Slyde
Non Equity Assistance in 2021
Slyde is a music-based mobile application available on both iPhone and Android platforms, founded in 2012 by Edward Ludvigsen and Jason Peltz. Headquartered in New York, Slyde provides a cloud-based platform that enables artists to publish and release new music singles along with additional content in a single package. The application also facilitates monetization for artists by connecting them with brands through seamless digital sponsorships and activations. This integration allows artists not only to share their music but also to create content supported by brand sponsors, enhancing their reach and potential revenue streams.
Lendshift
Non Equity Assistance in 2021
Lendshift offers lending tools and systems for individuals, not-for-profits, and other non-bank entities. It strengthens community resilience and increases financial mobility by facilitating loans with 0-3% interest rates.
Quiltt
Non Equity Assistance in 2021
Quiltt is a company that provides a low-code embeddable fintech infrastructure platform. This platform allows financial innovators to access top account aggregation and transaction enrichment services through a single integration and contract, simplifying the process of working with financial data. By organizing and enriching financial data from various vendors and APIs, Quiltt helps users gain a comprehensive understanding of their financial needs, wants, and goals. This enables users to monitor expenses and manage money more effectively, eliminating the need for costly and redundant in-house development of non-core consumer fintech infrastructure.
Operator
Non Equity Assistance in 2021
Operator is a developer of a low-code platform that enables users to create business applications efficiently. The platform empowers analysts to develop software solutions for common challenges without the need for coding or managing complex data integrations. By consolidating operational and financial data from various sources, including applications, spreadsheets, and data warehouses, Operator's technology facilitates the creation of streamlined workflows and applications. This approach significantly reduces the time and effort required by teams to handle manual tasks, thereby enhancing overall productivity and operational efficiency.
Otomo
Non Equity Assistance in 2021
Otomo is a provider of self-driving finance as-a-service, aimed at retail financial institutions, fintech companies, and brands. The company leverages artificial intelligence to deliver an embeddable platform that offers consumers access to autonomous finance tools designed to simplify daily financial management. By curating personalized discounts and rewards, Otomo enhances consumer engagement and fosters financial wellness. Its innovative approach removes the need for forethought and guesswork in financial decisions, contributing to improved user experiences and retention for its clients.
Tally Street
Non Equity Assistance in 2020
Tally Street, Inc. is a software company that focuses on enhancing cash flow for small and midsize businesses by leveraging their existing accounting data. Founded in 2019 and based in Boston, Massachusetts, Tally Street's platform utilizes artificial intelligence and statistical analysis to extract valuable insights from years of sales data. It provides businesses with detailed reports on customer lifetime value, sales trends, concentration risk, and collections performance, enabling them to identify profitable customers, optimize their sales funnels, and mitigate payment risks. The software also assists business owners and CEOs in making informed decisions by tracking key metrics such as customer retention rates and forecasting cash flow. By equipping modern accounting and finance firms with the tools to serve their clients effectively, Tally Street aims to facilitate growth and improve overall business performance.
Cambio
Non Equity Assistance in 2020
Cambio Money is a financial services platform focused on simplifying and enhancing financial solutions for individuals and businesses. The company offers a range of services, including online payments, transfers, currency exchange, and budgeting tools, aimed at facilitating effective money management. Additionally, Cambio integrates AI-powered technology to assist users in credit recovery, enabling them to manage and improve their credit scores by planning and negotiating collections effectively. With a commitment to financial accessibility and security, Cambio strives to provide users with the tools necessary to save, grow, and manage their finances efficiently.
Pakira
Non Equity Assistance in 2020
Pakira is a trading platform for physical commodities markets throughout their entire B2B supply chain from source to retail.
Secab
Non Equity Assistance in 2020
Secab is a professional services group that supports entrepreneurs in chartered accountancy, law, and strategic consulting. Established in 2007, it brings together 12 firms located in various cities in the East of France, including Paris, Villeparisis, Melun, Montereau, Sens, Joigny, and St. Florentin, Fréjus. The company offers a comprehensive range of services, including bookkeeping, tax declarations, payroll, and social management, all facilitated by qualified chartered accountants and lawyers. Secab's effective sales force and strong control over production processes have enabled it to achieve a higher rate of profitability compared to the industry average, fostering both organic and external growth for its clients.
LionX
Non Equity Assistance in 2020
LionX is a company that specializes in online identity verification, focusing on enhancing customer trust and loyalty through a commitment to privacy, transparency, and responsiveness. Its platform enables consumers to manage their financial information, allowing them to control access, request deletion of personal data, and receive confirmations regarding their privacy rights. By prioritizing transparency and providing tools to safeguard personal information, LionX empowers consumers to protect their identities while facilitating secure information sharing with businesses.
Cranberry Ventures
Non Equity Assistance in 2019
Cranberry Ventures helps Americans build wealth through lease-to-own housing.
OHMense
Non Equity Assistance in 2019
Data driven decision making
BlockSyte
Non Equity Assistance in 2019
Blocksyte has created a comprehensive, low cost and simple to use self-configuration blockchain solution platform adaptable to multiple industries. We provide a one-stop application that removes the complexity of integrating with myriad complex blockchain networks (IBM, SAP, Oracle etc...). Blocksyte provides a full end to end application and API for “certificate-based and blockchain secured data, documents and smart-contracts” to optimize supply chain logistics for Small to Medium sized businesses ("SMB's). Our solution tracks GPS location, temperature, humidity, shock, tampering, altitude and provides instant feedback to help you run your business more efficiently.
