FinTech Sandbox

Developer of an analytics platform designed to utilize natural language processing to transform traditional data workflows. The company's platform utilizes generative artificial intelligence to integrate data from all workbooks, databases and data providers, builds charts and graphs, conducts data analysis, verifies data fidelity and integrates the analysis, enabling companies from various industries, academics and individuals to interact with data by allowing them to work with, analyze and visualize their data.

Paperstack is a platform that helps freelancers, solopreneurs, contractors, and gig workers with incorporation, bookkeeping, and tax filing. Register your business, automate monthly bookkeeping, and file taxes with one click - from the convenience of your browser.

Developer of a unified application programming interface (API) designed for property management software. The company offers services that combines a modern API, documentation, and scalable infrastructure to support proptech clients, enabling engineers to launch integrations in days rather than months, reducing development and ongoing maintenance costs.

Money transfer chatbot CashQ

Divizend is a wealth-tax FinTech platform used to reclaim foreign dividend withholding taxes. The company's B2C software helps private investors to reclaim their taxes by automating the withholding tax refund process. Its platform is the central place for investors striving for high dividend earnings, as they will find only the most relevant insights, research, analytics, and tax services.

Physis Investment is a wealth management platform. It empowers investors to create customized portfolios that generate measurable environmental and social impact with a competitive financial return. The company’s mission is to help investors achieve financial wealth and make a positive impact in the world. Responsibility and transparency are the company’s two core values. Unlike other online platforms, Physis offers a clear way for clients to invest sustainably. Clients can customize their investments based on their financial needs and the sustainable issues they care most about. Physis has the unique ability to monitor and disclose financial returns, as well as, environmental and social impact performance with on-demand reporting. The platform has a simple three-step process to achieve sustainable wealth management: Set your financial goals. Select the issues you care most about. Identify your risk tolerance.

Lendflow offers an embedded lending infrastructure platform that enables software companies to integrate business credit products into their applications. Its tools include a lending widget and API that allow businesses to provide their users with seamless access to various financing options, such as term loans, lines of credit, and invoice factoring. By facilitating this integration, Lendflow enhances user engagement and retention while empowering software companies to become sources of capital for their customers. The platform caters to businesses of all sizes and credit profiles, aiming to transform the way companies access capital and manage their financing needs.

Rialto Markets is a New York-based company that specializes in providing trading solutions for institutional traders in the fixed income market. The company operates a trading platform that offers tools for anonymous sourcing and execution of fixed income trades. Its primary products include BondCross, which allows traders to upload portfolios across various fixed income asset classes, and the Liquidity Portal, a real-time search engine designed to identify alternative and replacement liquidity options based on customized parameters. The combination of BondCross and the Liquidity Portal enables clients to place block orders anonymously and to connect with suitable counterparties while maintaining confidentiality regarding trade details. Through its innovative tools, Rialto Markets aims to enhance trading efficiency and liquidity sourcing for its clients.

Beekin is a developer of a real estate analytics platform aimed at institutional investors. The company's software is designed to maximize income and minimize risks for its clients, utilizing advanced machine learning and data engineering to deliver insights. Beekin's platform offers real-time information related to investment management, including valuations, contract management, accounting, and reporting. This enables multifamily and single-family investors to leverage extensive data sets to make informed real estate investment decisions. Through its comprehensive tools, Beekin helps clients drive alpha in their investment portfolios while enhancing operational efficiency.

Bots is a capital markets SaaS startup helping Debt Capital Markets (DCM) divisions of Investment Banks achieve higher market share, lower costs and happier employees by streamlining the bond new issue pricing process. Our two Co-founders have 20+ years of experience in DCM Origination and Syndicate at a top tier investment bank. They realized that the bond origination workflow can be vastly improved with the right technology and partnered up with a Fintech software development expert to turn that vision into a reality.

Capital Market Fintech

Sentimetre builds a multilingual sentiment analysis engine, using big data and predictive analytics to optimize investment research and portfolio construction.

Developer of a data conversion platform designed to automate the end-to-end process, accelerating system migrations and reducing the risk of digital transformation initiatives. The company's platform uses AI and ML models, an industry-specific knowledge graph, to automate the entire data conversion process, enabling companies to reduce cost, manage risk, and save employees' time for data conversion.

Bountium is the platform for trustworthy commerce, managing business relationships through auditable smart contracts.

Developer of an online identity verification platform designed to control and share financial information. The company's platform helps to earn trust with consumers through transparency, revoke access, request and receive a confirmation for the deletion of the personal information and preserve the right to privacy and businesses, enabling consumers to protect their identity and share personal information safely.

