FinTech Sandbox

At BLOX Markets, we are in the process of developing a new retail focused US equities trading venue. We're an independent company utilizing emerging technologies to broaden access and enhance market efficiency. We believe that all investors deserve access to the best execution opportunities. We’re building a trading venue to open up access to off-exchange equity retail flow through order competition. Retail investors would benefit from greater competition in the execution of their orders and other investors would benefit from opportunities to execute against such orders, bridging the gap between retail and institutional investors. We present to you a new type of trading venue: Openpool!

Your Financial Analyst. Minno aggregates, analyzes, and presents data to you in a traditional UI and search engine format.

Halitra is an innovative company that operates an AI and machine learning platform designed to assist lenders in enhancing property loans to incorporate energy efficiency upgrades. By enabling the upsizing of these loans, Halitra facilitates a more integrated approach to financing that benefits both borrowers and lenders, promoting financial and environmental sustainability. The company primarily collaborates with financial institutions, utilities, government entities, and building owners to identify energy-saving financing opportunities, thereby aiding clients in decarbonizing their property loan portfolios. Additionally, Halitra offers online environmental services, including waste management, to further support its clients in their sustainability efforts.

Vesti.AI Ltd is at the forefront of transforming investment strategies through advanced AI-driven solutions. Founded in 2018 by Deborah Yang, we specialize in developing generative language and charting models that provide deep insights into stocks, ETFs, cryptocurrencies, and full portfolios. Our mission is to empower financial advisors and individual investors with actionable analytics that enhance wealth outcomes while aligning with modern investment ethics. Over the past four years, we have trained a series of interconnected models capable of delivering real-time insights based on natural language queries, making complex data accessible and actionable. By bridging the gap between data and decision-making, Vesti.AI is revolutionizing how investments are analyzed and managed. With a dedicated team of 50 professionals, we are currently in the pre-seed funding round and are committed to further innovation in the fintech landscape. Our goal is to not only provide superior investment insights but also to support our clients in achieving their financial aspirations. Join us on our journey as we redefine investment strategies and foster a smarter, more efficient approach to wealth management. Connect with us to learn more about our cutting-edge solutions and how we can support your investment needs.

Hansa offers a business intelligence platform that incentivizes small business owners to report firmographic and financial data about their businesses.

Amectron operates a cloud-based platform that aggregates and analyzes corporate Environmental, Social, and Governance (ESG) data. It employs proprietary algorithms and explainable AI to verify ESG reporting, helping investors make informed decisions by identifying greenwashing and providing real-time news analysis.

OpenYield is a next-generation bond marketplace designed specifically for retail brokerages and advisors. The company aims to democratize access to the bond market by providing an equity-like trading environment for bonds sourced directly from algorithmic liquidity providers. This innovative platform empowers wealth management firms to enhance their fixed-income offerings while reducing operational costs. OpenYield is positioned to facilitate the growing trend of direct indexing in the fixed-income sector, thereby transforming the way retail investors and financial advisors engage with bond investments.

Harbr Inc. is a technology company that specializes in artificial intelligence-driven software solutions for the construction industry. Founded in 2016 and headquartered in Halifax, Nova Scotia, Harbr develops tools designed to enhance project management by organizing and managing data effectively. Its offerings include a range of construction management solutions, such as the free Super Schedule that provides daily logs for user and site safety, the Pro version that facilitates team connectivity on job sites, and the Enterprise solution that links multiple job sites and teams. Additionally, Harbr's platform streamlines the qualification process for lenders by automating document evaluation and data extraction, allowing businesses to reduce manual intake efforts and improve scalability.

Quorus is a financial technology company that simplifies personalized investing for financial advisors. It provides a platform that allows advisors to create tailored, tax-efficient investment accounts based on various asset managers' strategies. Quorus takes charge of the daily management of these accounts, handling tasks such as trading, tax-loss harvesting, and overall tax management. This enables financial advisors to focus more on client relationships and growing their businesses rather than on administrative trading tasks. By streamlining the investment process, Quorus enhances the efficiency of financial advisory services.

CrossKudi is a fee-free, blockchain-enabled international money transfer company. It develops an online payment gateway to facilitate cross-border money transfers for immigrants. The platform leverages blockchain technology to make international transfers affordable, instant and secure, enabling users to accept, process, and disburse funds with its product suite.

TRaiCE is a technology company that specializes in early warning systems for business risk detection. Its core product is an AI-based, no-code platform designed for lenders and investors. This system monitors public newsfeeds, social data, and traditional financial metrics to provide proactive, daily risk monitoring. It offers data-driven indices and risk alerts, enabling users to anticipate potential issues in their lending portfolios months ahead.