BlockTEST
Non Equity Assistance in 2019
BlockTEST develops and optimizes blockchain solutions to manage the business supply chain. BlockTEST was founded in 2018 and was headquartered in Cambridge, Massachusetts.
Wunderite
Non Equity Assistance in 2019
Wunderite, Inc. is a software development company based in Bourne, Massachusetts, founded in 2018. The company specializes in creating data exchange software specifically for the insurance industry. Wunderite's platform enhances the digitalization of insurance submissions by leveraging data sets and APIs, thereby providing valuable insights for decision makers. Its software facilitates the automation of insurance applications, offering features such as online application submission, customer risk profiling, deal collaboration, and digital signatures. This enables insurance agents and their clients to complete applications more efficiently, helping agencies adapt and thrive in an increasingly digital landscape. The team behind Wunderite comprises veterans from the insurance industry and business sectors.
ExSeed Health
Non Equity Assistance in 2019
ExSeed Health Limited is a London-based company that specializes in home sperm testing solutions. Founded in 2017, it offers a device that employs micro-optic technology to accurately assess sperm quality, focusing on factors such as sperm count and motility. The company provides users with clear results in the privacy of their own homes, complemented by a smartphone app that delivers personalized lifestyle intervention recommendations. In addition to its primary testing device, ExSeed Health also supplies refill kits, ensuring a comprehensive approach to reproductive health. The company's products are available for purchase through various retail channels and online platforms, allowing for easy access to their innovative solutions.
iink Payments
Non Equity Assistance in 2019
iink Payments is a fintech company operating within the financial services sector, focused on enhancing the payment processes for restoration professionals dealing with insured property losses. It offers a digital payments network that facilitates the swift receipt of payments, allowing property owners and contractors to recover more quickly after disasters. The company's platform automates the verification and disbursement of insurance proceeds, enabling contractors to access property insurance payments efficiently. By streamlining property claim processes, iink Payments has been shown to expedite payments to insurance restoration professionals, allowing them to receive funds up to 60 times faster than conventional methods.
Paerpay
Non Equity Assistance in 2019
Paerpay is a Boston-based company founded in 2017 that specializes in providing contactless payment solutions for merchants across the United States. The company's financial application facilitates a seamless transaction experience by allowing users to scan a code at their table, which can be used to create a new bill or connect to an existing one. This innovative approach enables customers to easily pay, split, tip, and manage their bills without the need to change point-of-sale systems or payment processors. Additionally, the service does not require guests to download any apps, ensuring convenience and efficiency during their dining experience.
Unadat
Non Equity Assistance in 2019
Unadat enables individuals, families, and organizations to make financial decisions by providing peer-support systems and visualizations. Its free-for-users tools empower family members and friends with control over their financial data, life goals, and fundraisers, transforming the way we experience money for everything from debt and savings to budgeting and investing. Unadat partners with influential fintech providers and self-made money coach alike to give everyone a leg up in a complicated financial world through market-leading dashboards, user-pushed demand for services, and pre-packaged solutions.
Everyday Life
Non Equity Assistance in 2019
Everyday Life Insurance is an innovative company based in Boston, Massachusetts, focused on enhancing financial security for middle-income families through technology. Founded in 2018, the company offers a unique insurance concierge platform that streamlines the life insurance acquisition process. Its flagship product, Predictive Protection, automatically adjusts coverage based on significant life events such as aging children or retirement, helping consumers save money. By leveraging an algorithm that integrates individual responses with population data, Everyday Life provides personalized life insurance recommendations, enabling customers to obtain tailored and cost-effective insurance plans.
Bitbridge
Non Equity Assistance in 2019
Bitbridge is an MIT-spun hedge fund that focuses on global cryptocurrency markets.
Databento
Non Equity Assistance in 2019
Databento is a company that specializes in providing streamlined access to financial market data. Founded by experienced traders and engineers from renowned quantitative hedge funds, Databento offers a self-service platform that allows users to quickly obtain live exchange feeds and extensive historical data. The platform automates data licensing and minimizes onboarding time, making it easier for businesses and financial institutions to access high-quality, institutional-grade data directly from the source. Databento's servers are strategically located in colocation facilities at various trading venues, ensuring low-latency and reliable data capture. Users can choose between a pay-as-you-go model or flat-rate pricing, allowing them to manage costs effectively according to their data usage needs.
FilingMate
Non Equity Assistance in 2019
FilingMate is a company that specializes in providing a streamlined platform for insurance companies to manage their regulatory filings and compliance requirements. By offering an intuitive interface, FilingMate organizes common filings and compliance requests from state-level insurance regulators, simplifying the process for clients in compliance, finance, underwriting, and claims. The platform aids in the completion, review, and submission of necessary forms, reducing the risk of errors that can lead to fines and penalties. Its functionality is designed to minimize repetitive tasks and enhance efficiency, making it a valuable tool for insurance professionals navigating the complexities of regulatory obligations.
