Long Ridge Equity Partners

Pacific Crest Services, based in Eagle, Idaho, specializes in supporting insurance agents in developing and managing their independent insurance agencies. Established in 2003, the company offers comprehensive assistance in business operations, training, development, and strategic support, enabling agents to effectively start, own, and grow their practices. With a focus on providing a proven framework, Pacific Crest Services aims to facilitate agents in navigating the complexities of the insurance industry. The company is guided by an experienced executive management team that oversees its operations and resources.

Ripjar Limited is a data intelligence platform that specializes in natural language processing, machine learning, and visual analytics to assist enterprises in managing complex risks. Founded in 2012 by former members of the UK’s Government Communications Headquarters, the company offers solutions in areas such as defense and intelligence, cyber security, legal intelligence, and risk management. Its platform analyzes unstructured data to uncover patterns and anomalies, providing real-time dashboards for effective conversation analysis and interpretation. Ripjar employs advanced analytics and automation to help organizations address evolving threats, including anti-money laundering and insider threats. The company is headquartered in Cheltenham, United Kingdom, with additional operations in London and maintains a strategic alliance with Accenture.

Proof Technology is a legal technology company founded in 2017 and headquartered in Denver, Colorado. It specializes in connecting law firms with independent process servers across the United States. The platform allows law firms to create electronic service requests at any time and provides live updates along with mapped verification of all service attempts. Additionally, Proof Technology leverages machine learning to analyze court documents and extract essential case information, enhancing the efficiency and accuracy of legal processes. The company also offers a range of legal support services, including eFiling, skip tracing, and notarization, ensuring a comprehensive solution for legal practitioners.

RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.

Oritain Global Limited, founded in 2007 and based in Dunedin, New Zealand, specializes in product and supply chain testing and traceability services. The company employs forensic science-based technology to ascertain the provenance of food, fiber, and pharmaceuticals. By analyzing chemical attributes within products, Oritain enables clients to verify the authenticity of their claims regarding product origin. This capability helps customers mitigate risks associated with their supply chains and protect their reputations in the marketplace. As a global leader in this field, Oritain plays a crucial role in enhancing product integrity and transparency.

MessageGears, LLC is a customer engagement platform based in Atlanta, Georgia, that specializes in enterprise email marketing solutions for large brands. Founded in 2010, the company offers a product called Engage, which simplifies data access and usage for message personalization. By leveraging a direct connection to clients' existing data warehouses, MessageGears enables marketers to send personalized, real-time interactions without the need for data mapping or storage within its platform. The solution supports triggered and transactional email programs, campaign automation, and offers features like segmentation, actionable analytics, and testing capabilities. Utilizing a hybrid technology model, it combines the security of on-premises software with the scalability of the cloud, ensuring reliable email deliverability and robust data security. MessageGears serves notable clients, including Expedia, Rakuten, T-Mobile, and OpenTable, positioning itself as an essential component of modern data marketing strategies.

Acqueon Technologies Inc. is a Princeton, New Jersey-based company that specializes in developing customer interaction management software designed for contact centers. Founded in 2005, Acqueon provides a customer engagement platform that supports businesses in proactively engaging with customers across multiple channels. Its software facilitates operational expense management, transaction handling, and load balancing of customer interactions, while also integrating business analytics and monitoring cloud infrastructure. By leveraging intelligence across communication platforms, Acqueon's solutions aim to enhance sales, marketing, and service efforts, ultimately helping organizations improve revenue production and recover lost opportunities. The company has established partnerships with prominent technology providers such as Avaya, Cisco, Microsoft, Voxeo, and Dialogic.

Treez, Inc. is a software company that develops a retail management platform specifically for the cannabis industry in the United States. Founded in 2016 and based in Oakland, California, Treez offers an enterprise-grade, cloud-based solution that streamlines retail and supply chain operations for medical marijuana dispensaries. Its platform includes essential features such as point of sale, inventory management, and omnichannel sales capabilities, all designed to ensure regulatory compliance throughout the supply chain. Additionally, Treez connects brands with retailers through a centralized catalog and provides real-time market insights. The platform's open API allows for seamless integration with various third-party solutions, enhancing operational efficiency and enabling retailers to adapt to industry changes while maximizing customer value and expanding market presence.

