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Trust & Will is an online platform that simplifies estate planning by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating estate plans or settling the estates of their loved ones. The platform offers an easy, fast, and secure way to establish wills, trusts, and other legal documents, allowing clients to save on legal fees while ensuring their wishes are properly documented. Trust & Will employs bank-level encryption to protect customer data and adheres to high security standards, including SOC 2 and HIPAA compliance. The company is recognized as the official estate planning benefit provider for AARP members and collaborates with various leading financial institutions to promote its mission of helping families leave their legacies.

Casap is a modern platform, it builds technology for financial services.

Illuma Labs is a provider of real-time voice authentication and fraud-prevention technology for securing voice communications across contact centers and connected devices. Its platform analyzes natural conversations to verify caller identity and detect fraud in real time, running passively in the background to continuously profile the speaker and the calling device. The flagship Illuma Shield solution combines signal processing, machine learning, and AI to authenticate users with high accuracy in seconds, reducing fraud and improving customer experience. The company serves verticals such as financial services, insurance, e-commerce, and credit unions, and has roots in research projects with the U.S. Department of Homeland Security. Founded in 2018 and based in Plano, Texas, Illuma Labs focuses on enabling seamless, secure customer identification without adding friction to the user experience.

Amount, Inc. is a digital technology company based in Chicago, Illinois, specializing in mobile banking solutions for financial institutions. Established in 2018, Amount focuses on accelerating digital transformation by offering a range of services that enhance customer acquisition and optimize performance across various product categories, including personal loans, credit cards, and deposit accounts. Its flagship product, Amount 360, is a cloud-based platform that provides comprehensive solutions with features such as omnichannel integration, fraud prevention, and risk analytics. Amount's services enable financial institutions to modernize their retail offerings and improve user experiences, with clients collectively managing nearly $1 trillion in U.S. assets and serving over 25 million customers.

Powerlytics, Inc. is a market intelligence company that specializes in providing comprehensive consumer and business financial data. Founded in 2011 and headquartered in Doylestown, Pennsylvania, the company utilizes a big data analytics platform that analyzes anonymized financial information sourced from U.S. government data. Powerlytics offers a range of solutions, including risk and compliance services, market growth analysis, and digital marketing audience insights. Its platform enables organizations to generate benchmarking and market sizing reports for over 27 million businesses and 140 million individuals, offering detailed insights by geography, industry, and company size. By delivering unique economic and financial reports, Powerlytics helps clients in sectors such as financial services, insurance, and investment management make informed decisions, evaluate competitors, and develop effective corporate strategies.

ModernFi operates a platform that helps banks and credit unions efficiently manage their deposits. It facilitates sourcing deposits, sweeping funds, and enhancing depositor security through its modern technology stack, enabling institutions to grow and stabilize their balance sheets.

Traduality empowers credit unions, community banks, and other regulated entities to effectively serve and attract non-English speaking customers. Its AI-powered platform enables staff across various departments to communicate and create content in multiple languages securely, tracking language demand across different locations.

Penny Finance is an innovative online platform offering personalized financial mentorship tailored specifically for women. It provides comprehensive real-world financial education, empowering users with practical knowledge on money management, debt handling, and investing.

DefenseStorm, Inc. is a cybersecurity company that offers a cloud-based management platform specifically designed for financial institutions. Founded in 2014 and headquartered in Alpharetta, Georgia, DefenseStorm provides a comprehensive suite of solutions that includes real-time threat detection, investigation, reporting, and compliance management. The platform integrates big data analysis to deliver actionable insights, enabling banks and other financial organizations to effectively respond to cyber threats while ensuring regulatory compliance. Originally established as Praesidio, the company rebranded to DefenseStorm in June 2016, reflecting its focus on enhancing cyber safety and soundness for its clients.

