Fiserv
Fiserv, Inc. is a prominent provider of financial services technology, headquartered in Brookfield, Wisconsin. The company offers a wide range of solutions across several segments, including merchant acquiring, e-commerce, mobile commerce, and various payment processing services. Its First Data segment specializes in services such as credit card and loan account processing, risk and fraud management, and customer communications. The Payments and Industry Products segment focuses on electronic bill payment, mobile banking, and person-to-person payment services, while the Financial Institution Services segment provides essential support for financial transactions, including account processing and cash management. Fiserv serves a diverse clientele that includes banks, credit unions, merchants, and government entities, leveraging its extensive expertise to enhance the efficiency and effectiveness of financial operations. With over 13,000 clients and a workforce of 21,000 associates worldwide, Fiserv is dedicated to delivering innovative solutions that enable clients to navigate the evolving landscape of financial services.
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Money Money
Acquisition in 2025
Money Money is a financial services platform that focuses on enhancing the accessibility of digital credit for small and medium-sized enterprises. By employing a peer-to-peer lending model, the company connects investors seeking to lend money with businesses requiring credit, offering loans at more favorable terms than traditional financial institutions. Money Money's online platform simplifies the lending process, making it easier for companies to obtain financing while providing investors with opportunities to support viable business ventures. Additionally, the company offers financial advisory services and investment management solutions, further aiding businesses in their growth and financial planning.
Pinch
Acquisition in 2025
Pinch is a payments platform that offers automated bank account direct debit and credit card payments.
CCV Pay
Acquisition in 2025
CCV Pay is a prominent payment solution provider based in Europe, catering to a diverse clientele that includes both small businesses and large international chains. The company specializes in various payment services, such as processing and settlement platforms, online payments, loop payments, and the provision of in-store and unattended payment terminals. Additionally, CCV Pay facilitates cash register integration and shopping cart systems to enhance the payment experience for its customers. With a commitment to supporting European cross-border trade, the company leverages the expertise of its local employees to deliver tailored solutions. CCV Pay processes hundreds of millions of payments daily, contributing to a robust and dynamic business environment across Europe.
Payfare
Acquisition in 2024
Payfare Inc. is a financial technology company headquartered in Toronto, Canada, specializing in digital banking, instant payment, and loyalty-reward solutions for the gig workforce in North America. Founded in 2015, Payfare offers a mobile application that provides users with access to their accounts, transaction histories, and instant access to earnings through a full-service digital bank account and debit card. The company aims to enhance financial inclusion for gig workers by enabling them to manage their finances effectively and access cash-back rewards. Payfare's services are utilized by major on-demand economy platforms such as Uber, Lyft, and DoorDash, and it operates in Canada, the United States, and Mexico.
Melio
Series E in 2024
Melio is a fintech company that specializes in providing small businesses with digital tools to manage their business-to-business payments and receivables. Its platform offers a streamlined accounts payable and receivable dashboard, allowing businesses to transfer and receive payments efficiently. By simplifying the payment workflow, Melio enables small businesses to improve their cash flow and reduce or eliminate late payment costs. This approach enhances oversight and control over finances, allowing businesses to focus more on customer engagement rather than back-office operations. Overall, Melio aims to empower small businesses by minimizing time and costs associated with payment processes.
Forward
Seed Round in 2024
Forward is a company that helps progammers and developers coordinate their program codes to build better websites.
Goalsetter
Series A in 2024
Goalsetter is a fintech company that provides a comprehensive digital platform designed to educate families about personal finance and help children develop healthy savings habits. The platform offers goal-based savings tools, including automatic savings features like round-ups and scheduled deposits, along with spending trackers to monitor budgets. It also incorporates engaging educational content such as financial quizzes and videos tailored for kids. Additionally, Goalsetter Classroom serves as an in-school learning management system for K-12 students, offering a teacher-led curriculum focused on financial literacy.
Skytef
Acquisition in 2023
Skytef is an IT company specializing in the design of software and hardware for commercial automation systems focused on financial transactions. It has developed an electronic funds transfer platform that enables businesses to accept credit and debit card payments efficiently. The company's offerings include a range of electronic funds transfer solutions, such as point-of-sale systems, mobile EFT solutions, and e-commerce integrations. These products are engineered to be user-friendly and cost-effective, making them suitable for businesses of various sizes.
