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 operates an AI and machine learning platform that assists lenders in increasing property loans to incorporate energy efficiency upgrades. This approach benefits both borrowers and lenders by enhancing financial and environmental outcomes. By allowing the upsizing of property loans to cover energy improvements, Halitra reduces the need for separate loans, making it more profitable for banks and credit unions to decarbonize their loan portfolios. Additionally, Halitra provides waste management services and collaborates with financial institutions, utilities, government entities, and building owners to identify energy-saving financing opportunities.

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.

Proprietary algorithms for knowledge extraction and explainable AI to check the veracity of ESG reporting

OpenYield operates a bond marketplace designed to democratize access to the bond market for retail brokerages, advisors, and asset managers. The platform offers an equity-like experience for bonds, sourcing them directly from algorithmic liquidity providers. By leveraging advanced technology, OpenYield enables wealth platforms to enhance their fixed-income offerings while simultaneously reducing costs. The company's innovative approach positions it to support the anticipated growth of direct indexing in fixed income, making bond investments more accessible and efficient for a broader range of investors.

Harbr Inc. is a Canadian company that specializes in developing artificial intelligence (AI) software tailored for the construction management sector. Founded in 2016 and based in Halifax, Nova Scotia, Harbr's software solutions aim to organize and manage project data effectively, ensuring that construction projects stay on schedule. The company offers a range of products, including a construction super schedule that features daily logs for user protection, tools for team connectivity on job sites, and enterprise solutions that link multiple job sites and teams together. Additionally, Harbr provides an embedded credit onboarding platform designed for lenders and credit bureaus, which simplifies the collection and transformation of unstructured business credit and payment data. This comprehensive approach streamlines the qualification process through document evaluation, data extraction, and decision insights, enhancing cost-effectiveness and scalability for businesses.

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 that focuses on facilitating cross-border transactions for immigrants. The company has developed an online payment gateway that leverages blockchain technology to make international money transfers both affordable and instantaneous. Through its platform, users can accept, process, and disburse funds efficiently, ensuring a safe and streamlined experience for those navigating financial transactions across borders.

TRaiCE is an AI-driven platform that specializes in early-warning risk detection and monitoring for lenders and investors. Its no-code system enables users to identify potential risks to their lending portfolios well in advance, offering a proactive approach to risk management. By integrating financial data analysis with various information sources, including public newsfeeds and social data, TRaiCE delivers data-driven indices and real-time risk alerts. This allows organizations to receive actionable insights and sentiment analysis, enhancing their ability to monitor business risks effectively.

FinanceGPT Labs offers an AI-driven quantitative analysis platform tailored for financial professionals and investors. This cloud-based solution simplifies sophisticated financial analysis, removing the need for coding skills and broadening accessibility. The platform serves various users, including asset managers who can enhance research and portfolio management, investment analysts who gain insights from extensive datasets, and hedge funds that easily develop and backtest trading strategies. Individual investors also benefit by making informed, data-driven investment decisions. With a focus on democratizing high-performance financial analysis, FinanceGPT Labs enables users to optimize returns and effectively manage risk.

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 Embedded Remittance platform for fintech and non-fintech

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 financial technology platform focused on helping private investors reclaim foreign dividend withholding taxes. By automating the tax refund process, Divizend simplifies the complexities associated with tax recovery for individuals seeking to optimize their dividend earnings. The platform serves as a comprehensive resource, offering insights, research, analytics, and tax services tailored to the needs of investors. Additionally, it features an interactive dividend calendar that provides key figures and historical performance data for stocks across major international markets, empowering users to make informed decisions and maximize their dividend 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 operates a lending infrastructure platform designed to enhance how businesses access capital. The platform enables users to integrate financial products into their software, which helps increase customer engagement and retention while serving as a source of capital for their clients. Lendflow offers a range of financial solutions, including term loans, lines of credit, and invoice factoring, catering to businesses of various sizes and credit profiles. This approach supports industries such as construction, home services, e-commerce, restaurants, transportation, and fitness, allowing these businesses to connect their users with essential capital and broaden their operational reach.