FinanceGPT Labs is a developer of an AI-driven quantitative analysis platform designed to empower financial professionals and individual investors. The company's cloud-based solution simplifies complex financial analysis, making it accessible without the need for coding expertise. It caters to a diverse range of users, including asset managers who seek to streamline research and portfolio construction, investment analysts looking for deeper insights from extensive datasets, and hedge funds or proprietary trading firms that require efficient development and backtesting of trading strategies. By leveraging artificial intelligence, FinanceGPT Labs provides critical datasets related to country and industry metrics, macro performance, and company analytics, enabling users to optimize returns and manage risk effectively.

Rogo is the secure, state-of-the-art Generative AI platform purpose-built for elite financial institutions. Trusted by thousands of investment bankers, asset managers, and private equity professionals, Rogo streamlines workflows, rapidly unlocks strategic insights, and saves valuable time—all within the industry's most rigorous security standards. Empower your team to analyze, automate, and innovate with confidence

Paperstack is a financial platform that offers working capital and business insights specifically tailored for e-commerce brands. The company leverages technology to deliver customized funding solutions that are easily integrated into existing operations. By providing on-demand working capital, Paperstack enables direct-to-consumer and retail brands to accelerate their growth through investments in inventory, advertising, and talent acquisition. The platform emphasizes a transparent fee structure, allowing online merchants to effectively manage their financial needs and enhance their business performance.

Rentdrop provides fee-free rent collection to landlords and renters.

CashQ is a technology company that specializes in embedded remittance solutions. It enables businesses, both fintech and non-fintech, to integrate international money transfer capabilities into their platforms. CashQ's technology facilitates instant payments to foreign bank cards and e-wallets, providing users with seamless access to the global financial ecosystem.

Vesti.AI Ltd is at the forefront of transforming investment strategies through advanced AI-driven solutions. Founded in 2018 by Deborah Yang, we specialize in developing generative language and charting models that provide deep insights into stocks, ETFs, cryptocurrencies, and full portfolios. Our mission is to empower financial advisors and individual investors with actionable analytics that enhance wealth outcomes while aligning with modern investment ethics. Over the past four years, we have trained a series of interconnected models capable of delivering real-time insights based on natural language queries, making complex data accessible and actionable. By bridging the gap between data and decision-making, Vesti.AI is revolutionizing how investments are analyzed and managed. With a dedicated team of 50 professionals, we are currently in the pre-seed funding round and are committed to further innovation in the fintech landscape. Our goal is to not only provide superior investment insights but also to support our clients in achieving their financial aspirations. Join us on our journey as we redefine investment strategies and foster a smarter, more efficient approach to wealth management. Connect with us to learn more about our cutting-edge solutions and how we can support your investment needs.

Divizend is a FinTech company specializing in wealth-tax solutions aimed at reclaiming foreign dividend withholding taxes for private investors. Its platform automates the refund process, making it easier for users to navigate the complexities of tax recovery. Divizend's services include an interactive dividend calendar that provides insights into key financial figures and the historical performance of stocks across major international markets. By focusing on high dividend earnings, Divizend positions itself as a central resource for investors seeking relevant insights, research, and analytics to maximize their returns.

Modelomni is a truly transformative fintech solution for FX trading. They offer artificial intelligence-generated FX trading models for financial institutions and market professionals. They provide sophisticated neural network technology, an effective portfolio diversification solution, and intelligent execution technology.

Lendflow develops a platform that enables businesses to embed financial products into their software, improving user engagement and retention. They offer term loans, lines of credit, and invoice factoring, serving various industries such as construction, e-commerce, and transportation.

Beekin provides prescriptive analytics for multifamily real estate operations via an analytics platform designed for institutional-scale investment management. The platform delivers real-time insights, valuations, contract management, accounting, reporting, and analytics to help multifamily and single-family investors harness data to make informed real estate decisions. Backed by a team of urban economists, data scientists, and ex-real estate investors, Beekin combines data science with market expertise to improve asset performance and operational efficiency. The company emphasizes collaboration and transparency to drive better outcomes in the real estate sector.

Rialto Markets is a New York City-based platform founded in 2016 that combines crowdfunding and advisory services to connect investors with early-stage companies. The firm specializes in equity crowdfunding and institutional investment, assisting with Regulation Crowdfunding, Regulation A, and Regulation D capital raises, and provides a platform for investors to access opportunities in emerging ventures.

