CrowdStreet, Inc. provides an online commercial real estate investing marketplace that connects accredited investors with institutional real estate investments. Its platform enables commercial real estate developers and operators to acquire, convert, and manage investors for their projects. The company also provides investment advisory services to privately managed accounts related to CrowdStreet Marketplace investment offerings. CrowdStreet, Inc. was founded in 2013 and is based in Portland, Oregon.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
Nowsta, Inc. is a technology company founded in 2014 and headquartered in Brooklyn, New York. The company offers an all-in-one software platform designed for hourly and event-based workforces, which includes features for scheduling, time tracking, and financial technology solutions. By leveraging advancements in machine learning and payment technologies, Nowsta aims to enhance the management capabilities of employers, enabling them to efficiently oversee their hourly workforce. The platform focuses on improving communication and payment processes for hourly wage employees, thereby transforming the way companies manage labor.
Cion Digital’s proprietary Blockchain Orchestration Platform allows institutions to build innovative finance solutions quickly, and to seamlessly connect their legacy systems with the complex and ever-changing world of decentralized finance. We help clients grow and protect revenue opportunities by expanding and integrating their existing financial systems to succeed in the rapidly evolving digital asset economy.
Developer of an online e-learning platform designed to educate women on investing and understanding personal finance. The company's platform provides subscription-based online learning, knowledge sharing, articles live sessions and live coaching session services on investing, personal finance and investment tips, enabling women to invest their hard-earned savings and be financially independent.
Notabene, Inc. is a New York-based company that specializes in developing a software as a service (SaaS) platform designed for crypto compliance in the financial industry. Founded in 2020, Notabene enables businesses to adhere to evolving global regulations for cryptocurrency transactions, particularly focusing on the Travel Rule. The company offers a unified API and dashboard that assists compliance officers in managing risks associated with both Travel Rule and non-custodial transactions. By simplifying compliance processes, Notabene enhances transaction confidence for its clients, facilitating increased interaction with a broad network of crypto businesses. This ultimately supports the growth of transaction volumes and fosters business expansion for its customers.
Imandra, developed by Aesthetic Integration Ltd., is a cloud-scale automated reasoning system designed to enhance the rigor and governance of critical algorithms, particularly within the financial industry. Founded in 2014 and based in London, the company focuses on formal verification technology that enables the analysis and sharing of trading system specifications. Imandra provides tools that not only analyze algorithms but also assist in identifying and resolving software bugs, ensuring that the algorithms are safe, explainable, and fair. As reliance on complex software increases, Imandra's Reasoning as a Service platform aims to address the need for deep advancements in artificial intelligence to maintain the integrity of essential systems.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
Deep Discovery is a company focused on leveraging artificial intelligence to combat financial crime by uncovering hidden patterns in public data. Drawing inspiration from investigative work related to the Panama Papers, Deep Discovery aims to identify organized crime networks that evade detection, contributing to significant financial penalties for banks. The company develops machine learning algorithms to address challenges in anti-money laundering and countering financial terrorism, helping banks, regulators, law enforcement, and journalists detect high-risk activities within complex and opaque networks. By generating financial crime risk assessment scores for companies and their executives, akin to a credit score, Deep Discovery provides critical insights that can be accessed through a subscription model. This innovative approach offers underlying source documentation for verification and further analysis, positioning Deep Discovery as a unique player in the market, addressing the ongoing issues faced by financial institutions in managing relationships with high-risk entities.
Notabene, Inc. is a New York-based company that specializes in developing a software as a service (SaaS) platform designed for crypto compliance in the financial industry. Founded in 2020, Notabene enables businesses to adhere to evolving global regulations for cryptocurrency transactions, particularly focusing on the Travel Rule. The company offers a unified API and dashboard that assists compliance officers in managing risks associated with both Travel Rule and non-custodial transactions. By simplifying compliance processes, Notabene enhances transaction confidence for its clients, facilitating increased interaction with a broad network of crypto businesses. This ultimately supports the growth of transaction volumes and fosters business expansion for its customers.
