Julia Griffith

Ascensus is an independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 40,000 retirement plans and over 3.3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.

Cordance is a North Carolina-based holding company, formed by Aquiline, to acquire founder-owned vertical software companies across numerous end markets. Cordance partners with its entrepreneurs to find the efficient frontier of growth through strategic support, enhanced resources, and the implementation of commercial best practices.

Covius is a trusted provider of services, insight and technology to leading financial companies. Covius’ technology-enabled solutions deliver operational efficiencies, mitigate risk and empower compliant decisions and borrower interactions. Covius businesses are recognized leaders in credit and verification services, HOA and tax tracking, quality assurance, regulatory compliance, compliant document services, comprehensive settlement services, lien and title curative solutions, REO asset management and auction services, transactional due diligence as well as rapid-development, customizable cloud-based business process solutions. The company was named a 2020 HousingWire Tech100 winner.

HedgeServ Holdings, a hedge fund and fund of hedge funds administrator, provides clients with improved access to critical information required to run their businesses, manage risk, execute trades, and build more robust and timely reports for their traders, investors, and regulators.

Wealth at Work partners with over 450 private and public sector employers to provide financial education, guidance, and personalized financial advice to their employees.

Panzura provides hybrid-cloud data management software and services for the enterprise software market.

Independent U.K. based employee benefits, investments and pension consultant focused on solving the complex benefit-related needs of HR and finance departments for UK corporates and multinationals.