Inbox Health Corp. specializes in developing a patient communication platform tailored for medical billers in the United States. Founded in 2014 and based in New Haven, Connecticut, the company offers a platform that automates the patient communication process through bi-directional correspondence, proprietary algorithms, machine learning, and artificial intelligence. This technology helps patients better understand their medical bills and provides access to various payment options. By analyzing data across its customer base, Inbox Health enables billers to customize each patient's billing and communication experience, ultimately enhancing patient collections and overall satisfaction. The company's mission is to significantly reduce administrative inefficiencies in healthcare by streamlining the billing and payment processes for patients.
Clara is a financial technology company focused on simplifying home mortgage financing for individuals and families. By leveraging advanced technology, Clara aims to enhance the efficiency, transparency, and personalization of the mortgage origination process. Its online lending platform facilitates an easy and streamlined experience for consumers, allowing them to secure home financing quickly and clearly. In addition to its mortgage offerings, Clara also provides a suite of financial tools designed for businesses, including corporate expense management solutions, corporate cards, and bill payment services. This comprehensive approach enables both consumers and businesses to manage their financial needs with greater ease and control.
CNote is an investment platform that earns a better return while investing in the causes and communities that matters. CNote rewards great savers with alternative financial vehicles that earn more - safely and simply. Their first product, CNote Savings, helps good savers earn up to 2.5% annual return -- that's 35x more than a traditional savings account. The was founded in 2016 by two women with decades of experience working in finance, venture capital, and private equity. CNote is headquartered in Oakland, California.
Duplo enables businesses across Africa to reduce their reliance on cash payments through the use of virtual accounts, digital wallets and cards.
Autobooks, Inc. is a provider of integrated payment and accounting software designed specifically for small businesses, delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, the company offers a cloud-based platform that seamlessly connects bank accounts with various financial tools to enhance cash flow, streamline account reconciliation, and foster business growth. Its services include integrated payment applications such as invoicing and bill pay, merchant services, treasury products, and automated accounting solutions. By enabling financial institutions to offer these essential back-office services, Autobooks helps small businesses effectively manage their finances and improve their understanding of digital banking channels.
Fountain, Inc. is a hiring platform focused on streamlining the recruitment process for companies with hourly workers across various industries, including retail, hospitality, and manufacturing. Founded in 2014 and based in San Francisco, California, the company provides a mobile-first solution that enhances engagement and reduces candidate drop-off through automated scheduling and reminders via text and email. Fountain's software simplifies workforce management by integrating background checks and document signing, allowing employers to quickly screen and hire independent contractors. Serving a diverse clientele, including major companies like Uber and Safeway, Fountain operates in over 50 countries and 700 cities, helping organizations scale their hiring operations efficiently.
Ledgible, developed by Verady, LLC, is a platform designed for the accounting, verification, and auditing of cryptocurrency and blockchain assets. It serves financial institutions, corporations, and accounting firms, addressing the gaps in traditional accounting systems regarding these innovative assets. Founded in 2016 and based in Atlanta, Georgia, Verady aims to enhance the acceptance and growth of blockchain assets by providing a robust solution that integrates seamlessly with existing financial verification and reporting processes. The Ledgible platform facilitates the necessary oversight and assurance needed in the evolving landscape of cryptocurrency, bridging the divide between traditional finance and emerging digital assets.
PrecisionGx Inc. is a technology company based in Philadelphia, Pennsylvania, founded in 2015. The company specializes in developing automated claims intelligence software that aids health insurance companies in processing claims more effectively and cost-efficiently. Its platform utilizes advanced AI models and machine learning techniques to analyze and manage claims data, helping insurers identify inappropriate billing patterns and recover lost payments. By providing insights for contract negotiations and risk management, PrecisionGx enables insurers to improve decision-making while minimizing disruption to existing processes. The software also supports drug management and population health analysis, ultimately enhancing premium integrity and operational efficiency for health insurance providers.
Developer of a construction procurement platform designed to streamline interactions in the construction industries. The company's platform offers multiple bids on a project, stays ahead of deadlines, manages and keeps track of all bid versions and responses on one platform, and seamlessly communicates with suppliers, enabling the construction industries to streamline their procurement process from request for quotation issuance to proposal signing.
Arianee SA, founded in 2018 and based in Paris, France, specializes in providing digital certifications for products using blockchain technology. The company has developed an Ethereum-compatible platform that enhances the authentication process for branded products through a universal open-source protocol. This platform records all aspects of product creation and sales in an immutable ledger, ensuring that the information cannot be altered, deleted, or shut down. By facilitating a secure and reliable method for brands, owners, and third-party retailers to manage asset ownership and transfers, Arianee is establishing a global standard for the digital certification of valuable objects.
Sawa Credit, founded in 2020 and based in Castro Valley, California, is developing a technology platform that leverages behavioral science and machine learning to support borrowers through a community-oriented system. The company focuses on providing solutions in mortgage lending and mortgage servicing, aiming to enhance the borrowing experience by integrating innovative technology with an understanding of borrower behavior.
Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency that specializes in providing life, long-term care, and disability insurance solutions for financial institutions and their clients. Founded in 2016 and based in Boise, Idaho, Covr offers a range of digital platforms, including Covr Advisor for financial advisors, Covr Consumer for banks and credit unions to sell insurance online, and Covr Insights for managing in-force life insurance policies. The company serves over 24,000 financial advisors and approximately 13 million customers across 30 financial institutions, such as wealth management firms and credit unions. Covr's technology empowers financial professionals to address their clients' insurance needs effectively while facilitating direct access to products for consumers. The company has garnered the support of prominent venture capital firms and boasts an advisory board composed of notable leaders from the financial services sector.
Fidel Limited is a payments API platform based in London that enables developers to create real-time and personalized applications using card-linked technology. Founded in 2012, Fidel offers a streamlined solution for integrating payment services, allowing developers to connect banking cards from major networks like Visa, Mastercard, and American Express with reward and marketing services. By managing the complexities of transaction data in the background, Fidel provides a secure and efficient single access point for developers to build web and mobile applications. Notable global companies such as Google and British Airways utilize Fidel's APIs to enhance their customer experiences. The company also has offices in Toronto, Lisbon, and New York and is supported by investors such as Nyca Partners and QED Investors.
