Paul Eric Morton

Conning Holdings Corp. provides outsourced asset management and regulatory reporting services. The firm?s services include economic scenario generator, strategic asset allocation, economic capital modeling and investment optimizer. It also offers risk management and capital management services to insurers. The company was founded by William Smith Conning in 1912 and is headquartered in Hartford, CT.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

SHL Group Ltd. provides human resources consulting services. It provides psychologists for the administration and interpretation of tests. The company was founded in 1977 and is headquartered in Thames Ditton, the United Kingdom.

Howden Group Holdings Ltd. engages in the provision of insurance brokerage and underwriting services. The company was founded by David Philip Howden in 1994 and is headquartered in London, the United Kingdom.

Part of Close Brothers Group plc, Nelson Money Managers Plc is a British company that provides investment advisory services. The company is based in Shoreditch, UK.

Clear2pay NV provides electronic payments solutions. It solution areas encompass open payment and test frameworks, domestic and international payments, direct debits, credit transfers, electronic billing, tax data service, image check processing, consumer remittance payments, electronic banking, business payments and software development kits. The firm offers strategic advisory, co-sourcing, outsourcing and assessment consulting services. The company was founded by Michel Akkermans and Jurgen Ingels in 2001 and is headquartered in Diegem, Belgium.

Young Adult Institute, Inc. supports people with intellectual and developmental disabilities by creating new opportunities for living, loving, working, and learning. The firm offers YAI international consultancy, family reimbursement, navigating the service system workshops, medical and dental desensitization, day hab without walls and Manhattan recreation services. The company was founded by Bert MacLeech and Pearl Maze MacLeech in February 1957 and is headquartered in New York, NY.

Output Services Group, Inc. provides electronic billing, e-statements, and payment services. It develops marketing programs using the invoice package and printing. The firm offers services to the communications, media, financial services, home comfort, credit unions, utilities and maintenance, healthcare, government, collection, and property management industry. The company was founded by Michael Bonagura and Karl Kaplan in 1992 and is headquartered in Ridgefield Park, NJ.

ARK Group Ltd. provides business information including information management, legal and finance and risk through publications and online database. It specializes in events, publications, books, conferences, information, training and journals. The company was founded in 1995 and is headquartered in London, the United Kingdom.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Validus Reinsurance Ltd. provides reinsurance services. It offers property catastrophe, per risk, marine and energy, retrocession, and specialty short-tail lines of reinsurance. It also provides property pro rata, aviation and satellite, war risk, terrorism, and workers' compensation catastrophe services. The company was founded in December 2005 and is headquartered in Hamilton, Bermuda.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

HSM Ltd. engages in the provision of online and offline telemarketing services. The company was founded on December 12, 1997 and is headquartered in Swindon, the United Kingdom.

Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA.

BI-SAM Technologies SA provides data management, performance, attribution, risk, and reporting solutions for the asset management industry. The company was founded by Alexandre Harkous, Christophe Volard, and Xavier Chaude in 2000 and is headquartered in Paris, France.

Xbridge Ltd. provides online brokerage services. It offers business insurance such as public and employers' liability, tradesman, professional indemnity, shop, and restaurant and pub insurance. The firm also offers landlord insurance such as residential and commercial landlord insurance. The company was founded by Ralph Gerhard Arnold, Brad Hunter Liebmann, Deno Wolf Fischer and James Lawrence Nelson on April 4, 2000 and is headquartered in London, the United Kingdom.

WEALTH at work Ltd. (do-business-as my wealth) is a financial wellbeing and retirement specialist headquartered in Liverpool, UK. The firm was founded by Jonathan Roy Watts-Lay in 2004 and is a subsidiary of WEALTH at work Group Ltd., which is owned by WEALTH at work Holdings Ltd. my wealth is a specialist provider of regulated financial advice and works with UK companies and pension schemes. In particular, the firm helps those approaching retirement to ensure their savings and investments are appropriately managed.

IQUW Syndicate Management Ltd. provides motor insurance services. It offers insurance for private cars, classic cars, vans, motorcycles, taxis, minibuses, fleets, haulage and agricultural vehicles. The firm operates through its offices located in Brentwood, London and Swansea. The company was founded in 1946 and is headquartered in Brentwood, the United Kingdom.