Your Business Customers’ Financial Data… In Minutes. Boss Insights is on a mission to create the business information supply chain underpinning B2B relationships. We've started in two areas: 1) Fintechs who need financial data on businesses, a rapidly growing category, and 2) Private business lenders lending where there are 25,000 business lenders in North America losing market share to venture-backed FinTechs because they can't analyze loan requests efficiently. Fintechs and business lenders plug Boss Insights into their process enabling them to access real-time Business Data as a Service and insights in a single connection to Accounting, Commerce, Banking, Payroll, Tax and more. Our cutting-edge technology requires no coding, takes 1 hour to adopt and is easy to use. We've processed thousands of applications for $140M USD, speeding up lending decisions & servicing by 5x. Founded by an ex-Amazon software manager & an RBC banker, Boss Insights is democratizing the technology lenders need to compete and thrive. Watch our video: https://www.youtube.com/watch?v=6t5nL1GGdzA WHAT MAKES US UNIQUE - Easy to adopt - same day adoption, no coding necessary - Easiest to use - configurable, automated and normalized information (unlike competitors) - Widest breadth of data to the greatest applicability in market - 1000+APIs compared to competitors at 3-120 APIs - SOC 2 Certified and Externally Pen-Tested - industry standard encryption CLIENTS & PARTNERS TESTIMONIALS 1) "Boss Insights allows Carver to provide customers with the highest quality of service." - Richard Muskus, SVP & CRO, Carver Federal Savings Bank 2) “The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.” - Sanjay Matthew, Head of Fintech Strategy, Oracle 3) "We gained 2-3 years of new client relationships in 30-60 days." - Dustin Phillips, Chief Lending Officer, CCBank 4) "Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners." - John Handmaker, Chief SBA Lending Officer, First Savings Bank AWARDS 1) Daily Finance's 2021 Top 8 Commercial Lending Company https://bit.ly/3ioMMfv 2) Best Startup Canada's 2021 Top 101 Toronto Fintech https://bit.ly/3rY0Obu 3) Corporate LiveWire 2021 Lending Technology Specialist Of The Year 4) Open Banking Excellence’s 2020 Open Finance Appathon - Retail & SME Category Winner https://bit.ly/3oFkWvz 5) Corporate Vision Magazines 2020 Corporate Excellence Awards - Most Innovative Leader in Lending Technology https://bit.ly/39XOOPV 6) Women In Payments 2020 Canadian Unicorn Challenge Winner https://bit.ly/3gtDcWp 7) Canadian Lenders Association 2019 Top Executives in Lending https://bit.ly/3oGWyKf

Physis Investment is a wealth management platform. It empowers investors to create customized portfolios that generate measurable environmental and social impact with a competitive financial return. The company’s mission is to help investors achieve financial wealth and make a positive impact in the world. Responsibility and transparency are the company’s two core values. Unlike other online platforms, Physis offers a clear way for clients to invest sustainably. Clients can customize their investments based on their financial needs and the sustainable issues they care most about. Physis has the unique ability to monitor and disclose financial returns, as well as, environmental and social impact performance with on-demand reporting. The platform has a simple three-step process to achieve sustainable wealth management: Set your financial goals. Select the issues you care most about. Identify your risk tolerance.

Gerald is a New York based technology company on a mission to make insurance and financial products affordable to millions of Americans. Gerald is pioneering a new realm that combines payments, data, fintech and insurtech to create solutions that empower and reward consumers for doing simple things such as: making timely F&I payments, driving safely, living healthy lifestyle etc. Gerald empowers and rewards consumers for making healthy insurance and financial decisions.Gerald's app enables consumers to easily pay their F&I providers, get access to flexible payment options, earn very high cash back via Gerald's virtual card and receive personalized F&I recommendations.

Provider of predictive analytics platform intended to deliver insights at any scale without complication. The company's platform provides explainable data-driven answers from a single data source, identifying the proper contextual inputs and factors, enabling business users to empower through machine learning and realize value through clicks and not code.

Serving financial professionals across the U.S., PlanPro creates innovative solutions that help advisors and financial providers to better grow and manage their retirement plan business. We have extensive experience creating software used by the largest global asset managers, investment consultants and investors, and are committed to developing world-class solutions for the 401k industry.

ETFLogic is a data analytics provider with a unique perspective on the ETF marketplace. We offer our web-based ETFLogic Insights platform to all professional market participants, RIAs and advisors. Additional business lines include our Customized API Solutions, ETFLogic Compliance Suite, Alternative Data and Corporate Analytics. Our solutions hone in on portfolios, portfolio attribution, optimization and risk measurement.

Auquan develops and operates a platform to crowd-source trading strategies. Its platform connects business problems of finance companies with data science community to find answers to client’s problems. The company offers Conversion to data science problem, dataset transformation and anonymization, access to data scientists, submission evaluation, ensemble solution, and production deployment. Auquan was founded in 2017 and is based in Bengaluru, India.

Bond Lab® delivers rigorously tested fixed income analytics quickly, reliably and affordably to market participants. We use cutting edge technology to analyze market data, speed up computation times, and lower costs for customers. Our team’s breadth of financial and technical experience – from Wall Street portfolio managers and deal structurers to experts in artificial intelligence and real-time architectures – enable us to bring next generation analytics and applications to help market participants invest and work more intelligently and effectively.

Operator of an online retirement marketplace designed to help people grow and manage their employer-sponsored retirement plan business. The company's technology allows for documentation of processes for prudence, like-for-like bid comparisons, and continual fee analysis and monitoring with automated reporting, enabling employers to support ongoing fiduciary obligations to monitor fees and investments.

