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Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
Our Childrens Homestead is a Naperville, IL-based company in the Financial Services sector.
Fundera is an online marketplace that connects small business owners with the best funding provider for their businesses. Fundera works with hand-picked, prescreened lenders to assemble the highest quality funding sources for small business owners and ensures borrowers receive fair terms and rates on each loan. The company was co-founded in 2013 by GroupMe co-founder Jared Hecht, successful software entrepreneur Rohan Deshpande and seasoned entrepreneur Andres Moran to bring transparency to the lending process. The company has raised $3.4 million from Khosla Ventures, First Round Capital, Lerer Ventures, SV Angel, and angel investors Strauss Zelnick, Rob Wiesenthal, David Rosenblatt and David Tisch, and is based in New York City.
Healthcare Management Soln is a Spring Valley, NY-based company in the Financial Services sector.
Chargebee is the subscription management platform that automates revenue operations of over 3500 high-growth subscription-based businesses from startups to enterprises. The SaaS platform helps subscription businesses across verticals, including SeaS, eCommerce, e-learning, IoT, Publications, and more, manage and grow revenue by automating subscription, billing, invoicing, payments, and revenue recognition operations and provides key metrics, reports, and business insights. Founded in 2011, Chargebee counts businesses, like Okta, Freshworks, Calendly, and Study.com amongst its global customer base.