Gappify is a provider of automation software for corporate accounting teams. Gappify's automation software equips accountants with solutions to face today's business challenges by automating time consuming, repetitive tasks and streamlining processes. The company was founded in 2004 by ex Big-4 accountants with a mission to advance the accounting profession through technology. Gappify is headquartered in San Francisco.
HazelTree Fund Services, Inc. specializes in integrated treasury management solutions for the buy-side sector, including hedge funds, asset managers, and other financial institutions. The company offers a range of services such as cash management, securities financing, collateral management, counterparty management, and margin management, all aimed at enhancing performance and mitigating risk. HazelTree's proprietary software provides users with a comprehensive view of cash rates, pricing on debit and credit balances, and collateral across multiple counterparties, facilitating informed decision-making from a single platform. Established in 2009 and headquartered in New York City, with additional offices in London and Hong Kong, HazelTree has evolved from its former name, Agora Systems, Inc., in 2010, to become a key player in treasury management for institutional investors globally.
Xelix Limited is an AI-powered platform that integrates with existing ERP systems to enhance accounts payable processes for businesses. The platform focuses on preventing overpayment errors and fraudulent activities, offering finance teams tools to detect issues that internal controls may overlook. In addition to fraud prevention, Xelix provides automated vendor statement reconciliation and master data management, enabling organizations to improve their financial control operations. The platform also features analytics capabilities that support retrospective reporting and forward-looking forecasting, aiding in spend analysis and working capital management. Established in 2002 and based in London, Xelix Limited is currently in liquidation.
Developer of an artificial intelligence (AI) driven online analytics platform designed to address the operational needs of the transportation industry. The company's platform uses machine learning and operations research to help trucking business entities in account management, planning, fuel management, and sales, enabling asset carriers to automate logistics, respond to rapidly changing market conditions, and make profitable decisions.
Amaryllis operates a SaaS payment platform tailored to address the complexities of the omni-channel economy. Its configurable and scalable API-driven engine supports various third-party payment models and is designed with an open architecture, making it compatible with all acquirers, payment facilitators, marketplaces, ISOs, ISVs, and VARs. The platform provides comprehensive visibility into the transaction lifecycle, effectively reconciling all pay-in and payout providers. This positions Amaryllis as a reliable partner for payment processors and other stakeholders, assisting them in navigating and optimizing the transaction life cycle within diverse financial supply chains.
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 platform designed for workers' compensation administration and insurance premium billing, catering specifically to insurance providers. It offers a payment solution that allows these providers to present flexible billing options to their policyholders. By calculating workers' compensation premiums based on actual payroll data rather than estimated annual figures, InsurePay enhances accuracy and efficiency in billing. The platform streamlines the delivery of services, ensuring that carriers, agents, payroll providers, and policyholders can access a consistent and user-friendly experience. This approach not only benefits insurance providers but also improves the overall payment process for all parties involved.
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 platform designed for workers' compensation administration and insurance premium billing, catering specifically to insurance providers. It offers a payment solution that allows these providers to present flexible billing options to their policyholders. By calculating workers' compensation premiums based on actual payroll data rather than estimated annual figures, InsurePay enhances accuracy and efficiency in billing. The platform streamlines the delivery of services, ensuring that carriers, agents, payroll providers, and policyholders can access a consistent and user-friendly experience. This approach not only benefits insurance providers but also improves the overall payment process for all parties involved.
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 provides social media management and marketing automation software for customers in banking, insurance, mortgage and wealth management.
Pulsora is a San Francisco-based company that offers an enterprise software-as-a-service platform focused on environmental, social, and governance (ESG) compliance. The platform is designed to help organizations manage and enhance their ESG performance through advanced analytics. It allows users to integrate data from various ESG systems, providing customizable frameworks based on existing standards. This capability enables businesses to effectively track their compliance and adapt to changing stakeholder expectations, ensuring they remain aligned with evolving regulatory requirements.
