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SRA Watchtower industry demands constant vigilance, relying on outdated and subjective risk management practices.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 offers a visual platform that models corporate and legal structures and transactions. It provides tools to envision, create, edit, and share dynamic diagrams that represent complex arrangements, assisting lawyers and finance professionals in thinking, communicating, and collaborating around intricate transactions. The platform supports real-time collaboration, enabling teams to brainstorm deal structures, map transactions and disputes, and develop step-by-step plans. By translating complex legal and corporate structures into visual diagrams, StructureFlow aims to reduce complexity, improve cross-functional understanding, and streamline due diligence and decision making. The company, established in 2017, is based in London, England.

SquareDash is a platform that facilitates financial services for roofing contractors. It manages payments from insurance companies, offering services such as claim funding, online invoicing, and automated collection processes to accelerate payment cycles.

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 develops an AI-driven platform that empowers wealth advisors to navigate private markets confidently. Its solution provides data-rich insights for benchmarking, forecasting, and diligence, enabling advisors to communicate effectively with clients about private market investments.

Pulsora is an enterprise software company based in San Francisco, California. It specializes in Environmental, Social, and Governance (ESG) management solutions, offering a SaaS platform that provides deep analytics and customizable frameworks to help businesses track and improve their ESG footprint.

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 provides cloud-based automation software for corporate accounting teams. Its platform automates accrual processes and other routine accounting tasks through rule-based workflows, system integrations, task scheduling, and audit trails, helping finance departments improve productivity, ensure consistency in financial reporting, and reduce manual effort and costs. Founded in 2016 by former Big-4 accountants, Gappify aims to advance the accounting profession through technology by streamlining processes and eliminating repetitive work.

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.

Founded in Boise, Idaho in 2015, LeanLaw specializes in developing legal billing software for mid-sized law firms. Its mission is to enhance efficiency, transparency, and productivity within these firms by integrating with QuickBooks Online and automating workflows.

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 is a cloud-based payments platform for small and medium-sized businesses that automates and streamlines payments. The platform enables users to send and receive payments online and automatically reconciles transactions with leading accounting software. It supports payments to anyone with an active bank account and typically completes transfers within 2-3 business days. Founded in 2015, Plooto is headquartered in Toronto, Canada.

AllWork is a technology platform that connects freelance talent with businesses. It offers solutions for recruiting, scheduling, training, communication, payments, budgeting, planning, reporting, and HR administration. Its mobile application enables managers to optimize coverage and adjust schedules for freelancers.

Strategic Risk Associates provides technology-driven risk management solutions tailored for financial institutions. Its flagship product, Watchtower ERM dashboard, aggregates and delivers executive-level reporting on key risk indicators (KRIs), risk appetite management, strategic objectives tracking, peer performance analysis, policy limits monitoring, and regulatory examination management. This integrated solution enhances decision-making and overall performance.

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 offers a comprehensive Treasury Management solution for hedge funds and institutional investors. It enables clear viewing, analysis, and optimization of cash rates, pricing on debit/credit balances, and collateral balances across all counterparties from a single platform.

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 underwrites merchants, processes credit card and ACH payments, splits fees, and enables payouts, providing the technology needed to operate complex payment programs. Its platform offers end-to-end visibility of the transaction lifecycle and reconciles pay-in and payout providers, supporting payment processors, gateways, independent sales organizations, marketplaces, and other payment facilitators in managing the full 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 offers a SaaS platform that enables banks to offer goal-based micro-savings accounts. The solution covers onboarding and administration of customer accounts, analytics across user activity, and publishing tools to deliver content and support cross-selling. The platform supports both traditional and digital banks in attracting and retaining depositors by providing interactive savings applications and gamification, enabling customers and their children to save and learn modern money management techniques. Founded in 2015 and based in Ann Arbor, Michigan, Plinqit focuses on helping financial institutions engage savers through a structured saving experience and automated saving workflows.

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, offering a SaaS platform that provides deep analytics and customizable frameworks to help businesses track and improve their ESG footprint.

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 is a cloud-based payments platform for small and medium-sized businesses that automates and streamlines payments. The platform enables users to send and receive payments online and automatically reconciles transactions with leading accounting software. It supports payments to anyone with an active bank account and typically completes transfers within 2-3 business days. Founded in 2015, Plooto is headquartered in Toronto, Canada.

