Non Equity Assistance in 2022
Developer of college funding tool designed to empower advisors to deliver college planning strategies to clients. The company's software offers streamlined processes, a user-friendly interface, net-cost comparison, white-labeled experience and reports, college snapshot, advanced search, application tracking, onboarding, and other related services, enabling financial planners and advisors to eliminate the stress and anxiety of college planning and helping students with access to an affordable college education.
Non Equity Assistance in 2021
Quber Technologies Inc. is a Canadian company that develops a mobile application focused on personal finance management. Founded in 2016 and headquartered in Moncton, the application provides users with insights into their spending by analyzing their bank account activity. It employs smart algorithms to track savings over different timeframes, recommend budget goals, and create tailored expenditure plans based on individual income and spending habits. By helping users set specific savings goals, Quber encourages them to manage their finances effectively and prioritize essential expenditures. Additionally, the platform rewards users for saving money through vouchers that can be redeemed at partner locations, further incentivizing responsible financial behavior.
Non Equity Assistance in 2021
Andes Wealth Client Experience Technology is a powerful communication platform that makes it easy for financial advisors to communicate complex issues around risk and behavior through unique and intuitive visualizations and proprietary questionnaires. It gives financial advisors an unbeatable edge in attracting, onboarding and servicing their clients.
Non Equity Assistance in 2021
Micruity is a developer of an income connectivity platform focused on enhancing financial infrastructure for secure retirements. The company's technology facilitates seamless data sharing among insurers, asset managers, recordkeepers, and third-party technology providers. By streamlining this process, Micruity enables clients to convert retirement savings plans into sustainable retirement income, addressing the financial stress that individuals face both during their working years and in retirement. The company's mission is to support innovative solutions that empower employees to achieve better financial and mental well-being as they plan for their future.
Non Equity Assistance in 2021
GuardianWealth is a personal finance platform dedicated to empowering diverse communities in their pursuit of financial freedom. The application focuses on making financial planning more accessible through the use of artificial intelligence and social interaction. Its core offerings include a community-based saving feature, an AI-driven financial planner, and customizable financial education tools. The platform allows users to assess their financial health, manage budgets, and utilize a robo-advisor for personalized financial guidance. Additionally, GuardianWealth promotes collaborative group saving to address collective financial goals. By supporting individuals with limited financial literacy and transforming savings into security, the platform aims to provide a solid foundation for building wealth.
Non Equity Assistance in 2021
Alfi is a platform that enhances financial literacy by connecting users with financial services and products through intermediaries. It targets various stakeholders, including governments, citizens, and financial institutions, creating value for each group. Launched in 2019, Alfi employs gamification and machine learning to provide engaging, free services that help users develop skills for better financial decision-making. The platform's application utilizes artificial intelligence to categorize users based on their consumer or investor profiles, preferences, and behaviors, facilitating tailored financial education experiences. As of 2023, Alfi aims to be recognized as a leading partner in promoting financial education and inclusion across the Americas, Africa, and Asia, having already registered 150,000 users since its inception.
Non Equity Assistance in 2021
SlightPay is the most accessible payment method for your customers and the perfect tool to increase your sales, which offers to divide purchases into 4 installments, without a credit card or phantom installments.
Non Equity Assistance in 2021
Debtle helps resolve financial obligations in a quick, transparent, and frictionless manner. The company is based in Sheboygan, Wisconsin, and founded in 2019
Non Equity Assistance in 2021
BrightUp is a financial wellness platform that democratizes financial wealth building and personal well-being. It partners with employers to deliver a comprehensive financial wellness benefit to their employees to grow their net worth and improve their self-worth as well as offer low-cost emergency loan that is repaid through paycheck deductions, enabling employees to be financially healthy and holistically wealthy. The company was founded in 2020 and is based in Boston, Massachusetts.
Non Equity Assistance in 2021
Organize & preserve all aspects of your online life, including: * Usernames & passwords * Documents * Memories & stories * Critical life details You decide who gets access, and when. Protect your assets and treasured memories, and save you and your family hours of stress and frustration.
Non Equity Assistance in 2021
Debtle helps resolve financial obligations in a quick, transparent, and frictionless manner. The company is based in Sheboygan, Wisconsin, and founded in 2019
Non Equity Assistance in 2021
Swoop Finance Limited is a technology platform that specializes in business funding and savings solutions for small-to-medium enterprises. Founded in 2018 and headquartered in London, with additional offices in Ireland, Swoop connects businesses with a range of funding options, including loans, equity, and grants. The platform facilitates the discovery of appropriate funding solutions, allowing enterprises to streamline their financing needs and identify potential savings. Swoop operates as an Appointed Representative of Talbot Capital Limited, which is regulated by the Financial Conduct Authority.
