FINTOP Capital

DiligentIQ is a technology company that specializes in generative AI-driven platforms for enhancing due diligence processes in alternative asset classes. Its platform analyzes content from virtual data rooms and proprietary datasets, identifying hidden opportunities and risks, accelerating the detection of operating risks, and uncovering potential cost or revenue synergies post-closing. This streamlines the deal evaluation process for private equity, private credit, and infrastructure investment professionals, enabling them to make more informed decisions with greater speed and accuracy.

SRA Watchtower industry demands constant vigilance, relying on outdated and subjective risk management practices.

Infinant is a FinTech company that focuses on providing tools for banks to excel in the evolving digital finance landscape. The company offers the Interlace Platform, which allows banks to seamlessly integrate fintech solutions into their applications and partner applications. This platform empowers banks with a range of features, fintech options, and processors, ensuring they maintain full control over their ecosystems. Infinant's technology enables both financial institutions and non-financial brands to collaborate effectively, facilitating the delivery of secure and compliant financial services. By helping banks embed finance tools and products into their offerings, Infinant aims to enhance customer experiences and drive value for its clients in the financial sector.

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 software and infrastructure solutions that enable investors, issuers, servicers, and lenders to conduct transactions more efficiently and at reduced costs. The platform facilitates seamless data integration and mapping, addressing various challenges in the structured finance process. By standardizing data from over 100 systems globally, Cardo AI has managed assets worth more than €18 billion. The company's innovations aim to enhance portfolio performance, operational efficiency, and transparency for asset managers, fintech lenders, and banks.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

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 platform that offers financial services specifically for roofers, facilitating payments from insurance companies. It provides a range of solutions including claim funding, online invoicing, and automation of the collection process, which helps contractors receive payments more efficiently. By optimizing various aspects of the roofing business, such as marketing and customer relationship management, SquareDash enhances the efficiency of claim-related operations. The platform aims to expedite payment cycles, significantly reducing account receivables from months to days, while also enabling insurance companies to streamline their accounting processes. Overall, SquareDash is dedicated to improving financial management for roofing contractors and ensuring a more predictable revenue timeline.

Goodshuffle, Inc. is a software company based in Washington, D.C., specializing in event rental and management solutions. Founded in 2013, the company developed Goodshuffle Pro, a comprehensive software system that simplifies the rental process for event professionals. This platform offers tools for inventory tracking, sales automation, online invoicing, contract management, and payments, designed to streamline operations and improve efficiency. Goodshuffle Pro integrates with popular applications such as Google Calendar and QuickBooks, enhancing its utility for clients in the party and event rental sectors, as well as design and production teams. The software aims to reduce errors, save time, and increase profitability for its users. Since its official launch in 2018, Goodshuffle Pro has expanded its reach across 45 U.S. states, Canada, and Mexico, receiving recognition as a leading technology provider in the events industry.

Helix by HL is a financial technology company that offers an AI-powered platform focused on simplifying private market investments. The platform delivers data-driven insights related to private market benchmarking, forecasting, and due diligence. By equipping wealth advisors with essential information and tools, Helix enhances their ability to educate clients about private market trends and asset classes. This support allows advisors to respond efficiently to client inquiries and investment strategies, fostering greater confidence in navigating the complexities of private markets.

Pulsora is an enterprise software as a service platform based in San Francisco, California, focused on environmental, social, and governance (ESG) compliance. Its flagship product, pulsESG, offers compliance tracking and insights to help organizations manage and enhance their ESG footprint. The platform provides in-depth analytics that can be tailored by end-users to align with a variety of existing standards. This customization allows enterprises to effectively integrate their ESG systems and stay compliant with the changing requirements of stakeholders.

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 provider of automation software specifically designed for corporate accounting teams. Founded in 2016 by former Big-4 accountants, the company aims to advance the accounting profession through innovative technology. Gappify's platform automates both routine and complex accounting processes, allowing mid-market and enterprise clients to enhance productivity and reduce costs. By streamlining time-consuming, repetitive tasks, Gappify enables accountants to focus on more strategic activities, ultimately improving engagement within teams and facilitating the efficient management of core accounting functions.

