FINTOP Capital

DiligentIQ is a technology company that specializes in generative AI-driven platforms for due diligence in alternative asset classes. Its core product analyzes content from virtual data rooms and proprietary datasets to identify hidden opportunities, risks, and synergies, accelerating the due diligence process for private equity, private credit, and infrastructure investors. The platform securely ingests and rapidly analyzes deal documents, delivering clear, actionable insights to investment teams, thereby enhancing their speed and accuracy in evaluating deal opportunities.

SRA Watchtower industry demands constant vigilance, relying on outdated and subjective risk management practices.

Infinant is a FinTech company focused on creating tools that empower banks to thrive in the evolving digital finance landscape. The company specializes in enabling banks to seamlessly integrate fintech solutions into their applications and embed banking services within partner platforms. Its flagship offering, the Interlace Platform, allows financial institutions to customize their features, fintech integrations, and processors, granting them full control over their financial ecosystems. Infinant's technology facilitates collaboration between banks and fintech providers, enabling them to deliver innovative financial services that enhance customer engagement and drive value for both financial and non-financial brands. Through secure and compliant solutions, Infinant helps its clients navigate the complexities of modern finance while meeting the diverse needs of their customers.

Sola is a natural disaster insurance company building and offering more affordable property insurance policies driven by data.

Cardo AI is a financial technology company focused on transforming the structured finance market. It provides innovative software and infrastructure solutions designed to streamline transactions for investors, issuers, servicers, and lenders. The company’s platform facilitates the efficient management of significant asset portfolios by standardizing data from over 100 global systems, thereby enhancing operational efficiency and transparency. By simplifying data integration and addressing various challenges in structured finance, Cardo AI enables asset managers and fintech lenders to improve portfolio performance and reduce costs. Through its advanced technology, Cardo AI aims to modernize the financial landscape and support faster, more effective transactions.

VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.

StructureFlow is a London-based company established in 2017 that provides a visual platform designed for corporate structuring solutions. The company focuses on modeling complex legal structures and transactions, enabling users to create, edit, and share dynamic diagrams that represent these complexities. Its innovative tool enhances collaboration among business professionals, allowing for real-time brainstorming of deal structures, step planning, and mapping of transactions and disputes. By facilitating data-driven visualizations, StructureFlow transforms the way lawyers and finance professionals communicate and collaborate, ultimately fostering a deeper understanding of intricate corporate processes. The platform addresses the challenges posed by increasing complexity in corporate transactions, making it easier for teams to work together efficiently.

SquareDash is a financial services platform specifically designed for roofers, facilitating efficient management of payments from insurance companies. The company offers a range of services, including claim funding, online invoicing, and automation of the collection process, enabling roofers to receive payments more quickly. By streamlining billing services and enhancing the efficiency of claim-related processes, SquareDash helps contractors optimize their operations. Key features of the platform include support for door-to-door marketing, direct mail, and customer relationship management, which collectively expedite payment cycles and reduce accounts receivable from months to days. This approach allows insurance companies to improve their accounting and collection processes, resulting in a more predictable revenue timeline.

Goodshuffle, Inc. is a company based in Washington, D.C., specializing in software solutions for the event rental and management industry. Founded in 2013, Goodshuffle aims to simplify the rental process through its flagship product, Goodshuffle Pro, which was officially launched in 2018. The software offers a comprehensive suite of tools that includes inventory tracking, automated sales processes, online invoicing, contract management, and payment processing. It also integrates with platforms like Google Calendar and QuickBooks to enhance operational efficiency. Goodshuffle serves a variety of clients, including party and event rental businesses, design and production teams, and casino party operators. The company has experienced significant growth since its inception, expanding its reach to clients across 45 U.S. states, Canada, and Mexico, while earning recognition as a leading tech startup in the region. Goodshuffle is dedicated to creating user-friendly software that empowers event professionals to streamline their operations and improve profitability.

