Bobby Allen

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

Tango Card, Inc. operates a website for rewards and gift cards. Its mobile application solutions let users spend Tango Card instantly from mobile devices. The firm also provides rewards, recognition, incentives and loyalty solutions. The company was founded by David Leeds in 2009 and is headquartered in Seattle, WA.

Vagaro, Inc. engages in the development of a cloud based business management platform and online marketplace. It serves salon, spa, barber, and fitness businesses. The company was founded by Fady E. Helou in April 2009 and is headquartered in Dublin, CA.

Catalyst Repository Systems, Inc. designs, builds and hosts an e-discovery platform. It offers search and analysis, data management, document reviews, and managed services. The company was founded by John C. Tredennick in 2000 and is headquartered in Denver, CO.

StoneEagle F&I, Inc. develops software applications for managing product administration processes. The company is headquartered in Richardson, TX.

CardConnect LLC provides financial card processing services. Its products include cardpointe, cardsecure, sofware application. The company was founded by Brian P. Shanahan in 2006 and is headquartered in King of Prussia, PA.

OpenSesame Inc. provides buying and selling e-learning courses. It enables its users to host online training through video, email, and interactive courses. The company was founded by Joshua Blank, Aaron Bridges, Shelley Klassen, Donald Spear, and Thomas Turnbull in November 2011 and is headquartered in Portland, OR.

Empyrean Benefit Solutions, Inc. develops technology software that manages health and welfare benefits programs. It offers enrollment, eligibility management, administration services to employers, insurance brokers, and healthcare exchanges markets. The company was founded by David Carlson, Charles Benedict and Richard L. Wolfe in 2006 and is headquartered in Houston, TX.

WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA.

Clearent LLC engages in the provision of payment processing services. It offers Compass, next day funding, empower program, cash advance, small business loans, gift cards and loyalty cards, ACH and check processing, DataGuardian, and OptBlue payment solutions. The company was founded by Dan Geraty in 2005 and is headquartered in Creve Coeur, MO.

Vindicia, Inc. provides payment management services to online merchants. Its services include subscription billing, microtransactions, digital content, chargebacks, marketing, one time payments and austomer acquisition. Vindicia was founded by Gene Hoffman and Mark Elrod in 2003 and is headquartered in Redwood City, CA.

Credorax, Inc. provides electronic commerce payment services.

Freeborders, Inc. is engaged in the provision of information technology management, outsourcing and consulting services. The firm's solution areas encompass infrastructure management, business intelligence, mobile web development, web application development, technology consulting, business outsourcing, specialized application and service support. It offers its services to the life science, financial services, e-commerce, travel and hospitality, and hotel technology industries. The company was founded in 1999 and is headquartered in San Francisco, CA.

Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA.

Derivative Path, Inc. operates as a holding company, which engages in the development and provision of technology-led solutions to assist financial institutions, commercial end users, and buy-side clients in managing their interest rate and foreign exchange derivative transactions. It offers support services in sales, Dodd Frank compliance, operations, and hedge accounting. It operates under the DerivativeEDGE platform. The company was founded by Pradeep Bhatia and Steve Hawk in May 2013 and is headquartered in Walnut Creek, CA.

Qubiqle, Inc. develops a cost management mobile application for restaurants. The firm?s product Plate IQ streamlines operations, reduces costs, and saves time. The company was founded in 2014 and is headquartered in Oakland, California.

Loanpro Software LLC is a modern loan management platform that specializes in the servicing of loans and acts as the core for every step in the loan lifecycle. The company is based in Farmington, UT. Loanpro issues four major software releases a year, which include new features and improvements to performance. The company offers a comprehensive API reference for its loan management system and holds SOC 1, SOC 2, and PCI DSS Level 1 compliance certifications. Loanpro's mission is to turn fintechs and financial industry leaders into the builders of tomorrow. The company offers various loan management software options, including secure payments and connections to third-party services, and boasts exceptional customer support. It was founded in 2006 by Rhett Roberts, Ben Roberts, and Lloyd Roberts, with Rhett Roberts serving as the CEO since then.

SingleOps LLC provides business-management software to green industry companies. Its cloud software products can use in job management, estimates, scheduling and routing, work orders, invoicing, hob costing, time tracking, automated communication (email and texts), inventory management, purchase orders, and QuickBook syncing. The firm serves tree care, landscaping, field services, sod farm and landscape supplies, and rentals industries. The company was founded by Sean McCormick and Matthew w. Lowe and is headquartered in Atlanta, GA.

