Operator of a life insurance platform intended to offer term, permanent, and cash-value life insurance. The company's platform specializes in life insurance policies that can be accessed for retirement, college funding, or a down payment, enabling clients to customize a policy based on their interests, budget, and individual situation.
Developer of a tokenization platform designed for securing, using, and managing sensitive data. The company's platform optimizes the payments acceptance stack without bearing the risk and compliance burden, enabling clients to meet or exceed compliance requirements without taking on the burdens of securing it themselves.
Truera, Inc. is a technology company based in Redwood City, California, founded in 2014. It specializes in a model intelligence platform that assists enterprises in understanding and optimizing their machine learning models. The platform enhances model quality and governance while addressing the challenges associated with the opacity of AI and machine learning technologies, often referred to as the "black box" problem. Truera's solutions are informed by extensive research conducted at Carnegie Mellon University and are already being utilized by several Fortune 100 companies, particularly in the banking and insurance sectors. By providing insights into model behavior and predictions, Truera aims to maximize clients' investments in machine learning and foster trust across various applications and industries.
Vesta Corporation specializes in electronic payment solutions, catering primarily to e-commerce and telecommunications industries globally. The company offers various merchant services, including vSafe for Small to Midsize Businesses, an effective payment and fraud protection solution for smaller digital goods merchants, and vSafe for Enterprise, which provides comprehensive payment management and fraud prevention for larger organizations. Additionally, Vesta's vGuaranteed service supports online retailers by minimizing fraud risk. The company also offers consumer lending solutions, such as DelayPay, which allows prepaid wireless customers to make installment payments for phone refills. Vesta emphasizes revenue growth for its partners by leveraging a real-time decisioning platform that utilizes data science and machine learning to evaluate the risk of online transactions. Founded in 1995 and headquartered in Lake Oswego, Oregon, Vesta operates globally with centers in the United States, Ireland, China, and an office in Singapore.
Operator of a life insurance platform intended to offer term, permanent, and cash-value life insurance. The company's platform specializes in life insurance policies that can be accessed for retirement, college funding, or a down payment, enabling clients to customize a policy based on their interests, budget, and individual situation.
Developer of a financial platform designed to help landlords manage their property finances. The company's platform seamlessly integrates clients' existing bank accounts, expense management, rent collection, bookkeeping, cash flow and performance analytics, enabling independent landlords to empower with tailored financial services, automated tools and actionable insights to help them save time, increase their returns and grow their investment portfolios.
Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.
Haven Technology, Inc. is a company based in Riverside, California, focused on developing a platform for managing mortgages. Established in 1993, Haven utilizes machine learning to accurately predict mortgage prepayments and enhance conversion rates through effective digital marketing strategies. The platform offers features that allow users to align debits with their payroll schedules, set up automatic payments, and receive reminders for mortgage dues. By prioritizing consumer-facing experiences, Haven aims to build trust and loyalty among its users. The company was co-founded by Aditya Acharya and Nipun Kant.
PollyEx, Inc. operates a loan trading platform specifically designed for mortgage capital markets. The platform connects buyers and sellers of mortgage loans, facilitating efficient loan sale transactions for mortgage lenders. By leveraging cloud-based technology and API integration, PollyEx enhances liquidity and automates various functions within the capital markets. Founded in 2019 and headquartered in San Francisco, California, the company aims to improve loan sale execution and streamline the trading process in the mortgage industry.
Polly is an anonymous polling application that allows users to create and share polls on social media platforms like Snapchat and Instagram. The app enables users to formulate questions and attach them to their stories, facilitating honest feedback from friends. By providing a fun and interactive way to gauge opinions, Polly encourages user engagement and fosters social interaction through its uniquely designed features.
Timber Technologies, Inc., operating as Timber.io, specializes in developing an application that aggregates and processes logs to enhance users' understanding of their application's performance. Founded in 2016 and located in Bedford, New York, Timber aims to simplify the logging process, making it accessible and efficient. The application features powerful search and filtering capabilities, allowing users to easily navigate through logs to gain valuable insights.