Helix by HL is a financial technology company that specializes in simplifying private market investments through the use of generative AI. Its platform offers data-driven insights into private market benchmarking, forecasting, and due diligence, thereby enhancing the understanding of private wealth investors and their advisors regarding current trends in this asset class. By providing comprehensive information and educational resources, Helix empowers wealth advisors to communicate effectively with clients and address investment inquiries with confidence. This approach enables a more streamlined and informed navigation of the complexities inherent in private markets.

Pulsora is an enterprise software company based in San Francisco, California. It specializes in Environmental, Social, and Governance (ESG) management solutions delivered via Software as a Service (SaaS). Pulsora's platform, pulsESG, enables businesses to track and improve their ESG footprint by providing deep analytics and customizable frameworks derived from existing standards. This helps enterprises ensure compliance with evolving stakeholder requirements.

BankLabs is a company focused on developing innovative banking technologies specifically for community banks. Founded by community bankers, the firm creates mobile technology products aimed at enhancing operational efficiency and fostering stronger relationships within the banking sector. BankLabs offers a patented cloud-based platform that automates loan participation and facilitates the connection between buyers and sellers of loans, allowing community banks to generate additional fee income and increase loan volume. Their commitment to designing web-based mobile applications underscores their goal of supporting community banking's competitive edge in a rapidly evolving financial landscape.

Gappify is a technology company that specializes in automation software tailored for corporate accounting teams. Founded in 2016 by former Big-4 accountants, Gappify aims to enhance the accounting profession through innovative solutions that address contemporary business challenges. The company's platform is designed for mid-market and enterprise accounting teams, automating both routine and complex accounting processes. By streamlining repetitive tasks, Gappify enhances productivity and engagement while reducing costs for clients. Its software empowers accountants to autonomously initiate and complete essential functions within corporate accounting, ultimately transforming the way accounting teams operate.

Infinant is a FinTech company focused on creating tools that empower banks to thrive in the evolving digital finance landscape. The company specializes in enabling banks to seamlessly integrate fintech solutions into their applications and embed banking services within partner platforms. Its flagship offering, the Interlace Platform, allows financial institutions to customize their features, fintech integrations, and processors, granting them full control over their financial ecosystems. Infinant's technology facilitates collaboration between banks and fintech providers, enabling them to deliver innovative financial services that enhance customer engagement and drive value for both financial and non-financial brands. Through secure and compliant solutions, Infinant helps its clients navigate the complexities of modern finance while meeting the diverse needs of their customers.

LeanLaw is a legal billing software company based in Boise, Idaho, founded in January 2015 by Jonathon Fishman. The company specializes in providing solutions tailored for mid-sized law firms, enabling them to integrate their timekeeping and billing processes effectively. LeanLaw's software enhances efficiencies and profitability through automation and legal data analytics, facilitating seamless collaboration for clients regardless of location. By focusing on educating law firms about the effective use of technology, LeanLaw aims to empower these firms to operate more transparently and efficiently, ultimately supporting their growth and success.

InterPayments is a company focused on helping U.S. retailers optimize their profit margins by enabling them to recover maximum allowable revenue while ensuring compliance with regulations. The company has developed advanced payment card data intelligence software that assists businesses in reducing card processing fees. This software employs algorithms to identify card types and applicable jurisdiction rules, allowing for the accurate calculation of associated fees. By quickly adding these transaction costs to customer invoices, merchants can engage in real-time competition among card transactions and gain access to detailed transaction-level card fee data across various payment acceptance points.

Plooto, Inc. is a Toronto-based company that operates a cloud-based payment management platform tailored for small and medium-sized businesses. Founded in 2015, Plooto facilitates the automation and streamlining of payment processes, allowing businesses to send and receive payments to anyone with an active bank account within 2-3 business days. The platform also ensures that transactions are automatically reconciled with leading accounting software, thereby enhancing financial management efficiency. By leveraging technology to address common challenges associated with traditional banking, Plooto enables businesses to authorize, edit, send, and collect payments while also managing rejections, ensuring a smooth and cost-effective payment experience.