Yacare
Acquisition in 2023
Yacare is a financial services provider that focuses on enhancing the commercial management of businesses. The company offers an electronic payment manager that facilitates the collection and payment processes for clients. Through the use of interoperable QR codes, web forms, and paid links, Yacare's system allows users to conveniently manage invoice payments for various services directly from their mobile devices. This solution is designed to adapt to the specific needs of businesses, streamlining their payment operations and improving overall efficiency in financial management.
MarginEdge
Series C in 2022
MarginEdge Co. is a technology company that specializes in developing food and beverage tracking and analytics software specifically for the restaurant industry. Founded in 2015 and based in Falls Church, Virginia, the company offers a comprehensive software solution that facilitates invoice management, recipe and product pricing, and food cost optimization. MarginEdge's software automates critical processes and integrates various systems to streamline essential activities such as inventory management, cost tracking, ordering, and recipe management. By automating data entry for invoices and providing real-time insights into kitchen operations, MarginEdge helps restaurants reduce food costs, alleviate invoice-related challenges, and enhance overall operational efficiency.
RoboBurger
Grant in 2022
RoboBurger, established in 2019 and based in Jersey City, New Jersey, specializes in developing smart robotic chef machines. Their flagship product is a fully-automated, self-cleaning food robot that prepares burgers from scratch on a griddle, mirroring the cooking process used in restaurants. This enables users to enjoy freshly cooked burgers at any time and location with just a single button press.
Quick Fit Bites
Grant in 2022
Quick Fit Bites is made up of simple, all-natural ingredients that are delicious and promote a healthy lifestyle.
Cupcake Carriage
Grant in 2022
Cupcake Carriage is a Mobile Bakery Boutique to help make gatherings more memorable.
Korea Credit Data
Series D in 2022
Korea Credit Data Co., Ltd. is a Seoul-based company that specializes in developing business management software, particularly for small and medium enterprises. Founded in 2016, its flagship product, CashNote, enables users to manage card payment schedules, conduct customer analysis, and perform tax invoice inquiries. In addition to CashNote, Korea Credit Data offers a range of services that include customer analysis, point-of-sale (POS) systems, and payment solutions through its various subsidiaries. The company serves over two million businesses in Korea, aiming to address challenges faced by business owners throughout their operational lifecycle. By forming strategic partnerships with leading industry players, Korea Credit Data has established a strong market presence and expanded its offerings to include payment networks and credit bureau services, enhancing its ability to support its clients effectively.
The City POS
Acquisition in 2022
The City POS is a provider of comprehensive payment processing services tailored for individual and franchise merchants. The company specializes in offering custom point of sale (POS) systems, which include credit card processing, installation, and payment solutions. Additionally, The City POS provides training to ensure that businesses are equipped with the necessary tools to effectively operate and enhance their revenue. By focusing on the specific needs of each merchant, The City POS aims to facilitate efficient business management through its integrated solutions.
Sharebite
Series B in 2022
ShareBite Inc., founded in 2014 and based in New York, operates a mobile application for corporate meal benefits. It facilitates team orders, flexible solutions, centralized allowances, and curated restaurant choices for employees of leading companies across various sectors. Notably, ShareBite integrates social impact by donating a meal to local hunger relief initiatives like Feeding America and City Harvest for every transaction made on its platform.
Koinbasket
Pre Seed Round in 2022
KoinBasket is a technology company that simplifies cryptocurrency investing. It addresses the complexity of choosing among thousands of projects by offering curated theme-based baskets on its platform, making it easier for both beginners and experienced investors to diversify their portfolios with just a single click. The company aims to facilitate crypto investments through auto-connected exchanges, enabling users to participate confidently in the cryptocurrency market.
Finxact
Acquisition in 2022
Finxact LLC is a technology company based in Jacksonville, Florida, specializing in the development of a Core-as-a-Service platform tailored for the banking industry. Founded in 2016, the company offers a cloud-based solution that enables banks and credit unions to manage their own data and banking infrastructure. This innovative platform features an open banking API, allowing financial institutions to deliver new services efficiently to meet the demands of today's digital consumers. With a team that has extensive experience in banking software, Finxact aims to transform the banking landscape by providing a high-performance, cost-effective solution that supports real-time operations. The company has established strategic alliances with Deloitte Digital and partnerships with Backbase to enhance its offerings.
NYDIG
Private Equity Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.