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

Riskfuel is a provider of real-time valuation and risk management solutions tailored for capital markets firms. The company has revolutionized the process of valuing and managing risk for large, complex derivatives portfolios, which traditionally required extensive overnight computation. By leveraging advanced artificial intelligence technology, Riskfuel enables its clients to receive accurate and timely feedback on trades and portfolios, facilitating informed decision-making throughout the trading day. Additionally, the platform optimizes computational efficiency, significantly reducing the resources needed for risk sensitivity calculations. This innovative approach allows traders to better manage risk and enhance their operational capabilities.

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

Zengines is an early-stage AI tech company solving data integration problems using the latest machine learning techniques and algorithms. The company specializes in the fields of information technology, machine learning, and artificial intelligence. The company was founded in 2020 and headquartered in Boston, Massachusetts.

Bountium is a technology company that specializes in creating and managing transparent, automated business agreements using smart contracts. Its open-source platform facilitates the establishment of objectively defined business relationships, reducing the need for intermediaries and enhancing operational efficiency. The platform ensures compliance through the immutable execution of contracts, fostering trustworthy commerce.

LionX is a company that specializes in online identity verification, focusing on enhancing customer trust and loyalty through a commitment to privacy, transparency, and responsiveness. Its platform enables consumers to manage their financial information, allowing them to control access, request deletion of personal data, and receive confirmations regarding their privacy rights. By prioritizing transparency and providing tools to safeguard personal information, LionX empowers consumers to protect their identities while facilitating secure information sharing with businesses.

Gerald is a fintech company based in New York that simplifies bill payments for consumers. It offers an application that links and automatically pays users' household bills, providing overdraft and late fee protection. The platform also includes banking services such as direct deposits, credit building, cash advance, and rewards.

BidMoni provides retirement plan administration, retirement plan education, financial wellness, employee benefits, fiduciary services, TPA, RFP, retirement plan selection, benchmarking, defined contribution, fintech, ERISA compliance, recordkeepers, service provider selection, fee monitoring, prudence, documentation, and technology.

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

LOGICLY is a cloud-hosted, web-based platform that automates, simplifies, and streamlines portfolio management with a custom-indexing hybrid approach that uses ETFs and single stocks to diversify exposures. Investors, financial advisors, and portfolio managers get institutional-caliber ETF and fund screening tools, investment policy alerts, rebalancing notifications, and trade ideas to improve cost, performance, risk, and potential tax liability.

Elipsa is an automated AI and building analytics platform designed to assist organizations in minimizing carbon emissions and operational costs while enhancing the longevity of HVAC and other essential building systems. The platform optimizes system performance upon connection, offering features such as auto-tagging and normalizing building management system data, as well as deploying AI-driven fault detection and diagnostics. It incorporates advanced rules-based analytics and energy reporting, providing end-to-end visibility that facilitates proactive building management. This approach significantly reduces downtime and unnecessary service calls, while simultaneously boosting overall operational efficiency. By delivering explainable, data-driven insights from a single source, Elipsa empowers business users to leverage machine learning easily and effectively.

Auquan is a Bengaluru-based company founded in 2017 that operates a platform designed to crowd-source trading strategies by connecting financial institutions with the data science community. The platform addresses the challenges faced by capital markets, which are overwhelmed by vast amounts of data, by transforming complex business problems into actionable data science tasks. Auquan offers a range of services, including dataset transformation, anonymization, access to data scientists, and production deployment of trading strategies. Its innovative approach leverages knowledge graphs to enhance investment research efficiency, significantly reducing the time required for analysis and expanding the data coverage available to investment teams. By serving as an integrated research platform, Auquan enables users to systematically search, analyze, and share data, effectively consolidating multiple research tools into a single solution.

Private Wealth Systems empowers high net worth investors and their advisors with comprehensive wealth management solutions. Its platform provides transaction-level-transparency across all investments, regardless of complexity or asset class, enabling informed decisions to preserve and grow wealth.

Posh is a conversational AI and NLP technology development company that enables developers to deliver a new way to interact with users. With Posh, website actions that takes minutes to complete can be sped up to just seconds with a simple message from bots. Companies in finanical services, healthcare, utilities, and beyond are using the Posh platform to re-create call centers and automate routine requests for both customers and staff while saving time and money. The company wants to make the internet experience easier and more enjoyable. Posh was launched on 2015 and is based in Boston, Massachusetts.

Forge.AI is a developer of an activity-based intelligence platform that specializes in real-time monitoring of global information. The company's technology employs natural language processing to transform and enrich raw data, converting it into structured, machine-readable formats. This enables clients to access information that is both analytically sound and written for human consumption. By providing computational-ready knowledge, Forge.AI supports data science teams in making informed decisions, facilitating enhanced analytics and insights for businesses across various sectors.

