Edison Partners

Houwzer, LLC is a real estate brokerage based in Philadelphia, Pennsylvania, with additional offices in Washington, D.C., Baltimore, Maryland, and Haddonfield, New Jersey. Established in 2014, Houwzer provides comprehensive services for buying and selling homes, emphasizing a customer-centric approach. The company employs salaried agents and loan officers, enabling them to prioritize client service over sales commissions. Houwzer utilizes proprietary technology to streamline the entire real estate transaction process, offering an integrated platform that includes communication tools, featured listings, and transaction management services. With a focus on transparency and efficiency, Houwzer has achieved a high Net Promoter Score and consistently receives positive client reviews. Since its inception, the company has helped clients in the Mid-Atlantic region save significantly when selling their homes and has facilitated thousands of successful transactions.

Health Recovery Solutions, Inc. is a telehealth company that provides a cloud-based platform designed to engage patients in their healthcare plans and equip clinicians with necessary tools. Founded in 2012 and based in Hoboken, New Jersey, the company focuses on reducing hospital readmissions for conditions such as congestive heart failure, heart attack, pneumonia, diabetes, and COPD. Its platform aggregates and digitalizes critical patient data, facilitating adherence and education while enabling caregivers and care coordination staff to intervene as needed. This approach not only helps prevent 30-day readmissions but also optimizes workflows, enhances revenue generation for transitional care activities, and promotes transparency of medical information across the healthcare continuum. Health Recovery Solutions serves hospitals, physicians, and patients, aiming to improve overall patient outcomes and reduce healthcare costs.

Houwzer, LLC is a real estate brokerage based in Philadelphia, Pennsylvania, with additional offices in Washington, D.C., Baltimore, Maryland, and Haddonfield, New Jersey. Established in 2014, Houwzer provides comprehensive services for buying and selling homes, emphasizing a customer-centric approach. The company employs salaried agents and loan officers, enabling them to prioritize client service over sales commissions. Houwzer utilizes proprietary technology to streamline the entire real estate transaction process, offering an integrated platform that includes communication tools, featured listings, and transaction management services. With a focus on transparency and efficiency, Houwzer has achieved a high Net Promoter Score and consistently receives positive client reviews. Since its inception, the company has helped clients in the Mid-Atlantic region save significantly when selling their homes and has facilitated thousands of successful transactions.

Health Recovery Solutions, Inc. is a telehealth company that provides a cloud-based platform designed to engage patients in their healthcare plans and equip clinicians with necessary tools. Founded in 2012 and based in Hoboken, New Jersey, the company focuses on reducing hospital readmissions for conditions such as congestive heart failure, heart attack, pneumonia, diabetes, and COPD. Its platform aggregates and digitalizes critical patient data, facilitating adherence and education while enabling caregivers and care coordination staff to intervene as needed. This approach not only helps prevent 30-day readmissions but also optimizes workflows, enhances revenue generation for transitional care activities, and promotes transparency of medical information across the healthcare continuum. Health Recovery Solutions serves hospitals, physicians, and patients, aiming to improve overall patient outcomes and reduce healthcare costs.

Suuchi Inc. is a technology company based in Carlstadt, New Jersey, that specializes in apparel manufacturing and supply chain management software. Its primary product, The Suuchi GRID, digitizes and streamlines the end-to-end supply chain for brands, retailers, and factories. The GRID facilitates transparent communication and collaboration across the supply chain, covering aspects from design to manufacturing and distribution. By providing valuable data analytics, the software enables businesses to make informed decisions that enhance speed-to-market, improve profit margins, and increase customer lifetime value. Founded in 2015 and predominantly woman-operated, Suuchi aims to revolutionize supply chain processes with a mobile-first approach, ensuring efficiency and cost-effectiveness throughout production.