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. is a Toronto-based company that operates a cloud-based payments platform designed for small and medium-sized businesses. Founded in 2015, Plooto's platform simplifies the payment process by allowing users to send and receive payments online efficiently. It enables businesses to make payments to any recipient with an active bank account within 2-3 business days. Additionally, Plooto automates transaction reconciliation with popular accounting software, streamlining financial operations for its users.
Snappy Kraken is a software as a service (SaaS) marketing solution that specializes in providing financial advisors with tools to personalize, automate, and monitor their marketing efforts. The platform features a user-friendly dashboard that facilitates the calculation of marketing return on investment and supports client nurturing campaigns across multiple channels. Users can select from a variety of pre-designed marketing campaigns that include professionally crafted email series, social media posts, and advertisements. This comprehensive approach allows financial advisors to implement multi-step marketing strategies efficiently, enhancing their ability to engage clients and track the effectiveness of their campaigns.
InsurePay is a platform designed for workers' compensation administration and insurance premium billing, catering specifically to insurance providers. It offers a payment solution that allows these providers to present flexible billing options to their policyholders. By calculating workers' compensation premiums based on actual payroll data rather than estimated annual figures, InsurePay enhances accuracy and efficiency in billing. The platform streamlines the delivery of services, ensuring that carriers, agents, payroll providers, and policyholders can access a consistent and user-friendly experience. This approach not only benefits insurance providers but also improves the overall payment process for all parties involved.
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.
Qohash Inc. is a company based in Quebec City, Canada, that offers an online platform known as Qostodian, which provides modern data security solutions. The platform focuses on key areas such as data discovery, classification, integrity assurance, and threat detection. Qostodian monitors data across enterprises, ensuring the security and integrity of valuable data assets and business processes. It serves a diverse clientele, including chief information officers, chief information security officers, system administrators, auditors, risk advisors, and security analysts. Since its incorporation in 2018, Qohash has aimed to enhance digital trust and security for organizations, particularly in regulated sectors that require robust compliance and information security measures.
TaxStatus is the Advice Personalization Engine and IRS account monitoring platform for financial professionals and the clients they serve.
Health Here is accelerating the shift in patient-centered care delivery models. Our Clinic Q platform enables patients to shop and transact with their care providers without friction.
FI.SPAN Services Inc. develops connecting application programming interface (API's) for the banking and financial industry. It offers Client Connectivity Suite, which helps banks to build and maintain live connections to their clients' enterprise resource planning (ERP), accounting, and treasury management systems; API Enablement Suite, which allows banks to put an API gateway for legacy payment capability, data enablement, reports and models, and fintech testing; Fintegration Suite, which helps to manage the secure exchange of data and services between banks and fintech companies; FI.CORE, which is a core platform includes a set of extension adapters, which are designed to quickly implement custom connectivity with a banks’ own infrastructure, clients business applications and external FinTech firms. The company was founded in 2016 and is based in Vancouver, Canada.
Honcho keeps companies safe by preventing damaging communications at work. Their software sits on each desktop, alerting them as they are typing in the word choice can be interpreted as inappropriate or risky, based on any of their pre-built Modules. Meanwhile, Honcho's Dashboard tracks and scores each alert for Management, taking into account the full context of the communication occurring before and after the alert. A win-win for the new world they all live in. Clean, thoughtful messaging that keeps employees out of the cross-hairs and companies out of the headlines.
Digital Onboarding Inc. is a technology company that specializes in a SaaS-based platform aimed at enhancing the new account activation process for financial institutions, such as banks and credit unions. Founded in 2015 and headquartered in Boston, Massachusetts, the company offers an automated solution that facilitates seamless communication with customers, improving engagement and education regarding financial products and services. Through its platform, Digital Onboarding enables institutions to create personalized email and SMS reminders, guiding customers through tailored digital journeys that encourage the adoption of essential services like direct deposit and online bill pay. By streamlining the onboarding experience, the company helps banks and credit unions strengthen relationships with account holders, ultimately driving profitability through increased customer activation and engagement.
