FinTech Sandbox

FinTech Sandbox is a Boston-based nonprofit that helps FinTech startups around the world build great products. The cost of financial data is a significant barrier for FinTech entrepreneurs. It provides critical data access and development resources to FinTech entrepreneurs around the world. The company helps entrepreneurs grow their businesses by offering free or deeply discounted access to a robust set of data feeds and APIs, customer introductions, cloud hosting solutions, a vibrant community of entrepreneurs, mentors, data partners, potential investors, potential customers and service providers who simply want to help them succeed. It was founded in 2014 and is headquartered in Boston, Massachusetts, United States

Jason Henrichs

Managing Director

116 past transactions

OpenYield

Non Equity Assistance in 2023
OpenYield is a next generation bond marketplace purpose-built for retail brokerages and advisors. We provide an equity-like market for bonds sourced directly from algo liquidity providers. The marketplace enables wealth platforms to revamp their experience and reduce costs. OpenYield is primed to power the coming wave of direct indexing for fixed income.

FinanceGPT Labs

Non Equity Assistance in 2022
FinanceGPT Labs empowers financial professionals and investors with the power of AI-driven quantitative analysis. We provide a cloud-based platform that eliminates the need for coding expertise, making sophisticated analysis accessible to a wider audience. Our target users include: - Asset Managers: Streamline research, portfolio construction, and risk management. - Investment Analysts: Gain deeper insights from vast datasets and identify hidden opportunities. - Hedge Funds and Prop Trading Firms: Develop and backtest complex trading strategies with ease. - Individual Investors: Make data-driven investment decisions with confidence.

Rogo

Non Equity Assistance in 2022
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

Non Equity Assistance in 2021
Paperstack provides working capital and financial insights to e-commerce brands. We help online merchants supercharge their business, by offering working capital financing to purchase inventory, invest in advertising, and hire more talent.

Rentdrop

Non Equity Assistance in 2021
Rentdrop provides fee-free rent collection to landlords and renters.

CashQ

Non Equity Assistance in 2021
CashQ Embedded Remittance platform for fintech and non-fintech

Divizend

Non Equity Assistance in 2021
Divizend is a wealth-tax FinTech platform used to reclaim foreign dividend withholding taxes. The company's B2C software helps private investors to reclaim their taxes by automating the withholding tax refund process. Its platform is the central place for investors striving for high dividend earnings, as they will find only the most relevant insights, research, analytics, and tax services.

Lendflow

Non Equity Assistance in 2021
Lendflow develops a lending infrastructure platform built to change and improve the way businesses access capital. They allow a user to embed financial products into their software to increase engagement, improve retention, and become a source of capital for their business users. They also provide term loans, lines of credit, and invoice factoring to cover businesses of all sizes and credit risks, enabling construction, home services companies, e-commerce, restaurants, transportation, and fitness businesses to connect their users with capital and increase the reach of their businesses.

MODELOMNI

Non Equity Assistance in 2021
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.

Beekin

Non Equity Assistance in 2020
Prescriptive analytics for multifamily operations. Some of the world's largest family offices and private funds trust Beekin to optimise more than $5 billion of real estate everyday, generating millions of dollars in alpha, all using data. As the world's largest asset class embraces the data revolution, Beekin is at the forefront of driving efficiency, through value-add tools for asset management. Backed by a team of urban economists, AI PhDs and ex-CRE investors, Beekin marries data science with a deep understanding of real estate. At Beekin, we don't compete, we collaborate. Through a kinship of investors built on data and transparency, we hope to take real estate to a better place. Just as bees survived 60 million years of evolution, through relentless collaboration.

Rialto Markets

Non Equity Assistance in 2020
Rialto Trading is dedicated to delivering trading tools to the fixed income market. They have developed three products that provide different avenues to sourcing liquidity that can be used alone, or combined to lever results.

Bots

Non Equity Assistance in 2020
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

Non Equity Assistance in 2020
Riskfuel provides real-time valuation and risk management solutions to capital markets firms. Riskfuel has transformed the slow valuation and risk calculation process of large, high-risk derivatives portfolios, which used to take an entire night to compute, into a real-time system using cutting-edge AI technology. This allows traders to make informed decisions and better manage risk throughout the trading day.

