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Citation Technologies is a Scottsdale, AZ-based company in the Software and Internet sector.
CentralReach is the leading provider of electronic health record (EHR) and practice management solutions that enable applied behavior analysis (ABA) clinicians and educators to produce superior client outcomes for people with autism. Powered by its acquisition of Chartlytics, the company is revolutionizing the ABA space with cutting-edge solutions including precision teaching, clinical data collection, scheduling, billing and learning management. Trusted by more than 65,000 clinicians and educators, CentralReach is committed to ongoing product improvement, market-leading industry expertise, world-class client satisfaction and support of the ABA community to propel industry practitioners into a new era of excellence. Prior to joining CentralReach, Perry was SVP, General Counsel and Chief Compliance Officer of WorkWave. Before WorkWave, Perry was a partner in the law firms of Morrison Cohen LLP and Orrick, Herrington & Sutcliffe LLP. He also holds both a BS and an MS from Michigan State University and a Juris Doctor degree from the University of Michigan. Perry is listed in Chambers USA as a recognized practitioner in corporate M&A, and has broad experience in contracts, commercial law, intellectual property, privacy, GDPR and other compliance matters.
Lumesse is a Austin, TX-based company in the Software and Internet sector.
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.
D2Hawkeye is a Waltham, MA-based company in the Software and Internet sector.