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.

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.

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.

Forge.AI specializes in activity-based intelligence, providing a platform that monitors global information in real time. This data is enhanced through natural language processing technology and a comprehensive knowledge base, resulting in structured and machine-readable data feeds. The platform allows clients to access information that is easily understandable and immediately usable by data science teams, facilitating informed decision-making. By transforming complex data into a format that supports analytical processes, Forge.AI empowers businesses to leverage actionable insights for improved operational outcomes.

Stratyfy, Inc. is a New York-based company that specializes in AI-driven predictive-modeling software tailored for financial institutions. Founded in 2017, Stratyfy's platform enables users to develop predictive models and optimize decision-making processes while ensuring transparency and compliance within highly regulated environments. The software provides solutions for credit risk assessment and insurance fraud detection, empowering business leaders, data scientists, and compliance professionals to make informed, ethical decisions. Stratyfy's proprietary technology, branded as Smartificial Intelligence™, enhances traditional human expertise with explainable AI, facilitating a clear understanding of predictions and decisions. This approach addresses the challenges of machine learning in the financial sector, ensuring that models are both accurate and comprehensible. With research and development operations in Israel and Germany, Stratyfy aims to reduce operational and financial risks for its clients.

KapitalWise operates an API platform that integrates data from financial institutions with third-party sources to enhance consumer financial experiences. By employing machine learning and artificial intelligence, it monitors, detects, and predicts personal and financial events in consumers' lives. This capability allows financial institutions to make timely and tailored product recommendations. The company's software-as-a-service solutions seamlessly integrate with existing banking technology, providing valuable insights to relationship managers and enriching the customer digital experience. Features such as goal setting, nudges, and scenario planning further support customer engagement and personalized financial guidance.

Surround designs customer-centric insurance products for modern lifestyles. The company’s first offering is a subscription starter pack of insurance coverages for young, urban professionals who rent, share, borrow, and freelance.

Tech Deal Partners is mergers and acquisitions advisory boutique based in Paris, France. The firm serves to tech startups and innovative companies specialized in tech and digital sectors.

Valsys specializes in providing a valuation platform that enhances the accuracy and reliability of financial assessments. By utilizing advanced machine learning techniques, the platform enables financial professionals to make data-driven decisions during valuation and estimation processes. It offers significant improvements in model accuracy and assists users in understanding and managing model risks. Furthermore, Valsys's technology highlights the impact of various model inputs on the output, allowing practitioners to gain deeper insights and industry knowledge. This innovative approach addresses the challenges of relying on incomplete data and enhances the confidence that users can place in their valuation models.

Wealthscope is a service of PW Portfolio Analytics (PWPA) Inc. Working with both incumbents and trailblazers in the financial services industry, we help B2B clients (advisory firms and discount brokerages) establish trust with their clients, expand their offerings and improve their workflow through data-driven, state-of-the-art analysis, with a strong focus on modern UI design and educational content. We are a team led by well-respected financial researchers and business leaders with substantial domain expertise. We empower different players in the wealth management ecosystem to succeed with the optimal mix of human and digital advice.

Real Factors, Inc. is a software company based in New York, founded in 2017, that specializes in providing a data aggregation platform for commercial real estate stakeholders, including investors, developers, managers, brokers, and insurers. The platform is designed to streamline and enhance the deal-making process by consolidating various internal, commercial, and publicly available data resources into a unified environment. This integration allows users to accelerate decision-making, improve analysis, and optimize risk-adjusted returns. By enhancing data accessibility and usability throughout the deal process, Real Factors supports its clients in making informed decisions in the competitive commercial real estate market. As of September 2019, Real Factors operates as a subsidiary of 7Park Data, Inc.

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, Inc. specializes in developing an enterprise software platform tailored for the insurance industry. Founded in 2017 and based in Boston, Massachusetts, the company offers a broker-first platform designed to enhance transparency in insurance markets. Its solution simplifies and automates workflows, connects data and systems, and improves data quality and validation. By facilitating robust communication and providing valuable data insights, TowerIQ enables brokers, managing general agents (MGAs), and carriers to streamline the end-to-end insurance experience. This low-touch technology platform allows brokers and agents to focus on addressing clients' business challenges, ultimately enhancing client retention and satisfaction while enabling firms to win more business.

AdviceBridge provides scalable, personalized financial advice tailored to individuals facing the challenges of a retirement landscape without defined benefit pensions. The company offers an engaging online platform that creates customized financial plans aimed at maximizing retirement savings and minimizing taxes and fees. Its tools automate essential processes such as research and analysis, enabling financial advisers to generate retirement plans efficiently. Features of the platform include automated digital retirement advice, cash flow planning, financial planning, tax optimization, and lump sum payment calculations. By streamlining these traditionally manual and time-consuming tasks, AdviceBridge helps financial firms enhance profitability while delivering effective solutions to their clients.

Luna Connect provides easy online loan applications for alternative lenders. We replace expensive, manual, underwriting processes with automated data driven algorithms using alternative data and machine intelligence.