Chargeback is a developer of a SaaS-based dispute management platform to help merchants prevent and manage chargeback fraud through monitoring, responses, and alerts. It provides a fraud detection suite that filters transactions before they are accepted as well as keeps card-not-present credit card processing accounts in standing with visa and Mastercard, by preventing credit card chargebacks and protecting against malicious and credit card frauds that enables businesses to recover lost time and revenue while transforming any negative customer interaction into one that drives brand loyalty and increases acceptance rates. Chargeback was founded in 2011 and is headquartered in Salt Lake City, Utah.
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.
Decusoft, LLC designs and develops enterprise software. It offers Compose, a compensation management that automates and streamlines complex merit, bonus, and long-term incentive compensation processes. The company also provides EasyAdmin, a web-based software that simplifies complex Taft-Hartley benefit fund administration. Decusoft, LLC was incorporated in 2002 and is based in Ramsey, New Jersey.
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 technology company that specializes in a SaaS-based platform aimed at enhancing the new account activation process for financial institutions, such as banks and credit unions. Founded in 2015 and headquartered in Boston, Massachusetts, the company offers an automated solution that facilitates seamless communication with customers, improving engagement and education regarding financial products and services. Through its platform, Digital Onboarding enables institutions to create personalized email and SMS reminders, guiding customers through tailored digital journeys that encourage the adoption of essential services like direct deposit and online bill pay. By streamlining the onboarding experience, the company helps banks and credit unions strengthen relationships with account holders, ultimately driving profitability through increased customer activation and engagement.
myDigitalOffice Holdings, Inc. specializes in developing myDigitalOffice, a software solution designed for the hospitality industry that focuses on process automation, data visualization, and performance management. Founded in 2015 and based in Bethesda, Maryland, the company offers a range of tools including myPerspective, which provides tracking and reporting capabilities, and Paperless Night Audit, which automates the distribution of reports to teams without the need for physical documentation. Additionally, myDigitalOffice features myData, an API designed to integrate with the broader hospitality ecosystem. The software is aimed at enhancing operational efficiency by centralizing data management and streamlining accounts payable functions, thus enabling hoteliers to optimize their performance and reporting processes.
Numerated Growth Technologies, Inc. is a Boston-based company founded in 2015 that specializes in developing a real-time sales platform for business and retail banking. The company's digital lending and sales platform simplifies the process for businesses to access financial products from banks by enabling seamless digital applications, account openings, and lending experiences. Numerated enhances these services through rich data integrations, credit pre-screening, and core data analysis tools, which assist banks in executing more targeted sales and marketing campaigns. The platform is utilized by several prominent business banks, including Bremer Bank, Dollar Bank, and Eastern Bank, among others.
FI.SPAN Services Inc. develops connecting application programming interface (API's) for the banking and financial industry. It offers Client Connectivity Suite, which helps banks to build and maintain live connections to their clients' enterprise resource planning (ERP), accounting, and treasury management systems; API Enablement Suite, which allows banks to put an API gateway for legacy payment capability, data enablement, reports and models, and fintech testing; Fintegration Suite, which helps to manage the secure exchange of data and services between banks and fintech companies; FI.CORE, which is a core platform includes a set of extension adapters, which are designed to quickly implement custom connectivity with a banks’ own infrastructure, clients business applications and external FinTech firms. The company was founded in 2016 and is based in Vancouver, Canada.
FinMkt, Inc. is a technology company that specializes in providing solutions for the crowdfunded securities and peer lending industry. Based in Brooklyn, New York, FinMkt operates a centralized hub for real-time market data aggregated from various platforms globally. The company offers its services through the CrowdFinance data platform and the CrowdWatch market data platform, alongside NowStreetWire, which serves as a resource for education and insights into the global crowdfinance sector. This includes information on crowdfunding, peer-to-peer lending, and secondary markets, supplemented by original content, videos, newsletters, webinars, and events. Additionally, FinMkt provides platform licensing solutions for businesses requiring advanced crowdfinance portal technology and offers consulting services. Founded in 2010 and originally named GoodWorldCreations LLC, the company rebranded to FinMkt, Inc. in 2012, positioning itself as a leader in marketplace technology for the financial services industry.
