Company Name

Industry

Location

Revenue

Employees

RetireWise Tax and Wealth Advisors

Financial Services

United States, Kansas

$250M to $500M

1-10

Merchant Services Philadelphia

Financial Services

United States, Pennsylvania

$250M to $500M

1-10

Holbrook Holdings

Financial Services

United States, Georgia

$250M to $500M

1-10

WE.SI

Financial Services

United States, Washington

$250M to $500M

1-10

PennyWorks

Financial Services

United States, New Jersey

$250M to $500M

1-10

Thompson Private Wealth

Financial Services

United States, New York

$250M to $500M

1-10

Unbba

Financial Services

United States, California

$250M to $500M

1-10

Financial Services 1

Financial Services

United States, Iowa

$250M to $500M

1-10

Queensbury Global Advisors

Financial Services

United States, California

$250M to $500M

1-10

CONVERGENT RETIREMENT PLAN SOLUTIONS

Financial Services

United States, Minnesota

$250M to $500M

1-10

Rsa Financial Group

Financial Services

United States, Florida

$250M to $500M

1-10

NEXUS509

Financial Services

United States, Massachusetts

$250M to $500M

1-10

New England Home Mortgage

Financial Services

United States, Connecticut

$250M to $500M

1-10

Del-Sette Capital Management

Financial Services

United States, New York

$250M to $500M

1-10

KEPPLER ASSET MANAGEMENT

Financial Services

United States, New York

$250M to $500M

1-10

Art of Finance

Financial Services

United States, Illinois

$250M to $500M

1-10

Ocean Mortgage Capital

Financial Services

United States, Florida

$250M to $500M

1-10

Horseshoe

Financial Services

United States, Indiana

$250M to $500M

1-10

ProsperOn

Financial Services

United States, Massachusetts

$250M to $500M

1-10

PACE Financial Servicing

Financial Services

United States, Maryland

$250M to $500M

1-10