CashStar, Inc. provides omni-channel digital gifting solutions. Its services include client success, solution delivery, risk management, customer care, technical and financial operations. The firm enables retailers and restaurants to drive omni-channel success through the use of prepaid commerce and digital gifting solutions: delivering engaging, intuitive and personalized experiences across channels and devices for both consumer and business purchasers. The company was founded by David Douglas Stone and Steven R. Boal in 2007 and is headquartered in Portland, ME.

Capital Stream, Inc. provides software and consulting services that enable commercial banks and finance companies to transform paper-based operations into integrated financial supply chains. It also provides data gathering, deal structuring, credit analysis, document generation, booking, account monitoring and ongoing risk management solutions. The company was founded by Clifford J. Monlux and Stan Monlux in 1995 and is headquartered in Seattle, WA.

Company.com LLC provides a business social networking platform. Its platform enables users to connect, communicate, and collaborate with the employees, clients, partners, vendors, and suppliers. It offers payroll services, human resources, marketing solutions, financial services, support, and team solutions. The company was founded by William G. Wade in 2008 and is headquartered in Miami Beach, FL.

First Financial Management Corp. provided financial information services to commercial establishments, government agencies and consumers. The category of services involved information processing and transfer related to the authorization, processing and settlement of credit and debit card transactions, verification of cheque transactions, debt collection and accounts receivable management. The company was also involved in data processing and information management services related to health care and workers' compensation claims and the resulting payments. It also provided a full array of information management services, including data capture, data imaging, micrographics, electronic database management and output printing and distribution. The firm was located in Atlanta, GA.

Trustwave Holdings, Inc. provides on-demand data security and payment card industry compliance management solutions to businesses and with organizations throughout the world. It offers compliance, web, application, network and data security solutions delivered through the cloud, managed security services, software and appliances. The firm also provides organizations a unique approach with comprehensive solutions that include its TrustKeeper portal and other proprietary security solutions. The company was founded by Joseph L. Patanella, Robert J. McCullen and Andrew Bokor in November 1995 and is headquartered in Chicago, IL.

Electronic Payment Services, Inc. provides electronic funds transaction processing services in the United States. The company is located in Wilmington, DE

Nexxar Group, Inc. provides money transfer services. Its services also bill payment, check cashing, and money order. The company was founded in 2003 and is headquartered in Paramus, NJ.

Presidio Reinsurance Group, Inc. operates as a holding company with interests in reinsurance businesses. It provides reinsurance, insurance and a wide range of specialty services worldwide through two wholly-owned subsidiaries. The company was founded in 1994 and is headquartered in San Francisco, CA.

InvestCloud, Inc. develops software application. It specializes in applications with regards to client communications, client management, designs, and platforms. The company as founded by Colin Close, Vicent Sos Munoz, Yaela Shamberg, Jules Bowden, Smith A. Michael and John Wise in 2010 and is headquartered in West Hollywood, CA.

Shujinko, Inc. provides cloud based services. The company was founded by Scott Schwan and Matt Wells and is headquartered in Seattle, WA.

Sysxnet Ltd. engages in the provision of payment card industry compliance services. It offers security and compliance, proactive date security, envoy and cyber risk solutions. The company was founded by Tom Moynagh in 1989 and is headquartered in Dublin, Ireland.

Basis Global Technologies, Inc. engages in the provision of cloud-based workflow automation and business intelligence software for marketing and advertising functions within enterprises. It operates through the Managed Activation and Self-Service segments. The Managed Activation segment is involved in planning, buying, and executing digital advertising campaigns. The Self-Service segment offers users access to workflow automation software to plan and execute digital advertising campaigns in exchange for a platform fee. The company was founded by Marc Kiven, Hans Theisen, and Shawn Riegsecker in October 2001 and is headquartered in Chicago, IL.

Verus Financial Management, Inc. provides payment processing services. Its services are focused on credit and debit card acceptance & check conversion. The company also offers gift & loyalty card products, payment gateways for web-based payments and cash advance services to merchants. Verus Financial Management was founded by Rich Roberts in 2002 and is headquartered in Nashville, TN

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

PeopleCert International Ltd. is a Cypriot company that specializes in the assessment and certification of professional skills. The company is based in Nicosia, CY, and has subsidiaries in the United Kingdom and the United States. The company works with multinational organizations and government bodies to develop and deliver market-leading exams. The company was founded in 2000 by Anastasios Byron Nicolaides, who has been the CEO since 2000.