Beekin is a developer of a real estate analytics platform that offers prescriptive analytics for multifamily and single-family operations. It provides institutional-scale investment management solutions, enabling clients to harness vast amounts of data for informed decision-making in real estate investments. The platform delivers real-time insights on valuations, contract management, accounting, and reporting, helping clients optimize their investments effectively. Trusted by some of the world's largest family offices and private funds, Beekin manages over $5 billion in real estate assets daily, generating significant financial returns. The company combines expertise in data science with a deep understanding of real estate, supported by a team of urban economists and AI professionals. Through collaboration and a commitment to transparency, Beekin aims to enhance efficiency and drive innovation in the real estate sector.

Rialto Markets operates a digital trading and investing platform focused on the fixed income market, providing innovative tools that facilitate capital formation for issuers, investors, and traders. The company has created three distinct products that enhance liquidity sourcing, which can be utilized independently or in combination for greater effectiveness. Their platform integrates pre-trade analytics, anonymous crossing, and advanced data mining capabilities, allowing users to discreetly execute large block trades while minimizing market impact. Through these offerings, Rialto Markets aims to streamline and improve the trading experience for participants in the fixed income sector.

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 specializes in providing real-time valuation and risk management solutions for capital markets firms, significantly improving the efficiency of managing large, high-risk derivatives portfolios. By leveraging advanced artificial intelligence technology, Riskfuel has transformed the traditionally slow process of valuation and risk calculations, which previously required an entire night to complete, into a real-time system. This innovation enables traders to receive accurate and timely feedback on trades and portfolios, facilitating informed decision-making and enhanced risk management throughout the trading day. Additionally, the platform reduces the computational requirements, making it easier for clients to value the financial products they are trading.

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

LionX is a developer of an online identity verification platform that focuses on enhancing consumer trust and loyalty through a commitment to privacy, transparency, and responsiveness. The platform enables companies to manage and share financial information securely, allowing consumers to control access to their personal data. By providing tools for consumers to revoke access, request confirmation for the deletion of personal information, and maintain their privacy rights, LionX empowers individuals to protect their identities while sharing information safely. This approach fosters a trustworthy relationship between businesses and consumers, aligning with the growing demand for privacy-focused solutions in the digital landscape.

Gerald is a technology company based in New York that aims to simplify the bill payment process for consumers, particularly those living paycheck to paycheck. The company has developed a platform that allows users to link their household bill accounts and automate payments, which helps prevent overdraft fees and late charges. By tracking and managing these bills, Gerald’s application offers users peace of mind and financial protection. In addition to bill payment services, the platform provides banking features such as direct deposits, credit building, cash advances, and rewards. Gerald leverages fintech and big data to enhance the user experience, making timely bill payments more manageable and less stressful.

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 operating costs while extending the lifespan of critical building systems such as HVAC. The platform connects to existing systems to optimize operations by auto-tagging and normalizing building management system (BMS) data. It offers advanced capabilities, including AI-based fault detection and diagnostics, rules-based analytics, and energy reporting. This comprehensive approach provides users with end-to-end visibility, enabling proactive management that reduces downtime and unnecessary service calls while enhancing overall efficiency. Additionally, Elipsa delivers predictive analytics that offers clear, data-driven insights from a single source, allowing business users to leverage machine learning without the need for extensive coding.

Auquan operates a data science platform designed to crowd-source trading strategies, effectively bridging the gap between finance and data science. Founded in 2017 and based in Bengaluru, India, the company addresses the challenges faced by capital markets, which are overwhelmed with data. By transforming investment research, Auquan significantly reduces research time from weeks to hours while enhancing data coverage for investment teams. The platform serves as an integrated research tool, allowing users to connect various data sources, including time series, text, and reports, and facilitating effective analysis and collaboration across teams. Services offered include dataset transformation, access to data scientists, and the deployment of trading strategies, all aimed at helping clients uncover valuable insights that can lead to trading profits.

Private Wealth Systems provides a comprehensive financial technology platform designed to assist high net worth investors and their advisors in managing complex investment portfolios. By offering tools for account aggregation, multi-asset portfolio accounting, and consolidated investment reporting, the company enables clients to gain insight into the risk, return, income, and expenses associated with their investments. Founded by leaders in the investment reporting sector, Private Wealth Systems delivers a total wealth dashboard that ensures transaction-level transparency, allowing users to make informed decisions that support the preservation and growth of their wealth. The platform caters to the needs of those managing sophisticated multi-asset, multi-manager, and multi-currency portfolios, thereby facilitating a deeper understanding of investment performance across various asset classes and structures.