Northpass is a learning platform that enables organizations to train employees, customers, and channel partners. Northpass placed the learner at the center of their Software-as-a-Service (SaaS) learning platform, resulting in a more effective and satisfying learning experience. They also extended their platform beyond internal training to efficiently train employees, customers and partners with a single solution, and make it easy to train customers on products, resellers on features and benefits, and service organizations on maintenance procedures. Northpass assembled a brilliant group of creative souls and curious minds dedicated to growing a platform that will help businesses grow. Passionate about online learning, professional development, customer training, and cloud-based technology, they're unlocking the company’s potential, one feature at a time.

Scivantage, Inc., a financial technology provider, offers cloud based online brokerage, tax and portfolio reporting, and wealth management software and solutions for the financial services industry. The company provides Wealthsqope, a SaaS wealth management solution that allows financial firms to provide investors with transparency into and control of their investments; and Maxit, which provides adjusted cost basis reporting through a configurable platform. It provides solutions in the areas of trade processing, account opening and maintenance, cost basis and portfolio reporting, portfolio rebalancing, mobile, and more applications. The company was founded in 2000 and is based in Jersey City, New Jersey. As of March 2, 2020, Scivantage, Inc. operates as a subsidiary of Refinitiv US Holdings Inc.

TrialScope is a developer of a clinical trial management platform focused on enhancing clinical trial transparency. The platform simplifies the complexities of clinical trial disclosure by providing tools that help sponsors comply with regulatory legislation and internal policies. It enables users to register clinical trials, disclose results, and facilitate knowledge sharing and collaboration. By addressing the increasing risks, complexity, and costs tied to clinical trial disclosure, TrialScope allows sponsors to gain better control over their trial management processes. This approach not only mitigates disclosure risks but also supports the evolving needs of the life sciences industry, ultimately improving performance and optimizing efficiencies in trial management.

SnapOne, Inc. is pleased to announce that the company has exited to Synchronoss, Inc. (NASDAQ: SNCR). SnapOne’s technology team is now part of Synchronoss, a global leader in personal cloud, and synchronization and activation services for connected devices. Further information on Synchronoss can be found at http://www.synchronoss.com/. SnapOne, Inc., is the leader in personal, family and digital “Life Security” applications and services, and the underlying platform. The company's Snap One®, Snap Secure®, Snap CloudView™, Snap Play®, Snap FamilySafe® and Snap FieldSafe™ products allow individuals, families and small businesses to leverage the cloud with simple yet powerful apps and services to secure and manage people, data, devices, and their entire lives. The Snap One security-as-a-service delivery platform is the industry’s only comprehensive and unified offering for channel partners that want to enhance their product and service offering with personal, family and small business “Life Security” features. SnapOne, Inc. is headquartered in Princeton, N.J., with offices located worldwide. Learn more about our “Life Security” products, partnerships, and future updates at www.snapone.com.

FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with modern, web-based wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The FolioDynamix wealth management platform helps firms achieve greater operational efficiency, improved compliance, enhanced client service and stronger business growth.

PHX delivers advanced cost management solutions for health plans. The company combines claim processing automation with professional services to deliver a centralized approach to cost management, increasing savings in both the near and long term while dramatically reducing errors and turnaround time. PHX services include data analytics, benchmarking, predictive modeling, PPO network management, out-of-network negotiations, claims editing, and clinical bill review and audit. The firm's solutions are used by the industry's leading insurance companies, Taft-Hartley Funds, Health Maintenance Organizations (HMOs), and Third Party Administrators (TPAs).

ClearPoint Learning Systems, Inc. specializes in providing comprehensive learning and training solutions tailored for the life sciences and healthcare sectors. Founded in 2009 and headquartered in Yardley, Pennsylvania, with additional offices in London and Pune, the company offers a range of services including new hire training, e-learning courses, virtual workshops, and curriculum design. ClearPoint utilizes advanced educational methodologies and proprietary software to deliver effective training solutions that encompass sales training, product launches, customer education, and regulatory compliance. Its digital platforms, FocalPoint and ViewPoint, enhance training delivery and behavioral assessment, helping organizations in the life sciences industry improve performance and drive business impact. ClearPoint operates as a subsidiary of Red Nucleus Solutions LLC.