Vouchr Ltd. is a company based in Toronto, Canada, that operates a social gifting community through its Vouchr app. The app allows users to create personalized vouchers, or gift certificates, which can be claimed by friends on Facebook. Users can customize these vouchers by selecting the recipient, the type of gift, and adding a photo and description. Founded in 2012, Vouchr focuses on enhancing the consumer payment experience by combining elements from mobile, social, and gaming industries. The app is available for download on the iTunes App Store, facilitating a seamless connection with users' Facebook accounts.
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.
Bipsync Limited develops a research management software solution tailored for financial organizations and professional investors. Founded in 2012, the company is based in New York and originated in Silicon Valley, created by experienced investors and software developers. Bipsync's platform automates and simplifies research processes, facilitating compliant record-keeping and effective data management. It combines a user-friendly interface with robust process management and data integrations, enhancing analyst productivity and supporting informed decision-making. The company serves a diverse clientele, ranging from small startup hedge funds to large international multi-strategy funds, and offers deployment and support services to meet the specific needs of its users.
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 headquartered in Chicago, Illinois, the company specializes in developing portfolio accounting and management software. Its Atlas platform includes features for quick billing, invoicing, performance aggregation, client portals, and file sharing, enabling fiduciary advisors to streamline operations. By enhancing efficiency and promoting technological adoption, Bridge Financial Technology empowers RIAs to automate office work and investment management, thereby allowing them to serve more clients, scale their businesses, and reduce operational costs.
FI.SPAN Services Inc. develops connecting application programming interface (API's) for the banking and financial industry. It offers Client Connectivity Suite, which helps banks to build and maintain live connections to their clients' enterprise resource planning (ERP), accounting, and treasury management systems; API Enablement Suite, which allows banks to put an API gateway for legacy payment capability, data enablement, reports and models, and fintech testing; Fintegration Suite, which helps to manage the secure exchange of data and services between banks and fintech companies; FI.CORE, which is a core platform includes a set of extension adapters, which are designed to quickly implement custom connectivity with a banks’ own infrastructure, clients business applications and external FinTech firms. The company was founded in 2016 and is based in Vancouver, Canada.
SMArtX Advisory Solutions operates an asset management platform designed to offer advisors access to a wide range of investment strategies, including traditional, alternative, and index strategies, all through a unified managed account structure. The platform enables real-time portfolio valuation and sleeve-level performance reporting, along with intraday allocation tools. Advisors can customize and manage individual portfolios across multiple client accounts simultaneously. Additionally, features such as rebalance and drift management ensure that portfolios remain aligned with pre-set allocations. This comprehensive approach facilitates access to institutional-quality managers and a variety of investment options, including individual securities, mutual funds, and ETFs, all within a single brokerage account.
Numerated Growth Technologies, Inc. is a Boston-based company founded in 2015 that specializes in developing a real-time sales platform for business and retail banking. The company's digital lending and sales platform simplifies the process for businesses to access financial products from banks by enabling seamless digital applications, account openings, and lending experiences. Numerated enhances these services through rich data integrations, credit pre-screening, and core data analysis tools, which assist banks in executing more targeted sales and marketing campaigns. The platform is utilized by several prominent business banks, including Bremer Bank, Dollar Bank, and Eastern Bank, among others.