Vesta Corporation specializes in electronic payment solutions, catering primarily to e-commerce and telecommunications industries globally. The company offers various merchant services, including vSafe for Small to Midsize Businesses, an effective payment and fraud protection solution for smaller digital goods merchants, and vSafe for Enterprise, which provides comprehensive payment management and fraud prevention for larger organizations. Additionally, Vesta's vGuaranteed service supports online retailers by minimizing fraud risk. The company also offers consumer lending solutions, such as DelayPay, which allows prepaid wireless customers to make installment payments for phone refills. Vesta emphasizes revenue growth for its partners by leveraging a real-time decisioning platform that utilizes data science and machine learning to evaluate the risk of online transactions. Founded in 1995 and headquartered in Lake Oswego, Oregon, Vesta operates globally with centers in the United States, Ireland, China, and an office in Singapore.
Truera, Inc. is a technology company based in Redwood City, California, founded in 2014. It specializes in a model intelligence platform that assists enterprises in understanding and optimizing their machine learning models. The platform enhances model quality and governance while addressing the challenges associated with the opacity of AI and machine learning technologies, often referred to as the "black box" problem. Truera's solutions are informed by extensive research conducted at Carnegie Mellon University and are already being utilized by several Fortune 100 companies, particularly in the banking and insurance sectors. By providing insights into model behavior and predictions, Truera aims to maximize clients' investments in machine learning and foster trust across various applications and industries.
Truera, Inc. is a technology company based in Redwood City, California, founded in 2014. It specializes in a model intelligence platform that assists enterprises in understanding and optimizing their machine learning models. The platform enhances model quality and governance while addressing the challenges associated with the opacity of AI and machine learning technologies, often referred to as the "black box" problem. Truera's solutions are informed by extensive research conducted at Carnegie Mellon University and are already being utilized by several Fortune 100 companies, particularly in the banking and insurance sectors. By providing insights into model behavior and predictions, Truera aims to maximize clients' investments in machine learning and foster trust across various applications and industries.
Ramp is a technology company based in New York that specializes in corporate credit cards and spending management solutions for businesses and startups. Founded in 2019, Ramp's corporate card offers tools for tracking expenses and gaining insights, alongside cashback rewards for purchases made at various retailers. The company aims to streamline corporate spending by providing higher card limits, automated expense management, and seamless integration with accounting systems. Ramp was founded by the team behind Paribus, known for facilitating automated savings on online purchases. Additionally, Ramp Holdings, an entity with a longer history, focuses on video management and delivery solutions, enabling organizations to optimize video content through advanced search, delivery, and monetization capabilities. Originally established in 1948 and based in Boston, this subsidiary of Raytheon BBN Technologies utilizes innovative technologies such as speech-to-text and natural language processing to enhance video experiences across numerous industries.
Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.
Qualia Labs, Inc. develops software solutions that facilitate real estate transaction management and settlement. The company's primary product, Qualia, is a platform designed for title agents, lenders, and real estate agents, streamlining the closing experience by coordinating users across the real estate ecosystem. Qualia includes features for tracking contacts, scheduling tasks, and generating key documents, enhancing transparency and efficiency in the closing process. Additionally, Qualia offers Assure, an agency management suite for title underwriters to automate audits and gain financial insights, as well as Qualia Connect, a portal that unites various stakeholders in real estate transactions. The company also provides an online marketplace to simplify vendor transaction management. Founded in 2015 and headquartered in San Francisco, California, Qualia serves a diverse clientele, including settlement agents, vendors, underwriters, consumers, lenders, and realtors.