Sentimetre

Non Equity Assistance in 2020
Sentimetre builds a multilingual sentiment analysis engine, using big data and predictive analytics to optimize investment research and portfolio construction.

Zengines

Non Equity Assistance in 2020
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

Non Equity Assistance in 2020
Bountium is the platform for trustworthy commerce, managing business relationships through auditable smart contracts.

LionX

Non Equity Assistance in 2020
LionX helps companies create customer trust & loyalty with a privacy experience, transparency, and responsiveness.

Gerald

Seed Round in 2020
Paying bills sucks. It sucks even more for about a third of Americans living paycheck to paycheck, and struggling to pay bills on time. About 100 million Americans are at risk of paying overdraft fees if they auto-pay their bills, and are forced to manually log into and pay up to 10 biller accounts each month. Why are so many people wasting their time and energy manually paying bills to avoid overdraft fees? Because they are not using Gerald! Gerald is on a mission to eliminate stress about paying bills. We are transforming bill payments by providing consumers with an application for linking and automatically paying their household bills while offering overdraft and late fee protection for all their biller accounts. Our app tracks and pays bills so our users don’t have to. We offer banking services; direct deposits, credit building, cash advance and rewards to simplify bill payments for both billers accounts and consumers. Our platform combines fintech, payments, and big data to create an empowering and rewarding user experience for making timely bill payments. Gerald is a Y Combinator-backed technology company operating out of New York.

ETFLogic

Non Equity Assistance in 2020
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.

BidMoni

Non Equity Assistance in 2020
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.

PlanPro Solutions

Non Equity Assistance in 2020
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.

Auquan

Non Equity Assistance in 2020
Capital Markets are drowning in data - there is too much to digest and too many tools to analyse. Not all of them can be looked at manually. As a result, 80% of useful information, which could have generated alpha or caught a downside risk, gets overlooked. Auquan is transforming investment research, using knowledge graphs, to simultaneously reduce research time from weeks to hours, while expanding the overall data coverage available to an investment team. We're the first integrated research platform for capital markets that supports an interconnected central repository for external and internal data (including time series, text, emails, docs, news, research, transcripts, reports and more). We allow users to search and analyse data within the platform, share it across teams and reference for future use, replacing multiple research tools as "the only research tool" to look at.

Elipsa

Non Equity Assistance in 2020
Elipsa is an automated AI and building analytics platform that helps organizations reduce carbon emissions and operating costs while prolonging the useful life of HVAC and other critical building systems. Elipsa optimizes systems and processes the moment it is connected, from auto-tagging and normalizing BMS data to automatically training and deploying AI-based fault detection and diagnostics, advanced rules-based analytics, and energy reporting. This end-to-end visibility enables proactive building management that reduces downtime and unnecessary service calls while increasing overall efficiency.

Private Wealth Systems

Non Equity Assistance in 2019
Private Wealth Systems empowers the 13.7 million high net worth investors who collectively control $52.6 trillion in global private wealth, and their advisors, with the information they need to understand which managers and what investments are driving risk, return, income and expense across their entire wealth, regardless of manager, custodian, asset class, country or ownership structure in order to make informed decisions to preserve and growth their wealth. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class, or entity structure.

Posh

Non Equity Assistance in 2019
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.

KapitalWise

Non Equity Assistance in 2019
Our mission at Kapitalwise is to seamlessly connect client data through engagement automation. We deliver these capabilities through a "no-code" client engagement platform, which is capable of linking client information, external data, and financial wellness content to client engagement. Kapitalwise also delivers Deep Learning and AI capability; measuring and assessing behavior delta to optimize engagement strategy. We help financial institutions to service clients faster and more holistically through our platform.

Forge.AI

Non Equity Assistance in 2019
Forge.AI's platform performs real-time monitoring of global information and is transformed and enriched by NLP technology and Knowledge Base before being syndicated into structured and machine-readable data feeds, allowing clients to access structured information that is written for human consumption.