Beanworks Solutions Inc. specializes in providing a cloud-based accounts payable automation solution designed to streamline the invoice processing experience for companies. Founded in 2008 and based in Vancouver, Canada, Beanworks enables users to eliminate paperwork and reduce processing costs by automating key tasks such as routing invoices to the correct approvers and centralizing invoice access with customized credentials. The software features automatic data entry and SmartCode capabilities, which save time and resources, and it integrates seamlessly with various accounting software platforms. By modernizing the entire accounts payable process, from purchase decisions to electronic payment approvals, Beanworks aims to enhance the efficiency and effectiveness of accounting teams.
LegacyShield, LLC operates an online platform that facilitates the creation, storage, and organization of important documents, financial information, photos, videos, and personal stories. Founded in 2015 and based in Ponte Vedra Beach, Florida, LegacyShield aims to simplify the management of life insurance and other financial assets. The platform serves as a comprehensive tool for individuals to ensure their affairs are in order, enabling them to preserve memories and pass on valuable life lessons to future generations. By focusing on client connectivity and digital distribution, LegacyShield enhances the life insurance industry, allowing clients to manage their information conveniently and securely from any location.
Cobalt Software enables private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want. Cobalt works with management, finance, valuations, investor relations, and deal teams at private equity and venture capital firms to build a suite of data and reporting solutions that suit their firm size and investment style.
It was founded in 2011 and headquartered in Boston, Massachusetts.
Core10 is a company focused on revitalizing the heartland by linking West Virginia’s skilled workforce of developers, analysts, and quality assurance professionals with enterprises in the rapidly evolving fintech sector. The firm provides a range of banking and lending products, along with financial technology services, aimed at offering cost-effective development resources tailored for community banks and credit unions. Core10's platform features a configurable lending and onboarding application that supports digital innovation, enabling financial institutions to enhance their services. Additionally, the company offers outsourced fintech products, integration expertise, and implementation services, thereby facilitating the transformation of the financial industry.
DealCloud, Inc. is a technology company that provides cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and debt capital investors. Established in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, DealCloud offers a comprehensive platform that addresses the operational needs of dealmakers. Its services encompass pipeline management, document retention, portfolio management, and key performance indicator analytics, among others. The platform also includes a CRM solution and a data room dashboard to facilitate deal marketing and task assignments. With a focus on enhancing efficiency in deal sourcing, financing, and due diligence, DealCloud aims to streamline the traditional processes of the financial industry. The company provides hands-on sales, implementation, and ongoing support to ensure that clients can effectively utilize its technology to improve their business operations. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.
Solovis, Inc. is a fintech company that offers investment management portfolio analysis and reporting software tailored for institutional investors, including endowments, foundations, pensions, and family offices. Founded in 2013 and based in Irving, Texas, Solovis provides a comprehensive cloud platform that allows users to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. Its software generates real-time, detailed reports, enabling investors to implement multi-asset strategies for improved diversification and risk management. By facilitating dynamic data modeling and actionable insights, Solovis empowers clients to enhance their investment decision-making processes and effectively communicate with stakeholders. As of March 31, 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
GAN Integrity Inc. is a provider of cloud-based compliance management software designed to streamline corporate compliance programs for businesses worldwide. The company's comprehensive platform integrates various modules, including policy management, risk assessment, training management, and due diligence, allowing organizations to effectively manage policies, assess and respond to risks, automate training, and customize third-party management processes. GAN Integrity's software also facilitates centralized gift approval, document management, and workflow automation, enabling businesses to reduce corporate risk and enhance efficiency in compliance reporting. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark. Its innovative solutions are trusted by many leading global brands to improve compliance management practices.
Kindful is a Nashville-based software company that specializes in providing an online fundraising platform for nonprofits. Its comprehensive suite of tools includes online donation pages, a donor database, reporting capabilities, and an in-app integration directory. By offering features such as crowdfunding pages and donor lifecycle analytics, Kindful enables organizations to enhance their fundraising efforts and improve donor management. The platform is particularly aimed at small to medium-sized nonprofits, helping them save time on administrative tasks and foster better relationships with their donors. Kindful serves thousands of organizations both in the United States and internationally, supporting their missions with streamlined data organization and management solutions.