Booster Fuels, Inc. specializes in on-demand fuel delivery services, utilizing a mobile application that allows users to conveniently order fuel directly to their locations, such as office parking lots. The company operates in major metropolitan areas including Austin, Fort Worth, Los Angeles, Nashville, Orange County, San Francisco, and Seattle, delivering fuel at competitive prices comparable to traditional gas stations. Booster serves both individual consumers and corporate clients, providing fuel services at numerous companies, office parks, and university campuses. Many Fortune 100 companies have adopted Booster's services for their employees. Additionally, Booster caters to commercial fleets, delivering fuel during off-hours to save fleet managers significant costs. Incorporated in 2014 and based in San Mateo, California, Booster has successfully raised over $88 million in funding from various venture capital firms.
College Pulse Inc. is a company that specializes in creating a student-centered opinion platform aimed at aggregating and sharing student perspectives on college campuses. Based in the United States, the platform allows students to conduct surveys within their communities, providing insights into campus life and educational experiences. By merging social applications with institutional research methodologies, College Pulse gathers valuable data on student opinions, enabling educational institutions to access this information efficiently and cost-effectively. The platform serves as a resource for understanding campus dynamics and trends, ultimately fostering informed decision-making among students and administrators alike.
Beam is a venture-backed regulatory technology (“regtech”) software company based in the San Francisco Bay Area. Our proprietary transaction monitoring technologies incorporate advanced machine learning and new data sources. The result? Immediate, meaningful reduction in false positives, better catch rates, and increased efficiency. Beam’s tools help our bank, credit union, and fintech customers make the financial system safer and maximize the value and utility of critical compliance resources. Beam’s end-to-end compliance solution brings new data sources and advanced machine learning models to cut false positives and enhance transaction monitoring. Our unique transparent-box approach demystifies machine learning, exposes all data sources, and is built for regulator understanding and approval. Beam is supported by an experienced group of officers, directors, advisors, and investors.
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.
Pandium Inc. is a technology company that specializes in a Platform-as-a-Service (PaaS) integration platform tailored for software companies. Established in 2017 and headquartered in New York, Pandium provides tools that enable developers to create, deploy, and manage integrations efficiently. The platform supports various programming languages and simplifies the complexities of authentication protocols and infrastructure management, which can reduce development time by up to 80%. With features like white-labeled embeddable user interface components, it allows Software as a Service (SaaS) providers to deliver integrations to their customers rapidly and at scale. By focusing on core integration logic and addressing fundamental issues such as authentication and scheduling, Pandium helps clients save time, money, and resources in developing their integration offerings.
Alpin, Inc. develops a cloud identity management platform that allows users and companies to find and manage their cloud software. It also enables the users to discover cloud software, manage costs and renewals, security and compliance, and automates workflow. Alpin, Inc. was formerly known as Logrr, Inc. The company was incorporated in 2015 and is based in Boulder, Colorado. As of October 25, 2019, Alpin, Inc. operates as a subsidiary of Coreview.
Figure Technologies, Inc. is a fintech company based in San Francisco, California, that specializes in providing consumer financial solutions primarily focused on home equity products. Incorporated in 2018, the company offers services such as home equity lines of credit, home improvement loans, and home buy-lease back options, facilitating access to capital for customers in as little as five days. Figure leverages blockchain technology, artificial intelligence, and advanced analytics to enhance its offerings, enabling customers to effectively manage their financial needs, including debt consolidation and retirement planning. Additionally, Figure has developed Provenance, a blockchain platform designed for businesses to manage digital assets and execute financial transactions efficiently.
Particle Health Inc. specializes in providing blockchain-based technology solutions that enable the anonymization and sharing of clinical information for research and payment purposes. The company has developed a Smart Consent tool that facilitates the tracking and unlocking of patient information, catering to needs in clinical trials and life insurance underwriting. By offering a HIPAA-compliant application programming interface (API), Particle Health connects digital healthcare solutions to essential patient health data, serving various sectors including telemedicine, pharmacy, and virtual health companies. Founded in 2017 and headquartered in Manhattan, New York, Particle Health's platform supports healthcare organizations, including those involved in COVID-19 screening, by streamlining access to vital medical data and managing patient consent without relying on third parties.