Infinant is a FinTech company that focuses on providing tools for banks to excel in the evolving digital finance landscape. The company offers the Interlace Platform, which allows banks to seamlessly integrate fintech solutions into their applications and partner applications. This platform empowers banks with a range of features, fintech options, and processors, ensuring they maintain full control over their ecosystems. Infinant's technology enables both financial institutions and non-financial brands to collaborate effectively, facilitating the delivery of secure and compliant financial services. By helping banks embed finance tools and products into their offerings, Infinant aims to enhance customer experiences and drive value for its clients in the financial sector.

LeanLaw is a legal billing software company based in Boise, Idaho, founded in January 2015 by Jonathon Fishman. The company specializes in providing tools for mid-sized law firms, specifically designed to enhance the integration of timekeeping and billing workflows with QuickBooks Online. LeanLaw's software aims to improve operational efficiencies and profitability through automation and legal data analytics, enabling law firms to streamline billing processes and collaborate effectively from any location. By focusing on education and the effective use of technology, LeanLaw empowers law firms to enhance productivity while fostering transparency and efficiency in their business operations.

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. operates a cloud-based payments platform tailored for small and medium-sized businesses, founded in 2015 and headquartered in Toronto, Canada. The platform simplifies payment management by allowing users to send and receive payments online to anyone with an active bank account, typically completing transactions within 2-3 business days. Plooto also integrates with leading accounting software to automatically reconcile transactions, enhancing financial management. By streamlining the payment process, Plooto helps businesses overcome common challenges associated with traditional banking, enabling them to efficiently authorize, edit, send, and collect payments.

AllWork, Inc. is a New York-based company that develops a platform connecting freelancer talent with brands and retailers. Founded in 2010, AllWork offers a comprehensive suite of solutions designed to streamline the management of freelance, temporary, and flexible workers. Its platform facilitates recruiting, scheduling, training, communication, payments, budgeting, and human resource administration. Additionally, the AllWork mobile application enables managers to enhance coverage and adjust scheduling for their freelance talent effectively. By simplifying the onboarding and payment processes for freelancers, contractors, and consultants, AllWork assists organizations in efficiently managing their workforce across various job functions and assignments.

Strategic Risk Associates (SRA) is a technology solution provider specializing in risk management and consulting services for financial institutions. The company offers a comprehensive platform that supports enterprise risk management, credit risk management, and governance, among other services. SRA's Watchtower ERM dashboard consolidates critical data, delivering executive and board-level reports that include key risk indicators, risk appetite management, and strategic objectives tracking. By integrating various risk management functions into a single solution, SRA enables financial services companies to enhance decision-making and improve performance while navigating regulatory requirements and driving growth.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

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 is an enterprise software as a service company that specializes in providing an AI-driven Control Centre for Accounts Payable teams. The platform automates and improves financial control processes for large organizations across various sectors, offering features such as overpayment and fraud prevention, automated vendor statement reconciliation, master data management, and predictive analytics. Founded in 2002 and based in London, Xelix has attracted significant investment, securing £6 million in funding from venture capital firms and notable angel investors. The company emphasizes high-quality customer support and collaborates with clients to develop tailored functionalities. However, it is important to note that Xelix Limited is currently in liquidation.

Freight Science specializes in providing technology solutions for asset-based trucking companies, enhancing their operational efficiency and profitability. The company has developed an artificial intelligence-driven online analytics platform that leverages machine learning and operations research to address the diverse needs of the transportation industry. This platform assists trucking businesses in areas such as account management, planning, fuel management, and sales. By integrating advanced data and analytics, Freight Science enables large asset carriers to automate logistics and adapt quickly to changing market conditions, fostering smarter and faster decision-making across their operations. The expertise of Freight Science's team, comprising software engineers, data scientists, and IT specialists, demonstrates the potential of technology to transform the logistics sector.

