Long Ridge Equity Partners

Treez, Inc. is a company that develops retail management software specifically designed for medical marijuana dispensaries in the United States. Founded in 2016 and headquartered in Oakland, California, Treez offers an enterprise-grade platform that includes point of sale systems, integrated payment solutions, and tools for cultivation and data management. The software aims to optimize and automate dispensary operations, enhancing aspects such as employee management, inventory control, and customer service. By enforcing best practices and collecting valuable business data, Treez helps operators, regardless of size, improve their performance and navigate industry changes. Additionally, the platform ensures regulatory compliance throughout the supply chain, connecting brands with retailers through a centralized catalog and real-time market insights.

SoftWorks is an artificial intelligence and machine learning experts with proven solutions. SoftWorks is dedicated to helping businesses enhance operational efficiency by providing reliable, innovative document automation solutions. They strive to leverage their deep expertise in OCR, advanced data capture, and AI technologies to convert raw information into actionable insight, equipping knowledge workers with the means to drive business value faster and more intelligently. They are artificial intelligence and machine learning experts with proven solutions that automate and optimize document-centric processes. SoftWorks AI possesses deep vertical knowledge coupled with advanced technologies to drive substantial ROI. They also have a diverse client base including many Fortune 500 companies. Read more about their leadership team here.

AuthenticID LLC provides cloud-based identity proofing and document authentication solutions. The company offers catfishID, automated forensic document authentication solution; complyID, due diligence solution; PictureID, identity proofing solution; and formID, forms identification solution. AuthenticID LLC was founded in 2012 and is headquartered in Atlanta, Georgia.

Drawbridge is a cybersecurity and financial firm that specializes in providing solutions for the alternative investment industry. It develops cybersecurity software designed to help clients navigate regulatory challenges and manage governance, risk, and compliance requirements. The company's platform addresses the sophisticated cyber threats facing the financial sector, allowing clients to establish resilient cybersecurity programs. By enhancing their risk postures and meeting operational due diligence requirements, Drawbridge supports asset management and hedge fund investments while also offering threat landscaping services.

Provana is a leading provider of compliance, technology, and business process management services for the accounts receivables management industry. Provana is a firm tirelessly focused on providing agile global staffing solutions to meet real-world variable production requirements, leading to cost savings of 35% or more.

Ripjar is a data intelligence platform company whose mission is to provide corporates and institutions with the most advanced data and analytics solutions to protect themselves in real-time from evolving risks that threaten their growth, prosperity, and value. Founded by former members of the UK’s Government Communications Headquarters (GCHQ), Ripjar develops software products that combine automation, artificial intelligence, and data visualization to help companies solve the most complex risk and security management problems at scale. Ripjar was incorporated in 2012 and is headquartered in Cheltenham, Gloucestershire.

National Credit Care, LLC is a credit restoration and counseling service based in Westminster, Colorado, founded in 2005. The company specializes in helping individuals address various credit-related issues through a range of services. These services include credit report analysis and consultation, error correction and removal, and direct communication with credit bureaus on behalf of clients. Additionally, National Credit Care assists with credit repair related to mortgages, collections, and credit scores. The company aims to enable individuals to restore and improve their credit standing, particularly in cases of inaccuracies or fraud.

NinjaTrader, LLC is a developer of trading software and market data services, catering to traders in stocks, futures, and forex markets. Founded in 2003 and headquartered in Denver, Colorado, with additional offices in Germany and the Netherlands, NinjaTrader offers a comprehensive platform that encompasses charting, market analytics, trade management, and system development. Its software supports various order entry options and includes features such as real-time market scanning, trade performance analysis, and simulation tools. NinjaTrader's platform is designed for both discretionary and automated trading, providing an end-to-end solution that integrates with multiple brokerage options and allows for extensive customization through third-party add-ons. The company also offers product training and resources for traders, enhancing their experience and promoting disciplined trading practices. As a subsidiary of Long Ridge Equity Partners, NinjaTrader serves a global user base, reinforcing its commitment to active traders through robust technology and support services.

TradAir offers an end-to-end front office trading technology solutions for banks and brokers that optimize trading and client engagement. The company’s suite of products enables its users to create new revenue layers and reduce costs while improving and creating new client relationships. It develops Forex trading software for foreign exchange trading by banks and brokers. The HTML5-based trading platform also offers an end-to-end trading infrastructure from price creation and dynamic distribution to trading optimization solutions. The company was founded in 2015 with offices in London, New York, and Singapore.