Non Equity Assistance in 2021
Accounting Made Easy is a business financial literacy tool that uses a gamified, interactive web app to power a seamless synchronous learning experience in just 7 hours.
Developer of automated financial planning tools and software designed to track budgets and investments. The company's software helps to track and manage financial activities as they relate to financial milestones like buying a home, investing in a child's college fund, business, holidays, education, unemployment and retirement, enabling users to align their finances with the future they want.
Non Equity Assistance in 2021
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and headquartered in Chicago, Illinois, the company specializes in developing portfolio accounting and management software. Its Atlas platform includes features for quick billing, invoicing, performance aggregation, client portals, and file sharing, enabling fiduciary advisors to streamline operations. By enhancing efficiency and promoting technological adoption, Bridge Financial Technology empowers RIAs to automate office work and investment management, thereby allowing them to serve more clients, scale their businesses, and reduce operational costs.
Non Equity Assistance in 2020
Qoins Technologies, Inc. develops application software which reduces the debt by paying the debt automatically. The application withdraws spare change throughout the month in $5.00+ increments. Qoins Technologies, Inc. was founded in 2017 and is headquartered in Atlanta, Georgia.
Non Equity Assistance in 2020
Flourish Savings, Inc. is a digital engagement platform based in Albany, California, that focuses on enhancing financial habits through a rewards-based online and mobile savings account. Founded in 2017, the company aims to appeal to individuals who underutilize traditional banking services. Flourish Savings provides financial institutions, such as banks and credit unions, with tools to attract new consumers and encourage meaningful financial actions. Its innovative platform allows users to grow their savings by engaging in activities that unlock prizes, thereby promoting positive financial behaviors. By facilitating new deposits and fostering deeper relationships between consumers and financial institutions, Flourish Savings contributes to increased revenue and customer engagement in the financial services sector.
Non Equity Assistance in 2020
Developer of automated financial planning tools and software designed to track budgets and investments. The company's software helps to track and manage financial activities as they relate to financial milestones like buying a home, investing in a child's college fund, business, holidays, education, unemployment and retirement, enabling users to align their finances with the future they want.
Non Equity Assistance in 2020
Designed as a companion to the small business owner and connecting to any accounting platform, Monit provides the timely views and actionable, hyper-personalized recommendations for time-starved business owners to improve their financial performance, better predict the future, and dynamically plan without ever touching another spreadsheet. Monit is provided to SMBs for free by banks and other enterprise partners who want their small business customers to succeed -- and sleep better at night.
Non Equity Assistance in 2020
Finaeo Inc. is a Canadian company founded in 2016, specializing in digital solutions for the life and health insurance industry. It develops applications that function as digital assistants and sales coaches for financial advisors, enabling users to manage documents, track tasks, answer inquiries, and schedule meetings. Finaeo operates a digital marketplace that connects independent life insurance brokers with carriers and clients, facilitating a fully integrated experience. The platform aims to enhance efficiency in policy fulfillment and streamline distribution processes, thereby empowering brokers to optimize their operations. Finaeo's offerings are accessible to users on both iOS and Android devices.
Non Equity Assistance in 2020
Farther Finance is an investment advisory platform that combines modern technology with personalized financial guidance. Founded in 2019 and headquartered in New York, the company provides tailored investment advice focused on exchange-traded funds (ETFs). Clients input their unique financial information, which the platform uses to generate recommendations based on a proprietary algorithm. This algorithm helps implement model portfolios crafted by investment experts, with specific target allocations in equity and fixed-income assets. Farther Finance aims to assist clients in preserving capital and achieving long-term growth in alignment with their financial situations and risk tolerances.
Non Equity Assistance in 2020
Retirable, Inc. is a financial services company founded in 2019 and headquartered in New York, Albania. It specializes in providing personalized retirement plans and advice specifically tailored for older adults. The company focuses on helping individuals prepare for a secure and fulfilling post-work life by offering professional guidance in retirement planning. Retirable's platform delivers actionable human advice aimed at ensuring lasting peace of mind and financial stability for those approaching retirement, enabling them to transition smoothly into their next life phase without stress.