Stratyfy

Non Equity Assistance in 2019
Stratyfy offers predictive model development and decision optimization solutions for financial institutions built around that deliver the accuracy of machine learning without black box pitfalls. In addition to cutting edge accuracy, all models built on the platform are truly transparent and explainable, allowing the lenders to make consistent, ethical and regulatory compliant data driven decisions. Stratyfy Solutions are powered by Smartificial Intelligence™, our proprietary explainable AI technology portfolio that combines AI with IQ to augment human expertise instead of trying to replace it with overly complex models. The transparency of our proprietary algorithms allows our solutions to address a range of important problems for financial institutions where machine learning has struggled to deliver value. Please contact us at info@stratyfy.com to learn more about our solutions and see the benefits they can deliver to your business.

Payitoff

Non Equity Assistance in 2019
Payitoff is a debt infrastructure company that provides a variety of services to assist fintechs, workplace providers, and financial institutions in saving the average customer $240 per month on their student loans.

Surround Insurance

Non Equity Assistance in 2019
Surround Insurance is an InsurTech company that offers property and casualty insurance products for young urban professionals. The company was founded in 2018 by Jonathon Grayson and Kate Terry and is headquartered in Cambridge, Massachusetts, United States.

Valsys.io

Non Equity Assistance in 2019
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.

Real Factors

Non Equity Assistance in 2019
Real Factors is a data aggregation platform to power decisions for commercial real estate investors, developers, managers, brokers, insurers and service providers.

Project Finance

Non Equity Assistance in 2019
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.

AdviceBridge

Non Equity Assistance in 2019
Scalable personalised financial advice for the millions of people will now need financial advice in a world without defined benefit pensions. Following a short and engaging online journey, we build a personalised financial plan that can save you thousands of pounds in taxes and fees, so your retirement savings last longer.

Tech Deal Partners

Non Equity Assistance in 2019
Tech Deal Partners connects networking tech startups and companies' buyers and sellers. From seed and series through exit deals, it provides advice to businesses. To achieve goals, it combines human and artificial intelligence with technology.

TowerIQ

Non Equity Assistance in 2019
TowerIQ is a broker first platform that brings transparency to insurance markets. The company seamlessly brings clients from application to binding by augmenting broker expertise with a low touch technology platform that distributes ingestible data directly to any carrier. This frees brokers and agents to focus their efforts on solving the business challenges facing the clients that allow them to win more business and improve client retention. TowerIQ was founded in 2017 and is headquartered in Boston, Massachusetts.

Wealthscope

Non Equity Assistance in 2019
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.

Betterfin

Non Equity Assistance in 2018
Betterfin All-in-one financing management tool for business owners. Driven by capital markets data, credit technology, and application.

Luna Connect

Non Equity Assistance in 2018
Luna Connect provides easy online loan applications for alternative lenders. We replace expensive, manual, underwriting processes with automated data driven algorithms using alternative data and machine intelligence.

42 Interactive

Non Equity Assistance in 2018
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

Non Equity Assistance in 2018
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

Non Equity Assistance in 2018
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

Non Equity Assistance in 2018
Fortuna is an AI-powered AUM growth platform helping financial services firms scale leveraging video, automation and digital transformation to get new clients and ultimately boost assets under management. AUM Growth Platform is a brand new category, most financial advisory businesses today rely on word of mouth referrals, cold calling, or hosting expensive seminars to acquire new clients. We've figured out a way to amplify your word of mouth client acquisition attracting new + retaining existing clients - leveraging the power of digital. Our mission is to turn your current customers and connections into your biggest advocates - a true sales army. We are extremely confident we can help you grow your financial services business. Talk to us today to give us an opportunity to show you how over 400+ advisors have used us successfully - let's brainstorm!

Preseries

Non Equity Assistance in 2018
PreSeries is the Operating System for startup investing upon which investors are building their own private solutions to automate sourcing, dealflow & assessment. PreSeries is redefining how technology investments are made by helping investors identify the most promising early stage startups, track the performance of their portfolios, and see the potential impact of key management decisions such as new hires and company relocation. Preseries platform takes advantage of the latest innovations in Machine Learning to transform startup financing from its current subjective form into a highly objective data-driven practice.

