Company Name

Industry

Location

Revenue

Employees

KitchenSync

Financial Services

United States, California

$10M to $25M

51-200

Credent Wealth Management

Financial Services

United States, Indiana

$10M to $25M

51-200

Coastal Wealth

Financial Services

United States, Florida

$10M to $25M

51-200

SSDC Services

Insurance

United States, Michigan

$10M to $25M

51-200

Paragon Subrogation Services

Insurance

United States, California

$10M to $25M

51-200

Bindable

Insurance

United States, Massachusetts

$10M to $25M

51-200

AdvisorEngine

Financial Services

United States, North Carolina

$10M to $25M

51-200

PDCM Insurance

Insurance

United States, Iowa

$10M to $25M

51-200

Home Run Financing

Financial Services

United States, California

$10M to $25M

51-200

SINGING RIVER FEDERAL CREDIT UNION

Banking

United States, Mississippi

$10M to $25M

51-200

Expansion Capital Group

Financial Services

United States, South Dakota

$10M to $25M

51-200

Truepoint Wealth Counsel

Financial Services

United States, Ohio

$10M to $25M

51-200

Custom Benefit Consultants

Insurance

United States, Nevada

$10M to $25M

51-200

Edwards and Company

Insurance

United States, New York

$10M to $25M

51-200

Hickory Point Bank

Banking

United States, Illinois

$10M to $25M

51-200

Community First Bank - SC

Banking

United States, South Carolina

$10M to $25M

51-200

VectorVest

Investment Management

United States, North Carolina

$10M to $25M

51-200

Bank of Yazoo

Banking

United States, Mississippi

$10M to $25M

51-200

Yieldstreet

Financial Services

United States, New York

$10M to $25M

51-200

MDB Capital Holdings

Investment Banking

United States, Texas

$10M to $25M

51-200