Surround Insurance
Non Equity Assistance in 2019
Surround Insurance is an InsurTech company founded in 2018 by Jonathon Grayson and Kate Terry, headquartered in Cambridge, Massachusetts. The company specializes in providing property and casualty insurance products tailored for young urban professionals. Surround Insurance designs simple and easy-to-understand insurance bundles that address the risk gaps experienced by its customers. Utilizing a technology platform, the company offers customizable insurance solutions that align with modern lifestyles, enabling clients to mix and match coverage options that meet their specific needs.
elphi
Non Equity Assistance in 2019
Elphi is a financial technology company that specializes in providing a loan origination platform aimed at modern lenders, including credit unions, mortgage banks, and business purpose lenders. The company's technology streamlines the mortgage life cycle, enhancing efficiency from origination to securitization. By automating repetitive processes, Elphi enables lenders to expedite the loan closing process, significantly reduce closing costs, and better respond to changing borrower demands. Through its innovative solutions, Elphi seeks to transform the lending experience for both financial institutions and their clients.
Jointly
Non Equity Assistance in 2019
Jointly is a mobile application designed to enhance community resilience in the face of disasters by facilitating self-organized disaster relief efforts. The platform connects individuals affected by disasters with volunteers, enabling users to request assistance through various services and donations. Jointly prioritizes long-term recovery by matching specific needs with skilled volunteers, thereby streamlining the recovery process and minimizing resource waste. By reducing duplication of services, Jointly significantly shortens the recovery time for both individuals and communities, fostering a more efficient and effective response to disasters worldwide.
Castalune
Non Equity Assistance in 2019
Castalune is a predictive software prototype for distributed renewable energy resource optimization.
Vincere Health
Non Equity Assistance in 2019
Vincere Health Inc. is a health technology company based in Allston, Massachusetts, founded in 2019 at the Harvard Innovation Labs. The company specializes in developing a health engagement platform aimed at assisting users in quitting smoking and making healthier choices. Its application combines behavioral nudges, evidence-based interventions, and personalized coaching, allowing users to set individual goals and monitor their progress. Users engage with the platform by using an attachable breathalyzer device to verify adherence to their smoking reduction goals. The application incentivizes users with periodic financial rewards for reducing their smoking and achieving cessation. By leveraging real-time health data and intelligent incentives, Vincere Health addresses significant healthcare challenges, particularly in smoking cessation and chronic disease management.
Hound Software
Non Equity Assistance in 2018
Hound Software is a developer of digital process automation software tailored for financial institutions. The company focuses on automating customer service and compliance processes, as well as managing large volumes of transactions. Its platform addresses critical, time-sensitive situations by automating daily manual tasks related to fraud, collections, and compliance. By enabling business professionals to deploy end-to-end processes across various technical and organizational boundaries, Hound Software enhances efficiency and streamlines operations for its clients.
Reggora
Non Equity Assistance in 2018
Reggora, Inc. is an appraisal technology company based in Boston, Massachusetts, that specializes in providing a cloud-based platform for mortgage lenders and real estate appraisers. Founded in 2016 and originally named Sonder Partners, LLC, the company focuses on automating and streamlining various aspects of the appraisal process. Its software facilitates automatic order allocation, quality control, and management tools that enhance efficiency for both lenders and appraisers. By enabling customization and reducing the time and costs associated with traditional manual tasks, Reggora improves the overall appraisal experience. The platform is designed to yield higher-quality appraisals and faster turnaround times, ultimately benefiting the entire appraisal ecosystem.
Zamp
Non Equity Assistance in 2018
Zamp operates as a restaurant management company in Brazil, focusing on the creation, management, and distribution of food establishments primarily under the Burger King and Popeyes brands. As a joint venture between Vinci Capital Gestora de Recursos Ltda and a subsidiary of Burger King Corporation, Zamp is dedicated to enhancing the dining experience by implementing operational efficiencies and delivering high-quality food services. The company aims to cater to diverse consumer preferences while maintaining a strong presence in the competitive fast-food market.
Edmit
Non Equity Assistance in 2018
Edmit operates an educational technology (ed-tech) platform that aims to enhance transparency in higher education costs and values. The company's platform offers personalized data on scholarships, financial aid, employment outcomes, and student debt, empowering college-bound students and their families to comprehend the holistic costs and affordability of various institutions, thereby facilitating well-informed decision-making.
Posh
Non Equity Assistance in 2018
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.
Envel
Non Equity Assistance in 2018
Envel, Inc. is a financial services company founded in 2017 and headquartered in Boston, Massachusetts, that focuses on providing innovative banking solutions for Generation Z and younger millennials. The company has developed an artificial intelligence-based retail banking platform that offers real-time guidance for personal finance management. Envel's technology employs machine learning to analyze individual spending habits and automatically organizes users' income into various categories, promoting effective saving and spending behaviors. The platform, known as the Envel Money Management System, aims to help users build wealth, save for emergencies, and achieve financial stability while minimizing unnecessary expenditures. Envel's mission is particularly focused on assisting college students in managing their finances and reducing debt, with the goal of eventually supporting over one million students in their financial journeys.
Kingscrowd
Non Equity Assistance in 2018
KingsCrowd is an online platform based in San Francisco that specializes in private market ratings and analytics for equity crowdfunding. Founded in 2018, the company aims to assist both retail investors and institutions in navigating the complex landscape of startup investing. By providing comprehensive insights, analytics, and ratings, KingsCrowd enables users to identify valuable investment opportunities and make informed decisions. The platform leverages predictive artificial intelligence to highlight key factors that contribute to successful startup investments. Additionally, KingsCrowd offers a suite of support products, including research, recommendations, and financial tools, designed to empower individuals to invest in startups with confidence.
