FINTOP Capital

DiligentIQ is a generative AI-driven platform that enhances due diligence processes by analyzing VDR content and proprietary data sets. It identifies hidden opportunities and risks, accelerates the identification of operating risks, and uncovers cost/revenue synergies post-closing. The platform is utilized across various alternative asset classes, including private equity, private credit, and infrastructure.

SRA Watchtower industry demands constant vigilance, relying on outdated and subjective risk management practices.

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

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

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

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

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

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

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

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

Pulsora is an enterprise software 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.

Bank Labs was created by community bankers, for community bankers. The company continuously designs innovative mobile technology products that help community banks improve efficiency, increase time for relationships, and create FinTech marketplace options that expand business opportunities. Bank Labs is committed to the relentless pursuit of creating web-based mobile apps that help support community banking's competitive advantage.

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

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

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

InterPayments is changing the profit game for U.S. retailers by allowing them to recover every dollar permitted while remaining in compliance.

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

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

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

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

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

InsurePay is an insurtech SaaS platform designed to facilitate payment solutions for insurance providers, particularly in the area of workers' compensation. The platform enables insurers to offer flexible billing alternatives that are based on real-time payroll data instead of estimated annual payroll figures. This approach allows for a more accurate assessment of premiums and enhances the reconciliation process. InsurePay's services include pay-as-you-go options, premium refunds, and claims management, which streamline the overall payment experience for policyholders, carriers, agents, and payroll providers. By promoting a consistent and adaptable framework, InsurePay aims to improve the financial interactions within the insurance industry.

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

Fairwords is the AI-powered communications protection software that proactively trains as employees type to foster inclusive, compliant, and fair business communications. They help to determine the efficacy of HR and compliance programs through anonymous dashboards and analytics that provide insight into how teams are communicating. This supports a safe, compliant, and ethical workplace.

InsurePay is an insurtech SaaS platform designed to facilitate payment solutions for insurance providers, particularly in the area of workers' compensation. The platform enables insurers to offer flexible billing alternatives that are based on real-time payroll data instead of estimated annual payroll figures. This approach allows for a more accurate assessment of premiums and enhances the reconciliation process. InsurePay's services include pay-as-you-go options, premium refunds, and claims management, which streamline the overall payment experience for policyholders, carriers, agents, and payroll providers. By promoting a consistent and adaptable framework, InsurePay aims to improve the financial interactions within the insurance industry.

Quavo Fraud & Disputes is the leading fintech provider of dispute management SaaS solutions for banks, credit unions, payment processors, fintechs, and other issuing financial organizations. Their QFD® (Quavo Fraud & Disputes) dispute management platform provides back-office analysts with one platform in which to manage the entire claim lifecycle - Through intake, investigation, chargeback recovery, and resolution. QFD® is cloud-based and API-enabled, featuring integrations that eliminate the superfluous but required manual tasks required to work claims within regulatory guidelines. The SaaS platform features automated customer communications, easily accessible account information, auditable data, block and reissue capabilities, configurable work baskets, and more, making it the industry's preeminent dispute management technology for issuing FIs. Quavo also offers an outsourcing solution that combines QFD® with Quavo's team of dispute processing experts. The service, DRE™ (Dispute Resolution Experts) enables issuers to partially or fully outsource their fraud and dispute operations. The third product in Quavo's Disputes as a Service portfolio is ARIA® (Automated Reasonable Investigation Agent), a revolutionary fraud management AI tool capable of conducting entire fraud claim investigations as a human would, but within seconds and without the risk of human error.

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

Plooto, Inc. 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 an insurtech SaaS platform designed to facilitate payment solutions for insurance providers, particularly in the area of workers' compensation. The platform enables insurers to offer flexible billing alternatives that are based on real-time payroll data instead of estimated annual payroll figures. This approach allows for a more accurate assessment of premiums and enhances the reconciliation process. InsurePay's services include pay-as-you-go options, premium refunds, and claims management, which streamline the overall payment experience for policyholders, carriers, agents, and payroll providers. By promoting a consistent and adaptable framework, InsurePay aims to improve the financial interactions within the insurance industry.

