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Headquartered in Jacksonville, Florida, itel is a leading data and analytics company that offers real-time material pricing and repair-versus-replace analyses to support insurance carriers and homeowners in the property claims settlement process.

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i3 Verticals Healthcare RCM business provides a practice optimization platform offering technology-enabled RCM, practice management, patient engagement and EHR solutions.

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The 4U platform is the leading real-time digital engagement and analytics partnership platform connecting Investment Companies and Wealth Managers. 

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Waystar's software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.

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Founded in 2014, CAPE Analytics is a leading provider of geospatial AI intelligence to the insurance and real estate industries.

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Empyrean Solutions™ is a leading provider of risk and performance management solutions for banks and credit unions. Through their deployed software and outsource services, Empyrean works with banks and credit unions, ranging from $50 million to $200+ billion in assets.

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Numerated uses data and artificial intelligence to streamline and automate bank lending – improving the application, decision-making, and closing processes through enhanced data integrity.

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Alter Domus is a leading provider of tech-enabled fund administration, private debt, and corporate services for the alternative investment industry with more than 5,100 employees across 39 offices globally. 

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Risk Control Technologies Inc. (RCT) is the leading provider of Risk Management and Loss Control software to the insurance industry. RCT’s RiskHub platform helps underwriting assess risk, and leverage the appropriate risk assessment tool based on the risk’s complexity. 

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i3 Verticals delivers seamless integrated software and services to customers in strategic vertical markets.


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DonorDrive is an advanced digital fundraising platform for nonprofits that turns everyday people into powerful fundraisers. For more than 20 years, DonorDrive has helped hundreds of nonprofits raise billions of dollars.

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AffiniPay is a leading provider of practice management software, integrated payments and embedded fintech for professionals across the legal, accounting, and professional services end markets.

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Archer is a technology-enabled service provider that helps investment managers to manufacture solutions aligned with investor needs.

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Institutional Cash Distributors (ICD) is treasury’s trusted, independent portal provider of money market funds and other short-term investments.

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Waystar Holding Corp. provides healthcare organizations with mission-critical cloud software that simplifies healthcare payments.

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Tango Card is a global provider of digital rewards, e-gifting and payments solution that features deep integrations for companies to send rewards to their customers, partners and employees.

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Treasury Intelligence Solutions is a leading provider of treasury management and cash flow forecasting software and payments offering mission-critical solutions to large, multi-national corporations.

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Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-in-breed financial reporting services, middle office services, and technology solutions and products to the U/HNW wealth management industry. 

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One Inc is modernizing the insurance industry through a unified and frictionless payment network. Focusing only on the insurance industry, One Inc helps carriers transform their operations by reducing costs, increasing security, and optimizing customer experience. 

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Founded in 2011 and based in Denver, Colorado, Ibotta enables CPG brands to deliver digital promotions to over 200 million consumers through a single, convenient network, called the Ibotta Performance Network (IPN). 


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Stuzo, with its Open Commerce® product bundle and patent-pending Wallet Steering® solution, empowers Convenience & Fuel Retailers to gain more share of wallet and customer lifetime value than possible with any other solution provider. 

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PCS Retirement is a leading independent and conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans.

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ActiveViam is a pure-play risk and data analytics provider specializing in financial services. ActiveViam uses high-performance analytics in finance, helping the largest investment banks, asset managers and hedge funds make better decisions, explain results with confidence, and simulate the impact of their decisions. 

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Procare is a leading provider of center management software and integrated payment processing solutions to child care centers in the US, enabling administrators to maintain a core system of record and workflow for operational, compliance, staffing, billing, and accounting functions. 

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Prime Pensions is a leading independent third-party administrator and provider of retirement plan compliance and administration services. Headquartered in Florham Park, NJ, Prime Pensions provides third-party retirement plan compliance and administrative services to small and medium-sized businesses. 

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MeridianLink powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies. 

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Q4 Inc. is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.

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GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. 

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PSCU, the nation’s premier payments CUSO and an integrated financial technology solutions provider, supports the success of more than 2,400 financial institutions and processes nearly 7.7 billion transactions annually. 

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BlueMatrix provides the global investment research community with advanced technology solutions to manage the complete lifecycle of critical information. 


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Fullsteam LLC provides next-geneneration integrated payments technology and vertical software to SMB clients, helping create a more seamless experience for merchants and their customers.

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Ascendant is a financial technology services company that provides cross-border payment solutions to businesses around the world. 

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Tax Guard is a leading provider of tax risk due diligence, assessment and monitoring services for financial organizations of all types.

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Established in 1985, Mercer Global Advisors Inc. is a total wealth management and financial planning firm that provides investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. 

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Nextech is the complete healthcare technology solution for specialty providers including Dermatology, Ophthalmology, Orthopedics, Plastic Surgery, and Med Spa.

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Flywire is a global payments enablement and software company. Flywire combines its proprietary global payments network, next-gen payments platform and vertical-specific software to deliver the most important and complex payments for its clients and their customers.

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EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions. 

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Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking. 

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Financial Information Technologies, LLC is a technology provides purpose-built payments, business management, and data and analytics technology solutions to simplify how alcohol retailers, distributors and suppliers do business.

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U.S. Retirement & Benefits Partners (USRBP) is a technology-focused nationwide provider of retirement plan administration, benefits consulting and wealth management solutions to the education, government and SMID corporate markets. 


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Bestpass, founded in 2001, is the leading toll management and payment platform for commercial vehicles across the U.S. and Canada. 

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Definiti is a third-party administrator that provides workplace organizations with retirement plan administration, recordkeeping and compliance services, as well as actuarial consulting and pension outsourcing. 

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EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions. 

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Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies

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Oak Hill is a longstanding private equity firm focused on the North America middle-market. Oak Hill applies a specialized, theme-based approach to investing in the following dedicated industry sectors: Media & Communications, Industrials, Business Services, and Consumer.

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Computer Services, Inc. (CSI) delivers core processing, digital banking, managed cybersecurity, cybersecurity compliance, payments processing, print and electronic document distribution, and regulatory compliance solutions to financial institutions and corporate customers, both foreign and domestic. 

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Nexus provides the fastest way for real estate companies to ditch paper checks and send secure payments to their suppliers.

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Midigator provides an effective and efficient alternative approach to the manual processes typically used to manage chargeback disputes: intelligent chargeback technology.