AllWork Inc., established in 2010 and headquartered in New York, specializes in a platform that connects freelance talent with businesses. This platform offers comprehensive solutions including recruitment, scheduling, training, communication, payment processing, budgeting, planning, reporting, and HR administration for freelancers. It also provides a mobile application for managers to optimize coverage and adjust schedules for their freelance workforce. AllWork simplifies the management of freelancers, contractors, consultants, and flexible workers across organizations by streamlining onboarding, scheduling, payments, benefits administration, and talent tracking for both short and long-term assignments.

Strategic Risk Associates (SRA) is a technology solutions provider specializing in risk management for financial institutions. The company offers a comprehensive suite of services including enterprise risk management, merger & acquisition support, banking consulting, and executive-level reporting through its Watchtower ERM dashboard. This platform aggregates critical Key Risk Indicators/Key Performance Indicators (KRIs/KPIs), tracks strategic objectives, monitors policy limits, and facilitates regulatory examination management. By providing a single, integrated solution for risk management, SRA enhances decision-making and performance for banking executives and boards.

VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.

Hazeltree is a provider of cloud-based treasury and portfolio management software tailored for hedge funds and institutional investors. The company specializes in offering a comprehensive Treasury Management solution that allows clients to view, analyze, and optimize cash rates, pricing on debit and credit balances, and collateral balances across multiple counterparties from a unified platform. Their proprietary system transitions the Treasury Management function from a traditional back-office role into a proactive tool for enhancing performance and mitigating risk. Hazeltree’s software integrates various aspects of cash management, collateral management, securities financing, and margin analytics, thereby equipping investment managers with essential resources to improve risk management and capitalize on investment opportunities.

Xelix Limited is an enterprise software as a service (SaaS) company based in London, United Kingdom, that specializes in providing an AI-powered control center for accounts payable teams. Founded in 2002, Xelix offers a range of tools designed to automate and improve financial control processes for large organizations across various sectors. Its platform includes features for overpayment and fraud prevention, automated vendor statement reconciliation, master data management, and predictive analytics. Xelix emphasizes customer support and collaborates with clients to co-develop functionalities tailored to their needs. Although the company has garnered funding from notable venture capital investors, it is currently in liquidation.

Freight Science is a technology company that specializes in providing innovative solutions for asset-based trucking companies. It develops an AI-driven analytics platform that leverages machine learning and operations research to address various operational needs within the transportation industry. By offering advanced data and analytics, Freight Science helps large asset carriers automate logistics, enhance account management, optimize fuel management, and improve sales strategies. Its platform facilitates the connection of personnel, systems, and processes, empowering trucking companies to make informed and timely decisions in response to dynamic market conditions. The team at Freight Science consists of software engineers, data scientists, and IT specialists dedicated to demonstrating how technology can revolutionize the transportation sector.

Amaryllis is a payment facilitation platform that specializes in addressing complex payment challenges for a diverse range of clients, including financial institutions, payment facilitators, enterprises, software companies, and independent sales organizations. The platform offers a comprehensive technology stack that enables users to underwrite merchants, accept credit card and ACH payments, and manage fee splits and payouts. By providing complete visibility into the transaction lifecycle, Amaryllis facilitates the reconciliation of all pay-in and payout providers, allowing payment processors, gateways, and marketplaces to efficiently manage the entire transaction process within the financial supply chain.

Their mission at Fresh Technology is to make technology seamless for restaurant operators. To take away all the headaches and let restaurant operators do what they do best - make great food and focus on customers.

InsurePay is a technology company specializing in insurance software as a service (SaaS). It offers a platform that enables insurance providers to offer flexible billing alternatives for workers' compensation policyholders. The platform calculates premiums based on actual payroll data, streamlining payments and providing consistent options for carriers, agents, payroll providers, and policyholders. Additionally, InsurePay facilitates payables, reconciliation, premium refunds, and claims management through its solution.