Non Equity Assistance in 2020
Goalsetter is a goal-based savings and gifting platform designed specifically for children, allowing families to contribute to their kids' future aspirations instead of purchasing additional consumer goods. The platform integrates features from both savings tools and gift registries, aiming to engage millennial parents. It encourages healthy financial habits by providing a first savings vehicle for kids, allowing automatic deposits on a weekly or monthly basis. Additionally, Goalsetter offers debit cards with parental controls and incorporates financial literacy quizzes to help young users make informed financial decisions. The platform is centered around making saving engaging through games, memes, and elements of pop culture, fostering a culture of saving among the younger generation.
Non Equity Assistance in 2020
myGini, Inc. is a technology company that has developed an integrated payments and shopping application designed to connect cardholders, retailers, and banks. Founded in 2016 and based in San Francisco, myGini's platform enhances the shopping experience by offering a loyalty system that allows retailers to launch promotions aimed at attracting repeat customers and boosting off-peak sales. Cardholders can earn promotional points or cash back while shopping, track their spending, and redeem rewards. Additionally, the application facilitates increased transaction activity for banks and financial institutions by engaging customers through real-time notifications that unify banking and retail rewards. By leveraging artificial intelligence, myGini aims to provide a seamless experience that benefits all parties involved.
Non Equity Assistance in 2020
Designed as a companion to the small business owner and connecting to any accounting platform, Monit provides the timely views and actionable, hyper-personalized recommendations for time-starved business owners to improve their financial performance, better predict the future, and dynamically plan without ever touching another spreadsheet. Monit is provided to SMBs for free by banks and other enterprise partners who want their small business customers to succeed -- and sleep better at night.
CauseEdu is a financial planning platform designed to assist students and their families in selecting suitable colleges and graduate schools while formulating effective strategies for funding their education. The platform connects donors with responsible students who require assistance with tuition and fees through a crowdfunding donation system. Additionally, CauseEdu provides workshops, scholarship tracking, and budgeting tools, helping users gain a clearer understanding of the actual costs associated with higher education. By offering these resources, CauseEdu aims to empower students and their families to navigate the financial complexities of college education successfully.
CauseEdu is a financial planning platform designed to assist students and their families in selecting suitable colleges and graduate schools while formulating effective strategies for funding their education. The platform connects donors with responsible students who require assistance with tuition and fees through a crowdfunding donation system. Additionally, CauseEdu provides workshops, scholarship tracking, and budgeting tools, helping users gain a clearer understanding of the actual costs associated with higher education. By offering these resources, CauseEdu aims to empower students and their families to navigate the financial complexities of college education successfully.
Non Equity Assistance in 2020
• SpenDebt is a financial technology company designed to assist people to pay off debt or bills, leveraging micropayments (i.e. $1.00) through every day transactions. As a customer spends, a predefined amount is automatically added to the transaction, then those micropayments are added up and submitted as a monthly payment. SpenDebt makes debt or bill repayment automatic and creates discipline, providing on time payments that reduce consumer’s account balance over time and improves their financial health.
Non Equity Assistance in 2020
OpSeeker is a web application that allows you to improve your investments and savings using fictitious money and helps you improve your financial health. Using fictitious money, OpSeeker can simulate your long term investments. That way we work with the most important variable in investment - the psychological one.
Non Equity Assistance in 2020
Inverkids provides financial education for young people leveraging a digital platform. This program is within the curriculum and school schedule. It provides personalized financial education workshop for a particular group of children and young people to develop values and financial skills.
Non Equity Assistance in 2020
Developer of personalized college decision platform designed to empower students and families to determine the true ROI of college. The company's platform provides information about college finance choices by determining costs and monthly affordability in advance, enabling students to make smarter, personalized financial decisions that fit their budgets.
Non Equity Assistance in 2020
EZ-Probate is an online financial planner. We provide self help probate forms and instructions allowing individuals to probate an estate online without an attorney.
Non Equity Assistance in 2020
Zogo, Inc. is a Newark, Delaware-based company that specializes in a mobile application designed to promote financial literacy among young users. Founded in 2018, the app offers educational content in the form of over 300 bite-sized modules, covering a range of personal finance concepts from basic budgeting to more complex financial topics. Users engage with the material by learning five key concepts per module and taking a quiz to reinforce their understanding. As they complete these modules, they earn points represented as pineapples, which can be redeemed for rewards such as gift cards. Zogo collaborates with financial institutions to co-brand the app, helping them to engage with Generation Z and complement their financial products. The app has received recognition in the industry, including winning a notable competition in 2019. Zogo is developed by a team of Generation Z members, ensuring that the content is relevant and appealing to its target audience.
