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Founded in 2017, Trust & Will simplifies estate planning through its digital platform. It offers attorney-approved, state-specific tools for creating legally valid wills and trusts, ensuring secure data protection with SOC 2 and HIPAA compliance.

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 is a market intelligence platform that provides granular, consumer and business financial data. The platform analyzes anonymized financial information from publicly available U.S. government sources and reconstructs it into understandable financial statements covering households and businesses. It enables clients to assess risk and compliance, size markets, benchmark performance, and support corporate strategy and target marketing. The company's data supports benchmarking, market research, and audience insights for sectors including financial services, professional services, insurance, and wealth management. Founded in 2011 and based in Doylestown, Pennsylvania, Powerlytics helps organizations identify potential markets, evaluate competitors, and drive data-driven decision making.

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 designs and develops online security solutions that protect enterprise and individual data from cyber threats. The company offers Novo, an active user behavioral analytics platform that combines machine learning and decoy technology to prevent data loss and intrusions inside and outside the enterprise, along with an authentication solution that uses user behavior as a biometric password. It also develops decoy technologies to mislead attackers and support forensics. Additionally, Allure supplies AI-driven anti-phishing capabilities that detect campaigns in near real time, identify affected customers, help deactivate malicious sites, and provide prioritized alerts to security teams to verify and respond to suspicious activities. The company is based in New York and traces its origins to 1996.

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 offers a role-based identity and access management platform for financial institutions. The software automates common overhead tasks related to user provisioning and access control, improving security and reducing the time required for audit preparation. It is designed for mid-sized banks and credit unions, helping these institutions meet regulatory needs while enabling efficiency and growth.

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 specializes in designing and developing modern mobile and online banking solutions for credit unions. Its platform offers features such as bill payment, check deposit, money transfer, loan applications, and travel notifications. Bankjoy caters to consumer-facing application developers and startups aiming to provide advanced banking technology products.

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 offering a SaaS solution that enables lenders to provide rejected borrowers with a pathway to approval.

equipifi is a fintech software provider that delivers Buy Now, Pay Later solutions to banks and credit unions. Its platform integrates with financial institutions to deepen engagement, expand market share, and increase revenue by enabling cardholders to view, accept, and manage BNPL plans within their existing banking app. The solution reduces friction in the payments ecosystem by offering automatic push notifications and emails, and by providing seamless online and mobile banking integration with real-time dashboards for performance and usage. equipifi focuses on aligning BNPL offers with customers' financial goals and aims to deliver a simple, unified experience for consumers and financial institutions alike.

Caribou is a fintech company specializing in automotive refinancing. It partners with reputable lenders to offer drivers lower monthly car payments and potential savings of over $115 per month.

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 is a digital communications platform for financial services that enables secure, compliant engagement across text, video, audio, secure chat, and social messaging. It helps credit unions, banks, debt collectors, insurers, lenders, and FinTechs enhance operations, engagement, and productivity by enabling digital outreach and integrating with IT systems such as Symitar and Corelation. The platform uses analytics to provide engagement insights, supporting institutions in managing member interactions and driving growth.

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.