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

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

KapitalWise is a technology company that specializes in client engagement automation for financial institutions. Its platform integrates client data, external information, and financial wellness content, enabling personalized recommendations and streamlined service. Utilizing machine learning and artificial intelligence, KapitalWise's system detects and predicts personal and financial events, allowing institutions to engage customers effectively with tailored products and services. By offering a no-code solution, the company facilitates faster and more comprehensive client interactions, ultimately enhancing the overall customer experience in the financial sector.

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

Payitoff is a New York-based company that specializes in debt infrastructure, primarily focusing on student loan repayment solutions. It offers an API platform designed to assist fintechs, workplace providers, and financial institutions in managing student loans effectively. The platform evaluates customers' student loans to create optimal repayment schedules and identifies potential savings opportunities, enabling users to project outcomes for various repayment strategies, including income-driven options. By leveraging these tools, Payitoff aims to help the average customer save approximately $240 per month on their student loans, thereby empowering individuals to make informed financial decisions.

Surround Insurance is an InsurTech company established in 2018 by Jonathon Grayson and Kate Terry, based in Cambridge, Massachusetts. The company specializes in providing property and casualty insurance products specifically designed for young urban professionals. Surround Insurance focuses on creating simple and easy-to-understand insurance bundles that address the unique risk gaps faced by its target audience. Utilizing a technology platform that customizes insurance solutions, the company tailors its offerings to fit the lifestyles of modern consumers, ensuring that their systems are relevant and straightforward.

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

Real Factors, Inc. is a software development company based in New York, founded in 2017. It specializes in creating a data aggregation platform designed to support commercial real estate investors, developers, managers, brokers, insurers, and service providers. The platform aims to accelerate and inform the deal-making process while enhancing analysis and optimizing risk-adjusted returns. By unifying internal, commercial, and publicly available data resources within a federated environment, Real Factors improves data accessibility and usability throughout the entire deal process. As of September 2019, the company 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 provides scalable, personalized financial advice aimed at individuals navigating a landscape increasingly devoid of defined benefit pensions. The company offers an online platform that guides users through a streamlined process to create tailored financial plans, focusing on maximizing retirement savings while minimizing taxes and fees. In addition to serving individual users, AdviceBridge also develops financial automation tools for advisers, allowing them to automate research and analysis processes. This includes features such as automated digital retirement advice, cash flow planning, financial planning, tax optimization, and a lump sum payment calculator. By digitizing traditionally manual and time-consuming tasks, AdviceBridge enables financial firms to enhance their profitability and efficiency while delivering effective advice to clients.

Tech Deal Partners is a mergers and acquisitions advisory boutique based in Paris, France, specializing in connecting technology startups with potential buyers and sellers. The firm offers advisory services throughout the investment lifecycle, from seed and series funding to exit deals. By leveraging both human expertise and artificial intelligence, Tech Deal Partners aims to help innovative companies in the tech and digital sectors achieve their business objectives.

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 management platform designed for small business owners, facilitating access to financial products and capital markets data. Founded in 2016 and headquartered in Brooklyn, New York, Betterfin provides a suite of tools that includes tracking spending patterns, monitoring business performance, ensuring data security, and generating automated cash flow reports. The platform leverages real-time data to enhance transparency and convenience in financing, allowing business owners to make informed decisions about the financial products that best meet their needs. Through its innovative approach, Betterfin aims to empower small business owners by streamlining the financing process and improving their overall financial management.

Luna Connect is a developer of an automated digital lending platform that simplifies online loan applications for alternative lenders. The company leverages data-driven algorithms and machine intelligence to enhance the loan underwriting process, moving away from costly manual procedures. By utilizing alternative data, Luna Connect streamlines due diligence, enabling local lending institutions to make more informed decisions. This innovative approach allows these lenders to offer personalized customer experiences, effectively combining human insight with advanced technology to improve efficiency in the lending 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 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.

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 develops a predictive technology application aimed at enhancing decision-making through artificial intelligence and machine learning. Its flagship product, the CausaLens Predictive Unit (CLPU), processes time series data to provide real-time insights while adapting to dynamic conditions. This platform allows organizations to create tailored AI data scientists, enabling teams across various sectors—including energy, asset management, healthcare, and logistics—to harness their data effectively. CausaLens emphasizes collaboration and security, allowing users to build and share customized data science agents swiftly, thus fostering enterprise-wide cooperation. By empowering organizations to deploy data-driven solutions rapidly, CausaLens addresses the growing demand for data science capabilities amid a talent shortage, helping businesses make informed decisions and solve critical challenges.