Neighborhoods.com is an online real estate resource based in Chicago, Illinois, that assists individuals in finding suitable homes and neighborhoods. Founded in 2015, the platform offers a full-service brokerage experience, allowing users to explore various properties while also providing insights into local communities. The website facilitates connections among neighbors by enabling the sharing of tips, referrals, and recommendations, as well as organizing community events. Through its user-friendly interface, Neighborhoods.com aims to enhance the home-buying experience by offering comprehensive information about both properties and the neighborhoods they are located in.

Avetta connects organizations with qualified suppliers, contractors, and vendors. As a renowned contractor prequalification company, PICS was created more than a decade ago with a focus on improving safety. In just a few years, PICS' world-class contractor prequalification service has become an industry leader. The company is a fast-growing contractor management company in the world. PICS ensures that your suppliers are prequalified to work in a safe and sustainable manner.

ProcessUnity, Inc. is a provider of on-demand risk management software solutions, catering to small, medium, and large enterprises across various industries. Headquartered in Concord, Massachusetts, the company specializes in cloud-based applications that automate governance, risk, and compliance (GRC) processes. Its offerings include third-party risk management, which identifies and mitigates risks from service providers, and policy and procedure management that streamlines the administration of organizational policies. Additionally, ProcessUnity's comprehensive platform addresses critical aspects of compliance management, internal controls, incident management, and regulatory compliance, facilitating the effective management of risk and enhancing business performance. The company also provides implementation, customer support, training, and professional services, ensuring that clients can efficiently navigate their risk management challenges. Founded in 2003, ProcessUnity is recognized for its user-friendly solutions and responsive service.

SALI Fund Services, LLC specializes in the creation and administration of Insurance-Dedicated Funds (IDFs), providing comprehensive, turn-key solutions for asset managers ranging from boutique hedge funds to large wealth management institutions. Founded in 2002 and based in Austin, Texas, SALI facilitates the development of tax-compliant IDFs that can be linked to Private Placement Variable Annuity (PPVA) and Private Placement Life Insurance (PPLI) investment platforms. The company currently administers over 100 IDFs for 30 major life insurance companies, both onshore and offshore. By offering a streamlined platform along with services in administration, tax compliance, and marketing, SALI enables investment managers to efficiently create and manage IDFs, enhancing their client offerings while minimizing costs.

Ametros, founded in 2010 and headquartered in Wilmington, Massachusetts, specializes in post-settlement medical administration for individuals who have received funds from workers’ compensation and liability settlements. The company aims to simplify healthcare for injured individuals and those facing out-of-pocket medical expenses by providing medical management services that include significant discounts on medical and pharmacy costs, automated payment solutions, and Medicare reporting tools. Ametros is recognized as a leader in its industry, leveraging expertise from various sectors such as healthcare, insurance, and technology to deliver effective solutions for its members. The company is backed by Clarion Capital Partners, a private equity firm based in New York.

Broadway Technology, founded in 2003, is a developer of financial trading software that specializes in creating intelligent trading systems for leading financial institutions. With over 100 employees and offices in New York, Austin, London, and Waterloo, the company leverages advanced technology to provide open, flexible, and automated trading operations tailored to the needs of premier global banks, proprietary trading groups, and hedge funds. Broadway's platform integrates next-generation financial technology applications with a unifying infrastructure, allowing clients to navigate and adapt to evolving competitive and regulatory landscapes. The founders, recognized innovators with extensive experience in high-tech ventures and backgrounds in computer science and engineering, have positioned the company to address complex trading requirements effectively.

Carson Wealth Management Group is a privately-owned investment manager based in Omaha, Nebraska, with additional offices across several states, including Texas, Iowa, and Florida. The firm specializes in providing investment management and wealth planning solutions primarily for high net worth individuals, business owners, executives, and institutions. Established in 1983, Carson Wealth manages client-focused equity and fixed income portfolios, investing in public equity, fixed markets, and alternative investments, including mutual funds and exchange-traded funds. The firm employs both technical and fundamental analysis, integrating in-house and external research to guide its investment decisions. Carson Wealth's mission is to inspire clients to achieve True Wealth through education, communication, and exceptional service.

EQIS Holding, Inc., based in San Rafael, California, operates through its subsidiary, Eqis Capital Management Inc., to deliver wealth management consultancy services. The firm offers a comprehensive asset management platform that provides sophisticated investment solutions, enabling financial advisors to streamline their investment processes. EQIS's services include consulting in asset management, client acquisition, and administrative outsourcing, alongside compliance support for money managers and registered investment advisors. The company also provides individual and institutional clients access to investment strategies typically reserved for high net worth individuals and institutions. Founded in 2007 and incorporated in 2008, EQIS focuses on investments in public equity and fixed income markets, as well as launching equity mutual funds for its clients.