KapitalWise is a technology company offering a no-code client engagement platform that connects client data from internal systems, external data, and financial wellness content to enable personalized outreach. The platform employs machine learning and artificial intelligence to detect and predict personal and financial events, allowing financial institutions to tailor product recommendations and services to the right customers at the right time. It also supports micro-investment guidance, helping institutions engage clients with targeted opportunities. By automating engagement workflows and measuring behavior changes, KapitalWise enables financial institutions to service clients more quickly and holistically.

Stratyfy is an AI-driven software company that provides predictive-model development and decision-optimization solutions for financial institutions. Its platform enables institutions to develop predictive models and make decisions within highly regulated environments by combining institutional expertise with data tools, and it emphasizes transparent, explainable AI to deliver machine-learning accuracy without black-box concerns. The solutions support credit risk assessment for lenders and insurance fraud detection, with a focus on reducing operational and economic risk through human-centered analytics and algorithmic fairness, allowing evaluation of predictions and decisions from multiple angles. Stratyfy was founded in 2017 and is based in New York, with research and development operations in Israel and Germany.

Payitoff is a New York-based company specializing in debt infrastructure solutions, specifically focused on student loan repayment. The company develops API tools that provide users with money-saving guidance and facilitate automatic actions related to debt management. Its platform evaluates student loans to create optimal repayment schedules and identify potential savings opportunities, enabling financial institutions, fintechs, and workplace providers to assist their customers effectively. By leveraging its technology, Payitoff aims to help the average customer save approximately $240 per month on their student loans, empowering users with insights and automated enrollment options to improve their financial well-being.

Surround Insurance is an InsurTech company founded in 2018 by Jonathon Grayson and Kate Terry, headquartered in Cambridge, Massachusetts. The company specializes in providing property and casualty insurance products tailored for young urban professionals. Surround Insurance designs simple and easy-to-understand insurance bundles that address the risk gaps experienced by its customers. Utilizing a technology platform, the company offers customizable insurance solutions that align with modern lifestyles, enabling clients to mix and match coverage options that meet their specific needs.

TowerIQ Inc., established in 2017 and based in Boston, Massachusetts, specializes in developing enterprise Software as a Service (SaaS) platforms tailored for the insurance industry. The company's flagship product, TowerIQ, is designed to automate manual workflows, connect disparate data systems, enhance data quality, and facilitate streamlined communication among brokers, Managing General Agents (MGAs), and carriers. By doing so, TowerIQ empowers these stakeholders to improve the end-to-end insurance experience, enabling them to better serve clients and win more business.

Real Factors, Inc. is a New York-based software development company founded in 2017 that specializes in providing a data aggregation platform for the commercial real estate sector. The company focuses on empowering investors, developers, managers, brokers, insurers, and service providers by streamlining the deal-making process. Its platform consolidates various internal and external data resources, enhancing accessibility and usability throughout the entire transaction lifecycle. By improving analysis and optimizing risk-adjusted returns, Real Factors helps clients make informed decisions and accelerates their operations in the competitive real estate market. As of September 2019, Real Factors operates as a subsidiary of 7Park Data, Inc.

Manage all your financial accounts in one place, conduct what-if scenarios, and see future cash and net worth balances with Project Finance. Voted top personal finance application to watch in 2018.

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

AdviceBridge is a financial technology company that offers scalable and personalized financial advice to individuals transitioning away from defined benefit pensions. Through an engaging online platform, AdviceBridge creates tailored financial plans that can significantly reduce tax liabilities and fees, ultimately helping clients maximize their retirement savings. The company also develops financial automation tools aimed at improving efficiency for financial advisers. These tools facilitate processes such as research and analysis, enabling the auto-generation of retirement plans for adviser review before presentation to clients. With features that include automated digital retirement advice, cash flow planning, and tax optimization, AdviceBridge empowers firms to enhance profitability by digitizing traditionally manual and time-intensive tasks.

Tech Deal Partners is a mergers and acquisitions advisory boutique located in Paris, France, specializing in the technology and digital sectors. The firm focuses on connecting tech startups with potential buyers and sellers, providing advisory services throughout the entire lifecycle of deals, from seed and series funding to exit strategies. By leveraging a combination of human expertise and artificial intelligence, Tech Deal Partners aims to facilitate successful transactions and help businesses achieve their goals in the rapidly evolving tech landscape.

Company valuation is a complex estimation process that is vital to financial services professionals. Analysts must leverage noisy and incomplete data sources to predict crucial metrics such as multiples and cash flows. Historically, there has been no statistically robust method for producing these estimates, nor has there been any way to ascertain the relative confidence a valuation practitioner can have in their model outputs. Our platform offers our users access to state of the art machine learning techniques specifically designed for company valuation.