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

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

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

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

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

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

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

Decusoft, LLC 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. 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 is an easy-to-use hoteliers data visualization, process automation, and performance management software. The company's solutions focus on the following areas: Dashboard reporting, for managing the development of the daily report to guarantee the data is centralized and submitted in a way that says the whole tale (SaaS); Paperless night audit, for extraction, storage, and distribution of the reports without having to print a single page or worry about having access to reports outside the premises; and streamlined AP functions that introduce a paperless PO method and use capture technology (OCR) to decrease hand-held invoices in the client's billing scheme.

Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its digital lending platform. This platform enhances the customer experience by offering pre-filled digital applications and flexible decision automation, allowing banks and credit unions to efficiently process a wide range of business banking products. With over 400,000 businesses and 30,000 financial institution associates utilizing its services, Numerated has facilitated $50 billion in lending. The company serves financial institutions with a combined asset total of $1 trillion, including notable clients such as Bremer Bank and Eastern Bank. Numerated has received recognition for its impact in the industry, being named one of the Top 250 FinTechs by CB Insights and the Best Overall Business Lending Company by FinTech Breakthrough.

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

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

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

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

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

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

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

Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its digital lending platform. This platform enhances the customer experience by offering pre-filled digital applications and flexible decision automation, allowing banks and credit unions to efficiently process a wide range of business banking products. With over 400,000 businesses and 30,000 financial institution associates utilizing its services, Numerated has facilitated $50 billion in lending. The company serves financial institutions with a combined asset total of $1 trillion, including notable clients such as Bremer Bank and Eastern Bank. Numerated has received recognition for its impact in the industry, being named one of the Top 250 FinTechs by CB Insights and the Best Overall Business Lending Company by FinTech Breakthrough.

Beanworks is a provider of cloud-based accounts payable automation solutions designed to streamline and enhance accounting workflows. The company focuses on addressing the challenges associated with traditional accounts payable processes, which are often seen as time-consuming and cumbersome by finance professionals. By automating tasks such as data entry and invoice management, Beanworks enables organizations to eliminate paperwork and reduce processing costs. Its software facilitates real-time monitoring of payables across multiple legal entities within a centralized system, ensuring secure access and control over every invoice. This modernization of the accounts payable process includes features for electronic payments, ultimately empowering accounting teams to work more efficiently and effectively.

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, 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 specializing in banking and lending products and financial technology services. Their flagship product, Accrue, is a configurable lending and onboarding application tailored for community banks and credit unions aiming to enhance digital innovation. Core10 offers comprehensive solutions, including API integration and SaaS implementation, to meet the unique needs of its clients in the financial sector. The company operates with a fully US-based development team situated in smaller communities in West Virginia and Tennessee, chosen for their pool of highly educated developers and lower cost of living compared to larger urban centers. This Hereshore business model allows Core10 to maintain competitive pricing while ensuring high-quality and secure development operations. With extensive experience in the fintech industry, the team at Core10 is well-acquainted with regulatory compliance and current financial trends, positioning the company as a valuable partner for financial institutions seeking to modernize their services.

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. provides cloud-based compliance management software designed for companies worldwide. The platform includes modules for managing policies, training, due diligence, communication, approvals, and investigations. It features a risk assessment tool to identify and respond to potential risks and a policy management system that allows organizations to create, publish, and manage policies in multiple languages, ensuring compliance across various business units and locations. Additionally, the software offers a training management system for creating and assigning online and in-person training, as well as a due diligence module for third-party management that adapts to the company's specific needs. Monitoring and reporting functionalities enable the generation of compliance reports suitable for executives and boards. GAN Integrity also provides a centralized gift approval system, document management, and workflow automation. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark.

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.