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.

QX Global Group is a global consulting and business process management (BPM) services company that specializes in facilitating business transformation for organizations across various industries. With a workforce of over 3,250 professionals located in 12 countries, including six delivery centers in India and Mexico, the company focuses on optimizing operations in finance, accounting, and recruitment. QX Global Group combines specialized skills, deep industry knowledge, and advanced technologies to deliver innovative outsourcing solutions. Its mission, "Enabling Transformation," reflects the company's commitment to driving positive change and helping clients achieve measurable outcomes, such as enhanced profitability, efficiency, and competitiveness. By offering tailored services through offshore, onshore, and hybrid delivery models, QX Global Group effectively addresses the unique challenges faced by each client.

Proof Technology is a legal technology company that facilitates seamless connections between law firms and independent process servers across the United States. Founded in 2017 and headquartered in Denver, Colorado, Proof allows law firms to submit electronic service requests 24/7 and receive real-time updates on service progress. The company's innovative platform utilizes machine learning to analyze court documents, automatically extracting essential case information and providing mapped verification of service attempts. In addition to process serving, Proof offers a range of legal support services, including eFiling, skip tracing, and notarization, ensuring that legal practitioners benefit from an efficient and transparent service experience.

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 is an enterprise-focused company that specializes in developing and integrating email marketing solutions for marketers and large enterprises. Based in Atlanta, Georgia, MessageGears was founded in 2010. The company's flagship product, Engage, simplifies data access and usage for personalized messaging. It allows marketers to manage triggered and transactional email programs, as well as modify, test, and deploy changes to messages. MessageGears utilizes a hybrid technology that combines the security of on-premises software with the scalability of the cloud. The platform enables real-time interactions across various channels by directly connecting to modern data warehouses, leveraging existing data investments without needing to move or store information within their system. This approach ensures personalized and relevant messaging, making it a scalable solution for large-scale senders.

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 company that develops an enterprise cloud commerce platform tailored for the cannabis market, focusing on retail management solutions for medical marijuana dispensaries in the United States. Established in 2016 and based in Oakland, California, Treez offers a comprehensive suite of software services designed to streamline operations across the cannabis supply chain. Its platform includes point of sale systems, dispensary inventory management, and omnichannel sales capabilities, all while ensuring regulatory compliance for every transaction. Additionally, Treez connects brands with retailers through a centralized catalog, providing real-time market insights. The platform is designed for integration with various third-party solutions, enhancing retailers' abilities to adapt to industry changes and optimize their business performance.

True is a software company that specializes in providing automation services tailored for the financial services and tax preparation sectors. By generating precise data, True enhances automation across various stages of the lending process. This capability allows lending institutions to manage loans more efficiently, significantly reduce expenses and risks, and improve the overall customer experience.

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.

Provana is a specialized provider of knowledge process outsourcing (KPO) services, primarily serving the accounts receivable management industry. The company combines human expertise with advanced technology to deliver efficient, compliant, and growth-focused solutions. Provana's core offerings include business process management, compliance management, and performance analytics, facilitated through a cloud-based software platform. This platform enables clients to document and maintain policies, track employee training, and gain actionable business insights. By providing agile global staffing solutions, Provana helps clients achieve significant cost savings, typically of 35% or more. The company is committed to innovation, excellence, and building trust through superior performance.

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 tailored for traders 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 analysis, and automated trading solutions. The software facilitates trade execution, access to market data, and custom strategy development through its API, catering to both individual traders and professionals. Additionally, NinjaTrader provides brokerage services that encompass order execution and market connectivity, enhancing the trading experience for active participants in the financial markets.

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.

Avetta, LLC is a software company specializing in supply chain risk management through its SaaS platform designed for managing suppliers, contractors, and vendors. The company offers a suite of solutions, including PICS Organizer for collecting and analyzing contractor information, DocuGUARD for verifying contractor forms, and InsureGUARD for reviewing insurance certificates. Additionally, Avetta provides AuditGUARD for various auditing solutions and EmployeeGUARD for assessments at the employee level. The Enterprise Organizer enhances communication and contractor management, while GUARDBuilder allows customization of contractor information tracking. Serving a diverse range of industries such as oil and gas, pharmaceuticals, and construction, Avetta connects organizations with qualified suppliers to promote safety and sustainability. Founded in 2003 and based in Orem, Utah, Avetta operates additional offices worldwide, reflecting its commitment to global service and innovation in contractor management. The company was formerly known as PICS Auditing, LLC until its rebranding in 2016.

ProcessUnity, Inc. is a privately-held company based in Concord, Massachusetts, specializing in on-demand risk management software solutions for enterprises of all sizes across various industries. Established in 2003, the company offers a comprehensive suite of cloud-based applications aimed at automating governance, risk, and compliance (GRC) processes. Its solutions include third-party risk management, policy and procedure management, and compliance management, all designed to enhance organizational visibility and control in assessing, measuring, and mitigating risks. By replacing traditional tools like spreadsheets with streamlined, standardized processes, ProcessUnity enables organizations to effectively manage policy lifecycles, regulatory compliance, and operational controls. The company also provides implementation, customer support, training, and professional services, ensuring responsiveness and a low total cost of ownership for its clients.

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.

Broadway Technology, founded in 2003, is a developer of financial trading software that specializes in creating intelligent trading systems for leading financial institutions. With a workforce of over 100 employees and offices in New York, Austin, London, and Waterloo, the company is led by industry-recognized innovators with advanced degrees in computer science and engineering. Broadway's platform offers open, flexible, and automated trading operations tailored to the needs of premier global banks, proprietary trading groups, and hedge funds. By combining next-generation financial technology applications with a unifying infrastructure, Broadway enables its clients to effectively adapt to dynamic competitive and regulatory environments.

Carson Wealth Management Group is a privately owned financial services firm 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, affluent families, business owners, and institutions. Since its establishment in 1983, Carson Wealth has focused on delivering client-centered financial services, managing separate equity and fixed-income portfolios tailored to individual client needs. The firm employs a combination of technical and fundamental analysis, utilizing both in-house and external research to inform its investment strategies across public equity, fixed markets, and alternative investments.

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 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 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, 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.

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.

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.

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.