Snappy Kraken is a software-as-a-service marketing platform for financial advisors that automates, personalizes, and tracks marketing campaigns and related business processes. The platform provides ready-made campaigns composed of email drip sequences, social media posts, and advertisements, enabling advisors to deploy multi-step marketing programs across multiple channels. It includes a dashboard to calculate marketing return on investment, supports client nurturing campaigns, and facilitates content creation and delivery, helping advisors manage outreach more efficiently.

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 that automates cash reporting, forecasting, and analysis by connecting banks with accounting systems to provide cash flow insights for faster, better business decisions. It leverages open banking and machine learning to automate data aggregation, normalization, and analysis, enabling accurate visibility of available cash, projections, and cash management. The platform integrates with major banks via direct APIs and also connects to enterprise resource planning systems, supporting rapid setup and data consistency. Based in San Diego, California, Trovata focuses on transforming finance and treasury operations by delivering data-driven cash management capabilities.

Qohash is a data security company that offers a threat detection and data protection platform known as Qostodian. The platform provides discovery, integrity assurance, detection, and reporting to protect data assets and support governance. It enables insider risk monitoring with alerts on risky employee behavior, including potential data exfiltration, and includes entitlement reviews, export of access control lists, and endpoint monitoring to support compliance across regulated environments. The solution consolidates core data security capabilities to give information security and compliance teams visibility, control, and reporting over digital assets. Its customers span roles such as chief information officers, chief information security officers, system administrators, auditors, risk advisors, and security analysts. Founded in 2018 and based in Quebec City, Canada, Qohash focuses on helping organizations quantify risk, prevent data breaches, and maintain trust in data assets.

Developer of an online financial platform designed to provide access to IRS records, data, and insights on any business or individual. The company's platform allows users to review accounts online, check tax scores, and evaluate the risk of future Internal Revenue Service audits and actions, enabling clients to take control of their tax records and finances with account monitoring and sharing of records with financial advisors.

Health Here develops digital health software focused on patient-centered care delivery, including the Clinic Q platform that enables patients to shop and transact with care providers without friction, and a clinic optimization platform that simplifies collecting patient-generated health and medication history, fully integrating with electronic medical records and practice management systems, and supporting remote check-in for scheduled appointments across multiple providers to reduce redundancy and improve data accuracy for a complete medical history.

FISPAN is a market-leading fintech that provides an ERP-banking platform enabling banks to offer commercial banking services embedded in ERP, accounting, and other business applications. The turnkey solution integrates banking into clients' financial workflows, embedding banking services directly into enterprise software to streamline processes, reduce costs, minimize manual errors, and improve efficiency for businesses of all sizes.

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 that automates cash reporting, forecasting, and analysis by connecting banks with accounting systems to provide cash flow insights for faster, better business decisions. It leverages open banking and machine learning to automate data aggregation, normalization, and analysis, enabling accurate visibility of available cash, projections, and cash management. The platform integrates with major banks via direct APIs and also connects to enterprise resource planning systems, supporting rapid setup and data consistency. Based in San Diego, California, Trovata focuses on transforming finance and treasury operations by delivering data-driven cash management capabilities.

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 market-leading fintech that provides an ERP-banking platform enabling banks to offer commercial banking services embedded in ERP, accounting, and other business applications. The turnkey solution integrates banking into clients' financial workflows, embedding banking services directly into enterprise software to streamline processes, reduce costs, minimize manual errors, and improve efficiency for businesses of all sizes.

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 that automates cash reporting, forecasting, and analysis by connecting banks with accounting systems to provide cash flow insights for faster, better business decisions. It leverages open banking and machine learning to automate data aggregation, normalization, and analysis, enabling accurate visibility of available cash, projections, and cash management. The platform integrates with major banks via direct APIs and also connects to enterprise resource planning systems, supporting rapid setup and data consistency. Based in San Diego, California, Trovata focuses on transforming finance and treasury operations by delivering data-driven cash management capabilities.

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 market-leading fintech that provides an ERP-banking platform enabling banks to offer commercial banking services embedded in ERP, accounting, and other business applications. The turnkey solution integrates banking into clients' financial workflows, embedding banking services directly into enterprise software to streamline processes, reduce costs, minimize manual errors, and improve efficiency for businesses of all sizes.

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 provider of banking and lending products and services. It offers the Accrue platform, designed for community banks and credit unions seeking digital innovation. Core10's US-based development team operates from smaller cities with lower cost of living, maintaining quality while reducing costs.

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.