Betterfin, Inc. is a financial technology company based in Brooklyn, New York, established in 2016. It specializes in developing a comprehensive financing management platform tailored for small business owners. The platform leverages real-time capital markets data and advanced credit technology to provide users with insights into their spending patterns and financial conditions. Betterfin enables business owners to monitor their financial information, access various financial products, and streamline their loan applications. Additionally, the platform offers features such as automated cash flow tracking and reporting, ensuring that users can make informed decisions regarding their financing needs. Through its transparent and convenient approach, Betterfin aims to empower small business owners to secure the capital necessary for their growth and success.

Luna Connect is a developer of an automated digital lending platform that aims to enhance efficiency for borrowers and local lending institutions. The company offers a solution for online loan applications specifically tailored for alternative lenders, utilizing automated data-driven algorithms. By employing alternative data and machine intelligence, Luna Connect streamlines the due diligence process, replacing traditional manual underwriting practices. This innovative approach integrates a combination of human expertise and artificial intelligence, enabling lending institutions to deliver more personalized customer experiences while reducing costs and increasing speed in the loan approval process.

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

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

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

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

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

Energetic Insurance, Inc. is an InsurTech company based in Boston, Massachusetts, founded in 2016. It specializes in providing solar insurance solutions that address credit and counterparty risks associated with commercial and industrial solar photovoltaic projects. The company offers a product called EneRate, which protects third-party solar developers and asset owners from repayment risks and revenue losses due to defaults on power purchase agreements (PPAs). Energetic Insurance employs a data-driven approach as a Managing General Underwriter, developing innovative risk management products that facilitate solar financing for unrated or below investment grade organizations. This enables solar project developers to undertake more projects and access capital by mitigating payment default risks, thereby enhancing project economics through lower interest rates and improved financial structuring.

BOND.AI is a New York-based company founded in 2016 that develops an artificial intelligence platform designed to enhance the relationship between users and financial institutions. The platform enables users to manage their personal finances through multiple channels, including SMS, while offering features such as financial goal tracking and automated investment management. BOND.AI's proprietary empathy engine allows banks to gain deeper insights into user behavior, promoting engagement and encouraging users to improve their financial health. The platform prioritizes security with 256-bit encryption and provides immediate notifications for any unusual account activity. By leveraging AI technology, BOND.AI helps banks create persona clusters that facilitate better understanding of customer needs, ultimately increasing user engagement and lifetime value while enabling data monetization for financial institutions.

CausaLens Ltd. is a London-based company founded in 2017 that specializes in developing predictive technology applications designed to enhance decision-making through artificial intelligence and machine learning. Its flagship product, the CausaLens Predictive Unit (CLPU), utilizes real-time data cleaning and adapts to changing conditions across various sectors, including energy, asset management, food production, insurance, oil and gas, healthcare, and transport logistics. The company’s innovative platform enables organizations to create AI data scientists tailored to specific business contexts, allowing teams to collaborate effectively while ensuring human oversight. This approach democratizes data science, making it accessible to individuals at all levels within an organization, from analysts to executives. By facilitating the rapid creation and deployment of customized data science agents, CausaLens empowers businesses to gain insights and drive action in an increasingly data-driven world.

Candidly is a company focused on simplifying student debt repayment and refinancing for employers through a software-as-a-service (SaaS) model. Founded by former Google employee, Candidly aims to assist organizations in providing effective benefits that help employees manage and reduce their student debt burdens. By offering innovative solutions, Candidly empowers companies to support their workforce in achieving financial well-being and securing a more stable future.

BHRD Inc. is a Mountain View, California-based company established in 2017 that specializes in providing an online communication platform for public companies. The firm focuses on helping these companies manage their shareholder communications effectively. BHRD employs tailored digital acquisition strategies and offers analytics that enable its clients to gain data-backed insights, facilitating targeted engagement with investors. By delivering these services, BHRD enhances the ability of North American public companies to communicate and connect with their shareholders.

dash.fi is a company focused on revolutionizing how brands manage their advertising expenditures through a specialized charge card designed exclusively for ad spend. By addressing common challenges faced by advertisers, such as payment failures, low credit limits, and slow reconciliation processes, dash.fi enables brands to scale their marketing campaigns more efficiently. The platform offers a standard one-month float without necessitating personal guarantees or taking a percentage of sales, thus providing advertisers with the necessary capital to enhance their advertising efforts. Additionally, dash.fi aims to streamline the payment process for digital advertising, allowing advertisers to maximize their financial flexibility across various ad channels.