42 Interactive is a common language for humans and AIs. Machine learning gets enhanced with human knowledge, and humans make sure the AIs ask the right questions.

Harvest Platform helps consumers negotiate bank fees and get refunds automatically. Harvest Platform is an artificial intelligence startup that helps consumers identify and negotiate bank fees. Bank fees are a $100B industry annually that has become a massive painpoint for American consumers. However, many of these fees are negotiable. Harvest Platform leverages artificial intelligence to identify negotiable fees and automatically negotiates with banks at the click of a button. Harvest Platform currently supports automated negotiation with 5 of American's top 10 banks.

Bond Lab® delivers rigorously tested fixed income analytics quickly, reliably and affordably to market participants. We use cutting edge technology to analyze market data, speed up computation times, and lower costs for customers. Our team’s breadth of financial and technical experience – from Wall Street portfolio managers and deal structurers to experts in artificial intelligence and real-time architectures – enable us to bring next generation analytics and applications to help market participants invest and work more intelligently and effectively.

Fortuna.ai is an artificial intelligence platform designed to assist financial services firms in growing their assets under management. By automating prospecting, client interactions, and scheduling, Fortuna enables these companies to enhance productivity while focusing on the personal aspects of client relationships. The platform empowers financial advisors to attract new clients and retain existing ones, moving away from traditional methods such as referrals and cold calling. Fortuna's innovative approach leverages video and digital transformation, turning current customers into advocates for the business. The company has successfully supported over 400 advisors in scaling their operations, positioning itself as a leader in this emerging category of AUM growth solutions.

PreSeries Tech, SL operates a machine learning platform aimed at automating early-stage investments. Founded in 2015 and based in Valencia, Spain, the company provides tools for investors to identify promising startups globally, streamline deal sourcing, and assess investment opportunities. By leveraging advanced machine learning technologies, PreSeries transforms the traditionally subjective process of startup financing into a more objective and data-driven practice. The platform allows investors to track portfolio performance and evaluate the potential impact of significant management decisions, such as hiring and company relocation, thereby reducing the time and costs associated with startup research and investment analysis.

BOND.AI operates an artificial intelligence platform designed to enhance the relationship between users and financial institutions. Founded in 2016 and based in New York, the platform allows users to manage their personal finances through various channels, including SMS. It offers features such as financial goal setting, automated investment tracking, and robust security measures like 256-bit encryption and notifications for unusual account activity. Additionally, BOND.AI provides banks with insights into user behavior through its proprietary empathy engine, which helps create persona clusters based on behavioral patterns. This understanding enables financial institutions to nudge users toward better financial health, thereby increasing user engagement, enhancing customer lifetime value, and facilitating data monetization.

causaLens Ltd. is a technology company that specializes in predictive applications leveraging advanced machine learning and artificial intelligence. Founded in 2017 and headquartered in London, the company focuses on developing the Causal AI framework, which addresses the limitations of traditional machine learning by providing more reliable and accurate predictions through time-series analysis. The flagship product, the causaLens Predictive Unit (CLPU), features capabilities for autonomous data cleaning, model discovery, and end-to-end streaming productization. It is designed to serve various industries, including energy, asset management, healthcare, and logistics, by enhancing human decision-making with explainable and robust analytics. The team primarily consists of scientists and engineers, many of whom hold advanced degrees in quantitative fields, reflecting the company’s commitment to innovation in AI.

FunnelDash offers turnkey co-brandable cards as a service so businesses can launch a program without any API's, skilled developers, industry expertise or massive scale! Our first turnkey co-brandable card is AdCard where we are partnering with ad agencies and software companies where their customers spend $10m+/yr in ad spend. (Ex. Maropost AdCard, ClickFunnels AdCard, etc) AdCard, is the first charge card exclusively for digital ad spend. - Unlimited free virtual debit and credit cards. - Free spend, budget, and pacing controls. - Unlimited free ad copy and creative services - Earn up to 7.5% cashback on your ad spend - Unlimited free ad audits and benchmark reports w/ AdAdvisor. - $175k in sign up bonuses with partner perks and discounts. - Plus Free AdCapital when you use Media Buyer Concierge Load up AdCard with $10k - $1m of FREE AdCapital to infuse your campaigns with more cash to scale even faster when you work with one of our 5,000 network agency partners. Perfect for advertisers that spend $250k/yr+ on Facebook and Google ads. Are you an Ad Agency or SaaS with clients spending over $1M in ad spend annually? Get your own Co-branded AdCard with your logo and start offering it to your clients. Follow us on Crunchbase to get notified when we release new turnkey co-brandable cards.

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.

BHRD Inc. provides an online communication platform designed specifically for public companies to effectively manage and engage with their shareholders. Founded in 2017 and based in Mountain View, California, the company employs customized digital acquisition strategies to enhance shareholder communications and analytics across all North American public companies. By offering data-backed insights, BHRD enables its clients to better understand and target their investors, facilitating improved communication and engagement.

