| Name | Title | Contact Details |
|---|
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Los Angeles, California, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
MasterTax is a Scottsdale, AZ-based company in the Software and Internet sector.
IMAGESOURCE is a Manitou Springs, CO-based company in the Software and Internet sector.
Coptech/Duplexx is a Woburn, MA-based company in the Software and Internet sector.
GreenSQL provides unified database security and compliance solutions for enterprises running their databases on premises or in the cloud. The company’s all-in-one approach to database security helps organizations by protecting databases from SQL injection attacks (the most common data breach method today), securing sensitive information from unauthorized database access, enforcing separation-of-duties and meeting regulatory compliance requirements. With more than 150,000 copies downloaded in 198 countries, GreenSQL is the most-used product for eliminating database vulnerabilities in the face of modern day cyber-attacks. The company, based in Tel Aviv, is backed by leading venture capital firms Jerusalem Venture Partners, Magma Venture Capital and Rhodium.