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

WalletFi is a subscription management solution tailored for financial institutions and fintech companies. It develops a white-label application that helps users manage their recurring charges effectively. Utilizing machine learning technology, WalletFi's application identifies subscriptions, recurring payments, and Card-on-File merchants. This capability provides users with personalized insights and detailed analytics, allowing financial institutions to enhance customer engagement and wellness. By offering measurable returns on investment, WalletFi empowers its clients to expand their influence within the customer base.

Springtech Capital offers software development, algorithmic trading, and quantitative investing services.

Narmi Inc. is a technology company that specializes in developing online and mobile banking applications for financial institutions across the United States. Founded in 2016 and headquartered in New York, Narmi provides a comprehensive platform that allows regional and community banks and credit unions to attract, engage, and retain customers effectively. The company’s applications facilitate account openings in under 2.5 minutes, while ensuring a secure and user-friendly experience through features such as fraud protection, multi-factor authentication, and transaction monitoring. In addition to banking applications, Narmi also offers services in website design, development, hosting, and content management, helping financial institutions create a dynamic and engaging digital presence.

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

Founded in 2016, 7 Chord operates an intelligence-amplified technology platform that automates pricing, execution, and inventory management processes in the corporate bonds market. Its machine learning-driven BondDroid technology analyzes millions of data points to provide predictive pricing and trading signals, helping traders reduce execution costs and make informed investment decisions.

Algo Depth is a quantitative research firm that specializes in utilizing machine learning to create trading signals. The company focuses on providing investment managers with access to unique deep learning signals and custom research strategies tailored to meet specific client needs. By analyzing financial markets, Algo Depth helps clients identify significant patterns that can inform their investment decisions.

Flow&Ebb bridges the gap that delivers businesses large savings, lowers energy demand and accelerates achieving carbon reduction aims.

Bitnobi is a software company that specializes in designing and developing data-sharing platforms targeted primarily at the healthcare and finance sectors. The company's innovative platform allows for secure and privacy-protected access to large datasets, eliminating the need for data duplication. By enabling clients to launch data jobs directly and share access to data without creating copies of the original source, Bitnobi streamlines the process of data management and sharing. In addition to its core platform, the company offers services in data, cloud computing, and cybersecurity, aiming to enhance the overall efficiency and security of data handling for its clients.

MoCaFi is a provider of a personal finance platform that uses mobile technology and data analytics to improve financial outcomes for underbanked communities. The platform offers check cashing, custom loans, debit cards, financial literacy resources, and data analytics, delivered through a mobile application and a financial card. It enables users to check balances, cash paychecks, and send money securely at no additional cost. The company focuses on economic inclusion by offering affordable, credit-building financial products designed to help clients build credit and manage everyday finances. The solution combines financial services with education to promote healthier financial behaviors and greater financial resilience.

BondLink, Inc. is an enterprise software company based in Boston, Massachusetts, that specializes in the development of a cloud-based debt management and investor relations platform tailored for the municipal bond market. Founded in 2015, BondLink provides municipal bond issuers with tools to enhance their investor outreach, including investor relations websites, custom virtual roadshows, and real-time analytics. The platform enables issuers to communicate directly with a diverse range of investors, thereby increasing transparency and improving investor engagement. By facilitating timely reporting of credit data, BondLink helps clients reduce uncertainty premiums and lower financing costs. The company serves a wide array of clients, from large states to smaller municipalities, thereby supporting public funding initiatives in areas such as education, healthcare, and infrastructure.

Noonum, Inc. is a technology company based in Redmond, Washington, founded in 2015. It specializes in providing a cloud-based software platform that utilizes artificial intelligence and natural language processing to conduct comprehensive analyses of companies. Its key products include Concept, which identifies investment trends, Value Chain, which outlines the ecosystem surrounding a company, and Bring Your Own Device (BYOD), designed to extract keywords from documents. The platform enables investors to efficiently access relevant data by searching through millions of data points in seconds, significantly reducing the time required for research. By leveraging machine learning and big data, Noonum empowers investors to make more informed business decisions.

Orenda Software Solutions is a Canadian-based company that specializes in providing an AI-powered platform for analyzing social media data, focusing on environmental, social, and governance (ESG) metrics and alternative data sets. The company’s software processes raw social media data through proprietary tools to quantify public perception and analyze emotions, connections, and sentiment related to brands. By delivering real-time, high-frequency ESG scores and insights, Orenda helps organizations and investors assess the sustainability and societal impact of their investments. This capability enables users to identify socially aligned brands and make informed decisions based on comprehensive insights into reputation management and the values that resonate with customers and stakeholders.