Energetic Insurance, Inc. is an InsurTech company based in Boston, Massachusetts, founded in 2016. The company specializes in providing solar insurance solutions aimed at mitigating credit and counterparty risks associated with commercial and industrial solar photovoltaic projects. Its flagship product, EneRate, offers coverage for third-party solar developers and asset owners, protecting them against payment default risks and revenue losses when off-takers fail to meet their Power Purchase Agreement (PPA) obligations. Additionally, Energetic Insurance has developed a systematic approach to address off-taker payment defaults, thereby facilitating solar financing for organizations that are unrated or classified as below investment grade. This innovative, data-driven methodology aims to enhance risk management within the renewable energy sector, promoting increased project deployment and capital investment in solar initiatives.

Floatspec is changing the way public companies and their shareholders interact. Our mobile-friendly SaaS platform gives corporations scalable, data-backed insights to facilitate investor dialogue. Users can derive quick answers to complex questions about investor behavior and market perception, leading to more effective investor connections. The Floatspec team is led by former Goldman Sachs bankers and data scientists bringing the newest technology driving investor engagement to its users.

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.

causaLens Ltd. is a technology company that specializes in predictive applications leveraging advanced machine learning and artificial intelligence. Founded in 2017 and headquartered in London, the company focuses on developing the Causal AI framework, which addresses the limitations of traditional machine learning by providing more reliable and accurate predictions through time-series analysis. The flagship product, the causaLens Predictive Unit (CLPU), features capabilities for autonomous data cleaning, model discovery, and end-to-end streaming productization. It is designed to serve various industries, including energy, asset management, healthcare, and logistics, by enhancing human decision-making with explainable and robust analytics. The team primarily consists of scientists and engineers, many of whom hold advanced degrees in quantitative fields, reflecting the company’s commitment to innovation in AI.

Narmi Inc. is a technology company that specializes in developing online and mobile banking applications for regional and community financial institutions in the United States. Founded in 2016 and headquartered in New York City, Narmi aims to enhance the banking experience by providing a platform that allows these institutions to attract, engage, and retain customers more effectively. Their offerings include features such as online banking, account opening with fraud protection, and multi-factor authentication, all designed to streamline financial transactions and improve customer interaction. By equipping regional and community banks with advanced technology, Narmi helps them compete against larger banks and FinTech companies, fostering a more diverse and engaging financial ecosystem. In addition to its banking applications, Narmi also provides website design, development, and hosting services, as well as content generation and management solutions.

We combine academic rigour with industry best practice to deliver a unique platform in the Fintech space. We open up the portfolio management black box and show investors the “nutrition facts” and the risk drivers of their portfolios and their financial plans. We stress the importance of total portfolio management; that is, how the different pieces of a portfolio work together to diversify risk and achieve the desired investment objectives. Our portfolio analysis enables the aggregation of multiple accounts from multiple institutions for a complete view of their financial picture. Our solution is easily scalable to include users from other countries.

7 Chord empowers bond traders with the modern day predictive pricing and trading signals. BondDroid, our proprietary machine learning technology, distills millions of data-points into actionable analytics that help traders reduce their cost of execution and make better investment decisions. The firm was founded by renowned machine learning engineers, trading technologists and experienced traders. Barclays accelerator, powered by Techstars, Class of 2017.

MoCaFi is a developer of a personal finance platform aimed at improving financial behaviors within underbanked communities. The platform provides a range of financial products and services, including check cashing, custom loans, debit cards, and financial literacy tools. Users can access these services through a mobile application and a financial card, allowing them to check balances, cash paychecks, and send money securely without incurring extra costs. MoCaFi's focus is on promoting economic equality by offering affordable, credit-building financial solutions that cater to the unique needs of underserved populations.

Developer of a data-sharing platform designed for the healthcare and finance industries to provide secure, privacy-protected access to big data. The company's platform eliminates the need to create copies of data and places the focus on launching data jobs on the end user, enabling clients to share access of data without creating copies of source data.

Orenda Software Solutions is an information technology & services company located in Toronto.

Noonum, Inc. is a fintech company that specializes in providing a cloud-based software platform designed for comprehensive analysis of companies using artificial intelligence and natural language processing. Founded in 2015 and headquartered in Redmond, Washington, Noonum offers products such as Concept, which identifies investment trends; Value Chain, which maps the ecosystem surrounding a company; and Bring Your Own Device (BYOD), which extracts keywords from documents. The platform utilizes machine learning to analyze vast amounts of data, allowing investors to quickly access relevant information and insights about companies, industries, and sectors, thereby streamlining their research processes and facilitating more informed decision-making.

Algo Depth is a quantitative research firm that specializes in developing trading signals through the application of machine learning techniques. The firm provides investment managers with access to unique, uncorrelated deep learning signals, as well as custom research strategies tailored to their specific needs. By focusing on identifying meaningful patterns in financial markets, Algo Depth aims to enhance clients' decision-making processes and improve their investment outcomes.