Candidly

Seed Round in 2018
Candidly is an AI-driven student debt and savings optimization platform. It offers individuals and families through every step of the planning, borrowing, and repayment experience.

dash.fi

Non Equity Assistance in 2018
FunnelDash offers turnkey co-brandable cards as a service so businesses can launch a program without any API's, skilled developers, industry expertise or massive scale! Our first turnkey co-brandable card is AdCard where we are partnering with ad agencies and software companies where their customers spend $10m+/yr in ad spend. (Ex. Maropost AdCard, ClickFunnels AdCard, etc) AdCard, is the first charge card exclusively for digital ad spend. - Unlimited free virtual debit and credit cards. - Free spend, budget, and pacing controls. - Unlimited free ad copy and creative services - Earn up to 7.5% cashback on your ad spend - Unlimited free ad audits and benchmark reports w/ AdAdvisor. - $175k in sign up bonuses with partner perks and discounts. - Plus Free AdCapital when you use Media Buyer Concierge Load up AdCard with $10k - $1m of FREE AdCapital to infuse your campaigns with more cash to scale even faster when you work with one of our 5,000 network agency partners. Perfect for advertisers that spend $250k/yr+ on Facebook and Google ads. Are you an Ad Agency or SaaS with clients spending over $1M in ad spend annually? Get your own Co-branded AdCard with your logo and start offering it to your clients. Follow us on Crunchbase to get notified when we release new turnkey co-brandable cards.

BHRD

Non Equity Assistance in 2018
BHRD helps public companies manage and communicate with their shareholders. BHRD allows its clients to leverage clear data-backed insights to help them manage and target investors.

BOND.AI

Non Equity Assistance in 2018
BOND.AI is a human-centered AI platform for banks, powered by its proprietary empathy engine. It helps banks intimately understand user behavior and nudge them towards improving financial health. BOND.AI significantly increases user engagement, lifetime customer value and most importantly helps monetize data for financial institutions.

causaLens

Non Equity Assistance in 2018
causaLens is pioneering the world’s first platform for building AI data scientists - empowering everyone to create and deploy their own data science agents in days. As data grows exponentially while data science talent remains scarce, organizations struggle to harness their data effectively. Our platform solves this by enabling organizations to create AI Data Scientists tailored to their specific business context and needs. Teams can collaborate in a multi-agent environment, ensuring human oversight across the entire workflow and making AI-powered data science trustworthy and accessible to everyone – from analysts to business leaders. Seamlessly create and share customized data science agents within a secure environment that protects sensitive information, enabling true enterprise-wide collaboration. AI Data Scientists can be created and trained in days, accelerating and expanding business insight and action at an unprecedented scale. We power industry leaders, including Cisco, Johnson & Johnson, Canon, and McCann Worldgroup, to accelerate and scale their data science capability. Imagine if everyone in your organization — from Marketing to Product, Supply Chain to Operations —could have a dedicated data science team. Now, you don’t need to imagine – you can build your own team of AI Data Scientists in just days.

Energetic Capital

Non Equity Assistance in 2018
Energetic Capital was created to catalyze deployment of renewable energy with a focus on sub-investment grade and unrated credit risks. Our process is faster and more scalable than any existing financing options, allowing more organizations to access and procure clean energy and efficiency solutions. We provide a comprehensive financing package that unlocks the benefits of efficient and affordable financing for renewable energy.

Floatspec

Non Equity Assistance in 2017
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

Non Equity Assistance in 2017
WalletFi is the subscription management solution for financial institutions and fintechs.

Springtech Capital

Non Equity Assistance in 2017
Springtech Capital offers software development, algorithmic trading, and quantitative investing services.

Narmi

Non Equity Assistance in 2017
Narmi is a provider of mobile, online, and digital account banking to regional and community financial institutions. Its platform enables financial institutions to open accounts in less than 2.5 minutes, and then grow that relationship over a lifetime through intuitive mobile and online channels.