Plinqit is a software-as-a-service (SaaS) company based in Ann Arbor, Michigan, established in 2015. It offers a platform designed for banks to provide goal-based micro-savings accounts, enhancing customer engagement and retention. The platform facilitates the onboarding and management of savings accounts while offering analytics to track user activity. Plinqit incorporates interactive applications that appeal to various age groups, promoting financial literacy and modern money management techniques. Its unique savings gamification system encourages users to save, making the process engaging for both adults and children. Operating as a subsidiary of HT Mobile Apps, LLC, Plinqit aims to help financial institutions attract and retain depositors by introducing innovative services.

Fairwords is a company specializing in AI-powered communications protection software. Their platform proactively trains as employees type, fostering inclusive, compliant, and fair business communications. The software provides anonymous dashboards and analytics to help organizations understand the effectiveness of their HR and compliance programs by tracking communication contexts between employees and management. This approach supports the creation of a safe, compliant, and ethical workplace environment.

InsurePay is a technology company specializing in insurance software as a service (SaaS). It offers a platform that enables insurance providers to offer flexible billing alternatives for workers' compensation policyholders. The platform calculates premiums based on actual payroll data, streamlining payments and providing consistent options for carriers, agents, payroll providers, and policyholders. Additionally, InsurePay facilitates payables, reconciliation, premium refunds, and claims management through its solution.

Quavo, Inc. is a technology-enabled services company based in Wilmington, Delaware, that specializes in developing software products for managing transaction disputes. Founded in 2015, Quavo provides cloud-based dispute management services tailored for card issuers, financial institutions, and FinTech organizations. Their offerings include automated solutions for payment disputes, ensuring compliance with relevant regulations, and facilitating seamless integration with clients' core systems. Notable products include the Automated Reasonable Investigation Agent, which supports auditable investigations, and Quantum Fraud and Disputes, designed to automate the dispute resolution process. Quavo's services allow customers to report disputes through various channels, such as self-service options, call centers, or in-person at branches, enhancing the overall customer experience in managing payment disputes.

Denim Social is a social media management software company that specializes in providing tools for marketers in regulated industries, particularly banking, insurance, mortgage, and wealth management. With its platform, Denim Social enables institutions to effectively manage both organic and paid social media content, allowing brands to engage consumers, strengthen community relationships, and drive sales while adhering to compliance requirements. The company is recognized as the only social media management platform endorsed by the American Bankers Association for use by banks and financial services firms. Trusted by over 250 institutions, Denim Social aims to simplify social media engagement for its clients.

Pulsora is an enterprise software company based in San Francisco, California. It specializes in Environmental, Social, and Governance (ESG) management solutions delivered via Software as a Service (SaaS). Pulsora's platform, pulsESG, enables businesses to track and improve their ESG footprint by providing deep analytics and customizable frameworks derived from existing standards. This helps enterprises ensure compliance with evolving stakeholder requirements.

TenureX is a technology and enablement service provider that focuses on correspondent banking services for financial institutions. The company has developed a global transaction platform designed to facilitate cross-border transactions, fostering collaboration among banks and financial institutions. By utilizing a technology-based approach, TenureX aims to enhance the efficiency, cost-effectiveness, and transparency of wire transfers, thereby streamlining the execution of financial transactions for its clients.

Plooto, Inc. is a Toronto-based company that operates a cloud-based payment management platform tailored for small and medium-sized businesses. Founded in 2015, Plooto facilitates the automation and streamlining of payment processes, allowing businesses to send and receive payments to anyone with an active bank account within 2-3 business days. The platform also ensures that transactions are automatically reconciled with leading accounting software, thereby enhancing financial management efficiency. By leveraging technology to address common challenges associated with traditional banking, Plooto enables businesses to authorize, edit, send, and collect payments while also managing rejections, ensuring a smooth and cost-effective payment experience.

Snappy Kraken is a software-as-a-service (SaaS) marketing solution tailored for financial advisors, focusing on the personalization, automation, and tracking of marketing campaigns. The company provides an autopilot marketing platform that features a user-friendly dashboard for calculating marketing return on investment and managing client nurturing campaigns. Users can access a variety of ready-made campaigns that include professionally designed email drip series, social media posts, and advertisements, allowing them to deploy multi-step marketing initiatives seamlessly across multiple channels. Snappy Kraken aims to simplify the marketing process for financial advisors, enhancing their ability to engage clients and grow their businesses.