Spherical Defence Labs LLC is a cybersecurity company that specializes in providing AI-based solutions to protect digital infrastructure, particularly in the banking, healthcare, Internet of Things (IoT), and defense sectors. Founded in 2015 and headquartered in Walnut, California, the company develops advanced software that includes intrusion detection, anomaly detection, and API security solutions utilizing neural networks. Spherical Defence Labs offers services such as penetration testing and vulnerability assessments, aimed at helping organizations defend against cyberattacks. The company is focused on creating next-generation intrusion detection systems (IDS) tailored for banks, allowing them to identify and respond to hacking attempts effectively. In addition to its technical solutions, Spherical Defence Labs provides auditing and consulting services to enhance overall cybersecurity measures for its clients.
Booster Fuels, Inc. specializes in on-demand fuel delivery services, utilizing a mobile application that allows users to conveniently order fuel directly to their locations, such as office parking lots. The company operates in major metropolitan areas including Austin, Fort Worth, Los Angeles, Nashville, Orange County, San Francisco, and Seattle, delivering fuel at competitive prices comparable to traditional gas stations. Booster serves both individual consumers and corporate clients, providing fuel services at numerous companies, office parks, and university campuses. Many Fortune 100 companies have adopted Booster's services for their employees. Additionally, Booster caters to commercial fleets, delivering fuel during off-hours to save fleet managers significant costs. Incorporated in 2014 and based in San Mateo, California, Booster has successfully raised over $88 million in funding from various venture capital firms.
Immuta, Inc. develops a cloud-native data governance platform that focuses on automating data access control, security, and privacy compliance. The platform allows organizations to manage data security and privacy effectively, ensuring that users access only the data relevant to their roles and approved purposes. Immuta's solutions include automated data discovery, classification, and the establishment of security policies without requiring coding expertise. The platform also provides monitoring capabilities to track data usage, thereby enhancing transparency and compliance with global regulations such as GDPR, CCPA, and HIPAA. Immuta serves a diverse range of industries, including finance, healthcare, government, and manufacturing, facilitating cloud migration, regulatory compliance, and secure collaboration. Founded in 2014 and based in College Park, Maryland, with additional offices in Boston and Columbus, the company aims to foster collaboration among data engineering, security, legal, and compliance teams while minimizing risks associated with data access.
Fauna, Inc. offers a cloud-based data application programming interface (API) designed for serverless applications, primarily through its product, FaunaDB. This NoSQL database combines a distributed transactional query engine with robust scalability and policy-based security features. FaunaDB provides a web-native GraphQL API that can be accessed from browsers, mobile clients, or serverless functions, while its serverless query language (FQL) enhances development by allowing complex queries that integrate various data types. The platform supports a wide array of programming languages and frameworks, including JavaScript, Python, and Ruby, facilitating seamless connections for developers. Fauna's database solutions emphasize unified capabilities across relational, temporal, and graph data, ensuring consistent performance and strong security measures. Founded in 2011 and headquartered in San Francisco, Fauna has garnered trust from notable clients like Nextdoor and NVIDIA and is supported by prominent venture capital investors.
Frame Technology, Inc. develops a SaaS solution that enables companies to gain real-time insights from customer interactions across various communication channels. The company's platform, known as Frame, acts as an early warning system by identifying prioritized customer feedback, key themes, and team behaviors that require attention, ultimately enhancing the customer experience and reducing churn. Additionally, Frame facilitates the collection, unification, and analysis of chat and email content, thereby supporting improvements in sales, service, and customer retention. Founded in 2016 and headquartered in New York, Frame Technology also has offices in Singapore, reflecting its commitment to enhancing business communications through structured analytics that inform decision-making and optimize performance in message-based interactions.