AuthenticID LLC, founded in 2012 and headquartered in Atlanta, Georgia, specializes in cloud-based identity proofing and document authentication solutions. The company offers a range of products, including catfishID for automated forensic document authentication, complyID for due diligence, PictureID for identity proofing, and formID for forms identification. AuthenticID's technology employs proprietary computer vision and machine learning algorithms to provide automated identity verification and fraud detection for various sectors, including telecom, banking, fintech, and healthcare. These solutions facilitate accurate user identity verification in retail, digital, and call center environments, supporting processes such as onboarding and ongoing re-authentication. AuthenticID's offerings are designed for easy integration and aim to enhance customer conversion rates, reduce operational costs, and ensure compliance with global privacy regulations, ultimately minimizing identity fraud and improving operational scalability for large organizations.

Drawbridge is a cybersecurity software and services firm focused on serving the alternative investment industry, particularly hedge fund and private equity managers. The company offers a platform that assists clients in navigating the complex regulatory environment and managing governance, risk, and compliance needs. By addressing sophisticated cyber threats, Drawbridge enables its clients to enhance their cybersecurity programs, improve risk management, and meet operational due diligence requirements. Through its specialized solutions, Drawbridge supports the unique challenges of the financial sector, ensuring that clients can effectively safeguard their assets and maintain resilience against emerging threats.

Ripjar Limited is a data intelligence platform that specializes in natural language processing, machine learning, and visual analytics to assist enterprises in managing complex risks. Founded in 2012 by former members of the UK’s Government Communications Headquarters, the company offers solutions in areas such as defense and intelligence, cyber security, legal intelligence, and risk management. Its platform analyzes unstructured data to uncover patterns and anomalies, providing real-time dashboards for effective conversation analysis and interpretation. Ripjar employs advanced analytics and automation to help organizations address evolving threats, including anti-money laundering and insider threats. The company is headquartered in Cheltenham, United Kingdom, with additional operations in London and maintains a strategic alliance with Accenture.

National Credit Care, LLC is a credit solutions provider based in Westminster, Colorado, established in 2005. The company specializes in offering credit restoration and counseling services across the United States. Its offerings include credit report analysis, consultation, and direct communication with creditors on behalf of clients. National Credit Care also focuses on error correction and removal, identity theft cleanup, and assistance with fraud-related issues. By addressing various credit-related challenges, the company aims to help individuals restore and repair their credit profiles effectively.

NinjaTrader, LLC is a company that develops and sells trading software and market data services for traders involved in stocks, futures, and forex. Founded in 2003 and headquartered in Denver, Colorado, with additional offices in Germany and the Netherlands, NinjaTrader offers a comprehensive platform that includes advanced charting, market analytics, and automated trading solutions. Its software enables users to execute trades, access market data, and develop custom trading strategies through an API. In addition to its software offerings, NinjaTrader provides brokerage services, including order execution and market connectivity, catering to both individual traders and professionals in the financial markets. The company operates as a subsidiary of Long Ridge Equity Partners LLC.

TradAir Ltd. is a provider of front office optimization solutions tailored for financial institutions, focusing on enhancing trading and client engagement. Established in 2010, the company offers a comprehensive suite of products that includes tools for price generation, dynamic distribution, and trading optimization. Its Rate Engine allows banks to manage risk while expanding market reach through flexible algorithms. The platform supports both algorithmically generated and manually assisted pricing, enabling a customized client experience. TradAir also provides a White Label solution for price access and a mobile application to facilitate trading. The company operates from offices in London, New York, and Tel Aviv, delivering technologies that enable users to create new revenue streams and strengthen client relationships in the foreign exchange and broader financial markets.

Neighborhoods.com is a Chicago-based online real estate resource established in 2015. The company offers a full-service brokerage that assists clients in finding both the perfect home and the ideal neighborhood. Its platform features current home sale listings across the United States, along with detailed community descriptions, photographs, and independent reviews. Additionally, Neighborhoods.com connects users to a network of carefully selected agents, ensuring that prospective homebuyers receive guidance from knowledgeable and credible experts in their local areas.