TradAir offers an end-to-end front office trading technology solutions for banks and brokers that optimize trading and client engagement. The company’s suite of products enables its users to create new revenue layers and reduce costs while improving and creating new client relationships. It develops Forex trading software for foreign exchange trading by banks and brokers. The HTML5-based trading platform also offers an end-to-end trading infrastructure from price creation and dynamic distribution to trading optimization solutions. The company was founded in 2015 with offices in London, New York, and Singapore.

Portware is a developer of broker-neutral, automated trading solutions for global equities, futures, options and FX. With offices in New York, London, Hong Kong, and Hyderabad, Portware works in partnership with its clients to create highly integrated solutions to streamline workflow and increase operational efficiencies on trading desks worldwide. Portware's flagship product, Portware Enterprise, is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading. Portware Enterprise has been implemented at more than 130 financial firms worldwide, including sell-side program trading desks, quantitative hedge funds and investment management firms.

BlueTarp Financial is a B2B credit management company founded in 1998 and headquartered in Portland, Maine. It serves over 2,000 suppliers by providing upfront payments for sales, which mitigates credit risk and allows businesses to fund their growth. Suppliers have the flexibility to customize their credit management programs, opting to either maintain their existing customer interactions or utilize a full-service option where BlueTarp manages customer service and collections. The company offers various features, including credit lines up to $1 million and terms of up to 90 days, along with a loyalty rewards program. BlueTarp's SmartView™ online tools provide suppliers with transparency into customer buying and payment behaviors, enhancing their ability to manage cash flow and reduce financial risk.

Browz is a logistics company that provides, supplies, and develops software products. Working with the world’s largest organizations, including respected Fortune 50 brands, BROWZ has the proven expertise to provide supplier qualification and management, whether you have an existing program or are starting from scratch. BROWZ serves more than seventeen industries, including utilities, oil and gas, chemical, pharmaceutical, manufacturing, mining, cement and aggregate, facility management, engineering, construction, forestry products, performance fibers, municipalities/public services, food and beverage, steel, entertainment, real estate, transportation, and food packaging and distribution. BROWZ was established in 2001 and is based in Draper, Utah, USA.

Stonegate Direct is a non-bank mortgage company based in Indianapolis, Indiana, specializing in originating, refinancing, and servicing residential mortgage loans across the United States. The company operates through three main segments: Originations, Servicing, and Financing. In the Originations segment, Stonegate Direct offers a variety of mortgage products, including government loans, prime conforming and non-conforming loans, and non-agency loans, utilizing correspondent, wholesale, and retail channels. The Servicing segment manages loan administration and collections, including payment processing, customer support, and foreclosure oversight. Additionally, the Financing segment provides warehouse financing services to correspondent customers. Since its inception in 2005, Stonegate Direct has established a significant presence in the mortgage industry, originating over $1.8 billion in residential mortgages and managing a servicing portfolio of $1 billion for government-backed entities. The company operates in 20 states through multiple offices, showcasing its growth and commitment to delivering comprehensive mortgage solutions.

SPM, LLC is a fixed income, relative value investment firm specializing in U.S residential mortgage-backed securities (“MBS”), rates, volatility and credit. Our investment philosophy is to harvest the risk premium which comes as compensation for modeling, hedging, constructing and maintaining portfolios around mortgage and other alternative fixed income risks. SPM currently manages over $2 billion in assets and employs over 35 professionals, including 11 investment team members and seven Ph.Ds. SPM, LLC was founded in 1997 and is based in Stamford, CT. SPM, LLC is an SEC registered investment adviser.* *Registration does not imply a certain level of skill or training.

FXCM Inc. is a holding company that primarily operates through its subsidiary, FXCM Holdings, LLC, which includes Forex Capital Markets Limited. The company provides online foreign exchange trading and related services to both retail and institutional customers globally. FXCM specializes in spot FX trading, offering contracts that encompass various asset classes such as metals, fixed income, energy, and stock indices. Additionally, it provides spread betting and engages in hedge trading within its electronic market-making operations. The company also offers trading tools, data resources, and educational courses to enhance the trading experience for its clients. FXCM generates revenue primarily through its trading facilities.

Currenex is a market-leading technology provider offering the FX community high-performance technology and deep pools of liquidity for anonymous and disclosed trade execution.