Predata, Inc. is a predictive analytics company that focuses on political, financial, and market risk intelligence on a global scale. Founded in 2014 and based in New York, it offers a cloud-based platform that allows customers to visualize and anticipate real-time shifts in online discussions relevant to their interests. The platform includes the Predata volatility index, which measures political volatility by analyzing digital conversations across various social media and collaborative sources. Additionally, Predata provides custom signals tailored to specific topics and a comprehensive analysis platform that visualizes these signals alongside asset prices, computes correlations, and accesses predictive modeling capabilities. The company's use of machine learning techniques enables it to uncover predictive behaviors, offering quantitative measurements of digital concern and indicators for potential risk events in different countries or subjects.
Perpetua Labs, Inc. is a New York-based company founded in 2016 that specializes in developing and marketing an application designed to enhance growth strategies for e-commerce brands and agencies. The company's platform simplifies the process of leveraging keywords, creatives, audiences, and campaigns, enabling brands to optimize their digital presence and maximize profitability. By streamlining these essential components, Perpetua Labs empowers marketers to efficiently manage their advertising efforts, ultimately improving their competitive position in the market.
Booster Fuels, Inc. specializes in on-demand fuel delivery services, utilizing a mobile application that allows users to conveniently order fuel directly to their locations, such as office parking lots. The company operates in major metropolitan areas including Austin, Fort Worth, Los Angeles, Nashville, Orange County, San Francisco, and Seattle, delivering fuel at competitive prices comparable to traditional gas stations. Booster serves both individual consumers and corporate clients, providing fuel services at numerous companies, office parks, and university campuses. Many Fortune 100 companies have adopted Booster's services for their employees. Additionally, Booster caters to commercial fleets, delivering fuel during off-hours to save fleet managers significant costs. Incorporated in 2014 and based in San Mateo, California, Booster has successfully raised over $88 million in funding from various venture capital firms.
Paribus Co. is a technology company based in New York that specializes in helping consumers save money on online purchases by tracking price changes. Founded in 2014, Paribus operates a portal that scans users' email inboxes for receipts and automatically monitors price fluctuations for purchased items. When a price drop occurs, the company files price adjustment claims on behalf of the user, ensuring they receive any eligible refunds. This service allows consumers to benefit from retailers' price matching guarantees without the hassle of navigating the claims process themselves. Paribus became a subsidiary of Capital One Financial Corporation in 2016, further enhancing its capabilities in the financial technology space.
Orchard Platform is a Brazilian company that offers data, technology, and software solutions for the online lending industry. It operates a centralized marketplace that connects loan originators with institutional investors, facilitating the exploration and evaluation of funding opportunities. By leveraging a global network and providing high-quality data services, advanced analytics, and capital management tools, Orchard Platform enhances the efficiency of transactions in the private credit markets. The company also produces the Orchard U.S. Consumer Marketplace Lending Index, a key performance benchmark in the direct lending sector. Recognized as a thought leader, Orchard shares insights and research through its platform and blog. As a subsidiary of Velocity Markets, Inc., it aims to create a transparent and technologically optimized environment for its users, while investment advisory services are offered through Orchard Platform Advisors, LLC, an SEC-registered investment adviser based in New York.
Immuta, Inc. develops a cloud-native data governance platform that focuses on automating data access control, security, and privacy compliance. The platform allows organizations to manage data security and privacy effectively, ensuring that users access only the data relevant to their roles and approved purposes. Immuta's solutions include automated data discovery, classification, and the establishment of security policies without requiring coding expertise. The platform also provides monitoring capabilities to track data usage, thereby enhancing transparency and compliance with global regulations such as GDPR, CCPA, and HIPAA. Immuta serves a diverse range of industries, including finance, healthcare, government, and manufacturing, facilitating cloud migration, regulatory compliance, and secure collaboration. Founded in 2014 and based in College Park, Maryland, with additional offices in Boston and Columbus, the company aims to foster collaboration among data engineering, security, legal, and compliance teams while minimizing risks associated with data access.