PW Portfolio Analytics (PWPA) Inc.

Non Equity Assistance in 2017
We combine academic rigour with industry best practice to deliver a unique platform in the Fintech space. We open up the portfolio management black box and show investors the “nutrition facts” and the risk drivers of their portfolios and their financial plans. We stress the importance of total portfolio management; that is, how the different pieces of a portfolio work together to diversify risk and achieve the desired investment objectives. Our portfolio analysis enables the aggregation of multiple accounts from multiple institutions for a complete view of their financial picture. Our solution is easily scalable to include users from other countries.

7 Chord

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

MoCaFi

Non Equity Assistance in 2017
MoCaFi is a developer of a personal finance platform designed to leverage mobile technologies, data analytics, and strategies to improve the financial behaviors of underbanked communities. The company's platform offers financial products and services in the areas of check cashing, custom loans, debit cards, financial literacy, data analytics, and personal finance via its mobile application and financial card, enabling users to check their balance, cash their paychecks and send money safely at no extra cost.

BondLink

Non Equity Assistance in 2017
BondLink is a venture-backed financial technology company developing solutions for issuers in the approximately $4 trillion municipal bond market. BondLink’s software includes a cloud-based investor relations platform for issuers to communicate directly with bond investors. Enhanced transparency to investors is supported by market regulators, investors and investor groups like the NFMA, rating agencies, and issuer associations such as the GFOA. BondLink clients have experienced first-hand what academic researchers and corporate CFO’s have been saying for years: more timely reporting of credit data to bond investors reduces uncertainty premiums and leads to lower financing costs. We’re proud to partner with issuers to reduce their borrowing costs and diversify their investor bases by attracting new investors, as that allows more public funds to be redirected to other critical needs like public education, healthcare, and infrastructure spending. Issuers across the municipal bond market rely on BondLink to power their investor outreach. Our clients come from a wide range of sectors and sizes, from large states to small cities and school districts. Notable clients include the State of Florida, the City of Chicago, and the University of Texas System.

Flow&Ebb

Non Equity Assistance in 2017
Flow&Ebb bridges the gap that delivers businesses large savings, lowers energy demand and accelerates achieving carbon reduction aims.

noonum

Non Equity Assistance in 2017
Noonum is a startup company that helps investors accelerate their research process and unlock hidden information that helps them make more informed business decisions. They provide investors with relevant data after searching millions of data points in just seconds.

Orenda Software Solutions

Non Equity Assistance in 2017
Orenda Software Solutions, a Canadian-based AI-powered platform that analyzes and quantifies social media data specializing in ESG and alternative data sets. Orenda delivers real-time, high-frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment. Orenda provides insights, quantifies public perception, and identifies values that resonate with customers and stakeholders. Orenda’s metrics give organizations and investors the power to make better decisions based on real-time information.

Bitnobi

Non Equity Assistance in 2017
Bitnobi is a designer and developer software company. They provide services that include data, cloud computing, and cybersecurity. An online inquiry form is available on the company's website.

Algo Depth

Non Equity Assistance in 2017
Algo Depth is a quantitative research firm that uses machine learning to develop trading signals.

Koyfin

Non Equity Assistance in 2016
Koyfin is building sophisticated and user-friendly investment research tools available at a fraction of the cost of existing premium tools. The company's platform guides investors to gain intelligence and insights into a company, create macro trends through dashboards, and assess bulk data sets using data visualization dashboards, enabling investors to make informed and insight-driven decisions prior to making investments. Koyfin established in 2016 and is based in New York, USA.

Option Samurai

Non Equity Assistance in 2016
Option Samurai uses cutting-edge technology in conjunction with rich professional experience to provide you with all the vital information about potential trades. By doing so, they allow you to make better investment decisions while saving your valuable time. Option Samurai doesn’t “blindly” displays all the information available, but rather uses best practices and experience to provide the information needed and in context to the suggested trade. Options Samurai uses advanced stock scoring, dividend and earning dates predictions and other unique formulas and data-sets to provide you with a constant edge in the stock market.

