Developer of an application programming interface designed for mobile banks and fintech companies. The company's platform enables fintech companies to offer top-tier tax features to their end-users via an API where users can deposit their refunds or make tax payments directly from the product's accounts, enabling clients to give their users personalized and secure income tax experiences.
EarnUp is a consumer-first fintech platform that intelligently automates loan payments for the more than 200 million Americans with debt. They help you put a few dollars aside for your loans when you can afford it – then they make your loan payments for you, allocating funds in the way that gets you out of debt faster. They are dedicated to giving control back to everyone who is frustrated managing their finances
Pleo Technologies ApS is a financial technology company that provides prepaid MasterCard virtual and physical cards designed for businesses in Denmark and the United Kingdom. Founded in 2015 by Jeppe Rindom and Niccolo Perra, Pleo aims to simplify business spending through its user-friendly platform, which includes a mobile and web app for tracking expenses and managing users. The company's cards are widely accepted by merchants globally, and they are paired with tools to provide real-time analytics, automate bookkeeping, and generate automatic expense reports, thereby enhancing visibility over company spending. Pleo operates from offices in London and Copenhagen, supporting its mission to revolutionize expense management for modern teams.
Developer of an application programming interface designed for mobile banks and fintech companies. The company's platform enables fintech companies to offer top-tier tax features to their end-users via an API where users can deposit their refunds or make tax payments directly from the product's accounts, enabling clients to give their users personalized and secure income tax experiences.
Wisetack, Inc. operates a technology platform that facilitates real-time consumer lending at the point of sale. Founded in 2018 and based in San Francisco, California, Wisetack enables businesses to enhance their sales by providing consumer-friendly financing options. The platform allows customers to make purchases through installment payments, ensuring a transparent process without hidden fees. Wisetack's technology is designed for scalability and speed, featuring an easy API integration that checks customer eligibility and streamlines the payment experience for businesses and consumers alike. The company combines expertise in finance, payments, and technology to offer fair financing solutions.
Sense Finance is a decentralized finance platform that operates a fixed-income protocol on the Ethereum blockchain. The protocol enables users to manage risk through self-directed strategies, allowing them to trade fixed rates and future yields on existing yield-bearing assets. By splitting these assets into principal and yield components, Sense Finance enhances users' ability to navigate and mitigate risks associated with fluctuations in the decentralized finance markets. This innovative approach to risk management positions Sense Finance as a significant player in the evolving landscape of decentralized finance.
Pleo Technologies ApS is a financial technology company that provides prepaid MasterCard virtual and physical cards designed for businesses in Denmark and the United Kingdom. Founded in 2015 by Jeppe Rindom and Niccolo Perra, Pleo aims to simplify business spending through its user-friendly platform, which includes a mobile and web app for tracking expenses and managing users. The company's cards are widely accepted by merchants globally, and they are paired with tools to provide real-time analytics, automate bookkeeping, and generate automatic expense reports, thereby enhancing visibility over company spending. Pleo operates from offices in London and Copenhagen, supporting its mission to revolutionize expense management for modern teams.
Harness Wealth operates a wealth management platform focused on enhancing clients' financial well-being. The company utilizes a unified data platform powered by proprietary technology to generate personalized balance sheets and financial opportunity profiles. This innovative approach allows clients to effectively monitor their financial activities and identify opportunities for growth. By connecting clients with financial advisors, estate lawyers, and tax professionals, Harness Wealth facilitates tailored advisory services that help individuals achieve their desired financial impact and build their legacy.
Relay Financial Technologies Inc. offers online banking solutions tailored for U.S. corporations, LLCs, general partnerships, and sole proprietors. Founded in 2018 and headquartered in Toronto, Canada, the company provides checking accounts and MasterCard debit cards to streamline financial management for business owners. Relay facilitates collaboration among team members, allowing them to manage banking tasks, pay bills, and oversee expenses efficiently. Users can open accounts quickly, issue corporate cards instantly, and automate accounts payable processes, enhancing financial visibility. Relay's services are accessible on various platforms, including iPhone, Android, and any internet-enabled device, catering to businesses across the United States, Canada, the United Kingdom, Australia, and beyond.
EarnUp is a consumer-first fintech platform that intelligently automates loan payments for the more than 200 million Americans with debt. They help you put a few dollars aside for your loans when you can afford it – then they make your loan payments for you, allocating funds in the way that gets you out of debt faster. They are dedicated to giving control back to everyone who is frustrated managing their finances
Rightfoot operates a financial technology platform focused on alleviating student debt for employees. The platform offers intelligent repayment recommendations and a structured pathway to financial freedom, allowing employers to contribute monthly towards their employees' student loan payments. Additionally, Rightfoot has developed a passwordless, consumer-permissioned financial data system tailored for banks and lenders. This innovative platform provides comprehensive banking and credit data without requiring users to log in, empowering financial institutions to make informed, data-driven lending decisions. Through these services, Rightfoot aims to enhance financial wellness and support both employees and lenders in managing educational debt and credit information.