BondLink, Inc. is a Boston-based enterprise software company that specializes in providing a cloud-based platform for debt management and investor relations tailored for the municipal bond market, valued at approximately $4 trillion. Founded in 2015, BondLink offers a suite of tools designed to enhance communication between municipal bond issuers and investors. Their platform includes investor relations websites, virtual roadshows, and analytics tools that enable real-time updates and engagement with a diverse pool of investors. By improving transparency and timely reporting of credit data, BondLink helps issuers reduce uncertainty premiums and financing costs. The company caters to a wide range of clients, from large states to smaller municipalities and educational institutions, facilitating better investor outreach and ultimately allowing for more efficient allocation of public funds.

Koyfin, Inc. operates an online financial data and analytics platform designed for financial and investment professionals. Established in 2016 and based in Brooklyn, New York, Koyfin offers a range of market insights through user-friendly tools, including dashboards, graphs, and data visualizations. The platform allows investors to track and analyze macroeconomic data across various asset classes such as equities, ETFs, mutual funds, fixed income, indices, currencies, and commodities. By providing sophisticated research tools at a lower cost compared to existing premium services, Koyfin aims to empower investors with the necessary resources to stay informed and competitive in the market.

Option Samurai is a decision support platform that provides investors with essential information to enhance their trading strategies. By leveraging advanced data sets and unique scoring algorithms, the platform offers insights into options trading opportunities while predicting dividend and earnings dates. This approach allows users to make informed investment decisions efficiently, without being overwhelmed by excessive data. Option Samurai focuses on delivering relevant information in a clear and concise manner, enabling traders to identify profitable opportunities in the stock market effectively.

Alpha Exchange Ltd operates an online platform designed for the capital markets community, facilitating connections among buy-side investors, sell-side brokers, independent research providers, industry specialists, and investor relations teams. The platform offers tailored solutions for managing and organizing investment research inflows, enabling research providers to interact with global investment managers, hedge funds, and private equity firms. Additionally, it provides tools for investor relations teams to access existing shareholders and identify potential investors worldwide. Founded in 2015 and headquartered in London, Alpha Exchange aims to transform how institutional participants share knowledge and discover investment insights, ultimately supporting better-informed investment decisions. The company is a subsidiary of Visible Alpha, LLC.

Kensho Technologies, Inc. is a data analytics and machine intelligence company that specializes in providing advanced analytics, artificial intelligence, and machine learning solutions to banks and investment institutions worldwide. Founded in 2013 and based in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops a suite of financial analytics software designed to enhance decision-making across the financial sector. Its flagship product incorporates natural language processing, enabling users to pose complex financial questions in plain English and receive actionable insights. The company also offers Kensho Applied Mind, an AI-driven software, and operates a national security division called Koto. Kensho's team comprises experts from prestigious backgrounds, including alumni from MIT, Harvard, Google, and the United States Federal Reserve, underscoring its commitment to addressing the challenges of speed, scale, and automation in investment analysis. Since its incorporation, Kensho has positioned itself as a key player in solving some of the most demanding analytical problems faced by both government and commercial entities.

CreditBridge applies modern product design, big data, and machine learning to expand access to consumer credit in the U.S.

Finfox, Inc. is a company that specializes in developing financial modeling, planning, and forecasting software designed for startups and small to medium-sized enterprises. Founded in 2016 and based in Palo Alto, California, Finfox offers an intuitive platform that centralizes company data, allowing finance departments to analyze financial performance comprehensively. The software helps businesses automate cash reserve management, simplifies treasury and risk management processes, and enhances financial forecasting capabilities. By integrating financial data, Finfox enables organizations to navigate complex business scenarios and make informed, data-driven decisions regarding their spending and earning strategies.

Amenity Analytics, Inc. specializes in developing cloud-based text analytics solutions that utilize natural language processing and machine learning to convert unstructured data into structured formats. Its platform enables businesses to extract actionable insights from complex documents and narrative content, helping professionals navigate today's information overload. Key offerings include the Amenity Viewer, which analyzes call transcripts to identify outliers, as well as customized solutions tailored to specific data needs. The company's services cater to a diverse clientele, including banking, insurance, hedge funds, financial exchanges, media companies, and consultancies. Founded in 2013 and headquartered in New York, Amenity Analytics positions itself as a leader in transforming how organizations leverage data for decision-making.

Zero Hash, founded in 2017 and based in Chicago, Illinois, provides a post-trade settlement utility designed to unify a fragmented market of various execution platforms. The company supports a diverse array of fiat and digital assets, allowing for the creation of any product pair. Additionally, Zero Hash incorporates on-chain settlement for digital assets, enabling independent verification of ownership through blockchain technology. This combination of features aims to enhance the efficiency and transparency of digital asset transactions in the financial ecosystem.

Peeptrade is an award-winning financial information platform and social network that allows people to “peep” into the success of other investors, giving them a transparent and competitive edge. Peeptrade allows users to access the portfolios and investment history of investors alongside a wide range of interactive tools, curated news, charts, and research documents. A ‘one-stop shop’ for investment information, the platform also acts as a social network for investors, allowing them to share knowledge, build trusted relationships, and discuss developments in the financial markets.

Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 13 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers. Envestnet | Yodlee is headquartered in Redwood City, California with global offices in London and Bangalore.