Founded in 2016, Koyfin operates an online platform offering sophisticated investment research tools at a fraction of the cost of premium alternatives. Its platform enables financial professionals to track and analyze macro data across various asset classes, including equities, ETFs, mutual funds, fixed income, indices, currencies, commodities, and global economic data through dashboards and data visualizations.

Option Samurai is a decision support platform that provides vital information for informed trading. It uses advanced stock scoring, dividend and earning dates predictions, along with unique datasets to offer users a constant edge in the stock market.

Alpha Exchange Ltd is an online platform that serves the capital markets community by connecting various participants, including buy-side investors, sell-side brokers, independent research providers, industry specialists, and investor relations teams. Founded in 2015 and headquartered in London, the company facilitates the sharing of institutional investment information, enhancing the decision-making process for investors. It offers tailored solutions that help buy-side clients manage their research inflows, while also enabling research providers to engage with a global audience of investment managers and financial institutions. Additionally, Alpha Exchange supports investor relations by providing access to shareholders and facilitating connections with potential investors worldwide. As of November 2017, Alpha Exchange operates as a subsidiary of Visible Alpha, LLC, continuing to innovate in the field of investment knowledge exchange.

Kensho Technologies, Inc. is a provider of advanced analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. The company develops Kensho Financial Analytics Software, which delivers scalable analytical solutions to enhance decision-making within commercial entities. Kensho's offerings also include the Kensho Applied Mind, a sophisticated AI software that enables natural language processing to address complex financial inquiries in plain English. Additionally, Kensho operates a national security division known as Koto. Founded in 2012 and headquartered in Cambridge, Massachusetts, Kensho has expanded its presence with offices in New York, McLean, and Pacific Palisades. As of April 2018, Kensho Technologies operates as a subsidiary of S&P Global Inc.

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

Finfox, Inc. is a software company based in Palo Alto, California, established in 2016. It specializes in developing an intuitive financial modeling and planning platform tailored for startups and small to medium enterprises. Finfox's software centralizes company data and facilitates the analysis of financial performance, enabling finance professionals to make informed strategic decisions regarding spending and revenue generation. The platform automates cash reserve management and financial forecasting, simplifying treasury and risk management processes. By integrating financial data, Finfox helps businesses navigate complex scenarios and focus on effective data-driven decision-making.

Amenity Analytics, Inc. is a New York-based company established in 2013 that specializes in cloud-based text analytics solutions. The firm leverages natural language processing and machine learning technologies to convert unstructured data into structured formats, enabling businesses to extract actionable insights from complex documents and narrative content. Its flagship product, Amenity Viewer, analyzes call transcripts to identify outliers, while custom solutions cater to various sectors including banking, insurance, hedge funds, and media. Amenity Analytics aims to help organizations navigate the challenges of information overload by providing precise and meaningful data insights without the need for coding.

Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.

Peeptrade is a financial information platform and social network that enables users to access and learn from the investment strategies and portfolios of successful investors. It provides a comprehensive range of tools, news, charts, and research documents, along with a social network for investors to share knowledge and discuss market developments. Additionally, Peeptrade offers educational courses in trading, financial mathematics, accounting, and analysis, taught by industry experts to help users develop essential financial skills.

Capitalize Nation is a developer of a client engagement platform aimed at enhancing the services provided by wealth advisors. The platform facilitates client onboarding and offers real-time analysis and reporting of funds, transactions, and portfolio performance through a streamlined digital process. By minimizing paperwork and associated costs, Capitalize Nation enables independent wealth advisors to improve their operational efficiency and deliver better outcomes for their clients. The company focuses on transforming the client-advisor relationship by leveraging technology to enhance financial services.

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

Braavo Capital, Inc. is a financial solutions company established in 2015 and headquartered in New York, specializing in providing capital-as-a-service financing solutions to mobile app and game developers. The company offers non-dilutive funding options, allowing developers to obtain the necessary capital for marketing and user acquisition without relinquishing ownership stakes. In addition to funding, Braavo provides analytics tools that assist app businesses in tracking performance and making informed, data-driven decisions. This combination of financial support and performance insights empowers founders to build scalable and sustainable businesses in the competitive mobile app market.

Income& is a company that operates an online investment platform focused on enhancing fixed-income investing. It offers a unique investment product called PRIMO, which is a low-risk fixed-income alternative that provides returns of 5% or better, backed by real property. The platform allows accredited investors to customize and build a diversified portfolio of PRIMOs, thereby facilitating direct purchases of financial instruments. Income& emphasizes transparency and reliability, enabling investors to manage their investments efficiently while aiming for steady, fixed monthly income. The company leverages advanced technology to streamline the investment process and enhance the overall investor experience.