Developer of issuance platform designed to offer unparalleled technology infrastructure to banks, SMEs, corporates & fintech. The company's platform offers a unique financial ecosystem that is fully integrated, personalized, and optimized, provides complete financial control and optimal wealth management capabilities, and helps in issuing payment instruments to their customers, vendors, partners and employees, enabling clients to take a faster decision making, controlling, and view on transactions.
Kin Insurance, Inc. is an insurance agency founded in 2016 and headquartered in Chicago, Illinois, with additional offices in St. Petersburg, Florida. The company specializes in home insurance products, offering a range of coverage options including homeowners, mobile home, condo, flood, manufactured home, landlord, umbrella, hurricane, wildfire, and second home insurance. Kin Insurance utilizes an online platform that simplifies the application process, allowing customers to customize their policies based on thousands of property data points. This approach ensures that homeowners receive personalized and affordable coverage tailored to their specific needs. With payment processing facilities in Palatine and Chicago, Kin Insurance aims to provide a user-friendly experience while helping clients secure their assets effectively.
Canary Technologies LLC is an enterprise hospitality technology company based in San Francisco, California, focused on modernizing hotel operations and enhancing guest experiences. The company develops application software that facilitates offline hotel bookings and includes features such as contactless check-in, digital authorizations, electronic signatures, and customizable amenity stores. Its platform aims to replace outdated systems in the hospitality sector, allowing hoteliers to improve efficiency, boost revenue, and reduce operational costs. Trusted by thousands of hotels worldwide, including some of the largest and most iconic brands, Canary Technologies leverages support from top investors in Silicon Valley to deliver innovative solutions that increase staff productivity, ensure compliance, and minimize fraud and chargebacks.
Interchecks Technologies, Inc operates an online platform for managing payouts. It provides on-demand payout options, such as instant deposit, direct deposit, digital check, and paper check. The company was founded in 2016 and is based in Boca Raton, Florida with an additional office in Brooklyn, New York.
Swell Commerce Corp. is a San Francisco-based company founded in 2016 that specializes in developing an e-commerce platform focused on customization and headless integration. It provides both client-side and server-side application programming interfaces, along with a customizable content management system and subscription management features. This platform allows businesses to create unique shopping experiences and accommodate complex business models. Additionally, Swell operates as a multi-channel direct marketer, offering surf apparel, equipment, and lifestyle products.
Developer of a no-code identity and risk orchestration platform designed to facilitate end-to-end identity verification, compliance, and fraud prevention for new-age businesses. The company's platform offers digital identity, risk management, and fraud prevention in the mobile space by enhancing KYC, authentication, and authorization on a real-time basis, enabling clients to accelerate transactions with one-tap login and one-click checkout.
Resolve is a B2B payments platform that facilitates risk-free net terms for merchants, allowing them to enhance sales and optimize cash flow. By leveraging non-traditional underwriting data to assess financing applications, Resolve enables manufacturers, wholesalers, and distributors to offer automated extended payment options to their customers. The platform is applicable across various sales channels, including e-commerce checkouts, making it a versatile solution for businesses seeking to streamline their payment processes. Resolve is supported by prominent investors, including the co-founder of PayPal, Max Levchin.
Kevel, formerly known as Adzerk, Inc., is a company based in Durham, North Carolina, that specializes in providing ad serving APIs for publishers and networks. Founded in 2009, Kevel enables websites and applications to generate new revenue streams through its diverse set of APIs designed for various advertising solutions, including native ads, internal promotions, sponsored listings, digital-out-of-home advertising, server-side ad insertion, and podcast ads. The company's infrastructure supports the development of custom ad platforms, empowering clients such as Ticketmaster, Yelp, Strava, and Mozilla to implement successful advertising strategies. Kevel's mission emphasizes enhancing user-centric ad revenue opportunities for online retailers and publishers, allowing them to compete more effectively against major technology players in the digital advertising space.
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.
Udhaar Book is a digital ledger application designed to assist small businesses in managing their financial transactions. The platform enables users to maintain an online ledger that records outstanding debts and facilitates communication with customers and suppliers. By providing automated reminders for payments, Udhaar Book aims to enhance cash flow and streamline the credit management process. This user-friendly solution allows businesses to efficiently track their financials and improve their overall collection efforts.
Fountain, Inc. is a hiring platform focused on streamlining the recruitment process for companies with hourly workers across various industries, including retail, hospitality, and manufacturing. Founded in 2014 and based in San Francisco, California, the company provides a mobile-first solution that enhances engagement and reduces candidate drop-off through automated scheduling and reminders via text and email. Fountain's software simplifies workforce management by integrating background checks and document signing, allowing employers to quickly screen and hire independent contractors. Serving a diverse clientele, including major companies like Uber and Safeway, Fountain operates in over 50 countries and 700 cities, helping organizations scale their hiring operations efficiently.
LoveLocal (formerly known as m.Paani) is the only app you need for all your daily needs fulfilled by your trusted local shops online. Now enjoy the convenience of online ordering, Fast home delivery, digital payments - all at a tap of a button. Shop anytime, anywhere from a vast range of products including fresh fruits, vegetables, groceries, OTC Medicines, Home and Personal Care Products, snacks, and much more. So LoveLocal!
Rally is a hosted deal commerce platform designed for online merchants to manage daily deals and flash sales. It offers a user-friendly setup for online stores, enabling retailers to easily create and promote their deals. The platform emphasizes social distribution through word-of-mouth marketing, allowing merchants to leverage their networks for greater reach. Additionally, Rally provides comprehensive analytics tools, empowering businesses to track performance and optimize their promotional strategies. Tailored for top retailers and major brands, Rally aims to enhance the online shopping experience by facilitating engaging sales opportunities.