SANpulse Technologies, Inc. designs and provides enterprise infrastructure software and services for automated SAN migrations and optimizations. Its products include SANlogics, a multi-vendor service-enablement software that automates, simplifies, and accelerates SAN consolidation, migration, and management. The company’s SAN optimization and migration solutions include SAN blueprint discovery and analysis, which provides a path to project planning, identifies wasted capital spending, and correlates data for mapping to the SAN management hierarchy; SAN migration and consolidation that provides a view into the environment and generates current output for completion of migration projects; storage optimization, which identifies opportunities and inefficiencies in the storage environment and generates required actions to rectify problems via storage re-tiering and reclamation; and server remediation that delivers various analysis and reports to understand the supportability requirements of servers, as well as provides assistance/guidance on remediation task implementation. It also provides professional services. The company serves financial companies, computer hardware manufacturers, and IT management software providers. SANpulse Technologies, Inc. was founded in 2005 and is based in Jersey City, New Jersey with additional offices in Dallas, Texas; and London, the United Kingdom. It has development centers/labs in Jersey City, New Jersey; and Pune, India.

RedVision is an independent provider of innovative Real Property Research solutions that combine experts and technology to improve service levels and the bottom line.They serve users of title evidence looking for relevant and accurate information solutions. They combine their integrated workflow platform, a vast title plant database and well-trained service experts to provide consistent, cost effective information solutions used to make expedient business decisions.

iContracts specializes in providing cloud-based contract and compliance management solutions primarily for healthcare organizations. The company's comprehensive platform offers a suite of integrated services designed to streamline the entire lifecycle of contract management. This includes centralizing contract information, managing pricing, preventing revenue leakage, and ensuring compliance with various government regulations, such as Medicaid rebate processing and pricing calculations. By enhancing collaboration and visibility, iContracts' solutions aim to reduce costs and optimize operational performance for clients. With a team of experienced professionals and a commitment to customer support, iContracts focuses on delivering effective solutions that drive significant return on investment for its customers.

FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with modern, web-based wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The FolioDynamix wealth management platform helps firms achieve greater operational efficiency, improved compliance, enhanced client service and stronger business growth.

Checkpoint HR, LLC is an administrative service organization that specializes in providing a comprehensive web-based human resources management system. Founded in 2001 and headquartered in Edison, New Jersey, with a sales office in New York, the company offers a suite of services that includes payroll processing, benefits administration, employee assistance programs, training, and recruiting. Checkpoint HR aims to streamline critical HR processes for various industries, including hospitality, non-profit, healthcare, retail, and more. Its platform integrates employee benefit brokerage with human resource and payroll technology, creating an online enrollment and benefits marketplace that allows employers to manage their HR functions more efficiently.

Archive Systems, founded in 1991, specializes in transforming how organizations manage document processing and records storage. The company addresses the challenges businesses face with overwhelming amounts of paper by offering a comprehensive suite of services, including records management consulting, records storage, imaging, and secure destruction. It pioneered the ASPEN 360 platform, which provides an on-demand document management solution that allows organizations to virtualize their back office operations. The platform features the Virtual File Room Edition, enabling businesses to image and access various types of content, such as HR records and legal documents, while the Paper Virtualization Center alleviates the burdens of document imaging, data capture, and indexing. Archive Systems also offers offsite data storage and document conversion, supported by a network of Record Centers equipped with barcode tracking and sophisticated management systems, ensuring that records are securely stored yet easily accessible. Through advanced analytics and embedded information governance, Archive Systems helps organizations efficiently manage the entire lifecycle of their records.