Alpha Exchange

Non Equity Assistance in 2016
Alpha Exchange is the first open network and institutional knowledge exchange for the capital markets community. Transforming the way institutional participants interact, share knowledge and discover investment insight. Alpha Exchange helps investors cut through market noise to deliver intelligence that drives better-informed investment decisions. Knowledge sharing reimagined. Belong to the next generation capital markets community: Sign up http://www.alpha-exchange.com/

Kensho

Non Equity Assistance in 2016
Kensho combines natural language search queries, graphical user interfaces, and secure cloud computing to create a class of analytics tools for investment professionals. They address investment analysis, intelligent computer systems are capable of answering complex financial questions posed in plain english.

CreditBridge, Inc.

Non Equity Assistance in 2016
CreditBridge applies modern product design, big data, and machine learning to expand access to consumer credit in the U.S.

Finfox

Non Equity Assistance in 2016
Finfox provides an intuitive financial modeling and planning platform for startups and small businesses.

Amenity Analytics

Non Equity Assistance in 2016
Amenity Analytics has built a leading edge text analytics platform that allows customers to identify actionable signals from unstructured data. Using our offering business professionals can extract insights from today’s information overload.

Zero Hash

Non Equity Assistance in 2016
Zero Hash is a B2B embedded infrastructure platform that allows any platform to integrate digital assets natively into their own customer experience quickly and easily (a matter of API endpoints). Zero Hash’s turnkey solution handles the entire back-end complexity and regulatory licensing required to offer digital asset products. Zero Hash powers neo-banks, broker-dealers, and payment groups to offer digital asset trading and custody, crypto-backed rewards, and round-ups programs. and more. Clients include MoneyLion, Transak, Wirex, Deserve, MoonPay, and tastyworks. Zero Hash is backed by investors including Point72 Ventures, Bain Capital Ventures, and NYCA. Our mission is to enable businesses to easily create amazing crypto products, unlocking digital assets for everyone, everywhere. Zero Hash enables developers and businesses to focus on building experiences and products.

Peeptrade

Non Equity Assistance in 2016
Peeptrade is an award-winning financial information platform and social network that allows people to “peep” into the success of other investors, giving them a transparent and competitive edge. Peeptrade allows users to access the portfolios and investment history of investors alongside a wide range of interactive tools, curated news, charts, and research documents. A ‘one-stop shop’ for investment information, the platform also acts as a social network for investors, allowing them to share knowledge, build trusted relationships, and discuss developments in the financial markets.

Capitalize Nation

Non Equity Assistance in 2016
Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 13 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers. Envestnet | Yodlee is headquartered in Redwood City, California with global offices in London and Bangalore.

Panalytics

Non Equity Assistance in 2016
Panalytics provides software that helps Financial Services firms better identify, manage and respond to regulatory risk and compliance violations.

Braavo Capital

Non Equity Assistance in 2016
Braavo is a financial solutions company focused on mobile app and game businesses. The company offers non-dilutive funding options that don't require giving up ownership. Braavo also provides analytics tools to help app businesses track performance and make data-driven decisions.

Income&

Non Equity Assistance in 2016
Income& is proud to introduce the PRIMO, a revolutionary new way to invest. PRIMOs are a new, low-risk fixed-income investment alternative with returns of 5% or better. They’re backed by real property and provide a steady, fixed monthly income to the investor. Accredited investors are able to customize and purchase a diversified portfolio of PRIMOs and easily manage their investments over time, thanks to their state-of-the-art technology platform.

Finvoice

Non Equity Assistance in 2016
Finvoice offers cloud-based software to help financial institutions grow sales and comply with regulations. It serves as an enterprise SaaS company offering lending as a service solution. It allows offline lenders to become online lenders through modern UX, 3rd party integrations, and data analytics. Finvoice was founded in 2014 and headquartered in San Francisco, California.

VendorMach

Non Equity Assistance in 2016
Big data analytics platform for e-commerce supplier planning and accounts payable (AP) reconciliations, reducing fraud, error and costs. Using NLP technology, parses data from invoices, contracts, ERP (SAP) and third party supplier registries. Manages over 5M rows of data.