Mulberry, founded in 2018 and based in New York, provides a platform for personalized product protection solutions, specializing in extended warranty coverage for e-commerce customers. The company utilizes artificial intelligence to facilitate connections between insurers, brands, and consumers, enabling the seamless signing of contracts and launching of warranty programs for various product categories, including electronics, furniture, jewelry, and fitness equipment. By offering a suite of integration options, Mulberry allows businesses to embed customized protection programs into their customer journeys, streamlining the process of product insurance and enhancing operational efficiency. Through its innovative approach, Mulberry aims to help brands unlock additional revenue while providing consumers with essential coverage for their purchases.
Spenmo is an expense management platform that assists businesses in overseeing their spending. It provides tools for tracking company cards, automating invoice payments, and managing digital ledgers for transactions. The platform integrates various features such as internal spend management, corporate cards, automated bill payments, and approval workflows, allowing companies to streamline their accounting processes. By offering a comprehensive view of expenses, Spenmo enables organizations to decentralize spending, digitize operations, and significantly reduce the time dedicated to financial management tasks.
Trove AI, Inc. develops a mobile email application. The company develops artificial intelligence (AI) solutions that solve email overload and enhance communications. Its AI solution offers smart multi-swiping and email notifications; surfaces insights about user’s relationships; and lets snoozing emails to get them out of the user’s way until the user is ready to get to them. The application works with existing email services. Its mobile application is compatible with iOS and Android devices. The company was formerly known as Notion AI, Inc. Trove AI, Inc. was founded in 2013 and is based in Ann Arbor, Michigan.
Lithic offers a payments solution that enables users to create single-use virtual cards through a browser extension and an iOS application. Founded in 2014 and based in New York, the company focuses on enhancing privacy and security for online transactions. By providing virtual cards, Lithic allows both consumers and businesses to manage their spending while safeguarding sensitive financial information. The platform emphasizes the importance of online privacy, aiming to deliver a user-friendly experience that does not compromise convenience for security.
Credit Mountain is a fintech startup founded in 2020 and is based in Dallas, TX
Grabango develops checkout-free shopping technology for the retail industry, utilizing hardware tools and computer vision software. Founded in 2016 and based in Berkeley, California, the company employs cameras and shelf sensors to track customer interactions with products. As customers add items to their carts, the system identifies and counts these purchases, allowing for a seamless checkout experience. Once finished, customers can pay via a registered payment method on their smartphones and leave the store without waiting in line. Grabango's technology is designed to integrate with existing brick-and-mortar stores, accommodating various retail formats from convenience stores to larger grocers, and aims to enhance the shopping experience by streamlining the payment process and eliminating queues.
Developer of a construction procurement platform designed to streamline interactions in the construction industries. The company's platform offers multiple bids on a project, stays ahead of deadlines, manages and keeps track of all bid versions and responses on one platform, and seamlessly communicates with suppliers, enabling the construction industries to streamline their procurement process from request for quotation issuance to proposal signing.
Resolve Innovations, Inc. operates a financial management platform aimed at assisting individuals in financial distress. Founded in 2017 and based in Oakland, California, the platform enables users to compare various debt relief options and connect with providers. It offers a range of tools designed to enhance credit scores, reduce expenses, increase income, manage and consolidate debt, lower interest rates, and negotiate with creditors. Additionally, Resolve provides free settlement estimates and consultations, empowering users to explore debt settlement alternatives and receive tailored estimates for their specific debts. The company's mission is to deliver affordable and unbiased support to those seeking financial relief.
Resolve is a B2B payments platform that facilitates risk-free net terms for merchants, allowing them to enhance sales and optimize cash flow. By leveraging non-traditional underwriting data to assess financing applications, Resolve enables manufacturers, wholesalers, and distributors to offer automated extended payment options to their customers. The platform is applicable across various sales channels, including e-commerce checkouts, making it a versatile solution for businesses seeking to streamline their payment processes. Resolve is supported by prominent investors, including the co-founder of PayPal, Max Levchin.
Inbox Health Corp. specializes in developing a patient communication platform tailored for medical billers in the United States. Founded in 2014 and based in New Haven, Connecticut, the company offers a platform that automates the patient communication process through bi-directional correspondence, proprietary algorithms, machine learning, and artificial intelligence. This technology helps patients better understand their medical bills and provides access to various payment options. By analyzing data across its customer base, Inbox Health enables billers to customize each patient's billing and communication experience, ultimately enhancing patient collections and overall satisfaction. The company's mission is to significantly reduce administrative inefficiencies in healthcare by streamlining the billing and payment processes for patients.
Snapsheet is a leader in virtual appraisals and cloud-native claims management software, focusing on transforming the end-to-end claims process through digitization and intelligent automation. The company's software facilitates various stages of claims management, including electronic intake of first notice of loss (FNOL), data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements. By offering unmatched technology and processes, Snapsheet enhances customer experience and promotes organizational agility. It has established itself as an industry innovator, deploying one of the fastest digital auto insurance claims processes in the United States. Serving over 100 clients, including major insurance carriers and insurtech firms, Snapsheet is recognized as a trusted partner in claims innovation.
Snapsheet is a leader in virtual appraisals and cloud-native claims management software, focusing on transforming the end-to-end claims process through digitization and intelligent automation. The company's software facilitates various stages of claims management, including electronic intake of first notice of loss (FNOL), data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements. By offering unmatched technology and processes, Snapsheet enhances customer experience and promotes organizational agility. It has established itself as an industry innovator, deploying one of the fastest digital auto insurance claims processes in the United States. Serving over 100 clients, including major insurance carriers and insurtech firms, Snapsheet is recognized as a trusted partner in claims innovation.
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.
Flueid Software Corporation, founded in 2017 and based in Austin, Texas, specializes in developing software solutions aimed at transforming the real estate closing process. The company focuses on automating real estate transactions for the title insurance, real estate, and mortgage lending sectors. By collaborating with key industry partners, Flueid seeks to enhance productivity and reduce inefficiencies in the closing process. Its platform is designed to streamline workflows, automate the delivery of critical information, and optimize business processes, thereby addressing outdated practices while preserving essential functions within the transaction lifecycle. Through these innovations, Flueid aims to create a more efficient and cost-effective experience for its clients.