Allure Security Technology, Inc. specializes in designing and developing online security solutions aimed at protecting enterprises from cyber threats. The company offers Novo, an advanced user behavioral analytics software that integrates machine learning and decoy technology to safeguard devices from data loss and intrusion, both internally and externally. Allure's solutions include an innovative authentication method that utilizes user behavior as a biometric password, enhancing security measures. The company has also created decoy technology to mislead cybercriminals into stealing fake data, which aids in forensic investigations. Additionally, Allure has developed an anti-phishing solution that detects phishing campaigns in near real-time, identifies targeted customers, and assists in neutralizing the associated threats. Founded in 1996 and originally known as Allure Security Technology II, Inc., the company is headquartered in Waltham, Massachusetts.

Pulsate is a marketing communication software company that specializes in enabling businesses to engage directly with customers through personalized, location-based campaigns. The platform allows users to design and distribute rich media content to customers' devices, fostering deeper customer relationships by facilitating dialogue and feedback. By targeting specific locations, including street-level and competitor sites, Pulsate helps increase foot traffic and optimize marketing efforts through segmentation. The integration of iBeacons technology enhances the understanding of indoor customer location and context, allowing for precise targeting and campaign management via the Pulsate cloud platform. Ultimately, Pulsate provides clients with valuable insights into mobile customer behavior and comprehensive data on their marketing campaigns, enhancing user engagement and brand loyalty.

Penta Privacy Lock protects the business and customers. They assist them in keeping track of the information they have collected from their customers. They tag and track consumer information in the databases using proprietary data mapping software without interfering with business operations.

Ranqx develops digital lending software for small business loans. Its platform simplifies the loan application process, minimizes credit risk, and facilitates real-time financial data analysis to aid lending decisions.

Casap is a modern platform, it builds technology for financial services.

Spiral is the award-winning personalized banking platform that enables banks and credit unions to grow deposits and attract new account holders through financial wellness and community impact. With Spiral, financial institutions can positively impact the lives of their account holders and their communities through any online bank account, debit card, or credit card. Thus, Spiral makes it simple for financial institutions to drive positive change and empower millions of people to build better lives and positively impact their communities. Spiral is spearheaded by fintech serial entrepreneur Shawn Melamed, a former Managing Director of Morgan Stanley's Technology Business Development and Innovation Offices. Their mission-driven team has deep banking, nonprofit, and fintech expertise, including Jim Rosenthal, the former COO of Morgan Stanley, who is part of Spiral's board.

Provision IAM is a developer of role-based identity access management systems tailored for mid-sized banks and credit unions. The company provides tools that automate user access management, alleviating the burden of common overhead tasks for employees. By streamlining these processes, Provision IAM enhances security and significantly reduces the time required for audit preparation. Its solutions are designed to meet the specific needs of financial institutions, enabling them to focus on their core operations and drive growth effectively.

BlastPoint is a developer of a predictive AI-powered platform that offers big data solutions to help companies optimize revenue growth and enhance customer engagement. By providing tools to discover, target, and engage humans within their data, BlastPoint enables businesses across various sectors—such as energy, financial services, automotive, and nonprofit organizations—to generate immediate insights into customer engagement challenges. The platform equips clients to identify trends and unlock critical information relevant to specific territories, ultimately empowering them to find, reach, and satisfy customers throughout their lifetime.

PortX’s Fintech Hub is the Integration-Platform-as-a-Service focused on financial services infrastructure that allows open access to core data and simplifies integrations to third-party applications like fintechs. Access to data and the freedom to connect with partners enables rapid project delivery, agile innovation cycles, and optimal user experiences. PortX facilitates interoperability between internal systems and services such as online banking, credit checks, mortgage and loan applications, and more, allowing for a real-time 360-degree view of account holder data. Financial institutions can empower their teams to connect to fintech partners and real-time payment networks like Zelle®, ACH, FedNow, and others. For more information, please visit portx.io and connect on LinkedIn.

Bowery Valuation is a New York-based company founded in 2015 that specializes in cloud-based appraisal software and mobile applications. The company provides its appraisers with innovative tools that enable them to produce comprehensive commercial appraisal reports more than twice as quickly as their leading competitors. By utilizing a robust backend database and natural language generation technology, Bowery enhances efficiency, quality, and consistency across its operations. This approach allows appraisers to deliver more consistent reports at a reduced cost and within shorter timeframes, positioning Bowery as a significant player in the appraisal industry.