Amaryllis operates as a payment facilitation platform designed to address complex payment challenges for various stakeholders, including financial institutions, payment facilitators, enterprises, software companies, and independent sales organizations. The platform offers a comprehensive technology stack that supports merchants in underwriting, accepting credit card and ACH payments, splitting fees, and managing payouts. By providing complete visibility of the transaction lifecycle, Amaryllis enables users to efficiently reconcile all pay-in and payout providers, thereby streamlining the transaction processes for payment processors, gateways, and marketplaces. This functionality allows clients to effectively manage the entire financial supply chain associated with their payment operations.

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) platform based in Ann Arbor, Michigan, that enables banks to offer goal-based micro-savings accounts. Founded in 2015, the company provides tools for onboarding and administering these accounts, along with analytics to track user activity. Plinqit's platform is designed to attract and retain customers by offering interactive applications that cater to different age groups, promoting modern money management techniques and gamified savings experiences. This approach not only helps banks engage their customers but also encourages families to save together. Plinqit operates as a subsidiary of HT Mobile Apps, LLC.

Fairwords is an AI-powered communications protection software that enhances workplace communication by providing real-time compliance reviews. The platform proactively trains employees as they type, promoting inclusive and fair business interactions. It features an analytics dashboard that offers insights into team communication, allowing companies to assess the effectiveness of their human resources and compliance initiatives, as well as diversity, equity, and inclusion programs. By monitoring communication contexts, Fairwords helps organizations foster a safe, compliant, and ethical work 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 as a service platform based in San Francisco, California, focused on environmental, social, and governance (ESG) compliance. Its flagship product, pulsESG, offers compliance tracking and insights to help organizations manage and enhance their ESG footprint. The platform provides in-depth analytics that can be tailored by end-users to align with a variety of existing standards. This customization allows enterprises to effectively integrate their ESG systems and stay compliant with the changing requirements of stakeholders.

TenureX is a technology and enablement service provider specializing in correspondent banking services. The company has developed a global transaction platform designed for financial institutions to facilitate cross-border transactions. By fostering collaboration among banks and financial institutions, TenureX aims to enhance the efficiency, cost-effectiveness, and transparency of wire transfers. Its innovative approach integrates technology into the banking sector, allowing for smoother and more business-oriented operations within the financial landscape.

Plooto, Inc. operates a cloud-based payments platform tailored for small and medium-sized businesses, founded in 2015 and headquartered in Toronto, Canada. The platform simplifies payment management by allowing users to send and receive payments online to anyone with an active bank account, typically completing transactions within 2-3 business days. Plooto also integrates with leading accounting software to automatically reconcile transactions, enhancing financial management. By streamlining the payment process, Plooto helps businesses overcome common challenges associated with traditional banking, enabling them to efficiently authorize, edit, send, and collect payments.

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 integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Qohash Inc. is a Quebec City-based company that specializes in data security solutions through its online platform, Qostodian. Founded in 2018, Qohash offers a comprehensive suite of services that includes data discovery, integrity assurance, and threat detection and reporting. The platform is designed to help organizations monitor employee behavior and mitigate the risk of insider data breaches, which often take significant time to contain. By providing real-time alerts for risky activities, Qohash empowers businesses to act swiftly to prevent potential data breaches. Additionally, the platform supports compliance efforts by enabling entitlement reviews, exporting access control lists, and monitoring endpoints, making it suitable for sectors that require stringent data protection measures.

TaxStatus is an online financial platform that serves as an Advice Personalization Engine and IRS account monitoring tool for financial professionals and their clients. It provides access to IRS records, data, and insights related to both businesses and individuals. Users can review accounts online, assess tax scores, and evaluate the risk of future IRS audits and actions. This functionality empowers clients to manage their tax records and finances more effectively, facilitating the sharing of information with financial advisors for enhanced decision-making.