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.

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

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 offers a white-label application that helps users manage their recurring charges effectively. By utilizing machine learning technology, WalletFi identifies subscriptions, recurring payments, and Card-on-File merchants, providing personalized insights to enhance user experience. This application equips financial institutions with detailed analytics that aim to improve customer engagement and financial wellness, ultimately delivering a measurable return on investment.

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

Narmi Inc. is a technology company based in New York that specializes in developing online and mobile banking applications for financial institutions across the United States. Founded in 2016, Narmi focuses on providing regional and community banks and credit unions with a platform that streamlines account opening processes, allowing clients to complete this in under 2.5 minutes. The company’s offerings include features such as fraud protection, multi-factor authentication, and transaction monitoring, which help enhance security and user experience. In addition to banking applications, Narmi also provides website design, development, and hosting services, as well as content generation and management solutions. Their goal is to enable financial institutions to attract, engage, and retain customers through an intuitive, omnichannel banking experience.

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, LLC is a technology company based in New York that specializes in the corporate bonds market. Founded in 2016, it has developed an intelligence-amplified platform that automates pricing, execution, and inventory management processes for bond traders. Utilizing proprietary machine learning technology, known as BondDroid, 7 Chord analyzes millions of data points to provide predictive pricing and trading signals. This enables traders to reduce their cost of execution and make informed investment decisions by extracting insights from various data sources. The platform generates revenue through bid-offer spreads and liquidity premiums, enhancing the efficiency and effectiveness of bond trading. 7 Chord's innovative approach positions it as a key player in the financial technology sector, particularly in the realm of fixed income trading.

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

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

Bitnobi is a software company focused on designing and developing a data-sharing platform primarily for the healthcare and finance sectors. The platform enables secure and privacy-protected access to big data, eliminating the need to create multiple copies of source data. By centering on launching data jobs for end users, Bitnobi facilitates efficient data sharing while maintaining data integrity and security. The company's services encompass data management, cloud computing, and cybersecurity, providing comprehensive solutions tailored to the specific needs of its clients. An online inquiry form is available on their website for potential customers seeking more information.

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

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

Noonum, Inc. is a startup based in Redmond, Washington, founded in 2015, that specializes in providing a cloud-based software platform designed for comprehensive company analysis through artificial intelligence and natural language processing. Its suite of products includes Concept, which identifies investment trends; Value Chain, which outlines the ecosystem surrounding companies; and Bring Your Own Device (BYOD), which extracts keywords from documents. Noonum's technology employs machine learning to analyze vast amounts of data, enabling investors to rapidly access relevant insights on companies, industries, and markets. This approach significantly accelerates the research process, allowing investors to make informed business decisions by uncovering hidden information from millions of data points in seconds.

Orenda Software Solutions, based in Membertou, Canada, is an AI-driven platform that specializes in analyzing social media data to generate environmental, social, and governance (ESG) scores. The company focuses on providing real-time insights into a firm's sustainability and societal impact, enabling investors and organizations to make informed decisions. By processing raw social media data through proprietary tools, Orenda quantifies public perception and identifies values that resonate with stakeholders. This analysis helps users understand brand reputation and social alignment, ultimately guiding investment decisions in line with ethical and sustainable practices.

Koyfin, Inc. operates an online financial data and analytics platform tailored for financial and investment professionals. Founded in 2016 and based in Brooklyn, New York, Koyfin provides tools for market insights through visually engaging dashboards and graphs. The platform allows investors to track and analyze macro data across various asset classes, including equities, mutual funds, fixed income, and commodities. By offering sophisticated and user-friendly investment research tools at a lower cost compared to premium alternatives, Koyfin enables users to gain insights into companies, create macro trends, and assess large data sets. This functionality supports informed decision-making for investors and financial advisors.

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

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

Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho 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 company that specializes in developing financial modeling, planning, and forecasting software designed for startups and small to medium-sized enterprises. Founded in 2016 and based in Palo Alto, California, Finfox offers an intuitive platform that centralizes company data, allowing finance departments to analyze financial performance comprehensively. The software helps businesses automate cash reserve management, simplifies treasury and risk management processes, and enhances financial forecasting capabilities. By integrating financial data, Finfox enables organizations to navigate complex business scenarios and make informed, data-driven decisions regarding their spending and earning strategies.

