides various loan options, including SBA loans, commercial real estate financing, and loans for faith-based organizations, alongside checking and savings accounts, merchant services, and cash management solutions. Personal banking services include vehicle and home improvement loans, credit cards, and options for savings such as CDs and IRAs. Unity National Bank emphasizes accessibility through online and mobile banking, along with features like bill pay, overdraft protection, and safety deposit boxes. The institution, originally named Peoples Bank, rebranded in 1989 and is committed to helping individuals and businesses thrive financially.

Frank’s online platform streamlines and simplifies the Free Application for Federal Student Aid (FAFSA®) application process. Its mission is to help students reach their greatest potential by getting the most value from their education. Frank aims to assist each student and help them get their maximum financial aid.

FreshBooks is a cloud-based accounting software company that simplifies online invoicing and financial management for business owners. Its platform is designed to be user-friendly, offering features such as invoicing, expense management, online payments, and time tracking. This automation helps small businesses efficiently manage their finances and maintain accurate bookkeeping. Serving customers of all sizes across more than 160 countries, FreshBooks is recognized for its exceptional customer support, having received multiple Stevie Awards. The company operates from offices in Canada, Croatia, Mexico, the Netherlands, and the United States.

PPRO is a fintech company that specializes in providing digital payment infrastructure for businesses and banks. Its platform enables seamless integration of various payment methods, including credit card processing, alternative payments, local cash collection, and e-wallet services, all through a single connection. PPRO's technology allows payment platforms, acquirers, and merchants to manage their payment services efficiently, utilizing fraud screening tools and other essential products from multiple providers. The company's orchestration layer ensures smooth process flows and data management, simplifying the complexities of digital payments. Notable clients, including Citi, PayPal, and Stripe, rely on PPRO to enhance their payment capabilities, streamline operations, and improve conversion rates.

M&F Bank is a historic independent community bank committed to meeting the needs of a wide range of individuals and businesses within their markets, while providing unparalleled customer service with an above-average return for our shareholders.

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

Launch NY is a nonprofit venture development organization based in Buffalo, New York, that functions as a Community Financial Institution designated by the U.S. Treasury. Established in 2012, its mission is to support and invest in high-growth startups across the 27 counties of western Upstate New York. Launch NY provides pro bono mentoring and facilitates access to capital for companies with significant growth potential, particularly in sectors such as advanced manufacturing, biomedical, information technology, and cleantech. By fostering an entrepreneurial culture and investing in impactful businesses, Launch NY aims to catalyze economic development in the region.

DirectBooks is a prominent communications platform that focuses on deal data, documentation, and information exchange in primary markets, particularly for investment-grade fixed income. It aims to optimize the primary issuance process for fixed-income instruments by providing a centralized digital platform that streamlines communications among various stakeholders. The platform offers real-time updates on multiple deals through a user-friendly dashboard, enhancing the efficiency and accuracy of workflows for both investors and underwriters. By promoting industry standardization and automation, DirectBooks plays a crucial role in modernizing how financial transactions are managed in the primary markets.

DreamSpring is an award-winning, 25 year old nonprofit organization that increases access to credit, makes loans and provides a community of support to help entrepreneurs realize their dreams. DreamSpring proudly serves Arizona, Colorado, Nevada, New Mexico and Texas

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

FreshBooks is a cloud-based accounting software company that simplifies online invoicing and financial management for business owners. Its platform is designed to be user-friendly, offering features such as invoicing, expense management, online payments, and time tracking. This automation helps small businesses efficiently manage their finances and maintain accurate bookkeeping. Serving customers of all sizes across more than 160 countries, FreshBooks is recognized for its exceptional customer support, having received multiple Stevie Awards. The company operates from offices in Canada, Croatia, Mexico, the Netherlands, and the United States.