AKUVO offers cloud-native software for financial institutions to manage collections and credit risk. Its platform uses AI, ML, and NLP technologies to improve collection efficiency, reduce staff costs, predict delinquencies, and inform future credit decisions.

NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Bankjoy is a FinTech company based in Detroit that specializes in developing modern banking technology solutions for banks and credit unions. Founded in 2014, the company offers a comprehensive mobile banking platform that includes features such as online banking, e-statements, online account opening, loan applications, and AI-powered voice banking. Bankjoy's solutions enable users to perform essential banking tasks like paying bills, depositing checks, and managing card security, thus enhancing the banking experience for consumers. The company focuses on delivering user-friendly products with advanced features and a contemporary design, ensuring a high-quality user experience. Additionally, Bankjoy provides a banking API that connects financial institutions with innovative FinTech solutions, helping them compete effectively in the financial services market.

Zest AI, Inc. is a technology company based in Burbank, California, that specializes in artificial intelligence solutions for credit underwriting. Founded in 2009 and formerly known as ZestFinance, the company has developed a platform that utilizes advanced machine learning techniques to enhance credit decision-making processes. Zest AI's Model Management System allows lenders to analyze extensive credit data, increasing approval rates while mitigating the risks associated with credit decisions. The platform also emphasizes transparency and compliance, enabling lenders to understand and explain their data modeling results effectively. Through its innovative technology, Zest AI aims to make credit more accessible and fair, helping lenders improve their decision-making and ultimately provide better loan options to a wider array of consumers. The company has a strategic partnership with Microsoft, which supports its mission to expand the availability of credit.

Neural Payments, Inc. is a company based in Mason, Ohio, that specializes in providing payment solutions for financial institutions. Founded in 2019, it aims to facilitate the adoption of innovative payment technologies while helping its clients remain competitive in a rapidly evolving market. The company's services focus on enhancing digital adoption, reducing transaction costs, minimizing fraud exposure, and simplifying technology integrations. By offering these essential services, Neural Payments enables financial institutions to effectively connect with the latest trends and technological advancements in the payment landscape.

Credit Mountain is a fintech company that specializes in providing a personalized credit platform designed to assist individuals in accessing and managing their credit ratings. The platform serves as a valuable resource for financial institutions by offering credit counseling services. It features a credit booster tool that helps users prioritize which accounts to pay off first, facilitating automatic extra payments to accelerate debt repayment. This approach enables customers to enhance their credit reports by adding positive payment history while simultaneously reducing their overall debt. By focusing on rejected borrowers, Credit Mountain aims to create pathways to credit approval, empowering individuals to improve their financial standing.

Equipifi is a fintech software-as-a-service company that specializes in providing Buy Now, Pay Later (BNPL) solutions for banks and credit unions. The Equipifi platform integrates seamlessly with financial institutions, enhancing customer engagement and helping them to expand their market presence and revenue streams. It offers consumers a centralized platform to view, accept, and manage their BNPL plans through their existing banking applications. Additionally, Equipifi's technology facilitates a frictionless payment experience by incorporating features such as automatic notifications, SMS, and email communications, alongside online and mobile banking integration. This comprehensive approach enables consumers to easily access and utilize the benefits of BNPL, all while giving financial institutions real-time insights into performance and usage through a user-friendly dashboard.

Caribou is a financial technology company that specializes in automotive refinancing services, aimed at helping drivers manage their auto finances more effectively. By partnering with trusted lenders, Caribou facilitates access to better rates and lower monthly payments, enabling customers to save an average of over $115 per month on their car payments. In addition to auto refinancing, the company offers a range of supplementary services, including auto insurance, total loss protection, guaranteed asset protection, key replacement coverage, and cosmetic care packages. Through these offerings, Caribou strives to provide comprehensive solutions that enhance the financial well-being of its customers while simplifying their automotive financial management.

Posh develops a conversational AI platform for the banking industry. Its platform creates AI assistants that help frontline staff and customer interactions. Purpose-built for financial services, Posh’s AI spans voice, digital, and knowledge channels, offering conversational customer service, 24/7 self-service, and increased employee efficiency.