Finvoice, Inc. is a San Francisco-based company founded in 2014 that specializes in developing cloud-based lending software solutions tailored for factors and asset-based lenders. Its offerings include FV Originate, which enhances conversion rates through seamless accounting integrations and user-friendly online applications; FV Underwrite, designed for optimal rate setting and risk monitoring using data aggregation and analytics; and FV Operate, which streamlines workflows and accelerates deal closures through automated operational tools. Finvoice aims to help financial institutions boost sales while ensuring regulatory compliance, enabling offline lenders to transition to online platforms with modern user experiences and third-party integrations.

VendorMach is a big data analytics platform designed for e-commerce supplier planning and accounts payable reconciliations, focusing on reducing fraud, errors, and costs. The company utilizes natural language processing (NLP) technology to efficiently parse data from various sources, including invoices, contracts, ERP systems, and third-party supplier registries. Additionally, VendorMach operates a cloud-based trust scoring platform aimed at supply chain compliance management. This platform employs machine intelligence to index government data and extract financial, product, and personnel information while detecting exceptions in customer payments in real-time. By managing over 5 million rows of data, VendorMach enables international sellers to better understand their customers and streamline the sales onboarding process.

Float is a developer of client side business applications.

ActivePath, Inc. specializes in interactive email and messaging solutions for banks, healthcare providers, and other organizations. The company’s primary product, ActiveMail, allows users to engage with emails in a dynamic way, enabling activities such as viewing videos, making purchases, and communicating with customer service directly within the email interface. This innovation enhances customer experience and satisfaction by transforming traditional email communications into interactive and functional exchanges. Initially founded as PostalGuard in 2007, the company aimed to facilitate secure communication for financial institutions. Over time, ActivePath expanded its offerings to address broader challenges faced by marketers across various sectors. The company is headquartered in Tel Aviv, Israel, with an additional office in Deerfield Beach, Florida, and operates as a subsidiary of Broadridge Financial Solutions.

Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

Pluribus Labs, LLC is a San Francisco-based company specializing in systematic active equity management through quantitative investment solutions. Founded in 2014 by Wachi Bandara, Sebastien Astie, and Frank Freitas, Pluribus employs advanced data science techniques, including machine learning, to analyze diverse unstructured data sources. This innovative approach allows the firm to identify alpha opportunities arising from market inefficiencies, thereby enhancing investment decision-making. The company's offerings span the entire investment lifecycle, encompassing idea generation, risk management, portfolio construction, and trade execution. By focusing on collaboration, Pluribus Labs tailors its solutions to align with clients' specific infrastructure and investment objectives, ultimately delivering actionable and predictive insights.

FinancialJuice is a real-time news and financial content platform aiming to provide traders and investors with comprehensive, up-to-date market information. Its mission is to democratize access to market-moving insights, empowering all investors to make informed decisions.

Alt-Options is a financial service company that strives to solve the liquidity problem related to the developing virtual currency market, creating a platform and algorithms needed to price derivative products and facilitate trading. Alt-Options currently provides standardized option contracts on BTC/USD currency pairs, among other products. Join us on Facebook and Twitter, and feel free to reach out to our team via email. Facebook: https://www.facebook.com/altoptions Twitter: https://twitter.com/AltOptionsLLC Google+: google.com/+Altoptionsllc

Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.

Nutonian Inc., established in 2011 and headquartered in Cambridge, Massachusetts, specializes in developing data mining software. Its flagship product, Eureqa, comprises several solutions: Eureqa Desktop for uncovering hidden relationships within complex data across industries like oil & gas, life sciences, and retail; Eureqa Server for running cloud-like analytics on personal machines; Eureqa Enterprise for predictive analytics in businesses; and Eureqa Open API to integrate Nutonian's engine into other software tools. Additionally, Nutonian offers the Data Genome Project, an online portal for automated data analysis. The company serves clients in the U.S. and internationally, aiming to empower users to derive insights from data by unraveling hidden mathematical patterns. As of May 2017, Nutonian operates as a subsidiary of DataRobot Inc.

CircleUp is a San Francisco-based company established in 2012, operating an online platform that connects early-stage consumer and retail brands with accredited investors. The platform facilitates capital raising and provides resources to these companies, enabling them to grow and scale. CircleUp's proprietary machine learning platform, Helio, evaluates and predicts the potential success of over 1.3 million consumer businesses, aiding in the discovery and selection of promising investment opportunities.