InstaMed Communications, LLC, founded in 2004 and headquartered in Philadelphia, Pennsylvania, operates a healthcare payments network that connects providers, payers, and consumers through a unified cloud-based platform. The company offers several products, including InstaMed Online for Providers and InstaMed Online for Payers, both of which facilitate secure management of healthcare payment transactions with role-based security. Additionally, InstaMed Connect integrates healthcare payments into existing IT applications via APIs. By streamlining electronic transactions and consolidating payment processes, InstaMed aims to reduce the risks and complexities associated with multiple payment vendors, ultimately enhancing consumer satisfaction and enabling providers to collect payments more efficiently. As of 2019, InstaMed operates as a subsidiary of JPMorgan Chase Bank, National Association.

Lufax is a technology-driven personal financial services platform based in China and associated with Ping An Insurance. The company specializes in providing a range of financial services, including wealth management and retail credit facilitation. It offers investment services tailored for institutions and individual investors, focusing on financial asset transactions and transaction financing consulting. Additionally, Lufax provides services related to financial asset allocation and manages a platform for facilitating these transactions, thereby enhancing the efficiency of financial operations for its clients.

Scratch is changing the way people experience debt.

The Public Investment Fund (PIF) of Saudi Arabia, established in 1971 and based in Riyadh, is one of the largest sovereign wealth funds globally, playing a pivotal role in the nation’s economic transformation. PIF focuses on sustainable investments across a diverse portfolio that includes domestic, regional, and international assets in various sectors. The fund aims to localize modern technology and stimulate economic growth by financing strategically significant projects that align with the country’s development goals. PIF is actively expanding its international presence through strategic partnerships and initiatives, contributing to the broader objectives outlined in the Vision program, which seeks to diversify the economy and enhance its global competitiveness. The fund's assets are managed by a dedicated executive team, ensuring a cohesive approach to investment and development.

FS/KKR Advisor is a publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies.

EF Hutton is a financial services firm established in 2020 and located in New York City. The company specializes in investment banking and advisory services, offering a range of solutions such as equity financing, debt financing, and private equity banking. Additionally, EF Hutton provides support for initial public offerings, mergers and acquisitions, fairness opinions, and valuation analysis. The firm serves a diverse array of industries including energy, financial services, information technology, retail, healthcare, and real estate, among others. Through its comprehensive services, EF Hutton aims to assist businesses in their financial growth and strategic initiatives.

WinWin encourages consumers to save more money, by rewarding them with chances to win

EF Hutton is a financial services firm established in 2020 and located in New York City. The company specializes in investment banking and advisory services, offering a range of solutions such as equity financing, debt financing, and private equity banking. Additionally, EF Hutton provides support for initial public offerings, mergers and acquisitions, fairness opinions, and valuation analysis. The firm serves a diverse array of industries including energy, financial services, information technology, retail, healthcare, and real estate, among others. Through its comprehensive services, EF Hutton aims to assist businesses in their financial growth and strategic initiatives.

WePay, Inc. is a payment provider that specializes in integrated payment solutions for software platforms in the United States and internationally. Founded in 2008 and headquartered in Redwood City, California, with an additional office in Providence, Rhode Island, the company offers a comprehensive range of services that facilitate instant merchant onboarding, payment processing, and risk management. WePay's solutions cater to online marketplaces and cloud software providers, supporting mobile payment options and providing essential tools for fraud risk management and regulatory compliance. Additionally, the company ensures customer support integration at no extra cost, enhancing the overall user experience. As a subsidiary of JPMorgan Chase & Co., WePay has established itself as a key player in the payment processing industry, recognized for its rapid growth and innovation in facilitating seamless transactions between users.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Zopa is a peer-to-peer lending platform that connects lenders directly with borrowers, eliminating the need for traditional banks as intermediaries. This service allows individuals to invest their savings by lending small amounts to multiple borrowers, thereby spreading risk. Zopa offers an app to help users manage their loans, credit cards, and savings, while also providing tools to monitor their credit scores. The company mitigates risk for lenders through measures such as mandatory monthly direct debit repayments and legal contracts with borrowers. Zopa generates revenue by charging borrowers a fixed fee and a 1% annual fee for lenders. The platform has received several accolades for its innovation and customer service, highlighting its reputation in the financial technology sector.