Kevel, formerly known as Adzerk, Inc., is a company based in Durham, North Carolina, that specializes in providing ad serving APIs for publishers and networks. Founded in 2009, Kevel enables websites and applications to generate new revenue streams through its diverse set of APIs designed for various advertising solutions, including native ads, internal promotions, sponsored listings, digital-out-of-home advertising, server-side ad insertion, and podcast ads. The company's infrastructure supports the development of custom ad platforms, empowering clients such as Ticketmaster, Yelp, Strava, and Mozilla to implement successful advertising strategies. Kevel's mission emphasizes enhancing user-centric ad revenue opportunities for online retailers and publishers, allowing them to compete more effectively against major technology players in the digital advertising space.
Moov Financial, Inc. is a financial technology company that specializes in developing an open-source platform designed to embed banking services within various applications. Established in 2017 and headquartered in Cedar Falls, Iowa, Moov is focused on rebuilding banking infrastructure for a cloud-native environment, free from legacy technology constraints. The platform offers a developer-friendly approach, allowing for customization and portability across cloud providers or on-premises environments. Moov's services include ACH processing, customer accounts, KYC and OFAC compliance, wire transfers, and image cash letters. By providing a modular and decoupled banking-as-a-service solution, Moov enables organizations to integrate transactional banking capabilities seamlessly into their software, thereby enhancing user experiences and simplifying money management.
HMBradley is a developer of a digital banking platform for savers. It rewards everyone, regardless of income, for developing sound financial habits. HMBradley 's platform offers digitized banking services featuring virtual banking technologies that let users get credit cards instantly and enjoy banking facilities anytime via a smartphone application. The company was founded in 2019 and is headquartered in Santa Monica, California.
Forter, Inc. specializes in providing comprehensive e-commerce fraud prevention solutions for online merchants. Founded in 2013 and headquartered in New York, with additional offices in London and a research facility in Tel Aviv, the company offers a Decision-As-a-Service platform that utilizes a variety of data points, including cyber intelligence and behavioral analysis, to assess transactions. This system allows merchants to make informed fraud decisions with a transparent view provided through the Forter Decision Dashboard. Additionally, Forter Smart Routing enhances the payment process by preventing revenue loss from false declines. The platform is fully automated, focusing on creating a fraud-free environment that not only blocks fraudulent activities but also improves customer experience and transaction approvals. Forter aims to streamline risk management for e-commerce businesses, ensuring a secure and efficient transaction process.
Bumped, Inc. develops a platform that allows publicly traded consumer brands to offer customers fractional shares of stock as loyalty rewards. Its platform offers consumers to stock ownership while also giving brands a way to reward customers. Bumped, Inc. was formerly known as Solovex, Inc. The company was founded in 2017 and is based in Portland, Oregon.
Vitable, LLC is a healthcare provider based in Woodlyn, Pennsylvania, founded in 2019, that focuses on offering acute and preventive health coverage to under-insured Americans. The company aims to improve the traditional urgent care experience, which often involves long wait times and inadequate service. Vitable provides a range of services, including telemedicine, concierge urgent care, and various health screenings, all designed to prioritize patient convenience and satisfaction. By delivering quality care directly to patients' homes and maintaining transparency in billing, Vitable seeks to enhance the overall healthcare experience. Additionally, the company offers tailored solutions for businesses and specialized services for children, emphasizing its commitment to accessible and personalized healthcare.
Bloom Credit is a fintech platform that works to improve the financial eligibility of people declines for lending products. The company's technology uses a data-driven approach to offer actionable advice, insights, and guidance working directly with lenders to graduate their applicants through consumer credit analysis, ongoing credit monitoring and alerting lenders when an applicant meets eligibility requirements, enabling consumers to improve their financial health and loan eligibility. With credit at the heart of financial customer relationships, BloomCredit creating advanced developer-friendly API solutions that can improve, monitor, and promote credit health to build trust between consumers and the financial institutions that serve them. It was founded in 2016 and is based in New York, United States.
Mulberry, founded in 2018 and based in New York, provides a platform for personalized product protection solutions, specializing in extended warranty coverage for e-commerce customers. The company utilizes artificial intelligence to facilitate connections between insurers, brands, and consumers, enabling the seamless signing of contracts and launching of warranty programs for various product categories, including electronics, furniture, jewelry, and fitness equipment. By offering a suite of integration options, Mulberry allows businesses to embed customized protection programs into their customer journeys, streamlining the process of product insurance and enhancing operational efficiency. Through its innovative approach, Mulberry aims to help brands unlock additional revenue while providing consumers with essential coverage for their purchases.
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.
Moov Financial, Inc. is a financial technology company that specializes in developing an open-source platform designed to embed banking services within various applications. Established in 2017 and headquartered in Cedar Falls, Iowa, Moov is focused on rebuilding banking infrastructure for a cloud-native environment, free from legacy technology constraints. The platform offers a developer-friendly approach, allowing for customization and portability across cloud providers or on-premises environments. Moov's services include ACH processing, customer accounts, KYC and OFAC compliance, wire transfers, and image cash letters. By providing a modular and decoupled banking-as-a-service solution, Moov enables organizations to integrate transactional banking capabilities seamlessly into their software, thereby enhancing user experiences and simplifying money management.
Kin Insurance, Inc. is an insurance agency founded in 2016 and headquartered in Chicago, Illinois, with additional offices in St. Petersburg, Florida. The company specializes in home insurance products, offering a range of coverage options including homeowners, mobile home, condo, flood, manufactured home, landlord, umbrella, hurricane, wildfire, and second home insurance. Kin Insurance utilizes an online platform that simplifies the application process, allowing customers to customize their policies based on thousands of property data points. This approach ensures that homeowners receive personalized and affordable coverage tailored to their specific needs. With payment processing facilities in Palatine and Chicago, Kin Insurance aims to provide a user-friendly experience while helping clients secure their assets effectively.
Grow Credit helps consumers with no credit or thin credit files establish or build credit for free using their existing subscription accounts, including Netflix, Disney Plus, Spotify, and many more. Grow is also the first platform to allow consumers to build credit with their cell phone bills. The company was founded in 2018 and is based in Santa Monica, California.