Panalytics provides software that helps Financial Services firms better identify, manage and respond to regulatory risk and compliance violations.

Braavo Capital, Inc. is a financing service provider focused on mobile app and game developers, offering revenue-based funding solutions primarily for marketing and user acquisition. Established in 2015 and headquartered in New York City, Braavo has facilitated nearly half a billion dollars in funding to top app companies worldwide. The company specializes in non-dilutive capital, allowing developers to maintain ownership while accessing the necessary resources to scale their businesses sustainably. By providing flexible and affordable financing options, Braavo supports a range of clients, from early-stage health and fitness apps to established mobile gaming publishers, enabling them to turn their visions into reality. The firm is backed by a variety of investors, including prominent venture capital firms and successful entrepreneurs from the fintech and mobile sectors.

Income& Technologies, Inc. operates an investment technology platform that caters to both individual and institutional investors in the United States. Founded in 2014 and headquartered in San Francisco, the company offers a unique investment product called PRIMO, which serves as a low-risk fixed-income alternative with returns of 5% or better. These investments are backed by real property, ensuring a steady, fixed monthly income for investors. The platform allows accredited investors to customize and purchase diversified portfolios while providing tools for efficient investment management. By leveraging prime mortgages, Income& enhances the transparency and reliability of fixed-income investing, aiming to deliver higher returns and consistent income for its users.

Finvoice offers cloud-based software to help financial institutions grow sales and comply with regulations. It serves as an enterprise SaaS company offering lending as a service solution. It allows offline lenders to become online lenders through modern UX, 3rd party integrations, and data analytics. Finvoice was founded in 2014 and headquartered in San Francisco, California.

Big data analytics platform for e-commerce supplier planning and accounts payable (AP) reconciliations, reducing fraud, error and costs. Using NLP technology, parses data from invoices, contracts, ERP (SAP) and third party supplier registries. Manages over 5M rows of data.

Float is a developer of client side business applications.

ActivePath, Inc. develops interactive email and messaging solutions for banks and healthcare providers. It offers ActiveMail, an email banking system. The company also provides card services that deliver paperless e-statements and alerts directly to consumers’ personal email for viewing, ePayment, and live interaction. In addition, it offers E-Business solutions, which create a personal and convenient email channel that enables instant two-way communications and drives online transactions; and support services. The company’s solutions allows banks, card services companies, and brokerage houses to overcome the limitations of email systems, enabling them to capitalize on email as a communications, sales, and marketing channel. It also offers its email solutions for insurance, healthcare, and government organizations. ActivePath was formerly known as PostalGuard Ltd. The company was founded in 2007 and is based in Tel Aviv, Israel with additional office in Deerfield Beach, Florida. As of March 27, 2018, ActivePath Solutions Ltd. operates as a subsidiary of Broadridge Financial Solutions, Inc.

Solovis, Inc. is a fintech company that offers investment management portfolio analysis and reporting software tailored for institutional investors, including endowments, foundations, pensions, and family offices. Founded in 2013 and based in Irving, Texas, Solovis provides a comprehensive cloud platform that allows users to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. Its software generates real-time, detailed reports, enabling investors to implement multi-asset strategies for improved diversification and risk management. By facilitating dynamic data modeling and actionable insights, Solovis empowers clients to enhance their investment decision-making processes and effectively communicate with stakeholders. As of March 31, 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

Pluribus Labs, LLC is a privately owned investment manager established in 2014 and based in San Francisco, California. The firm specializes in analyzing unstructured data from various unique sources and enhances this information with advanced quantitative research and analytics. This approach allows Pluribus Labs to provide actionable, predictive insights that add value throughout the investment lifecycle, including idea generation, risk management, portfolio construction, and trade execution. The company emphasizes collaboration, working closely with clients to tailor its solutions to their specific infrastructure and investment process objectives.

FinancialJuice is a free real-time news and financial content platform designed to provide traders and investors with comprehensive access to market information. The platform aims to democratize access to crucial market-moving news, ensuring that all investors are well-informed. By delivering timely updates on recent market happenings, FinancialJuice enables users to leverage insights effectively, optimizing their investment returns. The focus on real-time information helps users stay engaged with the financial landscape, enhancing their decision-making capabilities.

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

Alpaca is a technology company based in San Mateo, California, that operates as a securities broker. It specializes in providing an algorithmic trading platform designed for developers to create, manage, and execute trading and investing algorithms. The Alpaca API enables the development of investing applications and brokerage services that facilitate commission-free trading. The company boasts a team with diverse backgrounds in finance and technology and has garnered support from prominent investors in the industry. By focusing on empowering developers, Alpaca aims to enhance access to financial markets through innovative technology solutions.

ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.