Tangoe is a telecommunications company that specializes in technology lifecycle management, offering software and services for managing fixed, mobile, and converged communications assets. Its solutions cater to Global 2000 organizations and government agencies, helping them optimize their telecommunications processes and control costs. The company provides a range of services, including telecom expense management, procurement, logistics, usage management, and financial management. By leveraging its platform, Tangoe enables organizations to enhance operational efficiency and drive growth through digital transformation initiatives. The company operates from multiple locations, including Orange, CT, Austin, TX, Hoboken, NJ, and Waltham, MA.

Scivantage, Inc., a financial technology provider, offers cloud based online brokerage, tax and portfolio reporting, and wealth management software and solutions for the financial services industry. The company provides Wealthsqope, a SaaS wealth management solution that allows financial firms to provide investors with transparency into and control of their investments; and Maxit, which provides adjusted cost basis reporting through a configurable platform. It provides solutions in the areas of trade processing, account opening and maintenance, cost basis and portfolio reporting, portfolio rebalancing, mobile, and more applications. The company was founded in 2000 and is based in Jersey City, New Jersey. As of March 2, 2020, Scivantage, Inc. operates as a subsidiary of Refinitiv US Holdings Inc.

Billtrust develops a payment cycle management platform designed to automate every step in the invoice-to-cash process. Its platform accelerates cash flow by automating invoice delivery, invoice payment, and cash application for remarkable cost savings, ease-of-use, and improved customer satisfaction rates, enabling businesses and corporate clients to improve operational efficiency. The company was founded in 2001 and is headquartered in Lawrenceville, New Jersey.

Archive Systems, founded in 1991, specializes in transforming how organizations manage document processing and records storage. The company addresses the challenges businesses face with overwhelming amounts of paper by offering a comprehensive suite of services, including records management consulting, records storage, imaging, and secure destruction. It pioneered the ASPEN 360 platform, which provides an on-demand document management solution that allows organizations to virtualize their back office operations. The platform features the Virtual File Room Edition, enabling businesses to image and access various types of content, such as HR records and legal documents, while the Paper Virtualization Center alleviates the burdens of document imaging, data capture, and indexing. Archive Systems also offers offsite data storage and document conversion, supported by a network of Record Centers equipped with barcode tracking and sophisticated management systems, ensuring that records are securely stored yet easily accessible. Through advanced analytics and embedded information governance, Archive Systems helps organizations efficiently manage the entire lifecycle of their records.

DotPhoto is an online retailer specializing in photo, video, and multimedia sharing and storage applications. The company offers an integrated Web-to-wireless platform that facilitates easy uploading and sharing of multimedia content. Its flagship application, Pictavision®, caters to camera phone users by providing a mobile portal for managing photos and videos. Users can store, edit, and share their media, create multimedia presentations, and post content on various online platforms. Additionally, DotPhoto enables users to print their images, transform them into custom merchandise, and even sell them, enhancing the overall multimedia experience.

GAIN Capital is a global provider of online trading services, focusing on foreign exchange (forex) and contracts for difference (CFDs). The company caters to both retail and institutional investors, offering a diverse range of financial products that include spot forex, precious metals, spread betting, and various asset classes. With customers in over 140 countries, GAIN Capital's award-winning trading platform facilitates transactions amounting to nearly $250 billion per month. The firm primarily generates revenue from its retail segment, which serves a significant customer base in Europe and North America. Additionally, GAIN Capital provides execution and risk-management services for exchange-traded futures and futures options, further enhancing its trading technology and service offerings.

Tangoe is a telecommunications company that specializes in technology lifecycle management, offering software and services for managing fixed, mobile, and converged communications assets. Its solutions cater to Global 2000 organizations and government agencies, helping them optimize their telecommunications processes and control costs. The company provides a range of services, including telecom expense management, procurement, logistics, usage management, and financial management. By leveraging its platform, Tangoe enables organizations to enhance operational efficiency and drive growth through digital transformation initiatives. The company operates from multiple locations, including Orange, CT, Austin, TX, Hoboken, NJ, and Waltham, MA.