Finmark Financial Group, founded in 2020 and based in Raleigh, North Carolina, specializes in financial planning and modeling software tailored for startups. The platform simplifies complex financial concepts and calculations, allowing companies to manage their runway, hiring plans, and cash flow with ease. By providing a user-friendly interface, Finmark enables users to easily update, inspect, and share their financial metrics. The software is designed to support companies at various stages, from pre-revenue to pre-IPO, promoting team alignment and collaboration while reducing costs and resource demands. Through its innovative approach, Finmark aims to empower the next generation of startups in navigating their financial planning needs effectively.
Polygon.io, Inc. operates a financial and market data platform. It provides teal-time market data for stocks, currencies, forex, and crypto via application programming interface (API). It provides institutional level market and historical data access to individual developers, companies, and government institutions. The company was founded in 2016 and is based in Marietta, Georgia.
Pie Systems is a VAT reclaim software that allows for a fully digital reclaim process for tourists shopping in host countries. Pie’s digital-first approach allows for a fully contactless solution, promoting ease and health safety. The company was founded in 2018 and based in Copenhagen, Denmark.
Negotiatus Corp. specializes in online purchasing software, offering a platform that streamlines the entire purchasing process for businesses. Founded in 2014 and based in New York, the company provides a solution that allows users to easily place orders, manage spending, and process payments across various vendors. Negotiatus is designed to enhance efficiency for operations and finance teams, significantly reducing the time required for order placement. The software is utilized by a diverse array of rapidly growing companies in sectors such as health and wellness, professional services, and co-working environments. By delivering enterprise-level control and analytics without complex implementation and maintenance, Negotiatus enables businesses to onboard quickly, typically within two weeks, while maintaining a consistent and user-friendly experience.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
CrowdStreet, Inc. provides an online commercial real estate investing marketplace that connects accredited investors with institutional real estate investments. Its platform enables commercial real estate developers and operators to acquire, convert, and manage investors for their projects. The company also provides investment advisory services to privately managed accounts related to CrowdStreet Marketplace investment offerings. CrowdStreet, Inc. was founded in 2013 and is based in Portland, Oregon.
Polygon.io, Inc. operates a financial and market data platform. It provides teal-time market data for stocks, currencies, forex, and crypto via application programming interface (API). It provides institutional level market and historical data access to individual developers, companies, and government institutions. The company was founded in 2016 and is based in Marietta, Georgia.
Polygon.io, Inc. operates a financial and market data platform. It provides teal-time market data for stocks, currencies, forex, and crypto via application programming interface (API). It provides institutional level market and historical data access to individual developers, companies, and government institutions. The company was founded in 2016 and is based in Marietta, Georgia.
Nowsta, Inc. is a technology company founded in 2014 and headquartered in Brooklyn, New York. The company offers an all-in-one software platform designed for hourly and event-based workforces, which includes features for scheduling, time tracking, and financial technology solutions. By leveraging advancements in machine learning and payment technologies, Nowsta aims to enhance the management capabilities of employers, enabling them to efficiently oversee their hourly workforce. The platform focuses on improving communication and payment processes for hourly wage employees, thereby transforming the way companies manage labor.
Thinknum, Inc. is a data indexing platform based in New York that provides investors with access to diverse data points to inform their investment decisions. Founded in 2013, the company serves institutional clients, including hedge funds, banks, and investment firms. Thinknum's web platform enables investors and financial analysts to monitor companies' websites, facilitating research, data analysis, and collaboration. This approach allows users to generate unique insights and data-driven investment ideas, enhancing their ability to navigate the financial landscape effectively.
AI Insurance specializes in developing cloud-based claims management software tailored for small insurance companies. The company aims to modernize the claims process by incorporating digital workflows and predictive analytics into an industry traditionally reliant on outdated methods. Their software enables users to monitor the entire lifecycle of insurance claims, from the initial report of a loss to resolution, thereby streamlining operations and minimizing redundant tasks. By providing advanced tools typically available only to larger insurers, AI Insurance facilitates quicker claims closures, ensures timely payments for insured individuals, and helps small insurers reduce operational costs.
