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UNest is a digital platform designed to assist families in saving for their children's education and future financial needs. Founded in 2018 by Ksenia Yudina in North Hollywood, California, the app allows parents to open a Uniform Transfers to Minors Act (UTMA) account for their children within minutes and without the need for paperwork. UNest offers features such as advisor-guided investment plans, a simple gifting option, and the ability to set up recurring contributions, making it easier for parents to manage their savings. Additionally, the platform provides regular updates to help users track their savings progress, empowering families to invest in their children's financial futures from an early stage.

Coverance Insurance Solutions, Inc. is an insurance broker based in Long Beach, California, focused on providing insurance plans tailored for seniors within the health insurance marketplace. Founded in 2017, the company operates as a nationally licensed insurance agency, specializing in Medicare Supplemental Insurance. Coverance aims to help seniors secure affordable and quality health coverage that meets their individual needs.

Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.

Synergy One Lending is a licensed mortgage origination company operating in 45 states, specializing in both retail and wholesale business channels. Established in 2013, the firm offers a comprehensive range of home financing products, including traditional and reverse mortgages. It operates under the brand Retirement Funding Solutions for its reverse mortgage services and More Lending for its specialty product wholesale offerings. By leveraging a broad network of loan officers, mortgage brokers, and direct sales channels, Synergy One Lending aims to support clients in growing their businesses while providing modern mortgage solutions.

Say is a technology platform based in New York that facilitates open communication between companies and their shareholders. Founded in 2017, the platform empowers individual investors by recording their voices and enabling them to exercise their ownership rights more effectively. Say offers a range of services, including proxy processing, fund reports, trade confirmations, and the handling of voluntary corporate actions and class actions. By connecting shareholders with each other and providing a more accessible framework for communication, Say aims to level the playing field between individual and institutional investors, ensuring that all shareholders can access previously overlooked or unused rights.

Coverance Insurance Solutions, Inc. is an insurance broker based in Long Beach, California, focused on providing insurance plans tailored for seniors within the health insurance marketplace. Founded in 2017, the company operates as a nationally licensed insurance agency, specializing in Medicare Supplemental Insurance. Coverance aims to help seniors secure affordable and quality health coverage that meets their individual needs.

Qmerit Inc. is a software company based in Irvine, California, that specializes in simplifying the implementation of renewable energy products for residential and light commercial markets. Founded in 2015, Qmerit operates a Software-as-a-Service platform designed to enhance the efficiency and effectiveness of service workforce management. The platform includes features for workforce onboarding, work activity alignment, real-time tracking, and performance analytics. It leverages a nationwide network of certified electrical contractors to provide high-quality installation and maintenance services for electric vehicle charging stations, battery storage systems, and microgrid solutions. Qmerit also offers an innovative performance measurement system known as the Qmerit Contribution Index (QCI™), which scores contractors based on various performance metrics, creating a framework that encourages excellence and accountability. Additionally, Qmerit has partnered with Avendra to aggregate purchasing power for parts and materials, enabling clients to benefit from significant cost savings in their service operations.

Silvergate Bank, founded in 1988 and headquartered in La Jolla, California, operates as a bank holding company providing a range of banking products and services to both individual and business clients in the United States and internationally. The bank accepts various deposit products, including demand accounts, money market accounts, savings accounts, and certificates of deposit. Its loan offerings encompass a variety of real estate loans, commercial loans, construction loans, and consumer loans. Notably, Silvergate Bank specializes in cash management services tailored for digital currency-related businesses, positioning itself as a key player in the growing digital currency industry. The bank's innovative real-time payments platform supports its commitment to delivering personalized banking solutions that meet the evolving needs of its clients, particularly within the expanding digital currency market.

Emergent Business Group specializes in providing proprietary technology and collection services to financial institutions, including credit card banks, subprime auto lenders, and consumer installment lenders. The company operates within the distressed consumer debt market, which has historically generated significant revenue and is poised for growth as a new credit cycle emerges, mirroring indicators from past mortgage crises. Emergent offers a comprehensive debt management platform that enables clients to collect, store, and manage sensitive data securely in the cloud. Their platform supports various functions, including collections, recovery, vendor management, debt purchasing, and performance auditing, ensuring that large banks and specialty finance companies can effectively safeguard financial and customer information.

The Closing Exchange, founded in 2017 and based in Huntington Beach, California, specializes in providing signing and support services to the mortgage, reverse mortgage, auto financing, and structured settlement sectors. The company offers a comprehensive vendor management platform that connects clients with a trusted network of notaries and attorneys for the notarization of various documents. By focusing on high service levels and regulatory compliance, The Closing Exchange aims to enhance transparency and streamline the management of signing activities for top-tier title and escrow companies, mortgage lenders, and individual consumers. Its integrated technology solutions allow clients to effectively manage their notary workflows, ensuring a secure and efficient process tailored to their specific needs.