RedOwl is a company that specializes in providing proactive risk oversight software solutions focused on compliance, insider threats, and investigations. Founded in 2011 and headquartered in Baltimore, Maryland, RedOwl offers a SaaS-based security analytics platform that leverages cloud computing technology to analyze large volumes of communications and transactional data. This sophisticated analytics software enhances situational awareness by identifying potential risks such as espionage, intellectual property theft, and compromised users. By assessing behavioral changes and detecting relevant anomalies in corporate digital activities, RedOwl aims to reduce organizational risk and liability.
Booster Fuels, Inc. specializes in on-demand fuel delivery services, utilizing a mobile application that allows users to conveniently order fuel directly to their locations, such as office parking lots. The company operates in major metropolitan areas including Austin, Fort Worth, Los Angeles, Nashville, Orange County, San Francisco, and Seattle, delivering fuel at competitive prices comparable to traditional gas stations. Booster serves both individual consumers and corporate clients, providing fuel services at numerous companies, office parks, and university campuses. Many Fortune 100 companies have adopted Booster's services for their employees. Additionally, Booster caters to commercial fleets, delivering fuel during off-hours to save fleet managers significant costs. Incorporated in 2014 and based in San Mateo, California, Booster has successfully raised over $88 million in funding from various venture capital firms.
Founded in 2015, Even Financial is an NYC based fintech company focused on evolving how financial institutions connect with consumers and provide them the best product recommendations at the right moment, facilitating an on-demand and personalized customer acquisition experience across the entire financial services ecosystem. The Even platform serves as a trusted intermediary for financial institutions - including Prosper, Lending Club, and Marcus by Goldman Sachs - that helps find consumers and distribute their products digitally. Even’s industry-leading search, comparison, and recommendation API is an infrastructure layer that enables hundreds of diverse partners - including Credit.com, Transunion, Money Under 30, Credit Sesame, and The Penny Hoarder - to power comprehensive personal finance websites, mobile apps, and other offerings with a modern platform that is proven to accelerate customer acquisition through optimal product recommendations, lowering cost of acquisition and maximizing monetization. Even Financial is based in New York.
Improbable Worlds Ltd., founded in 2012 and based in London, focuses on developing an operating system that enables the creation of simulated worlds. The company is known for its platform, SpatialOS, which allows developers to build large-scale, persistent virtual environments that transcend the limitations of traditional computing. Improbable's technology finds applications across various sectors, including gaming, urban planning, defense, and disease prevention, aiming to solve complex problems and facilitate innovative solutions. By providing tools for simulation, Improbable seeks to enhance gameplay experiences and contribute to better functioning systems in real-world scenarios. The company is committed to fostering a diverse workforce and a culture of innovation through experimentation and iteration.
RedOwl is a company that specializes in providing proactive risk oversight software solutions focused on compliance, insider threats, and investigations. Founded in 2011 and headquartered in Baltimore, Maryland, RedOwl offers a SaaS-based security analytics platform that leverages cloud computing technology to analyze large volumes of communications and transactional data. This sophisticated analytics software enhances situational awareness by identifying potential risks such as espionage, intellectual property theft, and compromised users. By assessing behavioral changes and detecting relevant anomalies in corporate digital activities, RedOwl aims to reduce organizational risk and liability.
Tuition.io, Inc. operates a platform designed to assist users in managing their student loan portfolios, including federal family education loans, federal direct loans, and private loans from various servicers. The platform enables employers to provide a valuable benefit that directly contributes to employees' student loan debt, enhancing their ability to attract, engage, and retain top talent. In addition to facilitating loan management, Tuition.io offers objective financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, the company was previously known as Binksty before rebranding in July 2012.