Float

Non Equity Assistance in 2016
Float is a developer of client side business applications.

ActivePath

Non Equity Assistance in 2016
ActivePath, the developer of ActiveMail, creates new opportunities for marketers to send live, fully interactive emails to their customers, allowing them to watch, share, navigate, purchase and much more -from inside the email. The result is relevant and engaging emails that dramatically lift email performance and drive greater customer experience and satisfaction. ActivePath began as PostalGuard in 2007 with the goal of providing financial institutions a way to securely communicate with their customers via email. PostalGuard enabled bank customers to view bank statements, transfer funds between accounts, chat with personal financial advisors, and more – all without leaving their email. The more they learned about their customers' communications and marketing needs, the more they began to realize that there are bigger challenges. It is a problem shared by all web sites and marketers, regardless of the nature of their business. So they expanded their offering to solve for these challenges. They developed ActiveMail to boost customer engagement and improve email success rates. ActiveMail offers full web functionality, so email marketers can finally offer their customers a rich and interactive experience from within the messages they send. They’ll be able to watch videos, navigate menus, read live updates, share, comment, make purchases, fill out forms, chat with customer service, rate products, interact with rich ad formats and more…inside the email itself. Marketers can use their Inbox Icons to present their brands' symbols next to their newsletters or emails, thereby raising above the usual inbox clutter. There are more great features offered. Visit them at: www.activepath.com to learn more and to get in touch with them.

Solovis

Non Equity Assistance in 2015
Solovis is leading fintech innovation for institutional investors with a powerful Cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower investors from the front to back office.

Pluribus Labs

Non Equity Assistance in 2015
Pluribus Labs is a global equity investment manager that designs quantitative investment solutions. Pluribus has since been acquired and operating in a different capacity. The company analyzes unique content from a diverse array of unstructured data sources and augments it with advanced quantitative research and analytics to deliver actionable, predictive information. Their analytics adds value across the investment lifecycle, including idea generation, risk management, portfolio construction, and trade execution. They put collaboration first, partnering with you to tailor our solution to your infrastructure and investment process objectives. The company was founded in San Francisco, California by Wachi Bandara, Sebastien Astie, and Frank Freitas in 2014.

FinancialJuice

Non Equity Assistance in 2015
FinancialJuice is a free real-time news and financial content platform, their vision is to help traders and investors have their entire financial universe in one place and in real-time. Democratising access to market moving information and helping all investors be informed.

Alt-Options

Non Equity Assistance in 2015
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

Non Equity Assistance in 2015
Alpaca is a developer-first embedded financial technologies platform that’s raised over $100m in funding. Alpaca offers crypto and stock investing, real-time market data, and end-to-end brokerage infrastructure through modern APIs. Alpaca supports hundreds of apps and businesses across the globe and is actively used by tens of thousands of enthusiastic developers. Alpaca is backed by top investors in the industry globally, including Portage Ventures, Spark Capital, Social Leverage, Tribe Capital, Horizons Ventures, Unbound, Eldridge, Positive Sum, Elefund, and Y Combinator.

ForwardLane

Non Equity Assistance in 2015
ForwardLane is a fast-growing, award-winning applied AI fintech startup that dramatically enhances productivity with AI-powered insights for financial advisors and fund distributors. Our patent-pending insight platform featuring NLP built for financial services, synthesizes data to find signals for personalized client engagement. The platform delivers insights integrated into financial advisor and fund distributors workflows in CRM, with Salesforce being a key partner. The platform acts as a powerful "virtual analyst" reviewing all the data across all clients everyday, ranking and scoring it and then surfacing signals for growth opportunities, wallet share increase, retention conversations and awareness across the book as to who to reach out to, and what to talk about. Together this fuels organic, scalable growth through frequent, proactive personalized engagement.

Nutonian

Non Equity Assistance in 2015
Founded in 2011, Nutonian is on a mission to enable anyone to derive answers and understanding from data. Our ability to simply explain how things work by unravelling hidden mathematical patterns will change the way businesses extract value from their data.