InsurePay is a technology company specializing in insurance software as a service (SaaS). It offers a platform that enables insurance providers to offer flexible billing alternatives for workers' compensation policyholders. The platform calculates premiums based on actual payroll data, streamlining payments and providing consistent options for carriers, agents, payroll providers, and policyholders. Additionally, InsurePay facilitates payables, reconciliation, premium refunds, and claims management through its solution.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform leverages open banking and enterprise resource planning (ERP) integrations to streamline cash reporting, forecasting, and analysis. By utilizing direct APIs with major banks, Trovata enables companies to easily aggregate and normalize financial data, providing them with real-time insights into their cash flows. This automation helps organizations make informed financial decisions more swiftly and effectively, ultimately transforming their finance and treasury operations.

Qohash Inc. is a Quebec City-based company that specializes in data security solutions through its online platform, Qostodian. Launched in 2018, the platform offers a comprehensive suite of services designed to enhance data integrity, facilitate risk assessment, and enable real-time detection and reporting of potential security threats. Qohash's solutions are particularly beneficial for organizations with stringent compliance requirements, allowing information security teams, compliance officers, and IT administrators to monitor and manage sensitive data assets effectively. By alerting users to risky employee behavior and enabling entitlement reviews and access control monitoring, Qohash aims to prevent data breaches and ensure the security of personal information, thereby fostering digital trust and protecting organizations from potential scandals.

TaxStatus is a financial technology company that operates an online platform designed to provide access to IRS records and insights for financial professionals and their clients. The platform enables users to monitor their tax accounts, review account statuses, check tax scores, and assess the risk of potential IRS audits and actions. By facilitating the sharing of tax records with financial advisors, TaxStatus empowers clients to take control of their tax-related information and financial decisions.

Health Here is a company focused on enhancing patient-centered care delivery through its innovative Clinic Q platform. This platform simplifies the collection of patient-generated health and medication histories, fully integrating with electronic medical records and practice management systems. It allows patients to check in remotely for scheduled appointments across various providers, thereby reducing redundancy and improving data accuracy. By facilitating seamless interactions between patients and care providers, Health Here aims to streamline the healthcare experience, enabling individuals to manage their medical histories more effectively and efficiently.

FISPAN is a leading provider of banking technology focused on enhancing the financial operations of commercial clients. The company offers a turn-key platform that enables banks to seamlessly integrate their services into various business applications, specifically within ERP or accounting systems. By automating processes and eliminating manual data entry, FISPAN facilitates a more efficient and client-centric banking experience. Its solutions empower businesses to manage, monitor, and update banking connections rapidly, transforming how clients interact with their financial services.

Honcho is the only AI-powered communications protection software that coaches and trains as employees type to help compliance and HR professionals build and maintain exceptional communications practices in their companies. Our communications-protection software helps reduce the risk of non-compliant communications. Detect when users are composing potentially problematic messages, have the ability to archive official communication channels, and support supervisory review of any issues that arise. Show employees, customers, and the world that you care about ensuring an ethical and compliant workplace. And, invest in your communications now to avoid costly litigation, regulatory fines, negative press, and a demoralized culture later.

Digital Onboarding Inc. is a Boston-based company that specializes in developing a SaaS-based software platform designed to streamline the new account activation process for banks and credit unions. Founded in 2015, the company provides an automated onboarding solution that enhances member engagement and facilitates seamless communication across various channels. Its platform empowers financial institutions to effectively market and educate their customers about products and services, thereby fostering stronger relationships. By enabling the creation of personalized email and SMS reminders, Digital Onboarding encourages customers to adopt essential account-related services such as direct deposit and online bill pay. This approach not only increases activation rates but also helps transform account holders into engaged, profitable relationships, positioning the bank or credit union as the primary financial institution for its members.