Nutonian, Inc. specializes in developing data mining software, notably its flagship product, Eureqa. This technology is designed to reveal hidden relationships within complex datasets across various sectors, including oil and gas, life sciences, and retail. Nutonian offers several solutions, including Eureqa Desktop for individual users, Eureqa Server for cloud-based operations on private machines, and Eureqa Enterprise for comprehensive predictive analytics. Additionally, the company provides the Eureqa Open API, which allows developers to integrate its capabilities into their own applications. Nutonian also hosts the Data Genome Project, an online platform for researchers to upload their datasets for automated analysis. Founded in 2011 and headquartered in Cambridge, Massachusetts, Nutonian serves a diverse clientele both in the United States and internationally. As of May 2017, it operates as a subsidiary of DataRobot, Inc.

CircleUp Network, Inc. operates an equity crowdfunding platform that connects accredited investors with early-stage consumer and retail brand entrepreneurs. Founded in 2011 and based in San Francisco, the company provides a modern approach to private markets by facilitating access to capital and resources for innovative consumer goods companies. Utilizing Helio, its proprietary machine learning platform, CircleUp analyzes vast amounts of data to evaluate potential investments and predict business success. The platform emphasizes sectors such as food, personal care, pet products, apparel, retail, and restaurants, allowing investors to discover and research promising brands. CircleUp’s investor base includes industry experts, venture capitalists, private equity professionals, and angel investors, all focused on identifying and supporting the growth of emerging consumer brands.

Trigger Finance, Inc. is a mobile investing platform designed to assist retail investors in managing their portfolios through natural language rules and alternative orders. Launched in 2015, the platform provides users with real-time alerts and execution capabilities across various asset classes, including stocks, bonds, foreign exchange, commodities, and indices, while also integrating alternative data sources such as social media streams, economic events, and regulatory filings. Tens of thousands of investors utilize Trigger Finance to seize new opportunities and manage over $270 million in assets. The company, co-founded by experienced professionals in technology and finance, is headquartered in New York and operates as a subsidiary of Circle Internet Financial, Inc.

Cognism is a sales-acceleration solution that offers businesses an efficient way to prospect through its software as a service (SaaS) model. The company leverages a unique data asset and compliance engine to enrich customer relationship management (CRM) records and streamline the sales funnel. By utilizing patented artificial intelligence technology, Cognism generates and cleans prospect data at scale, providing B2B sales teams with real-time insights into company, people, and event data. This enables sales organizations to identify opportunities, recognize customer trends, and ultimately drive new revenue. Cognism's platform integrates seamlessly with major CRM and email service systems, facilitating effective database management and delivering high-quality, real-time B2B data to clients. Founded in 2015 and headquartered in London, Cognism also has offices in the USA, Macedonia, Croatia, and Singapore.

EverSafe is a financial security application dedicated to protecting the financial health of older adults and their families from scams and fraud. The platform monitors bank and investment accounts, credit cards, and credit reports, providing specialized alerts tailored for seniors. By detecting irregular activity, EverSafe empowers users to take action against potential exploiters, helping to safeguard their savings and ensure peace of mind. This proactive approach aims to address age-related financial vulnerabilities, making it an essential tool for seniors and their loved ones.

Adroit Trading Technologies operates an over-the-counter trading platform aimed at improving the investment process by addressing inefficiencies. The platform aggregates liquidity and evaluates securities while ensuring compliance with regulatory requirements. It also offers industry-leading transaction cost analysis, which assists investment professionals in making swift and informed decisions. By providing a systematic and algorithmic approach to trading, Adroit Trading Technologies caters to the demands of modern investors, enhancing their ability to navigate the complexities of the financial markets.

Cache is a bookmarking tool that lets you collect links, text, images, video and audio from around the web with ease.

Ufora, Inc. is a New York-based company that designs and operates an advanced data science platform. Founded in 2008, Ufora's platform supports data analytics, quantitative modeling, and numerical computing applications. It enables data scientists to explore, discover, deploy, and iterate on data sets, facilitating their work on complex problems in statistics, machine learning, and predictive analytics. The platform is built to operate at a modern scale, automatically managing computations and data across multiple machines without requiring users to adapt their coding practices to a specialized framework. This approach allows data scientists to maintain their familiar working environment while tackling sophisticated analytical challenges.

TRDR is a personalized market insights in one free mobile app.

EquityZen Inc., founded in 2013 and based in New York, is a financial services company that operates an investment marketplace connecting shareholders of private companies with investors seeking alternative investment opportunities. The platform facilitates pre-IPO investments by allowing venture capital investors, family offices, hedge funds, and individual investors to invest through pooled vehicles that acquire shares in private technology companies. By unlocking the value of equity compensation, EquityZen enhances the liquidity options for startup employees and addresses associated risk concerns, ultimately benefiting all parties involved.

ExtractAlpha specializes in creating and curating unique data sets and quantitative equity models tailored for institutional investors. The company analyzes numerous alternative data sources to provide clients with actionable insights, enabling them to make informed investment decisions. Among its offerings are a tactical trade timing model for short-term price changes, a sentiment analysis model called "TRESS" that evaluates financial bloggers' unstructured texts, and the Digital Revenue Signal, which predicts quarterly revenue expectations based on online consumer behavior metrics. ExtractAlpha serves a diverse clientele, including leading banks, hedge funds, asset managers, and sovereign wealth funds, all seeking improved investment outcomes through innovative data solutions.