Facteus transforms raw financial transaction data from legacy systems into actionable insights for businesses. Serving financial institutions, payment processors, investment companies, and retail corporations, Facteus enables clients to make informed decisions, automate tasks, optimize data strategies, and generate revenue while maintaining safety, security, and compliance.

PatientFi, LLC is a financial service company based in Irvine, California, that operates a digital platform designed to provide financing options for patients seeking aesthetic medical procedures. Established in 2017, the company allows patients to apply for credit online and collaborates with medical practices across various elective healthcare segments, including plastic surgery, dermatology, and dentistry. PatientFi's platform offers personalized financing plans, enabling patients to afford treatments such as breast augmentation, mommy makeovers, and surgical facial rejuvenation. By connecting healthcare providers with financing alternatives, PatientFi aims to enhance access to health, beauty, and wellness treatments for patients.

LoanStreet operates an online platform that facilitates efficient syndication of loans for credit unions, banks, and direct lenders. Founded in 2013, it automates and standardizes the process from origination to maturity, enabling lenders and investors to buy, sell, and manage loans directly through its platform.

Posh is a conversational AI and NLP technology development company that enables developers to deliver a new way to interact with users. With Posh, website actions that takes minutes to complete can be sped up to just seconds with a simple message from bots. Companies in finanical services, healthcare, utilities, and beyond are using the Posh platform to re-create call centers and automate routine requests for both customers and staff while saving time and money. The company wants to make the internet experience easier and more enjoyable. Posh was launched on 2015 and is based in Boston, Massachusetts.

DefenseStorm, Inc. is a cybersecurity company that offers a cloud-based management platform specifically designed for financial institutions. Founded in 2014 and headquartered in Alpharetta, Georgia, DefenseStorm provides a comprehensive suite of solutions that includes real-time threat detection, investigation, reporting, and compliance management. The platform integrates big data analysis to deliver actionable insights, enabling banks and other financial organizations to effectively respond to cyber threats while ensuring regulatory compliance. Originally established as Praesidio, the company rebranded to DefenseStorm in June 2016, reflecting its focus on enhancing cyber safety and soundness for its clients.

Illuma Labs is a provider of real-time voice authentication and fraud-prevention technology for securing voice communications across contact centers and connected devices. Its platform analyzes natural conversations to verify caller identity and detect fraud in real time, running passively in the background to continuously profile the speaker and the calling device. The flagship Illuma Shield solution combines signal processing, machine learning, and AI to authenticate users with high accuracy in seconds, reducing fraud and improving customer experience. The company serves verticals such as financial services, insurance, e-commerce, and credit unions, and has roots in research projects with the U.S. Department of Homeland Security. Founded in 2018 and based in Plano, Texas, Illuma Labs focuses on enabling seamless, secure customer identification without adding friction to the user experience.

Zest AI, Inc. is a technology company based in Burbank, California, that specializes in artificial intelligence solutions for credit underwriting. Founded in 2009 and formerly known as ZestFinance, the company has developed a platform that utilizes advanced machine learning techniques to enhance credit decision-making processes. Zest AI's Model Management System allows lenders to analyze extensive credit data, increasing approval rates while mitigating the risks associated with credit decisions. The platform also emphasizes transparency and compliance, enabling lenders to understand and explain their data modeling results effectively. Through its innovative technology, Zest AI aims to make credit more accessible and fair, helping lenders improve their decision-making and ultimately provide better loan options to a wider array of consumers. The company has a strategic partnership with Microsoft, which supports its mission to expand the availability of credit.

Eltropy India is a digital communications platform designed to enhance engagement and revenue for financial service institutions. The company enables secure and compliant digital interactions through various channels, including text, video, audio, secure chat, and social messaging. Its platform serves a diverse range of clients, including credit unions, banks, debt collectors, insurance companies, lenders, and fintech firms, helping them improve operations and productivity. Eltropy also offers integration with IT systems such as Symitar and Corelation, along with analytics tools that provide valuable insights into customer engagement.

NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.