Chargeback is a developer of a software-as-a-service (SaaS) platform focused on dispute management, specifically aimed at assisting merchants in preventing and managing chargeback fraud. The platform offers a comprehensive fraud detection suite that filters transactions prior to acceptance, helping businesses maintain compliance with card service providers. By preventing chargebacks and protecting against fraudulent activities, Chargeback enables merchants to recover lost time and revenue. Additionally, the platform helps transform negative customer interactions into opportunities for enhanced brand loyalty and improved acceptance rates. Founded in 2011 and headquartered in Salt Lake City, Utah, Chargeback plays a crucial role in supporting businesses in their efforts to navigate the challenges of chargeback management.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform leverages open banking and enterprise resource planning (ERP) integrations to streamline cash reporting, forecasting, and analysis. By utilizing direct APIs with major banks, Trovata enables companies to easily aggregate and normalize financial data, providing them with real-time insights into their cash flows. This automation helps organizations make informed financial decisions more swiftly and effectively, ultimately transforming their finance and treasury operations.

Decusoft LLC, established in 2002 and headquartered in Ramsey, New Jersey, specializes in designing and developing enterprise software solutions. The company offers two primary products: Compose, a compensation management system that automates complex merit, bonus, and long-term incentive compensation processes; and EasyAdmin, a web-based tool for simplifying Taft-Hartley benefit fund administration. Decusoft's configurable software empowers organizations to streamline business functions, analyze data, adapt to changes, and gain competitive advantages.

Their mission at Fresh Technology is to make technology seamless for restaurant operators. To take away all the headaches and let restaurant operators do what they do best - make great food and focus on customers.

Digital Onboarding Inc. is a Boston-based company that specializes in developing a SaaS-based software platform designed to streamline the new account activation process for banks and credit unions. Founded in 2015, the company provides an automated onboarding solution that enhances member engagement and facilitates seamless communication across various channels. Its platform empowers financial institutions to effectively market and educate their customers about products and services, thereby fostering stronger relationships. By enabling the creation of personalized email and SMS reminders, Digital Onboarding encourages customers to adopt essential account-related services such as direct deposit and online bill pay. This approach not only increases activation rates but also helps transform account holders into engaged, profitable relationships, positioning the bank or credit union as the primary financial institution for its members.

MyDigitalOffice Holdings, Inc., founded in 2015 and based in Bethesda, Maryland, specializes in developing software solutions for hoteliers. Their flagship product, myDigitalOffice, focuses on process automation, data visualization, and performance management. Key offerings include myPerspective, a tool for tracking, reporting, and comparing operational metrics; Paperless Night Audit, which automates the distribution of reports to teams using workflows; and myData, an API connection that integrates with the broader hospitality ecosystem. Additionally, the company provides dashboard reporting for centralized data management, paperless night audit solutions for efficient report handling, and streamlined accounts payable functions that reduce manual invoices through optical character recognition technology.

Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its innovative digital lending platform. This platform enables banks and credit unions to enhance customer experience by leveraging data to streamline the origination of various business banking products, facilitating the entire process from application to decision and closure. The software includes features such as pre-filled digital applications, decision automation, and sales and marketing tools, thereby making it easier for businesses to obtain financial products. With over 400,000 businesses and 30,000 financial institution associates utilizing the platform, Numerated has processed $50 billion in lending. Financial institutions with a collective asset base of $1 trillion employ Numerated's solutions, which have garnered recognition in the fintech industry for their effectiveness and innovation.

FISPAN is a leading provider of banking technology focused on enhancing the financial operations of commercial clients. The company offers a turn-key platform that enables banks to seamlessly integrate their services into various business applications, specifically within ERP or accounting systems. By automating processes and eliminating manual data entry, FISPAN facilitates a more efficient and client-centric banking experience. Its solutions empower businesses to manage, monitor, and update banking connections rapidly, transforming how clients interact with their financial services.