PayByCar
Non Equity Assistance in 2018
PayByCar is an innovative company based in Boston, Massachusetts, that specializes in providing an in-vehicle payment solution for drive-up retailers. Founded in 2017, it utilizes existing E-ZPass transponders to facilitate secure and efficient transactions for consumers while they remain in their vehicles. The company's software platform connects the driver, vehicle, and mobile device to a retailer's point of sale through the Internet of Things, enabling a variety of transactions such as purchasing gas, curbside pickup, parking, and food at drive-thru establishments. By eliminating payment hassles and security risks, PayByCar aims to enhance the convenience and safety of vehicle-based payments, allowing drivers to return to the road quickly.
Tunnel
Non Equity Assistance in 2018
Tunnel is a developer of cloud-based payment software that facilitates real-time global cross-currency payments without transaction fees. Utilizing distributed ledger technology, Tunnel offers its own payment infrastructure, including application programming interfaces and mobile applications. This innovative approach allows both individuals and companies to conduct transactions securely and efficiently, minimizing costs associated with traditional payment methods while enhancing fraud prevention.
Alacris
Non Equity Assistance in 2018
Alacris provides advanced identification and access security software and certificate management products. Alacris looks to help clients manage trusted digital identities across a wide variety of security technologies, platforms, architectures and devices. Alacris was acquired by Microsoft in September, 2005.
Novo
Non Equity Assistance in 2018
Novo Platform Inc. is a digital banking platform designed for small business owners, entrepreneurs, and freelancers. Founded in 2018 by Tyler McIntyre and Michael Rangel, the company is headquartered in Miami, Florida. Novo offers enhanced business deposit accounts and integrates banking activities with applications that provide users with analytical insights and fraud notifications related to their banking data. The platform is supported by a network of FDIC-insured community banks, aiming to streamline financial management for its clients. Originally known as Novo Financial Corp., the company was incorporated in 2016 and has since focused on creating tailored banking solutions for modern businesses.
Noble
Non Equity Assistance in 2018
We believe ordering should be easy no matter where you are. From trivia at the local bar to intermission at the theater, order and pay with Noble and get back to enjoying your night. Specialties Mobile Ordering, Mobile Payments, Food and Beverage, Big Data
Harbor Plan
Non Equity Assistance in 2018
Harbor Plan is a company that has created an innovative sales intelligence and automation platform tailored for independent professionals such as financial advisors, accountants, and lawyers. Its primary focus is to streamline and enhance sales conversations by automating follow-ups through various channels, including text messages, voicemails, and phone calls, in addition to emails. Harbor Plan offers two specialized quizzes: the Financial Health Quiz, which assesses a prospect's financial situation and goals, and the Investor Personality Quiz, which provides deeper insights into an individual's investment behavior. These quizzes allow professionals to qualify potential clients more effectively than traditional methods, which typically rely on minimal information. The platform is designed to deliver enterprise-quality sales execution at a fraction of the cost, thereby enabling independent professionals to concentrate on managing their businesses while significantly improving sales conversion rates and client relationships.
StackUp
Non Equity Assistance in 2018
StackUp delivers investment portfolio monitoring and data-driven analysis. Users are aware of how effectively they are managing their financial future. It makes it easy to identify and connect with top-rated financial advisors when need a new one.
Arwen
Non Equity Assistance in 2018
Arwen gives protection while trade on cryptocurrency exchanges. They are a team of seasoned experts in cryptography, network and cloud security. Arwen aims to be the most secure standard of trading as a technology built for centralized cryptocurrency exchanges. Their protocol and system has been developed by a team with over a decade of expertise in cryptographic standards and network security. They are building better crypto trading infrastructure and have the best team in the business.
Project Finance
Non Equity Assistance in 2018
Manage all your financial accounts in one place, conduct what-if scenarios, and see future cash and net worth balances with Project Finance. Voted top personal finance application to watch in 2018.
TowerIQ
Non Equity Assistance in 2018
TowerIQ Inc., established in 2017 and based in Boston, Massachusetts, specializes in developing enterprise Software as a Service (SaaS) platforms tailored for the insurance industry. The company's flagship product, TowerIQ, is designed to automate manual workflows, connect disparate data systems, enhance data quality, and facilitate streamlined communication among brokers, Managing General Agents (MGAs), and carriers. By doing so, TowerIQ empowers these stakeholders to improve the end-to-end insurance experience, enabling them to better serve clients and win more business.
Finnest
Non Equity Assistance in 2018
Finnest, Inc. is a Boston-based company founded in 2016 that develops application software aimed at teaching children and teenagers essential financial skills through gamification. The mobile app and secured debit card account provide tools and activities designed to instill good money habits, covering topics such as financial education, personal finance, savings, and responsible spending. By facilitating easier transfers between parents and their children, Finnest encourages young users to save and grow their money while fostering an understanding of money management and investment. The platform represents an innovative approach to financial literacy for the younger generation.
Acceleron Bank
Non Equity Assistance in 2018
Acceleron Bank is a financial services firm specializing in foreign exchange payment solutions. The company has developed a platform that simplifies the management of currency risk, allowing clients to lock in exchange rates well in advance. Through its API-driven technology, Acceleron Bank provides users with access to the latest currency exchange information and methodologies, eliminating the need for multiple vendors and connections. This streamlined approach not only enhances the service experience for clients but also enables banks to reduce provider costs and improve the efficiency of their foreign exchange transaction processes.