Inbox Health Corp. specializes in developing a patient communication platform tailored for medical billers in the United States. Founded in 2014 and based in New Haven, Connecticut, the company offers a platform that automates the patient communication process through bi-directional correspondence, proprietary algorithms, machine learning, and artificial intelligence. This technology helps patients better understand their medical bills and provides access to various payment options. By analyzing data across its customer base, Inbox Health enables billers to customize each patient's billing and communication experience, ultimately enhancing patient collections and overall satisfaction. The company's mission is to significantly reduce administrative inefficiencies in healthcare by streamlining the billing and payment processes for patients.
PayStand, Inc. is a technology company based in Scotts Valley, California, founded in 2013. It operates an electronic payment portal that facilitates online payments for businesses, allowing them to establish storefronts on their websites and social media platforms. The company focuses on transforming B2B payments through its innovative "Payments as a Service" model, leveraging modern internet, blockchain, and SaaS technologies. This approach aims to eliminate transaction fees and automate payment processes, significantly reducing time-to-cash and lowering costs. PayStand's platform enables enterprises, including manufacturers, distributors, and service providers, to integrate digital payments into their existing systems, such as websites, invoices, and mobile applications, thereby improving operational efficiency and enhancing revenue opportunities.
Pensa Systems, Inc. specializes in developing autonomous perception systems aimed at enhancing inventory visibility and management for retailers and manufacturers. Founded in 2016 and headquartered in Austin, Texas, with an additional office in Den Haag, the Netherlands, the company employs advanced technologies such as artificial intelligence, computer vision, and autonomous drones to monitor retail shelves. Pensa's innovative solutions provide real-time alerts when products are out of stock, helping brands and retailers minimize stockouts and optimize their supply chains and store operations. By delivering accurate data on in-store inventory, Pensa Systems enables improved product planning and compliance, ultimately boosting revenues and profitability for its clients.
Qualtik, Inc. develops a platform that helps lenders to improve their real estate portfolio analysis and reporting. It offers Spark, a platform that helps users to manage their commercial real estate and collateralized debt portfolios with real-time valuation, stress testing, scenario analysis, modeling, and reporting for individual assets; and portfolios. The company’s platform also collates real estate data of clients and make them accessible and searchable at one place by applying filters. Qualtik, Inc. was founded in 2019 and is based in Portland, Oregon with an additional office in Austin, Texas.
Yerdle, Inc. operates an online marketplace focused on swapping durable goods, allowing customers to exchange or purchase smaller-ticket items such as used clothing and household items. Founded in 2012 and based in San Francisco, Yerdle has evolved from a used goods marketplace to a platform that supports brands in the resale market. It empowers companies like Patagonia, REI, and Eileen Fisher to implement sustainable practices and engage with customers through circular business models. With a community of approximately 950,000 members, Yerdle has facilitated the sharing of over 1.2 million items, promoting a more sustainable approach to consumption and waste reduction.
Fidel Limited is a payments API platform based in London that enables developers to create real-time and personalized applications using card-linked technology. Founded in 2012, Fidel offers a streamlined solution for integrating payment services, allowing developers to connect banking cards from major networks like Visa, Mastercard, and American Express with reward and marketing services. By managing the complexities of transaction data in the background, Fidel provides a secure and efficient single access point for developers to build web and mobile applications. Notable global companies such as Google and British Airways utilize Fidel's APIs to enhance their customer experiences. The company also has offices in Toronto, Lisbon, and New York and is supported by investors such as Nyca Partners and QED Investors.
Zentist is a dental insurance billing platform that enhances financial performance for dental practices while improving patient affordability. The platform streamlines insurance claims processing through advanced machine learning technology, facilitating efficient management and weekly reporting for greater transparency. It offers tailored, data-driven recommendations to help maximize insurance claim reimbursements. Additionally, Zentist connects patients with dental providers by providing transparent pricing and detailed information about various procedures and treatments, enabling patients to book appointments and share medical records seamlessly.
Syte develops a product discovery platform designed to transform the way people search and shop online. It is a provider of visual AI technology that aims to improve retailers’ site navigation, product discovery, and user experience by powering solutions that engage and convert shoppers. The B2B enterprise's solution includes camera search, augmented site search, personalization engines, and smart in-store tools, empower shoppers to discover and purchase products instantly. Their camera solution enables shoppers to take a picture of a product that inspires them and search for visually similar products within a retailer’s site. Up to date, Syte has raised $71 million from investors including Viola Ventures, LG Tech Ventures, NHN Ventures, Kreos Capital, Naver Corporation, Commerce Ventures, Storm Ventures, Axess Ventures, La Maison, MizMaa Ventures, Magma, Naver Corporation, Line Corporation, Reimage Ventures, North Base Media, and KDC Ventures. In 2014, Helge Voss, Idan Pinto, Lihi Pinto Fryman, and Ofer Fryman established Syte in Tel Aviv, Tel Aviv.
Kasisto, Inc. is a company that specializes in developing a conversational platform for financial institutions, enabling them to enhance customer engagement through virtual personal assistants. Its core offering, KAI, is a digital experience platform that facilitates the creation of branded virtual assistants and chatbots capable of delivering personalized experiences across various channels, including mobile apps, websites, and voice-activated devices. The platform includes solutions such as KAI Consumer Banking, which offers engaging experiences for users, and KAI Business Banking, providing immediate access to crucial financial information and services. Additionally, KAI Investment Management helps customers articulate their financial goals and receive tailored insights. Founded in 2013 and headquartered in New York, Kasisto also has offices in Mountain View, California, and Singapore, positioning itself as a key player in improving customer interactions in the banking sector.
Baton Systems Inc. is an information technology company that specializes in developing an on-demand platform for the clearing, settling, and management of payments related to financial transactions. Founded in 2015 and headquartered in Fremont, California, Baton serves a range of clients including global banks, custodian banks, and exchanges. The company's platform enhances the efficiency of the payments infrastructure within capital markets by providing a flexible and transparent digital market environment. Baton’s software facilitates riskless settlement of both cash and securities, enabling seamless asset movement across financial markets. By transitioning from traditional server-based systems to fully digital infrastructures, Baton aims to streamline the post-trade process and improve operational efficiency within the financial sector.
