Jonathan Straub

Pronto Housing makes affordable housing compliance efficient, intuitive, and inclusive through software and service solutions. By using Pronto Housing for leasing and compliance, we can make a higher quality of living more accessible, while ensuring real estate owners achieve their financial goals.

Knowbl provides every business the ability to quickly create conversational AI solutions that can be deployed across any digital user interface, including but not limited to search, chat, voice and agent assist. The Knowbl Platform takes your existing content, structured and unstructured, and automatically conversationalizes it so that your employees and customers can get the information they ask for on demand. Building conversational AI solutions has never been so easy. Simply provide the content, and the AI will provide the experience.

Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid. As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.

Pronto Housing makes affordable housing compliance efficient, intuitive, and inclusive through software and service solutions. By using Pronto Housing for leasing and compliance, we can make a higher quality of living more accessible, while ensuring real estate owners achieve their financial goals.

Knowbl provides every business the ability to quickly create conversational AI solutions that can be deployed across any digital user interface, including but not limited to search, chat, voice and agent assist. The Knowbl Platform takes your existing content, structured and unstructured, and automatically conversationalizes it so that your employees and customers can get the information they ask for on demand. Building conversational AI solutions has never been so easy. Simply provide the content, and the AI will provide the experience.

Wellesley Asset Management, Inc., is a privately owned SEC registered investment adviser specializing in the management of convertible bonds. Wellesley deploys an absolute return style approach, with fundamental analysis provided by a deep team team of seasoned investment professionals. The firm provides convertible bond investment management services to individuals (including high net worth), institutions, family offices, pension plans, non-profit organizations, trusts, estates, corporations, investment companies, and other advisory firms. Strategies are offered via separately managed accounts, and as an advisor to three mutual funds. Wellesley also works in the capacity of a sub-advisor to many national and regional brokerage firms and fellow RIA firms. Since our inception in 1991, the professionals at Wellesley Asset Management have shared a collective commitment to its clients first and foremost and that is why its employees have a long history of investing alongside clients across the firms strategies. For more information, please visit www.wam.com

Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.