Stavvy
Non Equity Assistance in 2018
Stavvy, Inc. is a financial technology company based in Boston, Massachusetts, that specializes in a digital mortgage vendor platform aimed at transforming the lending experience. Founded in 2018 and originally named Stavros Technologies, the company provides tools such as Stavvy Connect, which facilitates secure communication and access to vendor data for mortgage banking professionals during the underwriting and settlement processes. Additionally, Stavvy Notarize enables title agents, lawyers, and notaries to conduct virtual closings and meetings in real-time using web conference technology. By eliminating paper-based processes and enhancing communication, Stavvy aims to improve operational efficiency while minimizing risk for its users in the mortgage industry.
BastionZero
Non Equity Assistance in 2017
BastionZero is a technology company focused on enhancing security in cryptocurrency trading. It has developed a software solution that allows traders to maintain custody of their digital assets while executing trades on centralized exchanges. By employing a unique cryptographic security architecture, BastionZero eliminates single points of compromise and mitigates software supply chain risks, thereby providing a decentralized security layer. This innovative approach enables both individual and institutional traders to protect their cryptocurrencies from potential hacks, ensuring that even if an exchange is compromised, traders retain control of their assets. The software is compatible with major cryptocurrencies, including Bitcoin, Bitcoin Cash, Litecoin, and ZCash.
MakeCents
Non Equity Assistance in 2017
MakeCents is a company that specializes in providing innovative payment solutions designed to enhance business profitability and streamline transactions. Its Pay-By-Bank offerings allow businesses to accept payments securely and efficiently, offering alternatives to traditional credit card processing. The platform integrates seamlessly with various e-commerce systems, from simple plugins for small businesses to comprehensive, API-driven solutions for larger enterprises. Additionally, MakeCents leverages blockchain technology to facilitate high-volume payment transactions with minimal intermediaries, enhancing transaction speed and security. By employing modern cryptographic methods and distributed ledger technology, the company ensures transparency and reduces costs, enabling clients to optimize their payment processes and improve their overall financial performance.
SpotMe
Non Equity Assistance in 2017
SpotMe is an enterprise event platform focused on enhancing customer relationships through hybrid, virtual, and in-person events. The platform provides a branded and compliant event application that enables personalized experiences and delivers comprehensive data insights for integration into customer relationship management systems. It also offers 24/7 instant support and premium service. SpotMe is utilized by over 12,000 global business leaders, including top Fortune 500 companies across various sectors such as life sciences, professional services, technology, finance, and manufacturing.
Immersion Analytics
Non Equity Assistance in 2017
Immersion Analytics is a developer of holographic data visualization software that transforms complex multivariate data into immersive, intuitive experiences. Their platform enables users, including business professionals, to visualize data in multiple dimensions, facilitating a deeper understanding of information that traditionally required advanced expertise in AI or machine learning. By allowing users to perceive and analyze data as a unified visualization, the company's technology enhances the ability to detect anomalies and make informed decisions rapidly. Immersion Analytics employs a patents-pending method that significantly expands the perspective on data, likened to the revolutionary potential of quantum computing in processing. Their software integrates seamlessly into existing systems and workflows, empowering users to leverage human intuition and creativity alongside machine capabilities for more effective data storytelling and insight generation.
Skydeo
Non Equity Assistance in 2017
Skydeo, Inc. is a data analytics company based in Austin, Texas, that specializes in providing mobile audience data and insights for various sectors, including automotive, financial services, technology, mobile gaming, and retail. Founded in 2015, Skydeo offers a brand intelligence platform that empowers marketers, brand advertisers, and agencies to effectively reach their target audiences. The platform delivers valuable demographic information such as age, gender, income, net worth, and home ownership, allowing clients to create informed media strategies. By focusing on a mobile-first and cloud-first approach, Skydeo has established itself as a leading provider of audience segments and identity solutions, enabling highly effective targeting for programmatic advertising, paid social, and connected TV platforms.
MatchUpBox
Non Equity Assistance in 2017
Matchupbox proposes Digital Identity and Personal Data services around its PikcioChain, a proprietary modular permissioned-based blockchain, After three years of R&D, the PikcioChain creates an intelligent, secure and unique transactional eco-system. Based on the data exchanged or collected, the smart contracts developed by MatchupBox perform on demand specific tasks (payment, renewal, upgrades, supports, product and services search and booking.) By exemple, KYC process costs more than $10 Billion a year to US banks. MatchupBox builds an eco-system to facilitate on-demand, secure access to Personal Data and Digital Identity via its PikcioChain, so background and personal information verification checks no longer needed to be undertaken from the ground up every time. This reduces the overall cost of KYC, remove inefficiencies, enhance security and privacy, improving customer experience.
ILA Capital
Non Equity Assistance in 2017
ILA Capital is a company that specializes in providing alternative fixed income solutions and investment management services. It focuses on developing both short and long-term strategies for acquiring and disposing of portfolio holdings, ensuring that clients receive comprehensive support in managing their investments. Additionally, ILA Capital has developed an internal research and analytics platform that leverages artificial intelligence and machine learning to analyze investment data. This platform assists clients in identifying loans with the highest potential for outperformance, allowing them to access, review, and purchase loans directly. By combining investment management expertise with advanced technology, ILA Capital aims to enhance the decision-making process for investors.