Non Equity Assistance in 2020
SilverBills specializes in bill-paying technology aimed at alleviating the burden of managing bills for seniors. The company offers a service that receives clients' bills electronically, carefully reviews them, and processes payments using secure technology. This system is designed to simplify daily financial management, allowing elderly Americans and their families to maintain their independence and live comfortably in their homes. SilverBills charges a straightforward, flat monthly fee for its services, thereby reducing the stress and anxiety often associated with bill payments.
Non Equity Assistance in 2019
Zogo, Inc. is a Newark, Delaware-based company that specializes in a mobile application designed to promote financial literacy among young users. Founded in 2018, the app offers educational content in the form of over 300 bite-sized modules, covering a range of personal finance concepts from basic budgeting to more complex financial topics. Users engage with the material by learning five key concepts per module and taking a quiz to reinforce their understanding. As they complete these modules, they earn points represented as pineapples, which can be redeemed for rewards such as gift cards. Zogo collaborates with financial institutions to co-brand the app, helping them to engage with Generation Z and complement their financial products. The app has received recognition in the industry, including winning a notable competition in 2019. Zogo is developed by a team of Generation Z members, ensuring that the content is relevant and appealing to its target audience.
Non Equity Assistance in 2019
Payitoff develops API tools that provides money-saving guidance and automatic action. Its tool offers debt assessment, automatic enrollment, and customer empowerment. The company is based in New York, New York.
Till Financial, Inc. is a company based in Nantucket, Massachusetts, that specializes in providing a digital financial management platform aimed at empowering children to manage their finances. Founded in 2018, the platform enables kids to monitor their spending, savings, and investments independently. It offers personalized guidance to help families instill effective money-saving habits in their children. Through its user-friendly interface, Till Financial facilitates a collaborative approach to financial literacy, equipping young users with the tools they need to develop responsible financial behaviors.
Non Equity Assistance in 2019
Private Wealth Systems provides a comprehensive financial technology platform designed to assist high net worth investors and their advisors in managing complex investment portfolios. By offering tools for account aggregation, multi-asset portfolio accounting, and consolidated investment reporting, the company enables clients to gain insight into the risk, return, income, and expenses associated with their investments. Founded by leaders in the investment reporting sector, Private Wealth Systems delivers a total wealth dashboard that ensures transaction-level transparency, allowing users to make informed decisions that support the preservation and growth of their wealth. The platform caters to the needs of those managing sophisticated multi-asset, multi-manager, and multi-currency portfolios, thereby facilitating a deeper understanding of investment performance across various asset classes and structures.
Non Equity Assistance in 2019
Payitoff develops API tools that provides money-saving guidance and automatic action. Its tool offers debt assessment, automatic enrollment, and customer empowerment. The company is based in New York, New York.
Non Equity Assistance in 2019
Facturedo operates as an invoice discounting marketplace in Latin America, facilitating access to liquidity for small and medium-sized enterprises (SMEs) through their accounts receivable. By offering a streamlined platform, Facturedo enables businesses to convert their invoices into immediate cash, thereby improving their financial flexibility. The service is designed to be fast, secure, and user-friendly, catering to the needs of SMEs seeking to enhance their cash flow. Additionally, Facturedo provides opportunities for investors to engage in commercial debt investments, thereby creating a mutually beneficial ecosystem for both businesses needing liquidity and investors looking for viable investment options.
Non Equity Assistance in 2019
Guide Change is a financial management platform designed to improve financial care. The company's platform provides insight about spending and resources, generates report to be saved and shared, offers personalized tips to improve fiance and helps in securely linking of online bank accounts, enabling seniors to maintain their financial independence while still preventing losses from common pitfalls such as exploitation or perhaps just failing to properly budget.
Non Equity Assistance in 2019
Moolah U, LLC provides financial education programs for kids and teenagers through camps, games and at-home experiences. The company also provide a tool for parents to teach kids financial and personal responsibility. Moolah U, LLC was founded in 2007 and is headquartered in Austin, Texas.
Non Equity Assistance in 2019
OpSeeker is a web application that allows you to improve your investments and savings using fictitious money and helps you improve your financial health. Using fictitious money, OpSeeker can simulate your long term investments. That way we work with the most important variable in investment - the psychological one.
Non Equity Assistance in 2019
MoneyCompass is a financial services company that provides a mobile-based application platform for automatic personal debt optimization. It helps students and graduates to save money on their student loans, credit cards, and other financial products. The company was founded in 2018 and headquartered in New York, United States.