Dharma Labs Inc. is a company that specializes in the development of smart contracts and tools for issuing and crowdfunding debt on blockchain technology. Founded in 2017 and based in San Francisco, Dharma Labs provides a protocol that facilitates the decentralized issuance, origination, risk assessment, and underwriting of peer-to-peer loans. By enabling open and permissionless innovation in the lending industry, Dharma allows entrepreneurs to create various lending platforms, including consumer lending services, margin lending networks, and crowdfunding platforms for municipal bonds. This approach leverages blockchain technology to enhance the efficiency and security of lending operations.
Negotiatus Corp. specializes in online purchasing software, offering a platform that streamlines the entire purchasing process for businesses. Founded in 2014 and based in New York, the company provides a solution that allows users to easily place orders, manage spending, and process payments across various vendors. Negotiatus is designed to enhance efficiency for operations and finance teams, significantly reducing the time required for order placement. The software is utilized by a diverse array of rapidly growing companies in sectors such as health and wellness, professional services, and co-working environments. By delivering enterprise-level control and analytics without complex implementation and maintenance, Negotiatus enables businesses to onboard quickly, typically within two weeks, while maintaining a consistent and user-friendly experience.
CrowdStreet, Inc. provides an online commercial real estate investing marketplace that connects accredited investors with institutional real estate investments. Its platform enables commercial real estate developers and operators to acquire, convert, and manage investors for their projects. The company also provides investment advisory services to privately managed accounts related to CrowdStreet Marketplace investment offerings. CrowdStreet, Inc. was founded in 2013 and is based in Portland, Oregon.
Blueprint Income, Inc. operates a digital platform that connects pension planners with insurance companies, providing a marketplace for retirement income products such as annuities. Founded in 2014 and based in New York, the company aims to simplify the retirement planning process, allowing users to compare and purchase various annuity options tailored to their personal circumstances. By offering easy access to fixed, income, and index annuities, Blueprint Income empowers individuals, regardless of their employer, age, or wealth, to secure guaranteed, lifelong income for retirement. The platform not only facilitates the selection and purchase of these financial products but also enhances consumer understanding of annuities, enabling users to make informed decisions about their financial futures.
Tpaga S.A.S. operates a digital wallet designed to facilitate payments for unbanked consumers in Latin America, specifically in Colombia and Mexico. Founded in 2015 and based in Bogota, the company addresses the needs of a significant portion of the population that lacks access to traditional banking services. With a network of approximately 4,000 cash kiosks, Tpaga enables users to store money and make payments for utility bills, mobile phone top-ups, grocery purchases, and other transactions without needing a bank account. The platform also provides a payment gateway for businesses, allowing them to process sales efficiently without requiring point-of-sale systems. By leveraging mobile technology, Tpaga has emerged as a pioneer in the region, helping to integrate unbanked consumers into the digital economy.
Simpl Technologies Private Limited, established in 2015 and headquartered in Mumbai, India, operates a leading online payments platform that enhances the e-commerce experience. The company has developed a market-leading Pay-Later platform, allowing merchants to offer consumers a seamless 1-click checkout experience and a line of credit at the point of sale. Simpl's innovative approach streamlines the payment process by using algorithms and payment engineering to consolidate transactions, enabling users to avoid repetitive payments. Additionally, the platform provides full buyer protection, ensuring secure monetary transactions between customers and merchants. Through its services, Simpl aims to simplify and automate the online payment experience for all parties involved.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
Cloud Lending Inc. is a cloud infrastructure company that provides a comprehensive suite of Software as a Service (SaaS) applications designed for non-bank financial institutions globally. Its offerings include CL Originate, a loan origination and underwriting platform; CL Loan, which manages loan servicing, collections, and portfolio management; CL Lease, a leasing solution for equipment; and CL Microfinance for core banking needs in microfinance sectors. Additionally, Cloud Lending provides solutions such as CL Marketplace for automating loan processes, CL Collections for advanced collection management, and CL Exchange for facilitating loan application exchanges. The company aims to enhance operational efficiency and profitability for its clients, which include online lenders, peer-to-peer platforms, and community banks. Founded in 2014 and headquartered in San Mateo, California, with an office in Bengaluru, India, Cloud Lending operates as a subsidiary of Q2 Software, Inc.
OneChronos is an independent, venture backed company using cutting edge technological paradigms to enable the next generation of electronic trading.
Flutterwave provides a payment service for global merchants and payment service providers.