UNION
Series B in 2021
UNION POS specializes in developing UNION TAB, a customizable iPad-based point of sale software tailored for bars and restaurants. Established in 2009 and headquartered in Austin, Texas, UNION POS focuses on meeting the unique needs of high-volume, high-touch venues. Their system offers a fast and intuitive interface that simplifies reporting and operational processes, allowing users to dedicate more time to customer engagement. The software includes features such as inventory management and loyalty programs, all supported by 24/7 live assistance and competitive processing fees. UNION POS aims to create a seamless experience that enhances operational efficiency while enabling businesses to concentrate on delivering exceptional service.
Goalsetter
Series A in 2021
Goalsetter is a fintech company that provides a comprehensive digital platform designed to educate families about personal finance and help children develop healthy savings habits. The platform offers goal-based savings tools, including automatic savings features like round-ups and scheduled deposits, along with spending trackers to monitor budgets. It also incorporates engaging educational content such as financial quizzes and videos tailored for kids. Additionally, Goalsetter Classroom serves as an in-school learning management system for K-12 students, offering a teacher-led curriculum focused on financial literacy.
BentoBox
Acquisition in 2021
BentoBox CMS Inc. is a New York-based company that specializes in developing a mobile operations platform tailored for restaurants. Founded in August 2013 by Krystle Mobayeni and Pierre Drescher, BentoBox automates various tasks for restaurants, including menu updates, social media management, private event promotions, and gift card sales. Its platform enhances the restaurant's online presence by offering features such as search engine optimization, social media and newsletter sign-up, and one-click reservations. By focusing on direct interactions between restaurants and their guests, BentoBox aims to eliminate reliance on third-party services, thereby allowing restaurants to drive high-margin revenue through their own websites. The company's tools are designed to improve operational efficiency while empowering restaurants to strengthen their customer relationships and maximize profits.
Inlet
Acquisition in 2021
Inlet is a technology platform that facilitates the delivery of essential documents, such as statements and bills, to consumers through familiar online channels. Developed by Pitney Bowes and Broadridge Financial Solutions, Inlet provides a secure and customizable environment for companies to distribute these documents, enhancing their engagement with customers. By streamlining document access, Inlet supports businesses in increasing digital adoption and improving customer relationships. This ultimately leads to heightened customer loyalty, reduced servicing and delivery costs, and valuable insights into consumer behaviors and trends. Based in New York, Inlet aims to connect millions of consumers with their important documents from a wide array of providers with ease.
Pineapple Payments
Acquisition in 2021
Pineapple Payments is a technology company specializing in payment processing and omnichannel payment acceptance solutions for merchants of various sizes. Its core offering, the Transax payment platform, is complemented by a suite of proprietary tools designed to enhance the payment experience. Pineapple Payments distributes its solutions through a network of resellers, including prominent payment processing companies and Independent Sales Organizations. The company provides both API-based and ready-to-use solutions, which include features such as Hosted Payment Pages, Recurring Billing, online Invoice Management, and integrations with popular accounting software like QuickBooks and Salesforce. Through its innovative technology, Pineapple Payments aims to simplify and secure commerce for its partners and merchants.
Candidly
Series A in 2021
Candidly is a company focused on simplifying student debt repayment and refinancing for employers through a software-as-a-service (SaaS) model. Founded by former Google employee, Candidly aims to assist organizations in providing effective benefits that help employees manage and reduce their student debt burdens. By offering innovative solutions, Candidly empowers companies to support their workforce in achieving financial well-being and securing a more stable future.
Radius8
Acquisition in 2021
Radius8 is a Location Engagement Platform that specializes in creating hyperlocal shopping experiences for businesses. Its software-as-a-service solution allows companies to dynamically display relevant content and updates on their websites based on consumers' geographic locations, proximity to physical stores, and other defined regions of interest. By leveraging local data, Radius8 helps retailers identify potential customers based on past sales trends and effectively communicate information about promotions and upcoming events. This targeted approach enables clients to enhance customer engagement and drive conversions by responding to local market dynamics. The platform can typically be implemented within 30 days, allowing businesses to quickly adapt to changing consumer behaviors and preferences.
InvestCloud
Private Equity Round in 2021
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.