Portable Internet, Inc. provides GPS Mobile Workforce Management applications and field service automation solutions to help organizations manage their mobile resources. Its location-enabled, software as a service uses the Internet, cell phones/PDA's, and Web services to integrate sensor-based networks, such as GPS, barcode scanning, and RF-ID with mobile workers, customers, suppliers, and back office information systems. The company’s products include GPS Tracker, a Web-based employee tracking and timekeeping service that helps businesses manage mobile workers using GPS phones; GPS Forms that enables non-IT personnel to create, customize, and deploy sensor-enabled, wireless workflow applications, such as dispatch and data collection; and Web Services Interface that enables IT personnel or consultants to integrate GPS Tracker and/or GPS Forms in real-time with front and back end systems, such as CAD, accounting/billing, CRM, or ERP. Its products are used in transportation, distribution, services, government, and construction companies, as well as in educational institutions. The company was founded in 1999 and is based in Fair Lawn, New Jersey. As of September 20, 2007, Portable Internet, Inc. operates as a subsidiary of Vericom Technologies, Inc.

Tangoe is a telecommunications company that specializes in technology lifecycle management, offering software and services for managing fixed, mobile, and converged communications assets. Its solutions cater to Global 2000 organizations and government agencies, helping them optimize their telecommunications processes and control costs. The company provides a range of services, including telecom expense management, procurement, logistics, usage management, and financial management. By leveraging its platform, Tangoe enables organizations to enhance operational efficiency and drive growth through digital transformation initiatives. The company operates from multiple locations, including Orange, CT, Austin, TX, Hoboken, NJ, and Waltham, MA.

Softgate Systems, Inc. specializes in consumer retail bill payment solutions and operates a network of independent neighborhood-based payment centers across the United States. The company offers an array of services through its Retail Payments Exchange platform, which connects integrated partners, service providers, merchants, retailers, and billers to serve cash-preferred consumers. Its offerings include walk-in bill payment solutions, prepaid wireless services, prepaid long distance options, gift cards, international top-ups, and international bill payments via the PayXchange service. Founded in 1993 and originally known as IPP of America, the company rebranded in 2010 to Softgate Systems, following its acquisition of Softgate Systems, Inc. Softgate is recognized for transforming the payments industry by providing reliable and accessible financial services to its customers.

TetraData Corporation, based in Greenville, South Carolina, focuses exclusively on enhancing K-12 education through technology. Established in 1997, the company has developed a suite of warehousing and analytic software solutions aimed at helping educational institutions capture, integrate, and store data from various administrative and educational systems. Its flagship products, the TetraData Analytical Warehouse and Central Data Store, facilitate data-driven decision-making for K-12 districts. With a dedicated team of over 50 employees, TetraData's solutions are utilized in more than 600 educational institutions, impacting over 1.5 million students across numerous states, including California, Florida, and Texas. The company is recognized for its commitment to advancing educational performance through innovative technology.

GAIN Capital is a global provider of online trading services, focusing on foreign exchange (forex) and contracts for difference (CFDs). The company caters to both retail and institutional investors, offering a diverse range of financial products that include spot forex, precious metals, spread betting, and various asset classes. With customers in over 140 countries, GAIN Capital's award-winning trading platform facilitates transactions amounting to nearly $250 billion per month. The firm primarily generates revenue from its retail segment, which serves a significant customer base in Europe and North America. Additionally, GAIN Capital provides execution and risk-management services for exchange-traded futures and futures options, further enhancing its trading technology and service offerings.

Voxware, Inc., provides cloud voice-driven software products that optimize the full spectrum of warehouse operations for greater accuracy, productivity and flexibility in supply chain execution. Voxware's corporate headquarters are in Hamilton, New Jersey, with operating offices in Cambridge, Massachusetts, the United Kingdom, Belgium and France.