It provides technology, infrastructure, and services to enable global merchants, payment service providers, and helps banks and businesses build secure and seamless payment solutions for their customers by smoothening the exchange of funds.
The company was founded in 2016 by Iyinoluwa Aboyeji and Olugbenga Agboola and is headquartered in San Francisco, California.
Cloudstitch LLC is a Scottsdale, Arizona-based company that offers a platform designed for developers, event planners, and newsrooms to effectively manage events and web content using Google Docs. The platform enables developers to build and scale web applications while allowing event planners to streamline tasks such as RSVP aggregation and schedule management through Google Docs. Additionally, newsrooms can leverage the platform to control interactive content seamlessly. Cloudstitch's technology connects web and mobile applications with ordinary spreadsheets, allowing for bidirectional data flow: updates made in the spreadsheet automatically reflect on the website and vice versa. Serving thousands of web developers, the platform aims to simplify web development, making it more accessible and intuitive.
FiscalNote is a privately-held company that provides global policy and market intelligence solutions, utilizing artificial intelligence and big data to deliver actionable insights for businesses, government institutions, and nonprofits. Its flagship platform offers real-time legislative predictive capabilities and tools for enterprise collaboration and data visualization, focusing on campaign finance, demographics, news, and open data. The company’s product suite includes FiscalNote Core, CQ Federal, and EU Issue Tracker, which support effective policy management and risk mitigation. Additionally, with expert analysis from partners such as FrontierView and Oxford Analytica, FiscalNote enhances its offerings with geopolitical and market intelligence services, helping clients make informed decisions in a rapidly changing policy landscape.
Scout Finance is on a mission to transform how investors perform day-to-day equity research and analysis through automation, data science, and amazing design. They’re building a SaaS product that provides next-generation data analytics and workflow solutions for fundamental, public markets investors. They want to make professional investors 10x more productive when performing fundamental research by giving them an automated analyst at their fingertips, whether at their desk or on the road. Existing market data tools (Bloomberg, CapIQ, etc.) are expensive, difficult to use and are primarily repositories of data. Work is performed the same way it was 20 years ago using a combination of Excel and the terminal, which is inefficient and time consuming. They are building a product that adapts to how you work. Their product is in the alpha stage, built by a team that includes the former Head of Mobile at Thomson Reuters, two Lead Engineers at Bloomberg, and former buyside professionals.
Cloud Lending Inc. is a cloud infrastructure company that provides a comprehensive suite of Software as a Service (SaaS) applications designed for non-bank financial institutions globally. Its offerings include CL Originate, a loan origination and underwriting platform; CL Loan, which manages loan servicing, collections, and portfolio management; CL Lease, a leasing solution for equipment; and CL Microfinance for core banking needs in microfinance sectors. Additionally, Cloud Lending provides solutions such as CL Marketplace for automating loan processes, CL Collections for advanced collection management, and CL Exchange for facilitating loan application exchanges. The company aims to enhance operational efficiency and profitability for its clients, which include online lenders, peer-to-peer platforms, and community banks. Founded in 2014 and headquartered in San Mateo, California, with an office in Bengaluru, India, Cloud Lending operates as a subsidiary of Q2 Software, Inc.
DataFox is a company intelligence platform that helps sales, marketing, and investing teams find and prioritize target companies to source more opportunities. DataFox's team of 100+ human analysts verify AI-sourced insights on millions of businesses to provide robust Company Data, Growth Signals, and Account Scoring.
Headquartered in San Francisco, CA, DataFox is backed by Goldman Sachs, Green Visor, Google Ventures, and Slack, and used by high-growth startups and Fortune 500 companies alike; examples include UPS, Accel Partners, Bain & Company, Twilio, Zendesk, and Outreach.
Wealthminder, Inc. is a financial technology company based in Reston, Virginia, founded in 2013. The company specializes in developing an online platform that assists individual investors in creating long-term financial plans and optimizing their portfolios. Its services include personalized asset allocation, automatic rebalancing, tax-loss harvesting, and account monitoring, all aimed at helping clients achieve various financial objectives such as retirement, homeownership, and education. Wealthminder's tools enable regular investors to implement sophisticated wealth management techniques and provide financial advisors with the resources to collaborate effectively with their clients. As of February 2017, Wealthminder operates as a subsidiary of AdvisorEngine, Inc.