IRAengine
Non Equity Assistance in 2017
IRAengine empowers people to invest tax-deferred IRA assets into alternatives .
FiVerity
Non Equity Assistance in 2017
FiVerity, Inc., based in Boston, specializes in creating AI- and machine learning-driven software solutions aimed at detecting and preventing cyber fraud. The company's products are tailored for financial institutions such as banks, credit unions, and credit card providers. FiVerity’s solutions enhance these institutions' consumer-facing processes, including application processing, credit verification, and customer onboarding. By offering predictive and proactive threat intelligence, the company helps its clients reduce fraud-related losses and achieve faster, more profitable growth.
Keel
Non Equity Assistance in 2017
Credible Investment Ideas From Verified Peer Investors
Tengu
Non Equity Assistance in 2017
Tengu is a developer of a data analytics platform that addresses the challenges companies face in managing disparate data across their organizations. By providing a Platform-as-a-Service solution, Tengu connects to various data sources, streamlines, and standardizes data through the creation of tailored data pipelines. This functionality allows data scientists to effectively utilize machine learning and artificial intelligence while enabling business analysts to integrate data into dashboards and business intelligence tools for real-time insights. In addition to its technological capabilities, Tengu emphasizes user convenience, helping organizations identify their data needs and objectives. The company also offers supplementary services, such as workshops, and fosters a DataOps Community, where professionals can share insights and collaborate on finding optimal data solutions. Through these efforts, Tengu enables companies to become data-driven and enhances the efficiency and utility of their data profiles.
Firstblood
Non Equity Assistance in 2017
FirstBlood is a blockchain-based eSports platform that facilitates direct competition among players by allowing them to challenge each other to matches and earn rewards. Built on the Ethereum blockchain, the platform connects gamers for remote tournaments and competitions, enabling them to engage in gameplay across various video game titles, even those lacking traditional head-to-head or multiplayer formats. FirstBlood features a ladder system that extends competitive opportunities, allowing participants to compete based on scores or achievements while ensuring consensus on match results. The company aims to enhance the gaming experience by providing a structured environment for competition and reward.
Perfectosoft
Non Equity Assistance in 2017
We help merchants to optimize payment processing.
Digital Onboarding
Non Equity Assistance in 2017
Digital Onboarding Inc. is a Boston-based company that specializes in developing a SaaS-based software platform designed to streamline the new account activation process for banks and credit unions. Founded in 2015, the company provides an automated onboarding solution that enhances member engagement and facilitates seamless communication across various channels. Its platform empowers financial institutions to effectively market and educate their customers about products and services, thereby fostering stronger relationships. By enabling the creation of personalized email and SMS reminders, Digital Onboarding encourages customers to adopt essential account-related services such as direct deposit and online bill pay. This approach not only increases activation rates but also helps transform account holders into engaged, profitable relationships, positioning the bank or credit union as the primary financial institution for its members.
ARAMIS
Non Equity Assistance in 2017
ARAMIS srl is an engineering consultancy firm specializing in advanced reliability, availability, and maintenance solutions for industries and services. Founded by Politecnico di Milano PhD researchers, ARAMIS offers expert analysis in logistics, risk management, asset optimization, predictive maintenance, and artificial intelligence to help clients make informed business decisions.
Candidly
Non Equity Assistance in 2017
Candidly is a company focused on simplifying student debt repayment and refinancing for employers through a software-as-a-service (SaaS) model. Founded by former Google employee, Candidly aims to assist organizations in providing effective benefits that help employees manage and reduce their student debt burdens. By offering innovative solutions, Candidly empowers companies to support their workforce in achieving financial well-being and securing a more stable future.
Own Up
Non Equity Assistance in 2017
Own Up is a home loan marketplace designed to assist clients in finding suitable mortgages and lenders. The company focuses on ensuring that borrowers do not overpay for their mortgages by providing personalized data that clarifies expected costs. Its technology features a concierge-driven approach, offering tools for evaluating lenders, determining affordable home prices, comparing loan offers, and obtaining pre-approval letters on demand. This streamlined process aims to optimize and simplify the experience of home financing for users, making it easier to navigate the complexities of securing a mortgage.
Energetic Capital
Non Equity Assistance in 2017
Energetic Insurance, Inc. is an InsurTech company based in Boston, Massachusetts, founded in 2016. It specializes in providing solar insurance solutions that address credit and counterparty risks associated with commercial and industrial solar photovoltaic projects. The company offers a product called EneRate, which protects third-party solar developers and asset owners from repayment risks and revenue losses due to defaults on power purchase agreements (PPAs). Energetic Insurance employs a data-driven approach as a Managing General Underwriter, developing innovative risk management products that facilitate solar financing for unrated or below investment grade organizations. This enables solar project developers to undertake more projects and access capital by mitigating payment default risks, thereby enhancing project economics through lower interest rates and improved financial structuring.
Doni
Non Equity Assistance in 2017
Doni is an online platform that offers innovative banking and fintech solutions tailored for Generation Z. It is designed to empower consumers by providing them with the necessary tools to achieve their personal goals collectively. Unlike traditional financial services, Doni emphasizes a socially driven approach that connects users with friends, family, banks, insurers, marketers, and retailers to work together towards shared objectives. The platform enables users to create a personal wishlist and fulfill it through collaborative efforts, making the process of reaching financial goals engaging and effective. By focusing on the needs and aspirations of its users, Doni aims to enhance financial well-being and happiness in a community-oriented manner.
