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Fintech • Professional Services • Social Impact • Software • Financial Services
2 Offices
175 Employees

Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers. Vestwell is at the forefront of change in the $33T+ workplace savings industry. Through our platform and industry partners, we are on a mission to democratize access to savings programs for the 30M+ small businesses across the country.


Fintech • Insurance • Financial Services
Swannanoa, North Carolina, USA
5,085 Employees

Symmetry Financial Group (SFG) is the fastest-growing insurance marketing organization in the country. Our in-house expertise, knowledge, vision, and ability to provide our agents with an extremely competitive product portfolio truly help protect life's journey. SFG, based in Swannanoa, NC, provides an insurance agent with all the resources necessary to conduct business, including a contracting department to handle agent licensing issues and concerns; a service department to help with applications, status reports and commission inquiries; a lead and marketing department to help get in front of more clients; as well as a large group of service representatives to help with product information, proposals, software issues, and more. We are committed to providing life insurance coverage that allows families to live life and protect their loved ones if the unthinkable were to happen. Each of our licensed representatives are independent brokers with the resources to provide endless options, excellent coverage and competitive prices customized to families’ needs. No matter which stage of life you are in or what city you live in, Symmetry has the products and a nationwide network of agents to ensure your protection


Financial Services
Dresher, Pennsylvania, USA
26 Employees

Capstan Tax Strategies delivers engineering-driven specialty tax solutions that maximize the valuable tax benefits of real estate holdings. By complementing and collaborating with accounting firms, we arm commercial real estate owners, executives, and tenants with the data and analysis required to accelerate depreciation, maximize deductions, and capture tax credits. With thousands of successful studies completed, the team behind Capstan is experienced, skilled and committed to client success. The new Capstan brand reflects our vision for dynamic growth based on strong client relationships. The Capstan name is quite new, but the Capstan team consists of the same seasoned professionals you know and trust. . Capstan works closely with property owners and their representatives to understand each client’s unique situation and to optimize tax efficiencies using customized tax strategies. Our clients trust our experience in selecting the most appropriate strategies and rely on our skill in implementing the related studies. Degreed Capstan engineers employ thorough methodology and the latest technology to perform studies with precision and speed. Every report undergoes a rigorous engineering and tax quality review to ensure the accuracy, quality, and consistency of information we deliver to clients. NASBA-certified, the tax experts at Capstan also provide a suite of continuing education options for CPAs through live seminars, webinars and customized in-house programs. Headquartered in the Greater Philadelphia area, Capstan serves clients nationwide. For more information, please visit www.capstantax.com or call 215.885.7510.


Financial Services
Walla Walla, Washington, USA
2,852 Employees

Banner Bank is proud to serve the West with comprehensive financial services. More than 130 years ago we started with core values that never go out of style: listen, learn and help people and businesses reach their goals. Today across Oregon, Washington, California and Idaho—we deliver a high level of individual service as a community bank, while also offering competitive products some might expect to find only at a nationwide financial institution. Member FDIC. Visit us for more information on the best banking solutions for your business.


Real Estate • Software • Financial Services
3 Offices
811 Employees

The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S. real estate, offering strategies up and down the real estate capital stack. As of December 31, 2023, Amherst manages $18.5 billion deployed across real estate debt and equity strategies in mortgage-backed securities, commercial real estate, and single-family residential.


Financial Services
Boston, Massachusetts, USA
390 Employees

Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs and help them accelerate their growth and achieve dramatic results. Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We’ve invested in more than 550 companies in technology, healthcare, life sciences and other growth industries. These companies have completed more than 175 public equity offerings, and more than 200 have been acquired through strategic mergers and sales. Notable companies backed by Summit include: Acacia Communications, Avast, Brooklinen, E-TEK Dynamics, Fermentas International, FleetCor Technologies, Flow Traders, HealthCare Partners, HealthSun Health Plans, Integrated DNA Technologies, Jamf, Klaviyo, LifeStance Health, MDVIP, NetWitness Corporation, Ogone, optionsXpress, Telerik, Tiny Prints, Ubiquiti Networks, Veepee and Web Reservations International. Summit is currently managing more than $35 billion in capital dedicated to growth equity, fixed income and public equity opportunities, and has a team of more than 100 investment professionals worldwide. Summit has the capital, resources and expertise to support growth.


Insurance • Financial Services
3 Offices
8,709 Employees

Who we are Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs. What we stand for In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve. Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future. Disclosures: Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25


Fintech • Financial Services
Los Angeles, California, USA
8,820 Employees

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing. *** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. *** For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html


Financial Services
3 Offices
20 Employees

We love challenges. So we built Dexterity Capital, a quantitative trading firm focused on solving the hardest problems in finance. By combining brilliant people, world-class technology, and rich proprietary datasets we've built an algorithmic execution engine that trades billions of dollars every day. We specialize in market neutral strategies. That means we thrive regardless of whether the bulls or bears are winning. With offices in Seattle, San Francisco, and London we run our strategies 24/7 around the globe. At Dexterity Capital, we believe rigorous research, creativity, and a competitive streak are the keys to success. We also believe great outcomes merit great rewards. Find out more about working with us below.