ProcessUnity is a privately-held risk management software solutions company headquartered in historic Concord, Massachusetts. Our comprehensive suite of on-demand solutions provide companies with the visibility and control they need to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. Our customers, who include small, medium, and large enterprises across industries and geographies, appreciate the ease of use, instant global deployment, low cost of ownership, and highly responsive service associated with our risk, compliance, and operational control solutions. ProcessUnity’s team of experienced technology, risk and industry professionals enable us to deliver highly effective solutions to today’s risk challenges.

SALI Fund Services, LLC specializes in the creation and administration of Insurance-Dedicated Funds (IDFs). Founded in 2002 and based in Austin, Texas, the firm provides a comprehensive solution for asset managers, ranging from boutique hedge funds to large wealth management institutions. SALI enables investment managers to design tax-compliant IDFs suitable for integration with Private Placement Variable Annuity (PPVA) and Private Placement Life Insurance (PPLI) investment account platforms. The company currently administers over 100 IDFs for approximately 30 major life insurance companies, offering services both onshore and offshore. Its clientele includes notable firms such as AIG Life of Bermuda, American General Life Insurance, and John Hancock Life Insurance, among others.

Ametros is a neutral entity that facilitates the settlement process for injured parties, insurers, employers, attorneys, and Medicare. The company specializes in cost containment and post-settlement medical administration services, providing settlement recipients and self-pay individuals with a range of financial and medical management tools. Their offerings include integrated medical administration solutions, automated payment technology, and access to substantial discounts on pharmaceuticals. By streamlining these processes, Ametros helps clients save on ongoing medical expenses and alleviates the challenges posed by the complex healthcare system, ensuring a more efficient experience for all stakeholders involved.

Founded in 2003, Broadway has over 100 employees worldwide with offices in New York, Austin, London, and Waterloo. Our founders are industry-recognized innovators (as well as MIT and Cornell alum) with advanced CS/engineering degrees and 15+ years leading high-tech ventures.Our technology makes it simple to create, combine, and extend large-scale, high-performance intelligent systems in ways that were never before possible.

Carson Wealth Management Group is a privately owned investment manager based in Omaha, Nebraska, with additional offices in several states, including Texas and California. The firm specializes in providing investment management and wealth planning solutions primarily for high net worth individuals, affluent families, business owners, and institutions. Since its establishment in 1983, Carson Wealth has focused on managing separate client-focused equity and fixed income portfolios, investing in public equity, fixed markets, and alternative investments. Its approach combines both technical and fundamental analysis, utilizing a blend of in-house and external research to inform its investment strategies. The firm aims to inspire clients to achieve True Wealth through education, communication, and exceptional service.

EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform (TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.

TradAir Ltd. is a provider of front office optimization solutions tailored for financial institutions, focusing on enhancing trading and client engagement. Established in 2010, the company offers a comprehensive suite of products that includes tools for price generation, dynamic distribution, and trading optimization. Its Rate Engine allows banks to manage risk while expanding market reach through flexible algorithms. The platform supports both algorithmically generated and manually assisted pricing, enabling a customized client experience. TradAir also provides a White Label solution for price access and a mobile application to facilitate trading. The company operates from offices in London, New York, and Tel Aviv, delivering technologies that enable users to create new revenue streams and strengthen client relationships in the foreign exchange and broader financial markets.

Portware LLC specializes in providing multi-asset trade automation solutions for global equities, futures, options, and foreign exchange. The company offers a range of products designed for various trading environments, including Portware Enterprise, a customizable trade management and execution system suitable for single stock, portfolio, basket, automated, and algorithmic trading. Another key product is the Portware Strategy Server, an algorithmic engine that facilitates high-volume and high-frequency automated order management. Additionally, Portware FX provides traders with a comprehensive view of the foreign exchange market through a customizable trading interface. Founded in 2000 and headquartered in New York, Portware also maintains offices in London, Hong Kong, and Hyderabad. The firm partners with a diverse clientele, including quantitative hedge funds, institutional investment firms, brokers, and dealers, to enhance workflow efficiency and streamline trading operations. As of 2015, Portware operates as a subsidiary of FactSet Research Systems Inc.