Non Equity Assistance in 2018
WalletFi is a developer of a subscription management platform that helps users manage recurring charges and payments. The platform utilizes machine learning technology to identify subscriptions and Card-on-File merchants, providing personalized insights to users. By facilitating the transfer of payments to new cards during re-issuance, WalletFi not only aids consumers in managing their financial commitments but also reduces customer churn for banks and financial institutions. This approach enhances customer engagement and reinforces the loyalty of users towards their financial service providers. Additionally, WalletFi offers detailed analytics that enable financial institutions to expand their customer base and improve overall user wellness, ultimately delivering a measurable return on investment.
Non Equity Assistance in 2018
Fincura unlocks all of the data that is trapped in financial statements and spreadsheets today so finance companies can use it to differentiate themselves, optimize their operations, and future-proof their businesses. By marrying artificial intelligence and human judgment, our financial insight engine can extract all the data – every line item from every document – and ensure that every team has easy access to this unified, transparent, deep data asset. Our secure, cloud-based architecture and focus on amazing user experiences allows us to enhance the product continuously, integrate with other systems easily, and launch new customers in days.
Non Equity Assistance in 2018
PYT Funds, Inc., a financial services company, provides an online platform to connect families with banks to provide loans for students. Its platform allows students to combine crowdfunding and student loans to pay for college. The company was founded in 2014 and is based in Washington, District of Columbia with additional offices in Wilmington, Delaware; Rockville, Maryland; and Richmond, Virginia.
Non Equity Assistance in 2018
Developer of a money management platform designed to make finances work for every educational institution. The company's platform features cash flow analytics, bank reconciliation, spend control, fee collection, and financial reports, enabling businesses to focus on increasing fee collection, plugging revenue leakage, reducing inefficient expenses, and giving them complete control over their finances.
Akiba is an innovative platform that transforms the management of employee savings funds and financial resources. It enables companies to oversee employee funds in a digital and transparent manner, facilitating efficient administration. Additionally, Akiba provides credits and payroll advances, streamlining access to financial support for employees. The platform also features a money-saving and investment component, offering users the opportunity to shop online with discounts and earn two percent cash back on their purchases. Through these services, Akiba aims to enhance financial well-being for both companies and their employees.
Finerio is an automated personal finance platform based in Mexico that offers users a free and efficient way to manage their finances. The platform allows individuals to link their debit and credit accounts from major Mexican banks, providing insights for effective financial planning and saving. Finerio focuses on personal finance management by enabling users to create custom budgets, monitor and track expenditures, and analyze their consumption patterns. Through its open finance and data analysis capabilities, Finerio empowers users to gain control over their financial information, ultimately helping them plan their expenses and enhance their savings.
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.
Non Equity Assistance in 2017
Finerio is an automated personal finance platform based in Mexico that offers users a free and efficient way to manage their finances. The platform allows individuals to link their debit and credit accounts from major Mexican banks, providing insights for effective financial planning and saving. Finerio focuses on personal finance management by enabling users to create custom budgets, monitor and track expenditures, and analyze their consumption patterns. Through its open finance and data analysis capabilities, Finerio empowers users to gain control over their financial information, ultimately helping them plan their expenses and enhance their savings.
Own Up, operating under Rategravity, Inc., offers a software platform designed to assist homebuyers in financing their homes. Founded in 2015 and based in Boston, Massachusetts, the company provides a solution that eliminates the need for salespeople, allowing users to compare, select, and finalize their mortgage options directly with lenders. The platform caters to a variety of property types, including primary residences, second homes, investment properties, single-family homes, multi-family homes, condos, and townhomes. By streamlining the lending process, Own Up aims to facilitate easier access to low-interest mortgages for consumers.
Zave App, S.A.P.I. de C.V., founded in 2015 and based in Mexico City, develops a mobile application designed to facilitate goal-based savings for users. The application enables users to save money by automatically rounding up their credit and debit card transactions, directing the spare change into a dedicated savings or investment e-wallet account. This innovative approach to saving not only promotes financial discipline but also allows users to accumulate funds for specific goals, such as travel. Since its launch in June 2015, Zave App has positioned itself as a practical tool for individuals seeking to enhance their financial well-being.
LearnLux Inc. operates a digital platform focused on providing independent financial and benefits education, particularly aimed at millennials. Founded in 2014 and based in Boston, Massachusetts, the platform offers unbiased and customized financial education, guiding users through personal financial decisions while helping them understand their financial needs and options. Users can earn credits towards new accounts and connect with financial institutions through the platform. Additionally, LearnLux empowers employers to provide financial wellness as a benefit, integrating digital lessons, interactive tools, and resources with on-demand access to financial advisors, thereby promoting independent and holistic financial well-being among employees.