Financial Services
San Ramon, California, USA
2,706 Employees

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business. Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year. We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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Fintech • Software • Financial Services
Chicago, Illinois, USA
345 Employees
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Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1782 Employees
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Fintech • Financial Services
15 Offices
1500 Employees
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Fintech • Information Technology • Financial Services
New York, New York, USA
868 Employees
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Fintech • Other • Software • Analytics • Financial Services
4 Offices
580 Employees
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Fintech • Mobile • Payments • Software • Financial Services • Cryptocurrency
New York, New York, USA
200 Employees
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Fintech • Real Estate • Software • Financial Services • PropTech
3 Offices
235 Employees
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Cloud • Fintech • Software • Financial Services
Chicago, Illinois, USA
120 Employees
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Fintech • Financial Services
2 Offices
200 Employees

Fintech • Mobile • Payments • Financial Services
Atlanta, Georgia, USA
434 Employees

Greenlight is a debit card and money app for families. Our mission is to shine a light on the world of money for families and empower parents to raise financially-smart kids. Millions of parents and kids use Greenlight to earn, save, spend wisely, give and invest. Parents can set flexible spend controls, manage chores, automate allowances and invest for their kids’ futures. The Greenlight team calls Atlanta home, but we have team members across the country. We’re pet enthusiasts, PTA presidents, fantasy football champs, kickball-mates and volunteer dance teachers. We’re backed by Drive Capital, JP Morgan Chase, Wells Fargo, TTV Capital, Relay Ventures, NEA, Amazon, Ally Financial, SunTrust Bank and Synchrony Financial. We were picked for CB Insights’ Fintech 250.


Fintech • Payments • Software • Financial Services
Cottonwood Heights, Utah, USA
27 Employees

Solen Software Group is a group of long term oriented software operators and investors whose primary aim is to acquire and grow software businesses in niche markets. Our group thinks long term. Our capital is permanent in nature. We partner alongside founders building resilient software businesses in enterprise B2B software markets with happy customers and great teams


Financial Services
Stamford, Connecticut, USA
95 Employees

Digital Currency Group's mission is to accelerate the development of a better financial system. We do this by building and supporting blockchain and digital currency companies using our network, insights, and access to capital. DCG has been the most active investor in the digital currency industry, with investments in over 200 companies in 35 different countries. We also own and operate seven businesses: CoinDesk (the industry's leading media, research, and events platform), Genesis (the industry's leading institutional lending and brokerage firm), Grayscale (the largest digital currency asset management firm), Foundry (a financing and advisory company focused on digital asset mining and staking), Luno (a leading global digital asset exchange and wallet), HQ (a wealth and lifestyle management platform), and Tradeblock (a leading provider of tools and data for institutional cryptocurrency traders). NOTICE ON INVESTMENT SOLICITATIONS: Digital Currency Group does NOT solicit individuals about investments on any social media platforms. An unsolicited sales pitch may be part of a fraudulent investment scheme. Do not reply to messages soliciting investment or seeking any form of currency from accounts appearing to be DCG employees.


Payments • Financial Services
2 Offices
638 Employees

Billtrust makes it easier for B2B companies to get paid. We’ve been the leading innovator in AR automation for nearly two decades and continue accelerating. Our customers span 40+ industries and we lead with double digit market share in many of the industries we serve. We provide automated order-to-cash solutions that meet diverse buyer requirements and speed cash application through tailored invoice delivery, secure multi-channel payment enablement and intelligent matching and payment posting. Our unparalleled expertise in AR informs everything that we do. No one is better positioned to understand and solve for the needs of every individual AR department. We innovate by pushing automation into new areas like our supplier-driven payments network, automated invoice delivery into AP portals and our automated credit application process. We drive results by helping our customers increase electronic adoption of invoices and payments and widening technology bottlenecks. Amazing customer experiences are possible with our connected solutions. We give our customers the power to conduct business unencumbered by manual interactions. For more information, visit Billtrust at billtrust.com.