Kin Insurance, Inc. is an insurance agency founded in 2016 and headquartered in Chicago, Illinois, with additional offices in St. Petersburg, Florida. The company specializes in home insurance products, offering a range of coverage options including homeowners, mobile home, condo, flood, manufactured home, landlord, umbrella, hurricane, wildfire, and second home insurance. Kin Insurance utilizes an online platform that simplifies the application process, allowing customers to customize their policies based on thousands of property data points. This approach ensures that homeowners receive personalized and affordable coverage tailored to their specific needs. With payment processing facilities in Palatine and Chicago, Kin Insurance aims to provide a user-friendly experience while helping clients secure their assets effectively.
BillGO is a business-to-business payment platform that revolutionizes the traditional bill payment process, which has remained largely unchanged for decades. By providing a solution that enables real-time payments, BillGO allows users to view, manage, and pay their bills from a single, secure location. The platform enhances customer engagement by reminding them of due dates and consolidating bill management, thus making the payment experience more streamlined and efficient. With a focus on security and effective routing, BillGO empowers bill payment providers to offer a modern and user-friendly system for processing bills online.
FI Navigator Corporation offers a web-based data and analytics platform tailored for the banking sector, focusing on delivering institution-specific insights and industry-wide research. Founded in 2014 and based in Atlanta, Georgia, the company serves financial institutions and fintech providers by providing tools for market research, performance analysis, and strategic decision-making. The platform uniquely extracts and examines unstructured website data to assess financial institutions' performance in terms of profit, growth, and risk. It also highlights product offerings and service channel exceptions. Additionally, when aggregated, the data supports comprehensive market analytics, enabling industry vendors and advisers to formulate effective strategies in the evolving fintech landscape. Through its innovative analytics, FI Navigator aims to enhance decision clarity for executives within financial institutions and the advisors that support them.
OvationCXM is a technology support company based in Tiburon, California, with an additional office in Scottsdale, Arizona. Founded in 2014, it specializes in providing comprehensive technical support services for businesses across the United States. The company offers 24/7 remote and onsite assistance in various areas, including business technology, network connectivity, and back office support. Its services encompass point-of-sale installations, network configuration, Ethernet cabling, managed routers, software training, and equipment repair. OvationCXM also features a support platform designed to streamline the activation, servicing, and management of technology products, utilizing data and artificial intelligence to predict potential issues and enhance the support experience. This focus on proactive problem-solving and efficient service aims to ensure that businesses receive timely assistance when needed.
ClickSWITCH Holdings Inc. operates an automated account switching platform designed for financial institutions, facilitating the onboarding of new account holders by seamlessly transferring direct deposits and automatic payments from old accounts to new ones. Founded in 2014 and headquartered in Minneapolis, the company provides its ClickSWITCH portal to streamline the process of switching recurring payments, which is especially useful during mergers or acquisitions. This innovative solution aims to enhance account holder acquisition and activation rates, improve customer engagement during onboarding, and enable cross-selling of financial products. ClickSWITCH serves a diverse range of clients across the United States and internationally, helping financial institutions and FinTechs optimize their customer onboarding experiences and maximize profitability.
Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.
Pensa Systems, Inc. specializes in developing autonomous perception systems aimed at enhancing inventory visibility and management for retailers and manufacturers. Founded in 2016 and headquartered in Austin, Texas, with an additional office in Den Haag, the Netherlands, the company employs advanced technologies such as artificial intelligence, computer vision, and autonomous drones to monitor retail shelves. Pensa's innovative solutions provide real-time alerts when products are out of stock, helping brands and retailers minimize stockouts and optimize their supply chains and store operations. By delivering accurate data on in-store inventory, Pensa Systems enables improved product planning and compliance, ultimately boosting revenues and profitability for its clients.
Cylindo ApS specializes in visualization software tailored for the global furniture retail and manufacturing sector. Established in 2009 and headquartered in Copenhagen, Denmark, with additional offices in Macedonia and Boston, the company offers a suite of tools designed to enhance online shopping experiences. Its flagship products include the 360 HD Furniture Viewer, which allows users to view furniture from all angles, the Furniture Builder for creating and visualizing custom 3D products, and the Room Planner that lets customers see how various items fit together in a virtual space. By providing these advanced visualization solutions, Cylindo helps retailers reduce return rates and boost conversion rates, serving over 1,500 stores, including notable Fortune 500 companies, within the $430 billion furniture industry.
Grabango develops checkout-free shopping technology for the retail industry, utilizing hardware tools and computer vision software. Founded in 2016 and based in Berkeley, California, the company employs cameras and shelf sensors to track customer interactions with products. As customers add items to their carts, the system identifies and counts these purchases, allowing for a seamless checkout experience. Once finished, customers can pay via a registered payment method on their smartphones and leave the store without waiting in line. Grabango's technology is designed to integrate with existing brick-and-mortar stores, accommodating various retail formats from convenience stores to larger grocers, and aims to enhance the shopping experience by streamlining the payment process and eliminating queues.
Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency that specializes in providing life, long-term care, and disability insurance solutions for financial institutions and their clients. Founded in 2016 and based in Boise, Idaho, Covr offers a range of digital platforms, including Covr Advisor for financial advisors, Covr Consumer for banks and credit unions to sell insurance online, and Covr Insights for managing in-force life insurance policies. The company serves over 24,000 financial advisors and approximately 13 million customers across 30 financial institutions, such as wealth management firms and credit unions. Covr's technology empowers financial professionals to address their clients' insurance needs effectively while facilitating direct access to products for consumers. The company has garnered the support of prominent venture capital firms and boasts an advisory board composed of notable leaders from the financial services sector.