Finix Payments, Inc. is a San Francisco-based company that provides a payment infrastructure platform designed to help businesses manage and monetize their payment processes effectively. Founded in 2015, Finix offers a range of services, including a payment facilitator platform that includes features such as tokenization, merchant onboarding, reporting, reconciliation, settlements, and chargeback management. The company enables businesses to avoid the complexities and costs associated with developing an in-house payment system. Additionally, through a partnership with Visa, Finix facilitates real-time push-to-card payments, enhancing the efficiency of disbursements. Finix's solutions aim to improve the payment experience for both businesses and their customers, recognizing the critical role that effective payment technology plays in driving revenue.
EarnUp is a consumer-first fintech platform that intelligently automates loan payments for the more than 200 million Americans with debt. They help you put a few dollars aside for your loans when you can afford it – then they make your loan payments for you, allocating funds in the way that gets you out of debt faster. They are dedicated to giving control back to everyone who is frustrated managing their finances
Wisetack, Inc. operates a technology platform that facilitates real-time consumer lending at the point of sale. Founded in 2018 and based in San Francisco, California, Wisetack enables businesses to enhance their sales by providing consumer-friendly financing options. The platform allows customers to make purchases through installment payments, ensuring a transparent process without hidden fees. Wisetack's technology is designed for scalability and speed, featuring an easy API integration that checks customer eligibility and streamlines the payment experience for businesses and consumers alike. The company combines expertise in finance, payments, and technology to offer fair financing solutions.
Finix Payments, Inc. is a San Francisco-based company that provides a payment infrastructure platform designed to help businesses manage and monetize their payment processes effectively. Founded in 2015, Finix offers a range of services, including a payment facilitator platform that includes features such as tokenization, merchant onboarding, reporting, reconciliation, settlements, and chargeback management. The company enables businesses to avoid the complexities and costs associated with developing an in-house payment system. Additionally, through a partnership with Visa, Finix facilitates real-time push-to-card payments, enhancing the efficiency of disbursements. Finix's solutions aim to improve the payment experience for both businesses and their customers, recognizing the critical role that effective payment technology plays in driving revenue.
Wisetack, Inc. operates a technology platform that facilitates real-time consumer lending at the point of sale. Founded in 2018 and based in San Francisco, California, Wisetack enables businesses to enhance their sales by providing consumer-friendly financing options. The platform allows customers to make purchases through installment payments, ensuring a transparent process without hidden fees. Wisetack's technology is designed for scalability and speed, featuring an easy API integration that checks customer eligibility and streamlines the payment experience for businesses and consumers alike. The company combines expertise in finance, payments, and technology to offer fair financing solutions.
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock.
Acorns was founded in 2012 and is headquartered in Irvine, California.
Flywire operates an online payment platform that facilitates both domestic and international transactions, catering primarily to the education and healthcare sectors. The platform enables users, including international students and patients seeking medical care abroad, to make payments in various currencies through familiar online and offline options. By leveraging vertical-specific insights and technology, Flywire streamlines the payment process and enhances operational efficiency while minimizing risks associated with invoicing and payment reconciliation. The company, which was founded in 2009 and is headquartered in Boston, Massachusetts, has established partnerships with TRUE North and Adyen to bolster its offerings. With a significant portion of its revenue generated from the Americas, Flywire continues to expand its services to meet the needs of its diverse clientele.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock.
Acorns was founded in 2012 and is headquartered in Irvine, California.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
Flywire operates an online payment platform that facilitates both domestic and international transactions, catering primarily to the education and healthcare sectors. The platform enables users, including international students and patients seeking medical care abroad, to make payments in various currencies through familiar online and offline options. By leveraging vertical-specific insights and technology, Flywire streamlines the payment process and enhances operational efficiency while minimizing risks associated with invoicing and payment reconciliation. The company, which was founded in 2009 and is headquartered in Boston, Massachusetts, has established partnerships with TRUE North and Adyen to bolster its offerings. With a significant portion of its revenue generated from the Americas, Flywire continues to expand its services to meet the needs of its diverse clientele.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
Nomis Solutions provides pricing and profitability management strategies for financial services companies. It offers pricing advisory services such as data insights, discretion policy, full and limited in-market deployment, one-day pricing seminars, periodic pricing, price test, and more. The company offers its solutions to auto finance, consumer deposit, home equity, mortgage, personal lending, and small businesses. Its customers have optimized over $600 billion in banking transactions and generated over $600 million in incremental profits. Based in San Bruno, California, Nomis Solutions was founded in 2004.
Nomis Solutions provides pricing and profitability management strategies for financial services companies. It offers pricing advisory services such as data insights, discretion policy, full and limited in-market deployment, one-day pricing seminars, periodic pricing, price test, and more. The company offers its solutions to auto finance, consumer deposit, home equity, mortgage, personal lending, and small businesses. Its customers have optimized over $600 billion in banking transactions and generated over $600 million in incremental profits. Based in San Bruno, California, Nomis Solutions was founded in 2004.