DotPhoto is an online retailer specializing in photo, video, and multimedia sharing and storage applications. The company offers an integrated Web-to-wireless platform that facilitates easy uploading and sharing of multimedia content. Its flagship application, Pictavision®, caters to camera phone users by providing a mobile portal for managing photos and videos. Users can store, edit, and share their media, create multimedia presentations, and post content on various online platforms. Additionally, DotPhoto enables users to print their images, transform them into custom merchandise, and even sell them, enhancing the overall multimedia experience.

Tangoe is a telecommunications company that specializes in technology lifecycle management, offering software and services for managing fixed, mobile, and converged communications assets. Its solutions cater to Global 2000 organizations and government agencies, helping them optimize their telecommunications processes and control costs. The company provides a range of services, including telecom expense management, procurement, logistics, usage management, and financial management. By leveraging its platform, Tangoe enables organizations to enhance operational efficiency and drive growth through digital transformation initiatives. The company operates from multiple locations, including Orange, CT, Austin, TX, Hoboken, NJ, and Waltham, MA.

Sentrx specializes in providing pharmacovigilance outsourcing services, focusing on drug safety requirements. The company aims to set a new standard in the industry by implementing best practices and innovative solutions that merge scientific knowledge with practical approaches. Sentrx is dedicated to ensuring safety in pharmaceuticals, emphasizing the importance of effective risk management. Through its comprehensive services, the company seeks to deliver valuable insights that enhance the overall safety of drugs, thereby contributing to improved health outcomes.

GAIN Capital is a global provider of online trading services, focusing on foreign exchange (forex) and contracts for difference (CFDs). The company caters to both retail and institutional investors, offering a diverse range of financial products that include spot forex, precious metals, spread betting, and various asset classes. With customers in over 140 countries, GAIN Capital's award-winning trading platform facilitates transactions amounting to nearly $250 billion per month. The firm primarily generates revenue from its retail segment, which serves a significant customer base in Europe and North America. Additionally, GAIN Capital provides execution and risk-management services for exchange-traded futures and futures options, further enhancing its trading technology and service offerings.

Founded in 1997, Incurrent Solutions, now the Card & Credit Services division of Online Resources, develops and operates web-based services for the global credit card industry, including issuers of consumer, small business, corporate T&E, purchasing and private label cards. Online Resources is a leading outsourcer of Internet banking and payment services to banks, credit unions and payment acquirers.

Taratec is a prominent provider of integrated e-technology and regulatory solutions tailored for the highly regulated life sciences sector. The company assists clients in navigating the entire product development lifecycle, from research and development to manufacturing and distribution, ensuring compliance with industry standards and FDA regulations, including e-records and e-signatures. Taratec's offerings encompass a wide range of services, including business process improvement, compliance and quality management, program and project management, quality audits, validation, and training. By leveraging web-enabled systems, Taratec enables its clients to enhance operational efficiency and achieve strategic objectives while maintaining high quality and safety standards in the pharmaceutical, medical device, and biotechnology industries.

Sentrx specializes in providing pharmacovigilance outsourcing services, focusing on drug safety requirements. The company aims to set a new standard in the industry by implementing best practices and innovative solutions that merge scientific knowledge with practical approaches. Sentrx is dedicated to ensuring safety in pharmaceuticals, emphasizing the importance of effective risk management. Through its comprehensive services, the company seeks to deliver valuable insights that enhance the overall safety of drugs, thereby contributing to improved health outcomes.

Dendrite provides CRM software and training services for pharmaceutical industry.

Princeton Financial® Systems, a State Street Company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment industry. Our solutions are used worldwide by over 430 investment managers, custodians, insurance companies, pension funds, hedge funds, and banks in more than 40 countries. Princeton Financial® Systems' PAM® family of systems are leading international investment accounting solutions that support the accounting needs of +370 clients around the globe. Seven of the world's biggest global custodians as well as numerous asset and investment managers of any size monitor investment compliance with Princeton Financial Systems' MIG21® powered by its LawCards® suite of rule libraries for global compliance.