ClickSWITCH Holdings Inc. operates an automated account switching platform designed for financial institutions, facilitating the onboarding of new account holders by seamlessly transferring direct deposits and automatic payments from old accounts to new ones. Founded in 2014 and headquartered in Minneapolis, the company provides its ClickSWITCH portal to streamline the process of switching recurring payments, which is especially useful during mergers or acquisitions. This innovative solution aims to enhance account holder acquisition and activation rates, improve customer engagement during onboarding, and enable cross-selling of financial products. ClickSWITCH serves a diverse range of clients across the United States and internationally, helping financial institutions and FinTechs optimize their customer onboarding experiences and maximize profitability.
Steady removes barriers to earn through its income intelligence that supports over 3 million hourly, 1099 and mixed-earners in earning more, an average of over $5,500 per year. Steady's view of income also applies its technology for purposes of income measurement that fills the wage data gap for public and private sector entities that service this worker population in areas such as the administration of public sector benefits. Steady was founded in 2017.
Simon Data is the enterprise Customer Data Platform (CDP) that empowers brands to deliver data-driven, personalized customer experiences anywhere.The platform leverages enterprise-scale big data and machine learning to power customer communications in any channel. Simon’s unique approach allows brands to develop and deliver incredible personalization capabilities without needing to build and maintain massive bespoke data infrastructure. At Simon, our goal is to improve and optimize customer experiences by making the entire process, experimentation through analysis, a data-driven one.
Mulberry, founded in 2018 and based in New York, provides a platform for personalized product protection solutions, specializing in extended warranty coverage for e-commerce customers. The company utilizes artificial intelligence to facilitate connections between insurers, brands, and consumers, enabling the seamless signing of contracts and launching of warranty programs for various product categories, including electronics, furniture, jewelry, and fitness equipment. By offering a suite of integration options, Mulberry allows businesses to embed customized protection programs into their customer journeys, streamlining the process of product insurance and enhancing operational efficiency. Through its innovative approach, Mulberry aims to help brands unlock additional revenue while providing consumers with essential coverage for their purchases.
Bumped, Inc. develops a platform that allows publicly traded consumer brands to offer customers fractional shares of stock as loyalty rewards. Its platform offers consumers to stock ownership while also giving brands a way to reward customers. Bumped, Inc. was formerly known as Solovex, Inc. The company was founded in 2017 and is based in Portland, Oregon.
Resolve is a B2B payments platform that facilitates risk-free net terms for merchants, allowing them to enhance sales and optimize cash flow. By leveraging non-traditional underwriting data to assess financing applications, Resolve enables manufacturers, wholesalers, and distributors to offer automated extended payment options to their customers. The platform is applicable across various sales channels, including e-commerce checkouts, making it a versatile solution for businesses seeking to streamline their payment processes. Resolve is supported by prominent investors, including the co-founder of PayPal, Max Levchin.
Bumped, Inc. develops a platform that allows publicly traded consumer brands to offer customers fractional shares of stock as loyalty rewards. Its platform offers consumers to stock ownership while also giving brands a way to reward customers. Bumped, Inc. was formerly known as Solovex, Inc. The company was founded in 2017 and is based in Portland, Oregon.
Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. The company was founded in 2014 and is headquartered in San Francisco, California, United States.
Kin Insurance, Inc. is an insurance agency founded in 2016 and headquartered in Chicago, Illinois, with additional offices in St. Petersburg, Florida. The company specializes in home insurance products, offering a range of coverage options including homeowners, mobile home, condo, flood, manufactured home, landlord, umbrella, hurricane, wildfire, and second home insurance. Kin Insurance utilizes an online platform that simplifies the application process, allowing customers to customize their policies based on thousands of property data points. This approach ensures that homeowners receive personalized and affordable coverage tailored to their specific needs. With payment processing facilities in Palatine and Chicago, Kin Insurance aims to provide a user-friendly experience while helping clients secure their assets effectively.
Kasisto, Inc. is a company that specializes in developing a conversational platform for financial institutions, enabling them to enhance customer engagement through virtual personal assistants. Its core offering, KAI, is a digital experience platform that facilitates the creation of branded virtual assistants and chatbots capable of delivering personalized experiences across various channels, including mobile apps, websites, and voice-activated devices. The platform includes solutions such as KAI Consumer Banking, which offers engaging experiences for users, and KAI Business Banking, providing immediate access to crucial financial information and services. Additionally, KAI Investment Management helps customers articulate their financial goals and receive tailored insights. Founded in 2013 and headquartered in New York, Kasisto also has offices in Mountain View, California, and Singapore, positioning itself as a key player in improving customer interactions in the banking sector.
Omnyway specializes in providing a contextual digital commerce platform tailored for retailers, banks, and brands. This cloud-based platform facilitates mobile payments and offers branded currency systems that help reduce payment costs while enhancing sales through the integration of loyalty, rewards, and promotions. Additionally, Omnyway provides an omnichannel mobile payments solution that allows users to create a seamless payment and rewards experience. This incentivizes customers to utilize the preferred payment methods of retailers, thereby fostering greater engagement and loyalty. The platform's features include rapid deployment, global scalability, open API, security measures, and built-in analytics, enabling businesses to efficiently and securely accept payments at physical locations.
Reachify Inc. operates a software buying platform designed to assist enterprise brands in making informed software investment decisions. The platform offers a comprehensive suite of tools that provides brands with access to vetted technology solutions across various categories, competitive insights, and market intelligence. It enables users to discover what competitors are using, compare vendors, and access category reports. Additionally, Reachify supports technology vendors by allowing them to update their customer listings and company information. Founded in 2015 by Cindy Lincks, who has significant experience in the ecommerce and software evaluation sectors, Reachify aims to streamline the complexities of the $620 billion enterprise software industry. The company's offerings include ShortList for Buyers, which helps brands identify reliable technology options, and Sales Acceleration Tools for Vendors, which enhance the sales process through buyer insights. Reachify is headquartered in New York City and is backed by prominent investors.
Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.