Hypori, based in Austin, Texas, is a company that specializes in mobility solutions for small and medium-sized enterprises as well as Fortune 500 companies. Incorporated in 2012, Hypori focuses on developing virtual mobile infrastructure that aims to eliminate security risks associated with mobile device usage. The company's technology virtualizes the entire mobile experience, enabling users to perform business tasks on their devices without leaving any data footprints. This approach ensures a complete separation between personal and corporate data, allowing businesses to enhance security while reducing administrative burdens related to business programs.
CreditShop is an innovative and growing financial services company with locations in both Austin, TX and Wilmington, DE. Our mission is to help those who need a second chance to build and maintain their financial future. After only a few years, we’ve had great success becoming the 24th largest card program.
North Capital Seed Ventures LLC invests in seed stage companies focused on financial marketplace technology: funding platforms, online advisor, block chain technology, payments. The fund is controlled by North Capital Investment Technology a financial technology provider that also has a registered broker-dealer subsidiary and a registered investment advisor.
FiscalNote is a privately-held company that provides global policy and market intelligence solutions, utilizing artificial intelligence and big data to deliver actionable insights for businesses, government institutions, and nonprofits. Its flagship platform offers real-time legislative predictive capabilities and tools for enterprise collaboration and data visualization, focusing on campaign finance, demographics, news, and open data. The company’s product suite includes FiscalNote Core, CQ Federal, and EU Issue Tracker, which support effective policy management and risk mitigation. Additionally, with expert analysis from partners such as FrontierView and Oxford Analytica, FiscalNote enhances its offerings with geopolitical and market intelligence services, helping clients make informed decisions in a rapidly changing policy landscape.
Kash Corp. is a mobile payment solutions provider based in San Francisco, with an additional office in Kitchener, Canada. Founded in 2014, the company focuses on enabling retailers and businesses in the United States and Canada to accept payments directly from customers' bank accounts, bypassing traditional credit card networks and their associated fees. Its offerings include Direct Debit, payment gateways for retail and eCommerce, and an Invoice Management system that allows businesses to create and manage invoices while offering customers flexible payment options. The Kash application, available on iPhones and Android devices, facilitates these transactions. By utilizing SecureDebit technology, Kash eliminates interchange and chargeback fees, enabling merchants to save on transaction processing costs. The company serves a diverse range of clients, including coffee shops, restaurants, salons, and bakeries, and is supported by funding from notable investors to further develop its technology and market presence.
CrowdStreet, Inc. provides an online commercial real estate investing marketplace that connects accredited investors with institutional real estate investments. Its platform enables commercial real estate developers and operators to acquire, convert, and manage investors for their projects. The company also provides investment advisory services to privately managed accounts related to CrowdStreet Marketplace investment offerings. CrowdStreet, Inc. was founded in 2013 and is based in Portland, Oregon.
Madrone Inc. is a provider of web-based tools designed to enhance the decision-making capabilities of both individual and institutional investors. Founded in 2013 and based in San Francisco, the company specializes in data aggregation and predictive analytics to support investment due diligence, portfolio construction, risk assessment, and performance measurement. Its platform offers customized solutions that facilitate manager sourcing, fee benchmarking, and business intelligence for asset managers, enabling them to gain insights into their operational successes and challenges. By leveraging big data from various public and private sources, Madrone ensures confidentiality and flexible permission controls, allowing users to make informed, data-driven decisions regarding their investments. Madrone operates as a subsidiary of Solovis, LLC.
Two Tap is a platform that facilitates direct product sales for publishers within their applications, enhancing the e-commerce experience. It allows shoppers to order products seamlessly without exiting the app, benefiting from a shared wallet feature. The platform supports quick checkouts on popular browsers such as iOS Safari and Google Chrome. Developers can integrate Two Tap's functionalities using an HTML5 interface or API, enabling orders from various e-commerce sites. Two Tap offers different service tiers, including free, standard, and enterprise options. Founded by Radu Spineanu and Razvan Roman in Palo Alto, California, the platform connects retailers with consumers across mobile, desktop, and offline devices.