CircleUp

Non Equity Assistance in 2015
CircleUp is an investment platform that provides capital and resources to innovative, early-stage consumer brands with a modern, scalable approach to private markets. CircleUp is comprised of internally-managed equity funds, a credit program, and an Insights and Connections team - all powered by Helio, CircleUp's proprietary machine learning platform. Helio collects and analyzes billions of data points to evaluates 1.3 million consumer businesses and predict future business success.

Trigger Finance

Non Equity Assistance in 2015
Trigger Finance, Inc. develops and offers a mobile investing platform that helps retail investors manage their portfolios through natural language rules and alternative orders. Its product includes an application that creates and set up different financial triggers, which are used to guide investment decisions. The product provides integration and easy to implement code base, and re-built widgets into the page. The company serves developers and financial institutions. Trigger Finance, Inc. was incorporated in 2015 and is based in New York, New York. As of October 16, 2017, Trigger Finance, Inc. operates as a subsidiary of Circle Internet Financial, Inc.

Cognism

Non Equity Assistance in 2015
Cognism is an end-to-end sales-acceleration solution that provides sales organizations with a more efficient way to prospect. Delivered as a software service (SaaS), with its unique data asset and compliance engine, Cognism is helping to enrich CRM records, stream leads into the funnel and is using artificial intelligence to surface opportunities and identify customer trends. The company is a pure AI sales technology company that generates prospect data at scale, cleaning and enriching it, helping sales teams to grow and scale across all levels of the sales process. Cognism using patented AI technology, to provide B2B sales teams with a blend of real-time company, people and event data to streamline prospecting, find and deliver new revenue. It integrates seamlessly with all major CRM and Email Service systems. They use it to manage their database and provide high-quality, real-time B2B data to their clients. Cognism was founded in 2015 and is headquartered in London, England, UK, with offices in USA, Macedonia and Croatia.

EverSafe

Non Equity Assistance in 2015
EverSafe is a personal detection and alert system, EverSafe stops exploiters in their tracks before a lifetime of savings is depleted. We’re the first step to a good night’s sleep. EverSafe monitors bank and investment accounts, credit cards and credit reports for you, your family and/or your clients. Their specialized alerts are designed with seniors in mind.

Adroit Trading Technologies

Non Equity Assistance in 2015
Adroit Trading Technologies is a major trading platform for institution buyside investors, and now it has just been revealed that Invesco, one of the major and most forward-thinking global money managers, has mandated it as their EMS throughout OTC and crypto assets. It provides a single tool for pre-trade, trade execution, and post-trade operations. that connects to Invesco's OMS, PMS, risk systems, many downstream suppliers, and the backend systems of other companies.

Cache

Non Equity Assistance in 2015
Cache is a bookmarking tool that lets you collect links, text, images, video and audio from around the web with ease.

Ufora

Non Equity Assistance in 2015
Ufora is the next generation data science platform, built from the ground up to work at a modern scale. It empowers data scientists to tackle sophisticated problems in statistics, machine learning, and predictive analytics from the comfort of a familiar environment. Ufora’s implicitly parallel platform adaptively and automatically manages computations and data across a cluster of machines. With Ufora, data scientists can think and code the way they’re used to, without forcing their problem into a specialized parallel programming framework.

TRDR

Non Equity Assistance in 2015
TRDR is a personalized market insights in one free mobile app.

EquityZen

Non Equity Assistance in 2015
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in the private companies shaping the future. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 37,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.

Kyper

Non Equity Assistance in 2015
We're connecting the world's professional data. The current ecosystem facilitating data exchange is disconnected, and our solution is to connect the world’s actionable data by bridging together the supply and demand of data on one powerful platform: Kyper. Kyper is a cloud-based Data as a Service platform that connects data publishers from around the world, automatically provides their datasets in spliced, standardized, and fusible formats, and allows consumers to find, purchase, and analyze the exact data they need in just a few clicks. With an intense focus on automation, systems integration, and practical business needs, we have built a highly efficient data-logistics infrastructure that enables Kyper to provide DaaS for many forms of data (i.e. tabular, time series, semi-structured, unstructured) at scale.
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