Health Here is focused on transforming patient-centered care delivery through its Clinic Q platform. This platform simplifies the collection of patient-generated health and medication history, ensuring seamless integration with electronic medical records and practice management systems. By enabling patients to shop and transact with their healthcare providers easily, Health Here enhances the overall patient experience. Additionally, the platform allows patients to check in remotely for scheduled appointments with multiple providers, thereby reducing redundancy and improving the accuracy of medical data. This approach aims to streamline care delivery and empower patients in managing their healthcare more effectively.

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

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. develops a software-as-a-service (SaaS) platform aimed at simplifying the new account activation process for banks and credit unions. Founded in 2015 and based in Boston, Massachusetts, the company offers an automated onboarding solution that enhances customer engagement by providing tools for seamless communication across multiple channels. Its platform facilitates the adoption of account-related services such as direct deposit and online bill pay by sending personalized email and SMS reminders that guide users through their financial journey. This approach not only improves activation rates but also helps financial institutions foster stronger, more profitable relationships with their customers and members. Digital Onboarding was previously known as Salesbrief Inc. before its rebranding in 2017.

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 integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Decusoft, LLC is a software development company based in Ramsey, New Jersey, established in 2002. It specializes in creating enterprise software solutions that simplify complex business functions. The company's flagship product, Compose, automates and streamlines the administration of variable pay programs, including merit, bonus, and long-term incentive compensation processes. Additionally, Decusoft offers EasyAdmin, a web-based tool aimed at simplifying Taft-Hartley benefit fund administration. By delivering configurable software solutions and professional services, Decusoft enables organizations to enhance their business processes, adapt to change effectively, and leverage their 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. develops a software-as-a-service (SaaS) platform aimed at simplifying the new account activation process for banks and credit unions. Founded in 2015 and based in Boston, Massachusetts, the company offers an automated onboarding solution that enhances customer engagement by providing tools for seamless communication across multiple channels. Its platform facilitates the adoption of account-related services such as direct deposit and online bill pay by sending personalized email and SMS reminders that guide users through their financial journey. This approach not only improves activation rates but also helps financial institutions foster stronger, more profitable relationships with their customers and members. Digital Onboarding was previously known as Salesbrief Inc. before its rebranding in 2017.

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 leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

FinMkt, Inc. offers technology and market data solutions tailored for the crowdfunded securities and peer lending sectors. The company functions as a centralized hub, providing real-time market data aggregated from various platforms globally. Its services include the CrowdFinance data platform and CrowdWatch market data platform, along with NowStreetWire, which serves as an educational resource for the crowdfinance industry, covering topics such as crowdfunding and peer-to-peer lending. FinMkt also provides platform licensing solutions and consulting services for clients needing advanced crowdfinance portal technology. Initially focused on point-of-sale financing in sectors like home improvement and healthcare, FinMkt enables financial institutions and merchants to effectively access point-of-sale lending through a comprehensive system that includes borrower sourcing, underwriting, and payment delivery. The company, founded in 2010 and based in Brooklyn, New York, was previously known as GoodWorldCreations LLC before rebranding in 2012.

Vouchr Ltd. is a Toronto-based company that operates as a social gifting community, enabling users to create personalized gift certificates through its Vouchr app. Launched in 2012, the app allows users to design vouchers for friends on Facebook by selecting specific details such as the gift type, location, recipient, and adding images and descriptions. Vouchr focuses on enhancing consumer payment experiences by integrating features like photos, videos, and social interactions into its platform. This innovative approach transforms traditional peer-to-peer transactions, remittances, and gift card experiences, providing a secure and interoperable payment tool. As a result, Vouchr not only facilitates personal gifting but also empowers brands and payment companies to engage their audiences effectively in a digital landscape.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Bipsync Limited specializes in developing research management software tailored for financial organizations and professional investors. Founded in 2012 and based in New York, the company offers a platform designed to automate and simplify research processes, enabling compliant record-keeping and efficient data management. Bipsync's solution integrates powerful process management and data capabilities, enhancing analyst productivity and improving research outcomes. Its clientele ranges from small startup hedge funds to large international multi-strategy funds, facilitating a single system of record that supports diverse investment strategies and operational excellence. Additionally, the company provides deployment and support services to ensure effective implementation of its software.

Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and based in Chicago, Illinois, the company specializes in portfolio accounting and management software. Its flagship Atlas platform facilitates efficient billing, invoicing, performance aggregation, client portal access, and file sharing. By addressing inefficiencies and promoting technology adoption, Bridge Financial Technology empowers fiduciary advisors to enhance their competitiveness, scale their operations, and reduce costs, thereby enabling broader access to fiduciary financial advice for clients.

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

SMArtX Advisory Solutions operates an asset management platform designed to grant financial advisors access to a range of investment options, including traditional and alternative strategies, all within a unified managed account structure. The platform allows for real-time portfolio valuation and performance reporting, as well as intraday allocation tools, enabling users to customize and simultaneously deploy individual portfolios across multiple client accounts. Its features include rebalance and drift management, ensuring that portfolios remain aligned with pre-set allocations. By integrating these capabilities, SMArtX Advisory Solutions provides advisors with institutional-quality management and comprehensive wealth management alternatives.

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 automatically routes and notifies approvers, centralizes invoices, and integrates with various accounting software solutions. It offers features like automatic data entry and SmartCode to save time and reduce costs. By automating AP workflows, Beanworks aims to simplify and enhance the accounting process for businesses.

LegacyShield, LLC operates an online platform that allows users to create, store, and organize essential documents, financial information, photos, videos, and personal narratives, including final wishes. Founded in 2015 and based in Ponte Vedra Beach, Florida, LegacyShield aims to simplify the management of life insurance policies and other financial assets. The platform serves as a comprehensive tool for individuals to ensure that their important information is easily accessible and securely stored, facilitating the preservation of memories and life lessons for future generations. By enhancing client connectivity and digital distribution within the life insurance industry, LegacyShield helps users effectively manage and categorize their information from any location.

Cobalt Software, Inc. is a financial technology company based in Boston, Massachusetts, specializing in software solutions for private equity and venture capital firms. Founded in 2011, the company offers a range of tools designed to analyze, benchmark, and monitor private market data and fund performance. Their primary products include the Fund Launch, which validates performance track records for potential investors; the Performance Calculator, which compares fund and portfolio performance against peers and market indices; and the Deal Calculator, which provides insights on operational changes in portfolio companies and their impact on returns. Cobalt Software's offerings facilitate performance reporting, cash flow tracking, manager selection, and benchmarking, thereby enhancing the decision-making processes of finance, management, and investor relations teams. The company has established a strategic partnership with Hamilton Lane to further enhance its service capabilities.

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. offers a cloud-based deal management and workflow platform tailored for private equity, growth capital firms, investment banks, and other investors. Founded in 2010 and headquartered in Hoboken, New Jersey, with additional offices in major cities globally, the company addresses the inefficiencies in the deal-making process. Its platform encompasses a range of services including pipeline management, document retention, portfolio management, and analytics, facilitating seamless collaboration and knowledge sharing among dealmakers. DealCloud's solutions enable users to manage relationships, execute deals, and connect with external data sources effectively. The company also provides implementation and ongoing support services to enhance user experience. As a subsidiary of Intapp, Inc., DealCloud continues to innovate within the private equity and investment sectors, streamlining operations from strategy through execution.

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., established in 2004, is a technology company headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark. It specializes in providing cloud-based compliance management software for global businesses. The company's platform streamlines and automates various aspects of compliance, including policy management, risk assessment, training, due diligence, and reporting. It enables companies to create, publish, and manage policies in multiple languages, assign them to employees across different business units and geographies, and track compliance. Additionally, Gan Integrity offers a risk assessment tool to identify, evaluate, and mitigate risks, as well as a due diligence module for managing third-party relationships. The platform also provides centralized gift approval, document management, and workflow automation features. Furthermore, Gan Integrity offers an online anti-corruption compliance resource for the business community.

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.