Michael S. Cox

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

E-Duction, Inc. engages in the provision of payroll deduction payment processing services. The company's platform uses payroll deduction to process payments for installment products, such as mortgage and home equity loans, auto loans and leases, and automatic investment and savings plans; pay for goods and services; and meet health savings accounts expenses. The company was founded by Kirk Watkins on September 22, 2000 and is headquartered in Blue Bell, PA.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

HedgeCo LLC provides hedge fund database services through an online community. It offers hedge fund Website design, consultation, third party marketing, seeding, brokerage introductions, and other services to investors, fund managers, and industry professionals. The firm also offers hedge fund news and announcements, as well as bulletin boards, surveys, live chat, hedge fund resources, and site reviews. The company was founded by Joseph D. Goldstein and Evan Rapoport in 2001 and is headquartered in West Palm Beach, FL.

Financial Insight Technology, Inc. operates as a financial technology company that provides transparent, automated, and advice on personal finance decisions. The firm?s SmartAsset applies financial modeling technology to provide consumers with home buying, refinancing, student loan, insurance, retirement and credit card solutions to make decisions. The company was founded by Michael Carvin and Philip Camilleri in 2010 and is headquartered in New York, NY.

Clark & Co. is a British company that provides bottled soft drinks.

Part of Associates First Capital Corp., The Associates is an American company that offers consumer and commercial finance, leasing, and related services.

IA Capital Group Inc (IA Capital Group) is a venture capital firm founded in 1992. The firm is headquartered in New York.

Beacon Insurance Group provides property and casualty insurance for auto, homeowners, farm and ranch, and commercial business. The company is headquartered in Wichita Falls, TX.

Loan Servicing Solutions LLC provides residential mortgages. It manages credit impaired assets. Loan Servicing Solutions has branches in Buffalo, Rochester, and New York. The company was founded by D. James Daras and is headquartered in Lancaster, NY.

FMS Investment Corp. provides revenue enhancement services. It also provides revenue recovery and payment integrity services to government agencies with compliance-driven portfolio needs. The firm manages consumer portfolios for various credit granters and asset management firms. The company was founded in 1992 and is headquartered in Rolling Meadows, IL.

Associates Insurance Group provides insurance agency services.

Energy Capital Ventures (Energy Capital Ventures) is a venture capital firm founded in 2020 by Victor Pascucci. The firm is headquartered in Chicago, Illinois.

Ceannate Corp. provides business process outsourcing services for government, private, and affiliated sectors. Its products include Iontuition, the web-based loan tool for student-borrowers, LoanAxis, the loan and relationship management solution for schools, AuthenticAID, the payment integrity tool for government agencies. The firm offers business process outsourcing for education receivables management, student loan servicing, and call center services. The company was founded in 2004 and is headquartered in Rolling Meadows, IL.

Credibility Capital, Inc. focuses on prime credit small business borrowers. The company was founded by Mark Rambler and Brett G. Baris in 2013 and is headquartered in New York, NY.

Apollo Brokers, Inc. offers digital wholesale broker services for the cyber market. The company is based in Walnut, CA. The CEO of the company is John Loeber.

Marble Pay, Inc. is a company that offers a digital wallet for managing insurance policies. The company is based in New York, NY and was founded by Stuart Winchester, who has been the CEO since incorporation. Members can earn rewards for organizing their existing insurance policies on Marble's platform, with up to 5% cashback.

Credit Sesame, Inc. engages in the design and development of personal financial management tools. The firm operates an online credit and loans analytics engine. It provides a complete picture of its credit and loans in one place, including its credit score, credit monitoring, personalized financing analysis, and pre-qualified loan and savings recommendations. The company was founded by Adrian A. Nazari and Sean Donn in 2010 and is headquartered in Mountain View, CA.

Smartx Technology Solutions, Inc. provides technological services. The company is headquartered in West Palm Beach, FL.

Gainfully, Inc. provides an online marketing services. The firm connects insurance and financial services companies via a compliant, permissioned software-as-a-service (Saas) network. The company was founded by Cameron Nordholm and is headquartered in San Francisco, CA.

Boost Insurance USA, Inc. operates as an independent, technology-enabled insurance platform. The firm?s solutions include turnkey insurtech solution and the boost value proposition. The company was founded by Alex C. Maffeo and is headquartered in New York, NY.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Crown Global Insurance Group LLC engages in the provision of investment enhancement strategies and products for institutional investors, investment managers, and ultra-high net worth individuals. The company was founded in 1998 and is headquartered in Wilmington, DE.

CIBA Insurance Services specializes in providing innovative commercial insurance programs. The private company is based in Glendale, CA. The company offers unmatched coverage for residential, industrial, and harder to place risks.

Part of American Contractors Insurance Group Ltd., ACIG Insurance Agency, Inc. is a company that provides insurance products and services tailored to the construction industry. ACIG is based in Dallas, TX. The company offers a range of services in the areas of safety, quality, performance excellence, claims, and risk management. ACIG has a network of risk-mitigating members focused on saving lives, preventing injuries, and reducing the overall cost of risk. The company's claims department assists in reducing the overall cost of risk for its members through effective loss and expense reduction, education, and professional management of incurred claims.

OneMain Financial, Inc. provides consumer finance services. It offers unsecured and secured personal loans. The firm offers loans for debt consolidation, unexpected expenses, home improvements, weddings, family events and travel expenses. The company was founded by Alexander Duncan in 1912 and is headquartered in Baltimore, MD.