Splitzee is a team money collection application that enables its users to easily organize and collect money from teammates for league dues, equipment, uniforms, outings, and gifts. It also allows its users to send reminders and disburse funds. It helps save time and money as well as reduce social awkwardness for teams and their managers. The application encourages team managers to set up funds around shared objectives, invite teammates to participate, help teammates make transactions among themselves, and ultimately use the aggregated funds to buy the things they want. Splitzee was launched in 2012 and is based in Boston, Massachusetts.
Non Equity Assistance in 2015
LearnLux Inc. operates a digital platform focused on providing independent financial and benefits education, particularly aimed at millennials. Founded in 2014 and based in Boston, Massachusetts, the platform offers unbiased and customized financial education, guiding users through personal financial decisions while helping them understand their financial needs and options. Users can earn credits towards new accounts and connect with financial institutions through the platform. Additionally, LearnLux empowers employers to provide financial wellness as a benefit, integrating digital lessons, interactive tools, and resources with on-demand access to financial advisors, thereby promoting independent and holistic financial well-being among employees.
Moneythink is an American ed-tech non-profit organization tackling America’s 1.6 trillion dollar student debt problem, harnessing the power of people and technology to bring transparency to college costs. The organization ensures all students are equipped to invest in their futures, keeping students on track by minimizing financial complexity and risk while maximizing potential and minimizing stress. As a leader in youth-focused financial wellness, Moneythink has served over 32,000 students since 2008. Moneythink is creating a public-facing, no-cost Award Comparison Tool that helps low-income and 1st-gen students to plan for, cover, and manages all of their college costs through a healthy mix of aid, savings, loans, and work.
Prime Student Loan was founded to help college graduates translate academic and career achievements into reduced student loan expenses. They use a secure web application to provide their users with a customized student loan analysis that reviews the borrower's existing loan portfolio and provides targeted recommendations on how they may be able to repay their student loans more effectively. From just a few pieces of information, they are able to automatically generate a tailored analysis that screens eligibility for federal repayment and loan forgiveness programs, as well as for private refinancing opportunities that can lower their users' student loan expenses.
National Family Mortgage, LLC provides mortgage support services to consumers across the United States, specializing in intra-family mortgage loans. Founded in 2010 and based in Concord, Massachusetts, the company assists families in structuring and managing real estate loans, offering services such as drafting promissory notes, documenting deeds of trust, recording legal documents, and establishing electronic funds transfer for loan payments. Additionally, National Family Mortgage sends payment notices, balance statements, and issues necessary IRS reporting forms. By facilitating family lending, the company aims to promote home ownership, save costs, protect family relationships, and minimize legal and tax complications, all while helping families build wealth and achieve their financial goals.
Alltuition is an online search engine that enables collage students to find sources for financial aid. It tracks hundreds of student loan providers to help students find the best loans they are eligible for and to understand the real cost of borrowing.
Splitwise, Inc. offers a web-based platform and mobile application designed to help users manage and share expenses with others, such as roommates, friends, and family. Launched in 2011 and based in Providence, Rhode Island, the platform allows users to organize shared costs related to rent, bills, travel, and various transactions in a centralized location. Each user can track who owes what and receive monthly reminders about outstanding debts. Additionally, Splitwise provides tools for addressing fairness concerns through its fairness calculators, which utilize crowdsourced data to offer neutral advice on shared financial situations. This functionality simplifies the process of managing shared expenses, ensuring transparency and accountability among users.
Finalta, Inc. is building elegant software for the world's institutional asset managers. Our initial, patent-pending solution is under development. If you're very good at what you do, we're hiring and we'd love to hear from you.
Flywire operates an online payment platform that facilitates both domestic and international transactions, catering primarily to the education and healthcare sectors. The platform enables users, including international students and patients seeking medical care abroad, to make payments in various currencies through familiar online and offline options. By leveraging vertical-specific insights and technology, Flywire streamlines the payment process and enhances operational efficiency while minimizing risks associated with invoicing and payment reconciliation. The company, which was founded in 2009 and is headquartered in Boston, Massachusetts, has established partnerships with TRUE North and Adyen to bolster its offerings. With a significant portion of its revenue generated from the Americas, Flywire continues to expand its services to meet the needs of its diverse clientele.