BlueTarp Financial is a B2B credit management company serving over 2000 suppliers since 1998. BlueTarp pays suppliers upfront for their sales and protects them from credit risk so they can fund the growth of their business. Suppliers can customize their program by choosing to manage customer interactions as they do today, or select a full-service option where BlueTarp handles customer service and collections. They can also grow sales with options for up to 90-day terms, credit lines up to $1M, and a loyalty rewards program. Their SmartView™online tools give suppliers full transparency into customer buying and payment activities. It was founded in 1998 and headquartered in Portland, Maine.

Browz, LLC specializes in supplier qualification and management solutions, offering a suite of software products designed to enhance supply chain transparency and mitigate risk. Key offerings include SURE Qualify, which assesses risks related to insurance, environmental health and safety, and supplier stability; SURE Workforce, which manages employee-level qualifications and documentation; and SURE Audit, which ensures compliance with health and safety regulations. Additionally, the Ready Source portal allows suppliers to prequalify by submitting relevant business information for evaluation. Founded in 2001 and based in Draper, Utah, Browz serves a diverse range of industries, including utilities, oil and gas, pharmaceuticals, and construction. The company has established partnerships with major organizations and is recognized for its expertise in supplier management, helping clients improve internal communication, reduce costs, and enhance safety. As of February 2019, Browz operates as a subsidiary of Avetta, LLC.

Stonegate Direct is a non-bank mortgage company headquartered in Indianapolis, Indiana, specializing in the origination, financing, and servicing of residential mortgage loans across the United States. The company operates through three main segments: Originations, Servicing, and Financing. In the Originations segment, Stonegate Direct provides a variety of mortgage products, including government loans, prime conforming and non-conforming loans, and non-agency loans, using correspondent, wholesale, and retail channels. The Servicing segment manages loan administration and collections, ensuring the proper handling of payments and customer inquiries, while also offering support for delinquent borrowers and overseeing foreclosures. The Financing segment supplies warehouse financing services to correspondent clients. With operations in 20 states and multiple retail offices, Stonegate Direct has originated over $1.8 billion in residential mortgages since its founding in 2005 and currently manages a significant servicing portfolio.

Structured Portfolio Management, LLC is an asset management firm based in Stamford, Connecticut, that focuses on fixed income investments, particularly in U.S. residential mortgage-backed securities, rates, volatility, and credit. Founded in 1997, the firm manages over $2 billion in assets and employs a team of more than 35 professionals, including 11 investment experts and seven with doctoral degrees. The firm's investment approach aims to capitalize on the risk premiums associated with modeling, hedging, and maintaining portfolios centered on mortgage and alternative fixed income risks. Structured Portfolio Management emphasizes strategies that provide low volatility and low correlation to other investment approaches and major market indices, ultimately seeking long-term capital appreciation and favorable risk-adjusted returns for its clients. The firm is registered as an investment adviser with the SEC, which underscores its commitment to regulatory compliance and professional standards.

FXCM Inc. is a holding company that primarily operates through its subsidiary, Forex Capital Markets Limited, to provide online foreign exchange trading and related services. The company serves both retail and institutional clients globally, offering a range of services that include spot foreign exchange trading, contracts for metals, fixed income, energy, and stock indices. Additionally, FXCM provides spread betting and engages in hedge trading through electronic market making. The company also equips clients with trading tools, data resources, and educational courses to enhance their trading experience. FXCM generates revenue through its trading facilities and services, positioning itself as a significant player in the online forex brokerage sector.

Currenex is a prominent technology provider in the foreign exchange (FX) market, specializing in high-performance trading solutions. The company has developed an online trading platform that facilitates foreign currency trading by connecting a wide range of global banks to an electronic trading network. This platform offers a real-time marketplace for trading Forex, precious metals, and various financial instruments, ensuring access to deep pools of liquidity for both anonymous and disclosed trade execution. Through its innovative technology, Currenex supports the FX community by enhancing trade efficiency and market access.