Cloud Lending Inc. is a cloud infrastructure company that provides a comprehensive suite of Software as a Service (SaaS) applications designed for non-bank financial institutions globally. Its offerings include CL Originate, a loan origination and underwriting platform; CL Loan, which manages loan servicing, collections, and portfolio management; CL Lease, a leasing solution for equipment; and CL Microfinance for core banking needs in microfinance sectors. Additionally, Cloud Lending provides solutions such as CL Marketplace for automating loan processes, CL Collections for advanced collection management, and CL Exchange for facilitating loan application exchanges. The company aims to enhance operational efficiency and profitability for its clients, which include online lenders, peer-to-peer platforms, and community banks. Founded in 2014 and headquartered in San Mateo, California, with an office in Bengaluru, India, Cloud Lending operates as a subsidiary of Q2 Software, Inc.
Thinknum, Inc. is a data indexing platform based in New York that provides investors with access to diverse data points to inform their investment decisions. Founded in 2013, the company serves institutional clients, including hedge funds, banks, and investment firms. Thinknum's web platform enables investors and financial analysts to monitor companies' websites, facilitating research, data analysis, and collaboration. This approach allows users to generate unique insights and data-driven investment ideas, enhancing their ability to navigate the financial landscape effectively.
Wefunder is a San Francisco-based crowd-investing platform founded in 2011 that facilitates capital raising for startups by connecting them with a diverse pool of investors. The platform allows unaccredited investors to purchase equity in early-stage private companies, making it accessible for individuals to invest in disruptive businesses with contributions as small as one hundred dollars. Wefunder serves a wide range of industries, including technology, food and beverages, hardware, software, entertainment, retail, energy, financial services, consumer services, business services, and infrastructure. Through its online services, Wefunder aims to support the growth and development of emerging companies by democratizing investment opportunities.
CreditShop is an innovative and growing financial services company with locations in both Austin, TX and Wilmington, DE. Our mission is to help those who need a second chance to build and maintain their financial future. After only a few years, we’ve had great success becoming the 24th largest card program.
AuditFile, Inc. is a technology company that specializes in providing cloud-based auditing solutions for CPA firms and internal audit teams. Founded in 2011 and headquartered in Walnut Creek, California, AuditFile's platform streamlines the audit process by automating essential tasks, such as uploading trial balances and generating financial statements. The solution also incorporates proprietary algorithms designed to assist auditors in detecting potential fraud. Additionally, it offers tools for tracking firm metrics, which enhances operational efficiency, and is compatible with various devices, including smartphones, tablets, laptops, and desktop computers. The company was previously known as Gastke Inc. before rebranding in March 2015.
ClearServe Holdings, LLC is a New York-based company established in 2011 that specializes in a cloud-based wealth management platform. This platform integrates various tools such as the Platform Normalization Engine, which aggregates data from multiple sources, and the Alternatives Tracking System, which manages diverse asset classes including hedge funds, private equity, and real estate. ClearServe targets family offices, multi-managers, and private investors, aiming to replace manual Excel spreadsheets and outdated software with a more efficient solution. By enhancing data transparency and usability, ClearServe enables clients to make informed financial and investment decisions.
AuditFile, Inc. is a technology company that specializes in providing cloud-based auditing solutions for CPA firms and internal audit teams. Founded in 2011 and headquartered in Walnut Creek, California, AuditFile's platform streamlines the audit process by automating essential tasks, such as uploading trial balances and generating financial statements. The solution also incorporates proprietary algorithms designed to assist auditors in detecting potential fraud. Additionally, it offers tools for tracking firm metrics, which enhances operational efficiency, and is compatible with various devices, including smartphones, tablets, laptops, and desktop computers. The company was previously known as Gastke Inc. before rebranding in March 2015.
Hypori, based in Austin, Texas, is a company that specializes in mobility solutions for small and medium-sized enterprises as well as Fortune 500 companies. Incorporated in 2012, Hypori focuses on developing virtual mobile infrastructure that aims to eliminate security risks associated with mobile device usage. The company's technology virtualizes the entire mobile experience, enabling users to perform business tasks on their devices without leaving any data footprints. This approach ensures a complete separation between personal and corporate data, allowing businesses to enhance security while reducing administrative burdens related to business programs.