LearnLux
Non Equity Assistance in 2017
LearnLux Inc. is a Boston-based company that specializes in a digital financial and benefits education platform aimed at millennials. Founded in 2014, LearnLux provides unbiased and customized financial education to help users navigate personal financial decisions and understand their financial needs and options. The platform combines digital lessons, interactive tools, and resources, offering users on-demand access to financial advisors. This approach not only empowers individuals to take control of their finances but also allows employers to offer financial wellness as a benefit to their workforce. Through its innovative services, LearnLux connects users with financial institutions while enabling them to earn credit towards new accounts.
Adjoint
Non Equity Assistance in 2016
Adjoint, Inc. is a Boston-based company that specializes in blockchain technology-based software solutions tailored for the financial industry. Founded in 2016, Adjoint develops several software suites, including Adjoint Uplink and Adjoint X Suite. Adjoint Uplink streamlines multi-party transaction workflows, transforming them into secure digital processes between various organizations. Meanwhile, Adjoint X Suite supports the deployment and management of these workflows, alongside enabling the creation of smart contracts through specialized languages such as Financial Core Language (FCL) and Financial Workflow Language (FWL). The company’s offerings are designed to enhance efficiency, security, and compliance in financial operations across sectors including treasury management, banking, insurance, commodities, and energy trading. Adjoint emphasizes reducing costs and mitigating risks for enterprises through its innovative technology, which leverages advanced research in cryptography and formal verification.
Doni
Non Equity Assistance in 2016
Doni is an online platform that offers innovative banking and fintech solutions tailored for Generation Z. It is designed to empower consumers by providing them with the necessary tools to achieve their personal goals collectively. Unlike traditional financial services, Doni emphasizes a socially driven approach that connects users with friends, family, banks, insurers, marketers, and retailers to work together towards shared objectives. The platform enables users to create a personal wishlist and fulfill it through collaborative efforts, making the process of reaching financial goals engaging and effective. By focusing on the needs and aspirations of its users, Doni aims to enhance financial well-being and happiness in a community-oriented manner.
Good Growth Capital
Non Equity Assistance in 2016
Good Growth Capital is a venture capital firm based in Charleston, South Carolina, specializing in early-stage investments in transformative science and technology companies. The firm focuses on sectors such as life sciences, data sciences, and greentech/hard sciences, aiming to deliver exceptional returns for its investors. Good Growth Capital is known for its ability to source, assess, and invest in innovative businesses that are poised for growth, particularly in software, healthcare technology systems, materials and resources, and energy sectors. The firm emphasizes a strategic approach to identifying opportunities that leverage cutting-edge advancements to drive positive change and economic value.
Immi
Non Equity Assistance in 2016
Immi is a food product manufacturer intended to provide instant ramen with low net carb and high protein. The company's products include high fiber, low sodium, plant-based, and keto-friendly instant ramen, providing healthy quick meal to consumers.
Personal Capital
Non Equity Assistance in 2016
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
PersonalVC
Non Equity Assistance in 2016
PersonalVC is an AI-based platform that enables personalized matching between startup founders, venture investors, and advisors. PersonalVC was founded in 2014 and was headquartered in Boston, United States.
Arx Urban
Non Equity Assistance in 2016
Arx Urban provides advice, management, development, and acquisition of real estate. They engage in consulting activities related to entitlement, development, financing, and disposal. They maximize impact with careful monitoring and tenant feedback.
Katapal
Non Equity Assistance in 2015
Katapal, Inc., based in Boston, Massachusetts, offers a community gift card program designed to support local businesses. Founded in 2015, the company provides a unique gift card that is accepted at a variety of participating merchants within a chosen community. This approach not only allows gift givers to select a community that resonates with the recipient but also fosters local economic growth by encouraging shopping at neighborhood establishments. Katapal's initiative enables consumers to give personalized gifts while simultaneously contributing to the vitality of local commerce.
QuantUniversity
Non Equity Assistance in 2015
QuantUniversity is a consulting firm specializing in data analytics, quantitative finance, and optimization. The company provides tailored advisory services to various industries, focusing on the development, validation, and auditing of quantitative applications and algorithms. With significant expertise in machine learning and data science, QuantUniversity conducts workshops that equip clients with strategic solutions to enhance their performance and operational efficiency. By engaging deeply with its customers, the firm aims to deliver substantial value and improve return on investment for projects.
Arbitrage Technologies
Non Equity Assistance in 2015
Arbitrage Technologies specializes in developing advanced trading systems designed to connect and interconnect major financial exchanges worldwide. The company focuses on creating an ultra low latency trading platform that enhances market efficiency. Their innovative technologies are packaged in user-friendly software toolkits that are unique in the marketplace and have already received certification for trading on the Chicago Mercantile Exchange. Through these efforts, Arbitrage Technologies aims to improve market quality and accessibility for traders and investors.
Arbitrage Ed
Non Equity Assistance in 2015
Arbitrage Ed is a financial education company focused on empowering individuals to enhance their understanding of personal finance and investing. The company offers a platform that features short videos, relevant questions, and various research tools to facilitate learning. By providing financial education and literacy resources, Arbitrage Ed aims to equip users with the knowledge and skills necessary for effective personal financial management. Through its engaging media content and problem sets, the company helps users navigate the complexities of finance, ultimately promoting better decision-making in their financial lives.