Shyft Analytics, Inc. provides data, analytic and mobile solutions for the global life sciences industry. It offers cloud-based mobile analytics application and data integration platform that helps life sciences companies to integrate clinical and commercial data, and translate it into patient-centric intelligence and analytics. The company was founded by John E. Corcoran and Zachary King on July 20, 2004 and is headquartered in Waltham, MA.

CoAdvantage Corp. engages in the provision of human resources solutions. It includes payroll processing, benefits, risk management and compliance, human resources administration, recruitment services, and partner programs. The company was founded in 1997 and is headquartered in Tampa, FL.

PrimePay, Inc. engages in the provision of payroll, tax, human resource and insurance benefit services. The company was founded in 1986 and is headquartered in West Chester, PA.

RIA in a Box LLC provides compliance business consulting services. The firm focuses on registration and ongoing compliance for registered investment advisory firms at both the state and SEC levels. Its services include distinction and loss statements, change sheets, broad ledgers and contract journals using QuickBooks to emanate and sustain the inner books vital to encounter state and SEC correspondence standards. The company was founded in 2005 and is headquartered in New York, NY.

Fenergo Ltd. provides customer lifecycle management software solutions. Its platform is comprised of three core software solutions that enables financial institutions manage new and existing client data, documentation and regulatory requirements, ensuring compliance with risk and regulatory obligations throughout the entire lifecycle of the client. The firm's solutions include client and counterparty data and enterprise compliance management and client onboarding lifecycle tool. The company was founded by Marc Murphy in 2009 and is headquartered in Dublin, Ireland.

Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY.

AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY.

Quintes Holding BV operates as financial holding company with activities in the insurance sector. Its brands include Kroezen, Plusdiensten, Commandeur, Wiersma & Walvius, Buro@Work, Finagri, Story, De Mul, Guijt, and Van der Oord. The company was founded in 2012 and is headquartered in Culemborg, Netherlands.

General Atlantic Service Co. LP engages in provision of investment services. It specializes in consumer, financial services, healthcare, and technology sectors. The company was founded by Chuck Feeney in 1980 and is headquartered in New York, NY.

ClearCourse Partnership LLP operates as a partnership of technology companies providing membership software to groups, organizations, and small businesses. It offers capital, integrated payments, technology guidance, back office support, and cross company collaboration services. The company was founded by Gerard John Gualtieri on August 14, 2018 and is headquartered in London, the United Kingdom.

Part of Howden Group Holdings Ltd., DUAL Asset Underwriting Ltd. is a British company that provides comprehensive insurance solutions to protect assets, real estate, shares, and inherited assets from legal and ownership risks. The company is based in London, UK. The company was formed by a group of professionals to pioneer changes and improve the way the traditional legal indemnity and title insurance market worked. The company was founded in 2013. Ian Keith has been the CEO of the company since 2013.

Nimble Solutions, based in Chesterfield, MO, is a national healthcare revenue cycle management company that specializes in servicing ambulatory surgery centers and their affiliated surgeons. Nimble Solutions' combination of ASC expertise, analytics, and highly skilled revenue cycle experts allows the company to deliver industry-leading results for its clients. The company provides its clients with industry insights, education, and analytics to enable them to make the best business decisions possible. Nimble Solutions performs all revenue cycle functions and offers a range of services to help surgery centers maximize revenue and cash flow. The company was founded in 2003 by Lisa Rock, and Nader Samii has been the CEO of the company since 2010.

Part of Wealth at Work Group Ltd., Death by Design Ltd. provides website design and digital marketing services. The company is based in Alderley Edge, UK. The British company was founded in 2008. Death by Design was acquired by Wealth at Work Group Ltd. on March 04, 2022.

Avel Ecare LLC is a virtual care provider that partners with over 600 healthcare systems, hospitals, clinics, long-term care facilities, assisted livings, and schools to deliver innovative care across the United States. Avel Ecare is based in Sioux Falls, SD and has subsidiaries in the United States. The company's telemedicine services are available 24/7/365 and are supported by a team of experts. The company was founded in 1993 and is led by CEO Doug Duskin.

Part of Wealth at Work Group Ltd., Design Consulting Ltd. is a British company that specializes in benefit, wellbeing, and pension communications. The company is based in London, UK. The company helps organizations engage with their customers, employees, and investors by making complex information simple. The company drives positive action in financial wellbeing, property marketing, and branding. The company was founded in 2008 by Ryan Sales and Johnathon James Ryder. Design Consulting was acquired by WEALTH at work Ltd. on March 29, 2023.