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

Zero Hash LLC is a Chicago-based company that provides post-trade settlement services for digital assets, including derivatives and loans. Established in 2017, it offers a range of services such as digital asset storage, settlements, institutional custody, and regulatory compliance, all facilitated through an application programming interface (API). Zero Hash serves various clients, including neo-banks, broker-dealers, and payment groups, enabling them to seamlessly integrate digital asset trading and custody into their platforms. Its turnkey solution simplifies the complexities associated with regulatory licensing and back-end operations, allowing businesses to focus on enhancing customer experiences. Zero Hash’s clients include notable names like MoneyLion, Transak, and MoonPay. The company is supported by investors such as Point72 Ventures and Bain Capital Ventures, emphasizing its role in making digital assets accessible to a broader audience.

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 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, New York. It specializes in providing capital-as-a-service financing solutions tailored for mobile app developers and game businesses, primarily aimed at marketing and user acquisition. Braavo Capital offers non-dilutive funding options, allowing app developers to secure financing without relinquishing ownership stakes in their businesses. In addition to its funding services, the company also delivers analytics tools that assist app developers in tracking performance and making informed, data-driven decisions.

Income& is an innovative company that offers a unique investment solution through its PRIMO products, which are low-risk fixed-income investments backed by real property. PRIMOs provide investors with a reliable monthly income, boasting returns of 5% or more. The company has developed a user-friendly online platform that allows accredited investors to customize and purchase a diversified portfolio of these financial instruments. This platform enhances transparency and simplifies investment management, enabling users to efficiently track and adjust their portfolios over time. Income& aims to elevate the standards of fixed-income investing by combining technology with real estate-backed assets.

Finvoice, Inc. is a San Francisco-based company that specializes in cloud-based lending software solutions tailored for factors and asset-based lenders. Founded in 2014, the company provides a suite of products designed to enhance the lending process and ensure regulatory compliance for financial institutions. Its offerings include FV Originate, which facilitates conversion through accounting integrations and user-friendly online applications; FV Underwrite, which focuses on optimizing rates and monitoring portfolios using data aggregation and risk analytics; and FV Operate, which streamlines workflows and expedites deal closures through automation. By enabling offline lenders to transition to online platforms, Finvoice supports financial institutions in growing their sales while maintaining compliance with industry regulations.

VendorMach is a big data analytics platform that focuses on e-commerce supplier planning and accounts payable reconciliations, aiming to minimize fraud, errors, and costs. The platform leverages natural language processing technology to analyze and interpret data from various sources, including invoices, contracts, and ERP systems. Additionally, VendorMach operates a cloud-based trust scoring platform designed for supply chain compliance management. This platform utilizes machine intelligence to index government data and extract essential financial, product, and personnel information, while also monitoring customer payments in real-time. By providing these insights, VendorMach enhances the ability of international sellers to understand their customers and streamline the sales onboarding process. The company manages a substantial volume of data, facilitating improved decision-making and operational efficiency in the supply chain.

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 privately owned investment management firm based in San Francisco, California, founded in 2014. The company specializes in developing quantitative investment solutions through innovative applications of data science and machine learning. By analyzing diverse unstructured data sources and employing advanced quantitative research, Pluribus Labs aims to uncover alpha opportunities resulting from market inefficiencies. Their systematic approach enhances various stages of the investment lifecycle, including idea generation, risk management, portfolio construction, and trade execution. The firm focuses on collaborating with clients to tailor its solutions to meet specific infrastructure and investment process objectives, ultimately delivering actionable and predictive insights that improve investment outcomes.

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

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

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

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

CircleUp Network, Inc. operates an equity crowdfunding platform that connects entrepreneurs in the consumer and retail sectors with accredited investors. Established in 2011 and based in San Francisco, CircleUp facilitates access to capital and resources for early-stage brands by posting detailed profiles of promising companies on its platform. This allows investors to discover, research, and invest in innovative consumer businesses. The company utilizes its proprietary machine learning platform, Helio, which analyzes vast amounts of data to evaluate a large number of consumer businesses and predict their future success. Through this modern approach, CircleUp aims to streamline the investment process in private markets, fostering growth for emerging brands.