Motif is a digital brokerage firm that specializes in thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company originally began as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif emphasizes the importance of effective communication through eCommerce websites and strategies, recognizing that a misalignment can lead to lost revenue opportunities. The firm takes a customer-centric approach, offering marketing solutions and creative services designed to address the specific needs of direct-to-consumer and retail companies. By prioritizing the right strategies and fostering a human-first customer experience, Motif aims to help clients optimize their business potential and achieve their financial goals.

Block, Inc. is a technology company established in 2009 that specializes in financial services. It encompasses several key divisions, including Square, Cash App, TIDAL, and TBD, all aimed at increasing economic accessibility. Block provides payment services to merchants and has developed Cash App, a person-to-person payment network that facilitates financial transactions between individuals. In 2023, the company reported a payment volume exceeding $200 million. Through its various platforms and services, Block seeks to empower users and enhance their ability to engage with the economy.

Linio is an e-commerce company based in Mexico City, founded in 2012, that operates an online marketplace offering a diverse range of products. The company's inventory includes home electronics, technology items, mobile phones, entertainment products, home appliances, fashion, sporting goods, toys, books, and personal care items. Linio serves some of the fastest growing markets in Latin America, with operations in Mexico, Colombia, Peru, and Venezuela. As a subsidiary of Falabella S.A. since 2018, Linio aims to provide consumers with a wide selection of goods at competitive prices, featuring attractive deals and discounts.

Plymouth Park Tax Services LLC, doing business as XSPAND and headquartered in Morristown, New Jersey, is one of the largest firms exclusively focused on purchasing, servicing, and securitizing municipal tax liens. The company is a leader in providing public and private sector revenue solutions for non-performing assets. Xspand was acquired by Bear Stearns and is now part of JPMorgan.

Xign Corporation provides financial settlement solutions that help automate the complete commerce cycle.

Collegiate Funding Services are vertically integrated education finance company that markets, originates, finances and services education loans. They market education loans primarily through direct-to-consumer programs, which involves marketing campaigns where we acquire customers through direct contact with their Company, including targeted direct mail, telemarketing and the Internet.

Bank One is a Chicago-based multibank holding company providing domestic retail banking, finance, and credit card services; worldwide commercial banking services; and trust and investment management services for commercial and business customers and consumers. The company’s retail segment provides a range of financial products and services including deposits, investments, loans, insurance, and online banking. Its commercial banking segment offers an array of products such as global cash management, treasury services, capital markets, commercial cards, lending, and other noncredit products and services for corporate banking and middle-market banking customers. Bank One’s capital markets business is engaged in the origination, trading, and distribution of asset-backed securities, investment-grade securities, derivatives, tax-exempt securities, foreign exchange, government bonds, and tax-oriented investments. Its investment management group provides investment, insurance, trust, and private banking services for individuals. Bank One also offers card services, private client services, and retail investment services. Bank One operates banking offices in Arizona, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, Oklahoma, Texas, Utah, West Virginia, Wisconsin and in certain international markets. Its products and services are delivered to customers through approximately 1,795 banking centers in 14 states, a network of ATM’s, bankone.com, and a 24-hour telephone banking network. Founded in 1998, Bank one was acquired by JPMorgan Chase & Co. on July 1, 2004.

Brion Technologies, a division of ASML, specializes in computational lithography solutions for the design and manufacturing of integrated circuits. The company’s Tachyon™ platform offers advanced capabilities for chip design, photomask production, and wafer printing, enhancing semiconductor manufacturing processes. Additionally, Brion’s LithoTuner™ platform optimizes lithography for ASML's state-of-the-art photo lithography equipment, known as scanners. With a focus on innovation and efficiency, Brion Technologies serves a global clientele in the semiconductor industry, contributing to the production of complex integrated circuits essential for modern electronics.

iVita Corp. is a Web-hosted, business-to-business provider of financial solutions for managing corporate assets.