Fintech • Financial Services
New York, New York, USA
236 Employees

Five Rings is a proprietary trading firm founded with a vision of combining strategy, innovation and technology to succeed in today’s global markets. Based in New York, we trade in various domestic and international markets, both established and esoteric. Five Rings does not depend on clients or outside investors. Our team constantly seeks new opportunities, analyzes their risks and rewards, and creates strategies and tools to capitalize on them. The strength of our firm comes from the talent of our people, and our compensation packages reflect this belief. Five Rings offers a casual atmosphere, flat structure and great benefits. Education is a priority. Our experienced traders and software developers teach new employees extensively, both hands-on and in classroom settings. Our young firm is fast-paced and entrepreneurial, and progress can be rapid for those ready to meet the challenges that await them


Financial Services
Boca Raton, Florida, USA
77 Employees

Headquartered in Boca Raton, Florida, TouchSuite is one the of country’s leading B2B FinTech companies. Throughout the years, TouchSuite has made repeat appearances on Inc. Magazine’s “Inc. 500” list of the fastest-growing private companies in America. Originally founded to serve as a merchant processor, TouchSuite has evolved into an award-winning company that provides payment processing and merchant solutions for businesses of all sizes. At TouchSuite we focus on having a team-oriented winners’ mentality with every challenge and opportunity we approach. Our core values are intrinsic to our current and continued success, delivering fintech solutions that help business owners thrive within the community. Our tools have been designed with business owners in mind — our goal is to assist growing businesses reach the next level of success. We offer point-of-sale systems that are fully integrated with affordable payment processing services. Take a Tour - https://youtu.be/nYy6e16S5FI In addition to our POS systems and merchant processing, we offer SEO solutions, access to working capital and marketing and sales services. TouchSuite’s suite of tools caters to full-service restaurants, quick service restaurants, food trucks, salons, spas, retail establishments, festivals and businesses on the go. We provide innovative, scalable and affordable solutions for businesses seeking a true advantage when it comes to efficiently managing their business.


Financial Services
Los Angeles, California, USA
177 Employees

Aristotle is an independent/employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. With offices in Los Angeles, Newport Beach, Boston and Sarasota, our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. Aristotle’s corporate leadership team oversees a centralized support infrastructure to ensure that its distinct teams of investment professionals are able to focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as compliance, trading, operations, client communication, marketing and distribution. Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, and Aristotle Atlantic Partners, LLC are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser, including investment strategies, fees and objectives, can be found in their respective Forms ADV Part 2, which are available upon request.


Financial Services
Miami, Florida, USA
341 Employees

We've built our organization on the notion that companies shouldn't have to jump through hoops to get funding. At eCapital, we get you the capital you need, when you need it. That way you can get back to doing great things. Whether that means purchasing new equipment, expanding your team or funding your next big project, eCapital shares your vision.


Financial Services
Los Angeles, California, USA
206 Employees

CNM LLP is a Technical Advisory Firm that provides high-value advisory services to assist companies with technical accounting, IT, Cyber, Privacy and internal control services. From entrepreneurial startups to Fortune 500 companies, CNM’s personal and engaged approach solves complex accounting and process problems. OUR VISION: To be the most trusted technical advisory firm in the markets we serve. MISSION STATEMENT: Our mission is to provide high-value advisory services and solutions, combining professional capabilities with hands-on support. CORE VALUES: + Passionate and empowered teams + Open, honest, and continuous communication + Quality results AWARDS AND RECOGNITION'S: + Recognized as a Best Place to Work by the Los Angeles Business Journal in 2015, 2016, 2017, and 2019 + Recognized as a Best Place to Work by the Orange County Business Journal in 2019 and 2020 + Recognized as a Great Place to Work by Fortune Magazine for 2018-2019 and 2020-2021 + Recognized as one of the Fastest-Growing Private Company in America by Inc. 5000 for 2018 + Recognized as one of the Top 100 Fastest-Growing Private Companies in Los Angeles by the Los Angeles Business Journal for 2018 + Recognized as one of the Top 50 Fastest-Growing Private Companies by the San Fernando Valley Business Journal for 2018 SERVICE LINES: + Accounting and Transaction Advisory + Compliance and Risk Advisory + IT Advisory LOCATIONS Woodland Hills, CA (headquarters) Irvine, CA San Diego, CA New York, NY CAREER OPPORTUNITIES: Please visit our careers webpage at cnmllp.com/careers for more information and to apply! Please reach out to our Talent Acquisition Team at [email protected] with any questions.


Financial Services
Los Angeles, California, USA
997 Employees

GHJ is an accounting and advisory firm that specializes in nonprofit, food and beverage, entertainment and media and health and wellness companies. Previous recipient of the Los Angeles Chamber of Commerce Employee Champion For Life Work Harmony Award and named a “Best Places to Work” by the Los Angeles Business Journal eight times since 2008, GHJ is passionate about helping clients and its people #BeMore by focusing on building thriving businesses and creating a better future. GHJ works as a business advocate for its clients — providing personalized service and building long-term relationships to help position our clients for growth. Through its affiliation with HLB International, a global network of independent professional accounting firms and business advisers, GHJ is able to partner with other top firms across major cities throughout the U.S. and the world. GHJ’s audit, tax and advisory teams leverage the HLB network to better serve its clients and give clients access to member firms in over 158 countries across the globe and over 775 offices worldwide. Also ranked as a top-20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, GHJ has 15 partners and more than 160 staff members that serve over 3,000 clients. GHJ is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), the California Society of CPAs and the California Association of Nonprofits (CalNonprofit).