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.
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 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 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., a technology enabled services company, develops software products that process and resolve transaction disputes. It offers managed solutions for payment disputes and Pega implementation services for customer services, and onboarding and case management. The company also provides Automated Reasonable Investigation Agent, a solution to perform an auditable investigation; Quantum Fraud and Disputes, a fraud and disputes solution to automate member dispute resolution from end to end; and Quantum Accelerators. Quavo, Inc. was incorporated in 2015 and is based in Wilmington, Delaware.
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 SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready-made campaigns, each containing combinations of professionally designed and written email drip series, social media posts, ads and more.
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 Canadian company based in Quebec City, established in 2018, that specializes in data security solutions. Its primary offering, the Qostodian platform, focuses on data discovery, classification, and integrity assurance, enabling organizations to monitor and protect their critical data effectively. The platform is designed to serve various professionals, including chief information officers, chief information security officers, system administrators, auditors, risk advisors, and security analysts, providing them with the tools needed for comprehensive data management and security. Through its modern approach to data security, Qohash aims to enhance the protection of valuable business processes and sensitive information across enterprises.
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. develops a SaaS based software platform to simplify the process of new account activation for banking and credit union customers. It offers Digital Onboarding, an automated new account activation platform that is that equips financial institutions with the tools and best practices they need to communicate with members seamlessly across channels. The company’s Digital Onboarding enables financial institutions to improve engagement with new and existing members, as well as market to and educate their members on a one-to-one level about their products and services. Digital Onboarding Inc. was formerly known as Salesbrief Inc. and changed its name to Digital Onboarding Inc. in April, 2017. The company was founded in 2015 and is based in Boston, Massachusetts.
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. develops a SaaS based software platform to simplify the process of new account activation for banking and credit union customers. It offers Digital Onboarding, an automated new account activation platform that is that equips financial institutions with the tools and best practices they need to communicate with members seamlessly across channels. The company’s Digital Onboarding enables financial institutions to improve engagement with new and existing members, as well as market to and educate their members on a one-to-one level about their products and services. Digital Onboarding Inc. was formerly known as Salesbrief Inc. and changed its name to Digital Onboarding Inc. in April, 2017. The company was founded in 2015 and is based in Boston, Massachusetts.
MyDigitalOffice Holdings, Inc. develops myDigitalOffice, a process automation, data visualization, and performance management software for hoteliers. It offer myPerspective, a tracking, reporting, and comparing solution; Paperless Night Audit to automate the distribution of the reports to the teams using workflow; and myData, an API connection to connect to the hospitality ecosystem. The company was founded in 2015 and is based in Bethesda, Maryland.
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.
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 designed to help individuals create, store, and organize important documents, financial information, photos, videos, and personal narratives. 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 users to ensure their affairs are in order, facilitating the preservation of memories and the transmission of life lessons and stories to future generations.
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. provides investment management portfolio analysis and reporting software. Its software platform generates detailed reports in real-time for the investors turning to multi-asset strategies for diversification and risk management. The company also provides a multi-asset class portfolio management and reporting solution for foundations, endowments, pensions, OCIOs, and family offices. Solovis, Inc. was founded in 2013 and is based in Irving, Texas. As of March 31, 2020, Solovis, Inc. operates as a subsidiary of eVestment Alliance, LLC.
GAN Integrity is a provider of a completely integrated compliance solution for global businesses. GAN Integrity’s all-in-one platform for compliance teams is the first of its kind, connecting all aspects of a corporate compliance program into a single, cloud-based solution. Today, many of the world's leading brands trust GAN’s innovative software to help them better manage compliance.
Kindful is a Nashville-based software company that provides powerful software to help nonprofits organize data and manage donors better. Featuring online donation pages, donor database, reporting tools, and integrated partnerships with industry-leading services, Kindful’s platform is designed to help nonprofit employees manage their donors easier, saving time and creating better insights. Kindful proudly powers thousands of world-changing organizations both in the US and internationally. For more information, please visit www.kindful.com.