CurrencyDoc
Non Equity Assistance in 2015
CurrencyDoc is a financial technology company that offers a mobile app-powered, multi-currency prepaid debit card designed for seamless currency exchange. The card allows users to hold multiple currencies and provides access to merchants and ATMs, making international transactions more convenient and cost-effective. By simplifying the currency exchange process, CurrencyDoc aims to enhance the user experience for travelers and consumers who engage in cross-border transactions.
Bullseye
Non Equity Assistance in 2015
Bullseye is a company that specializes in providing a mobile platform for investors to engage in discussions about stock opportunities. The service features daily stock discussions and delivers relevant, up-to-date investment information. Users can participate in private group chats, allowing them to connect and share insights with other investors. By focusing on a mobile-first experience, Bullseye aims to facilitate meaningful conversations and enhance the investment decision-making process for its users.
Alt-Options
Non Equity Assistance in 2015
Alt-Options is a financial service company that strives to solve the liquidity problem related to the developing virtual currency market, creating a platform and algorithms needed to price derivative products and facilitate trading. Alt-Options currently provides standardized option contracts on BTC/USD currency pairs, among other products. Join us on Facebook and Twitter, and feel free to reach out to our team via email. Facebook: https://www.facebook.com/altoptions Twitter: https://twitter.com/AltOptionsLLC Google+: google.com/+Altoptionsllc
Cielo Mobile
Non Equity Assistance in 2015
Cielo is focused on helping you Optimize the Customer Relationship; transforming your voice channel.
Astrocyte Research
Non Equity Assistance in 2015
Actionable Market Intelligence
Allowance
Non Equity Assistance in 2015
Allowance is a freelance app service that creates an online marketplace connecting working professionals (Patrons) with college students (Students) through the trade of services. With our service, Patrons will post non-licensed/non-contracted jobs and students will have the ability to complete these tasks while being provided an alternative income source by completing these chores posted by the Patron. With a better way to earn money and the utilization of financial technology, Allowance helps students alleviate the financial burden of obtaining a college education.
Sandbox Banking
Non Equity Assistance in 2015
Sandbox Banking is a technology company that specializes in developing a banking platform to facilitate the integration of new fintech software with existing financial systems. The company's primary objective is to democratize digital transformation in the financial sector by providing secure and scalable integration solutions that embed industry intelligence. Sandbox Banking's platform includes a web-based integration builder and an API management system, enabling financial institutions to build, manage, and monetize banking-as-a-service offerings. By allowing banks and credit unions to customize templates and maintain control over their data and system architecture, the company addresses challenges related to data security and the integration of legacy systems. This approach empowers financial services organizations to innovate more rapidly and effectively connect applications and data.
Collective Capital
Non Equity Assistance in 2015
Collective Capital is an investment vehicle focused on directing capital towards initiatives and investments that yield positive social impact. The organization aims to achieve significant economic returns while prioritizing social good, thereby aligning financial objectives with broader societal benefits. By strategically investing in various projects, Collective Capital seeks to foster sustainable growth and contribute to meaningful change in communities.
Own Up
Non Equity Assistance in 2015
Own Up is a home loan marketplace designed to assist clients in finding suitable mortgages and lenders. The company focuses on ensuring that borrowers do not overpay for their mortgages by providing personalized data that clarifies expected costs. Its technology features a concierge-driven approach, offering tools for evaluating lenders, determining affordable home prices, comparing loan offers, and obtaining pre-approval letters on demand. This streamlined process aims to optimize and simplify the experience of home financing for users, making it easier to navigate the complexities of securing a mortgage.
Stock Rover
Non Equity Assistance in 2014
Stock Rover is a web application that offers an equity research platform designed to enhance how investors conduct research, make decisions, and monitor their investments. The platform provides a variety of tools including stock and ETF comparisons, screening functionalities, and comprehensive portfolio analytics. Users benefit from advanced features such as charting capabilities, real-time alerts, stock ratings, and earnings calendars, all integrated with brokerage services. The platform aims to streamline research processes and support investors in making informed decisions aligned with their investment strategies.
Blueleaf
Non Equity Assistance in 2014
Blueleaf is a financial relationship management platform designed to streamline wealth management workflows for its users. The platform offers a suite of features including live reporting access through branded portals that present balances, performance metrics, asset allocation, and detailed holdings information. It also includes account aggregation capabilities that automatically identify assets, thereby simplifying the reporting process. By leveraging data-sharing and collaboration technologies, Blueleaf enhances the interaction between financial advisors and their clients, facilitating improved access to quality financial advice. This comprehensive approach enables financial advisors to reduce operational burdens, focus on client engagement, and ultimately increase their revenue while expanding their client base.
Elsen
Non Equity Assistance in 2014
Elsen Inc. is a financial technology company based in Boston, Massachusetts, founded in 2013. The company specializes in providing a cloud-based platform-as-a-service designed specifically for large financial institutions. Its platform enables users to efficiently manage, access, and utilize vast quantities of data, facilitating improved decision-making and the resolution of complex financial challenges. Elsen's technology incorporates an accelerated computing engine and graphical processing unit-based algorithms, which optimize data handling and resource management, ultimately helping financial firms achieve faster access to insights and enhanced return on investment.