Orchard Platform is a Brazilian company that offers data, technology, and software solutions for the online lending industry. It operates a centralized marketplace that connects loan originators with institutional investors, facilitating the exploration and evaluation of funding opportunities. By leveraging a global network and providing high-quality data services, advanced analytics, and capital management tools, Orchard Platform enhances the efficiency of transactions in the private credit markets. The company also produces the Orchard U.S. Consumer Marketplace Lending Index, a key performance benchmark in the direct lending sector. Recognized as a thought leader, Orchard shares insights and research through its platform and blog. As a subsidiary of Velocity Markets, Inc., it aims to create a transparent and technologically optimized environment for its users, while investment advisory services are offered through Orchard Platform Advisors, LLC, an SEC-registered investment adviser based in New York.
SimplyInsured, Inc. operates an online platform that provides health insurance plans and policies tailored for employer groups and small businesses in the United States. Founded in 2012 and based in San Francisco, the company offers a range of services including medical, dental, and vision plans, as well as claims assistance. The platform enables users to analyze numerous insurance policies, helping them estimate real out-of-pocket costs and compare various options in a straightforward manner. By simplifying the process of selecting health insurance, SimplyInsured aims to assist clients in making informed decisions that best meet their coverage needs.
LearnVest, Inc. is a personal finance and lifestyle platform designed specifically for women, based in New York. Founded in 2007, the company offers a comprehensive website and mobile application that provide educational content, tools, and financial planning services. Users can access information on budgeting, managing student loans, and planning cost-effective gatherings, while also utilizing features to track expenses, build custom budgets, and securely link financial accounts. LearnVest emphasizes interactive and educational resources, including articles, checklists, and financial tools, to empower women in managing their finances. The company operates on a subscription model that includes a setup charge and a monthly fee for access to financial planners, enhancing its commitment to personalized financial education and support. Acquired by Northwestern Mutual, LearnVest continues to focus on delivering relevant financial insights and fostering a collaborative community among its users.
Osper Limited is a London-based company that provides a prepaid debit card and a mobile application designed for young people to help them manage their finances responsibly. The service enables children, aged 8 and above, to spend and save their pocket money while allowing parents to monitor and control their children's financial activities. The mobile app features separate logins for both children and parents, enabling parents to set allowances, oversee spending, and load emergency funds. All funds are securely managed by a regulated European bank. Launched in 2012 by Alick Varma, Osper aims to instill good financial habits in children by providing a safe and user-friendly platform for financial management. The company has attracted investment from various sources, including notable venture capital firms.
Blueleaf is a financial relationship management platform based in Boston, Massachusetts, established in 2010. It aims to simplify wealth management workflows for financial advisors by leveraging client information to foster profitable relationships. The platform enables clients to track and understand their assets in one centralized location, offering features such as live reporting through branded portals. Users can access real-time data on balances, performance, allocation, and detailed holdings, along with weekly updates and collaboration tools. Blueleaf's account aggregation capabilities automatically identify assets, streamlining traditional reporting tasks and reducing operational burdens. This functionality allows financial advisors to enhance their revenue potential and expand their client base.
Tuition.io, Inc. operates a platform designed to assist users in managing their student loan portfolios, including federal family education loans, federal direct loans, and private loans from various servicers. The platform enables employers to provide a valuable benefit that directly contributes to employees' student loan debt, enhancing their ability to attract, engage, and retain top talent. In addition to facilitating loan management, Tuition.io offers objective financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, the company was previously known as Binksty before rebranding in July 2012.
CapLinked, Inc. provides a cloud-based platform that facilitates secure information sharing and collaboration for complex business transactions. Founded in 2009 and based in Redondo Beach, California, CapLinked offers virtual data rooms that serve as central hubs for enterprises and their external partners to manage activities such as capital raises, asset sales, mergers and acquisitions, and real estate deals. The platform allows users to conduct due diligence, handle investor reporting, and coordinate negotiations within secure workspaces. CapLinked caters to a diverse clientele, including investment banks, private equity firms, venture capitalists, and various industries such as life sciences and legal markets, ensuring that sensitive information is shared securely and efficiently.