FinMkt, Inc. is a technology company based in Brooklyn, New York, that specializes in providing innovative solutions for the crowdfunded securities and peer lending industry. Founded in 2010, the company offers a centralized hub for real-time market data through its CrowdFinance and CrowdWatch platforms. In addition to data and analytics services, FinMkt delivers educational resources via NowStreetWire, which includes insights into crowdfinance, peer-to-peer lending, and related market trends. The company also develops customizable point-of-sale financing technologies tailored for financial institutions and merchants, facilitating efficient loan generation, underwriting, and payment systems. FinMkt’s offerings enable organizations across various sectors to adopt point-of-sale financing solutions quickly and cost-effectively, while ensuring high-quality technology and client support. Through its comprehensive suite of services, FinMkt has established itself as a key player in the global financial services landscape.

Vouchr Ltd. is a Toronto-based company founded in 2012 that operates a social gifting community through its Vouchr app. This platform allows users to create personalized vouchers, which can be claimed by their Facebook friends. Users can customize these vouchers by selecting the gift, the recipient, and the location, as well as adding photos and descriptions. Vouchr aims to enhance the consumer payment experience by combining social interaction with financial transactions, facilitating peer-to-peer payments, remittances, and gift card exchanges. The company's innovative approach integrates multimedia elements such as photos and videos with monetary transactions, enabling brands and payment companies to engage effectively with their audiences.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform leverages open banking and enterprise resource planning (ERP) integrations to streamline cash reporting, forecasting, and analysis. By utilizing direct APIs with major banks, Trovata enables companies to easily aggregate and normalize financial data, providing them with real-time insights into their cash flows. This automation helps organizations make informed financial decisions more swiftly and effectively, ultimately transforming their finance and treasury operations.

Bipsync Limited, founded in 2012 and based in New York, develops a research management software solution tailored for financial organizations and professional investors. The company's platform automates and simplifies research processes by combining centralized record-keeping with powerful process management and data integrations. This enhances analyst productivity, ensures compliance, and improves research outcomes. Bipsync serves clients across the investment management industry, from small startup hedge funds to large international multi-strategy funds, providing deployment and support services to meet their compliant data management needs. The company employs modern technologies, agile processes, and user-centered design to drive efficiency and better decision-making for its customers.

Bridge Financial Technology Inc. is a Chicago-based company founded in 2015 that specializes in providing automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech firms. The company's flagship product, the Atlas platform, offers a comprehensive suite of features including portfolio accounting, management tools, billing, invoicing, performance aggregation, a client portal, and efficient file sharing services. By focusing on the unique needs of fiduciary advisors, Bridge Financial Technology enables its clients to streamline their office operations and investment management processes. This technological support helps RIAs enhance their competitive edge, expand their client base, and reduce operational costs, thereby promoting greater accessibility to fiduciary financial advice.

FISPAN is a leading provider of banking technology focused on enhancing the financial operations of commercial clients. The company offers a turn-key platform that enables banks to seamlessly integrate their services into various business applications, specifically within ERP or accounting systems. By automating processes and eliminating manual data entry, FISPAN facilitates a more efficient and client-centric banking experience. Its solutions empower businesses to manage, monitor, and update banking connections rapidly, transforming how clients interact with their financial services.

SMArtX Advisory Solutions operates a unified managed account (UMA) and separately managed account (SMA) platform designed to provide financial advisors with access to a range of institutional-quality investment managers. The platform offers a diverse array of investment strategies, including traditional, alternative, and indexed options, along with individual securities, mutual funds, and exchange-traded funds. SMArtX's technology facilitates real-time portfolio valuation and performance reporting at the sleeve level, while also providing tools for intraday allocation and customization of individual portfolios across multiple client accounts. Additionally, the platform includes features for rebalancing and drift management, ensuring that portfolios remain aligned with predefined allocations. This comprehensive approach enables clients to access a wide spectrum of wealth management alternatives efficiently.

Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its innovative digital lending platform. This platform enables banks and credit unions to enhance customer experience by leveraging data to streamline the origination of various business banking products, facilitating the entire process from application to decision and closure. The software includes features such as pre-filled digital applications, decision automation, and sales and marketing tools, thereby making it easier for businesses to obtain financial products. With over 400,000 businesses and 30,000 financial institution associates utilizing the platform, Numerated has processed $50 billion in lending. Financial institutions with a collective asset base of $1 trillion employ Numerated's solutions, which have garnered recognition in the fintech industry for their effectiveness and innovation.

