Mark Kroeger

Sandbox Wealth is a turnkey banking platform that provides a differentiated banking experience to independent advisors and family offices.

Osyte is suite of solutions tailor-made for multi-family offices and outsourced CIOs. Designed to capitalize on the shift to alternative investments, Osyte helps professionals respond swiftly to market changes, boost efficiency, scale operations, and eliminate trade errors. Built by investors, for investors, Osyte enables a proactive approach to portfolio and client management, strengthening advisor-client relationships.

Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®).

BridgeFT is a cloud-native, API-first Wealth Infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations—seamlessly aligning essential wealth data, proactive client insights and reporting, and portfolio management automation to deliver a truly personalized client experience. From an integrated advisor solution to the industrys only WealthTech-as-a-Service platform offering open APIs, BridgeFT delivers the infrastructure needed to power next generation wealth management applications. For more information, visit bridgeft.com.

Mployer is the nations leading marketplace that is changing the way employers search, evaluate, and select insurance brokers. Driven by consistently rising employer costs and a lack of resources for employers, Mployer brings transparency to an industry that affects the over 150 million Americans on employer-sponsored health plans. Mployer makes it easy for employers to search for insurance brokers in their area and evaluate their options. Using industry-leading analytics, Mployer offers exclusive trademarked tools designed by employers for employers. Our goal is to help employers make the best possible decision when choosing a new insurance broker.

Allegiance Group + Pursuant is a leader in nonprofit fundraising, marketing, and technology. Rooted in analytics, we develop and deploy strategies that ignite action and amplify results. We bring together more than 220 of the best strategists, fundraisers, developers, creatives, and analysts to help nonprofits and associations grow strategically and smartly with integrated digital and direct mail campaigns, award-winning websites and mobile apps, and custom fundraising software and loyalty programs. Allegiance Group + Pursuant believe our work together can create positive and transformative change, moving missions forward by educating, advocating, and inspiring supporters.

Valid8 Financial is the global leader in Verified Financial Intelligence (VFI), leveraging the latest in AI and automation technology. Accounting, Legal and Government professionals follow the money faster using Valid8’s VFI Platform to rapidly parse, reconcile and categorize financial data from bank transactions, hand-written checks, and deposit slips. Within hours, Valid8 Financial: - Verifies and transforms financial data into courtroom ready evidence - Traces flow of funds quickly and accurately - Improves speed and quality of professional opinion - Increases output without increasing headcount Hundreds of firms are using Valid8’s software on some of the world’s most complex, high-profile cases. Schedule a time to meet with our team today.

Aumni, a J.P. Morgan company, is a leading venture workspace for managing data and portfolios. Venture firms, Corporate VCs, fund admins, and law firms all rely on Aumni to analyze accurate private market data, manage their venture documents, monitor portfolios, report on portfolio company performance, and more. www.aumni.fund/about

Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Vest created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. These leading-edge investments were first introduced to the market in 2013 with Vest’s flagship Buffer Protect Strategy. Today, Vest manages $33.9 Billion assets and supervises $6.1 Billion of non-discretionary assets in Target Outcome Investments*.  To explore the evolution of Target Outcome Investments, visit vestfin.com/about-us#company *As of September 30, 2024.

ThreeFlow is the first Benefits Placement System, a new category of enterprise software that allows brokers and carriers to manage the entire placement process in one shared system. We make it easier for carriers to win business and brokers to empower employers with the details they need to make better benefits decisions. By connecting people, systems, and information, we enable easier communication, a quicker process, and better decisions making busy people more productive. Learn more (and see our open roles) at threeflow.com. NOTE: Scams in which fraudsters impersonate legitimate businesses for personal gain are on the rise and can come in many forms. ThreeFlow doesn’t interview candidates via email, and job offers are only extended by the hiring manager after a thorough interview process involving phone and/or Zoom interviews. Our recruiters only use @threeflow.com email addresses, and we will never ask you to provide sensitive information like your social security number or bank account details as a part of our interview process or through a PDF form. If you receive a suspicious email regarding a position or job offer with ThreeFlow, please don’t respond. Report it as spam, and forward that email to careers@threeflow.com.

Note: PatientBond was acquired by Upfront Healthcare in August 2022. Patient and Member Engagement is critical in improving the health of populations and managing chronic and episodic care. The current Engagement market utilizes one-size-fits-all solutions to reach out to patients and members, minimizing impact and building concerns about message fatigue. PatientBond presents a solution offering that is unmatched in the marketplace, anticipating market demand for intuitive and insightful engagement offerings.

Arlington Brands is the owner of two successful CPG brands: Chicago Brick Oven & Downtown Pet Supply. Made in the USA, Chicago Brick Oven combines time-proven, classic brick oven design with the best engineering and technology available. This combination gives you a revolutionary new wood-burning brick oven that will take your cooking and outdoor entertaining to a whole new level. Why do we put such attention to detail into every Chicago Brick Oven? Because we believe home is where the hearth is. At Downtown Pet Supply, PETS COME FIRST. Thats our motto. We know every pet is a family member, and that means they should be cared for, trained with, and pampered by the best pet supplies available. Our customers have given our products over 100,000 5-star reviews on Amazon, Walmart, Jet, Wayfair, Chewy, eBay, Groupon and DowntownPetSupply.com. The people of Arlington Brands are passionate entrepreneurs...to the core. Were happiest when we are learning. We strive to be balanced, pragmatic and open minded. Our experiences have made us exceptionally good at identifying opportunities and managing risks. We are true believers in the fundamentals of management: people, process, tool, planning, measuring and giving to get. We strive to fail fast, fail small, learn from mistakes, and move on.

The Clearwire 4G mobile broadband network now covers more than 130 million people in the U.S. including 35 of the top 40 U.S. markets. Our WiMAX network represents one of the fastest expansions in history, and our 4G network is highly scalable and backed by a wealth of spectrum. In 2011 Clearwire was one of the fastest growing companies in the wireless industry and today serves 11 million 4G customers. Recent projections estimate that global mobile data traffic will nearly double annually through 2015. Our deep spectrum position enables long-term success in the high tonnage, video-enabled 4G world. Today we’re working to deploy the first wide-channel TDD-LTE 4G network in the U.S. – a network that we believe will have the speed and capacity to outperform anything else in the market.

Sandbox Wealth is a turnkey banking platform that provides a differentiated banking experience to independent advisors and family offices.

Osyte is suite of solutions tailor-made for multi-family offices and outsourced CIOs. Designed to capitalize on the shift to alternative investments, Osyte helps professionals respond swiftly to market changes, boost efficiency, scale operations, and eliminate trade errors. Built by investors, for investors, Osyte enables a proactive approach to portfolio and client management, strengthening advisor-client relationships.

Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®).

BridgeFT is a cloud-native, API-first Wealth Infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations—seamlessly aligning essential wealth data, proactive client insights and reporting, and portfolio management automation to deliver a truly personalized client experience. From an integrated advisor solution to the industrys only WealthTech-as-a-Service platform offering open APIs, BridgeFT delivers the infrastructure needed to power next generation wealth management applications. For more information, visit bridgeft.com.