Kin Insurance, Inc. is an insurance agency founded in 2016 and headquartered in Chicago, Illinois, with additional offices in St. Petersburg, Florida. The company specializes in home insurance products, offering a range of coverage options including homeowners, mobile home, condo, flood, manufactured home, landlord, umbrella, hurricane, wildfire, and second home insurance. Kin Insurance utilizes an online platform that simplifies the application process, allowing customers to customize their policies based on thousands of property data points. This approach ensures that homeowners receive personalized and affordable coverage tailored to their specific needs. With payment processing facilities in Palatine and Chicago, Kin Insurance aims to provide a user-friendly experience while helping clients secure their assets effectively.
Fountain, Inc. is a hiring platform focused on streamlining the recruitment process for companies with hourly workers across various industries, including retail, hospitality, and manufacturing. Founded in 2014 and based in San Francisco, California, the company provides a mobile-first solution that enhances engagement and reduces candidate drop-off through automated scheduling and reminders via text and email. Fountain's software simplifies workforce management by integrating background checks and document signing, allowing employers to quickly screen and hire independent contractors. Serving a diverse clientele, including major companies like Uber and Safeway, Fountain operates in over 50 countries and 700 cities, helping organizations scale their hiring operations efficiently.
Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency that specializes in providing life, long-term care, and disability insurance solutions for financial institutions and their clients. Founded in 2016 and based in Boise, Idaho, Covr offers a range of digital platforms, including Covr Advisor for financial advisors, Covr Consumer for banks and credit unions to sell insurance online, and Covr Insights for managing in-force life insurance policies. The company serves over 24,000 financial advisors and approximately 13 million customers across 30 financial institutions, such as wealth management firms and credit unions. Covr's technology empowers financial professionals to address their clients' insurance needs effectively while facilitating direct access to products for consumers. The company has garnered the support of prominent venture capital firms and boasts an advisory board composed of notable leaders from the financial services sector.
Marqeta is a modern card issuing platform that provides infrastructure and tools to help companies build and manage payment programs. With its open API, the Marqeta platform is designed for businesses that want a simple and tailored way of managing payment programs so that they can create experiences and power new modes of commerce.
Marqeta is headquartered in Oakland, California. It operates in the United States, Canada, Europe, and Australia and is certified to process payments in 10 countries in APAC.
Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation and efficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. The company was founded in 2014 and is headquartered in San Francisco, California, United States.
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that specializes in managing individual accounts within employer-sponsored retirement plans, such as 401(k)s and 403(b)s. Established in 2013, the company was founded by experienced financial advisors who recognized the need to provide accessible financial guidance to a broader audience, particularly those without access to traditional financial advisors. As a Registered Investment Advisor with the SEC, Blooom focuses on delivering fiduciary best practices through low-cost solutions, appropriate asset allocation, and diversification. The firm aims to assist millions of Americans who have workplace retirement accounts but may lack the expertise or desire to manage their investments independently.
Shoptalk is the largest conference for retail and ecommerce, globally. With the world's best agenda and speakers, we help you get smart about the innovation and trends that continue to transform the sector globally. For three years, we’ve defined the industry’s digital community by bringing established retailers and brands together with direct-to-consumer and tech startups, large tech and Internet companies, venture capital investors, real estate developers, equity analysts, media and others.
Kasisto, Inc. is a company that specializes in developing a conversational platform for financial institutions, enabling them to enhance customer engagement through virtual personal assistants. Its core offering, KAI, is a digital experience platform that facilitates the creation of branded virtual assistants and chatbots capable of delivering personalized experiences across various channels, including mobile apps, websites, and voice-activated devices. The platform includes solutions such as KAI Consumer Banking, which offers engaging experiences for users, and KAI Business Banking, providing immediate access to crucial financial information and services. Additionally, KAI Investment Management helps customers articulate their financial goals and receive tailored insights. Founded in 2013 and headquartered in New York, Kasisto also has offices in Mountain View, California, and Singapore, positioning itself as a key player in improving customer interactions in the banking sector.
Snapsheet is a leader in virtual appraisals and cloud-native claims management software, focusing on transforming the end-to-end claims process through digitization and intelligent automation. The company's software facilitates various stages of claims management, including electronic intake of first notice of loss (FNOL), data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements. By offering unmatched technology and processes, Snapsheet enhances customer experience and promotes organizational agility. It has established itself as an industry innovator, deploying one of the fastest digital auto insurance claims processes in the United States. Serving over 100 clients, including major insurance carriers and insurtech firms, Snapsheet is recognized as a trusted partner in claims innovation.
Omnyway specializes in providing a contextual digital commerce platform tailored for retailers, banks, and brands. This cloud-based platform facilitates mobile payments and offers branded currency systems that help reduce payment costs while enhancing sales through the integration of loyalty, rewards, and promotions. Additionally, Omnyway provides an omnichannel mobile payments solution that allows users to create a seamless payment and rewards experience. This incentivizes customers to utilize the preferred payment methods of retailers, thereby fostering greater engagement and loyalty. The platform's features include rapid deployment, global scalability, open API, security measures, and built-in analytics, enabling businesses to efficiently and securely accept payments at physical locations.
Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.
Symphony Commerce, Inc. is a provider of eCommerce solutions, offering a Commerce-as-a-Service platform designed to manage multi-channel commerce, from storefronts to fulfillment. Founded in 2010 and headquartered in San Francisco, California, the company was previously known as Sneakpeeq, Inc. and rebranded in 2013. The platform, developed by a team experienced in Amazon's ordering and fulfillment systems, helps brands streamline their operations by relieving them of infrastructure management responsibilities. Symphony Commerce serves a diverse clientele, including leading manufacturers in fashion, apparel, consumables, and durable goods, equipping them with the necessary data and services to enhance their business growth. As of May 2018, Symphony Commerce operates as a subsidiary of Quantum Retail Technology, Inc.
Narvar is a customer experience platform that focuses on enhancing post-purchase interactions for retailers, aiming to foster long-term customer loyalty. Founded in 2012 and headquartered in San Francisco, the company serves over 500 retailers, including prominent brands like Sephora, Patagonia, Home Depot, Gap, and Bose. Narvar's solutions streamline the post-purchase journey by offering features such as effortless order tracking, proactive communications, and easy returns. By leveraging machine learning to analyze billions of customer interactions, Narvar simplifies the shopping experience, helping retailers engage and retain customers effectively.