Beanworks Solutions Inc., established in 2008 and headquartered in Vancouver, Canada, specializes in accounts payable software solutions. Its flagship product, Beanworks, is a cloud-based automation platform that streamlines the accounts payable process. Beanworks automates invoice routing, approvals, and data entry, integrates with various accounting software, and provides real-time invoice access and control, helping businesses reduce manual effort, costs, and paper usage.

LegacyShield LLC, established in 2015 and headquartered in Ponte Vedra Beach, Florida, operates LegacyShield, an online platform facilitating the creation, storage, organization, and management of valuable documents, financial information, photos, videos, stories, and final wishes. The company aims to simplify life insurance ownership and other financial assets, ensuring users have easy access to their important information anytime, anywhere.

Cobalt Software, Inc. is a financial technology company based in Boston, Massachusetts, that specializes in developing software solutions for private equity and venture capital firms. Founded in 2011, the company offers tools that enable clients to collect, analyze, and report on fund and portfolio company metrics tailored to their specific needs. Its product offerings include the Fund Launch, which validates performance track records for potential investors; the Performance Calculator, which assesses fund and portfolio performance against peers and market benchmarks; and the Deal Calculator, which analyzes operational changes in portfolio companies and their impact on returns. Cobalt Software's platform enhances performance reporting, cash flow tracking, manager selection, and benchmarking, facilitating effective communication between general partners and limited partners. The company has established a strategic partnership with Hamilton Lane to further enhance its service offerings.

Core10 is a North American-based company specializing in banking and lending products and services within the fintech and financial services industry. Their flagship product, Accrue, is a configurable lending and banking application built on the Salesforce Platform, tailored for community banks and credit unions aiming to enhance digital innovation. Core10 offers API integration and SaaS implementation services, providing customized solutions to meet specific client needs. The company's development team is based in smaller US communities, including Huntington, West Virginia; Martin, Tennessee; and Johnson City, Tennessee. This strategic location allows Core10 to maintain low costs while ensuring high-quality and secure development operations. With expertise in regulatory compliance and financial trends, Core10 supports top financial technology providers, banks, and credit unions.

DealCloud, Inc. is a provider of cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and various financial institutions. Founded in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, the company offers a comprehensive platform that facilitates business development, deal management, and customer relationship management (CRM). Its services include pipeline management, document retention, portfolio management, deal marketing, and key performance indicator analytics, all designed to enhance the efficiency of dealmakers. DealCloud aims to address inefficiencies in traditional deal sourcing, financing, and due diligence processes by providing a centralized knowledge management system that supports collaboration and improves operational effectiveness across various sectors, including private equity, venture capital, and real estate. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.

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.

GAN Integrity Inc. is a technology company that specializes in cloud-based compliance management software, designed to help organizations worldwide enhance their ethical practices and streamline compliance processes. Established in 2004 and headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark, the company offers a comprehensive suite of tools for managing compliance programs. Its software includes modules for risk assessment, policy management, training management, due diligence, and monitoring and reporting. These features enable companies to effectively manage policies, conduct thorough risk assessments, deliver training in multiple languages, and generate accurate compliance reports. Furthermore, GAN Integrity's platform supports workflow automation and centralized approval processes, simplifying tasks such as gift approvals and document management. By engaging employees and stakeholders in ethical business practices, GAN Integrity aims to transform compliance efforts, reduce corporate risk, and increase operational efficiency.

Kindful is a Nashville-based software company that specializes in providing a comprehensive fundraising and donor management platform for nonprofits. Its offerings include online donation pages, a donor database, reporting tools, and an integration directory that connects with industry-leading services. The platform is designed to streamline donor management, enhance donor relationships, and reduce administrative burdens, particularly for small to medium-sized organizations. By providing tools such as crowdfunding pages and donor lifecycle analytics, Kindful empowers nonprofits to better organize their data and gain valuable insights, ultimately supporting the missions of thousands of organizations both in the United States and internationally.