Ondot Systems
Acquisition in 2020
Ondot Systems, Inc. is a technology company based in San Jose, California, founded in 2011, that specializes in providing digital card service platforms for financial institutions, including banks and credit unions. The company's offerings encompass various tools designed to enhance cardholder engagement and transaction management. Key products include CardControl, which allows consumers to activate or deactivate their cards and set usage preferences; CardAlerts, which enables users to receive customizable transaction alerts; and Self Service, which provides detailed access to card and transaction information. Additionally, Ondot offers mConsole for product managers, Fraud Watch for monitoring and managing card fraud risks, and a Card App that delivers spending insights. With its comprehensive suite of solutions, Ondot aims to improve the customer experience by offering greater control and transparency over both physical and virtual cards, ultimately driving engagement and value for card issuers. The company also provides professional services to support consumer adoption and customer service efforts.
Bypass Mobile
Acquisition in 2020
Bypass Mobile, LLC is a technology company based in Austin, Texas, specializing in mobile ordering and payment solutions for public venues and campuses. Founded in 2010, the company focuses on simplifying commerce for sports and entertainment properties through innovative software solutions rather than traditional hardware. Bypass Mobile offers native applications and a mobile web view, enabling third-party developers to create custom applications that integrate seamlessly with existing payment and point-of-sale systems. The company addresses the complexities of high-volume operations by implementing both fixed and mobile solutions for various service areas, including concessions, merchandising, and portable sales. Bypass Mobile has established operations across multiple states, including Arizona, California, and New York, and has enhanced payment processes for major leagues such as the NFL, NBA, NHL, and MLS. As of March 2020, Bypass Mobile operates as a subsidiary of Fiserv, Inc.
Merchant Pro Express
Acquisition in 2020
Merchant Pro Express is an Independent Service Organization that specializes in payment processing services for businesses throughout the United States. The company offers advanced point-of-sale equipment and merchant cash advances, utilizing technology and analytics to enhance service delivery. By adopting a consultative approach, Merchant Pro Express aims to reduce processing costs for its clients while ensuring a transparent and personalized experience.
BlueVoyant
Series B in 2019
BlueVoyant is a cybersecurity company founded in 2017 by former officials from U.S. Cyber Command and the National Security Agency. The company specializes in advanced threat intelligence, managed security services, and cybersecurity consulting, aiming to enhance the security posture of businesses and organizations. BlueVoyant's offerings include threat detection and response, vulnerability management, and proactive threat hunting. By combining human expertise with advanced technologies, the company addresses the evolving challenges posed by cyber threats. Its platform is designed to improve clients' cybersecurity defenses, providing increased visibility and professional insights to effectively detect, respond to, and remediate breaches and attacks.
First Data
Acquisition in 2019
First Data Corporation, headquartered in Atlanta, Georgia, is a global leader in electronic commerce and payment processing. It facilitates secure, fast, and easy transactions for merchants, financial institutions, and their customers worldwide. The company's extensive product portfolio includes merchant transaction processing, card issuing and processing, fraud protection, electronic check acceptance, and internet commerce and mobile payment solutions. With over 6 million merchant locations and 4,000 financial institutions served across 34 countries, First Data's STAR Network enables consumers to use their debit cards for cash withdrawals and purchases at over 2 million retail and ATM locations in the U.S. The company was founded in 1971, went public in 1992, and was acquired by KKR in 2007. In 2019, Fiserv acquired First Data in a $22 billion stock deal.
Elan Financial Services
Acquisition in 2018
Elan Financial Services is a bank providing account management and payment solutions.
Dovetail Group
Acquisition in 2017
Dovetail Group is a financial technology company that specializes in providing enterprise-class solutions for banking payment processing. Founded in London, with additional offices in New Jersey, Milan, Brussels, and Singapore, Dovetail has developed innovative software that automates a wide range of payment types, including bulk ACH clearing and global RTGS settlement. Its solutions support both straight-through processing and manual entry, catering to various payment requirements such as wholesale, retail, high-value, low-value, urgent, and non-urgent transactions. The company's platform features a single real-time architecture, which can be deployed on-premise or in the cloud, and is designed to be scalable to meet diverse functional and volume needs. Dovetail's client base includes prominent financial institutions such as JP Morgan, Deutsche Bank, HSBC, and ING, among others, enabling banks to enhance their infrastructure and achieve effective digital transformation.
PCLender
Acquisition in 2017
PCLender LLC is a provider of internet-based mortgage software and solutions tailored for community banks, credit unions, and mortgage bankers. Founded in 1997 and headquartered in Reno, Nevada, the company focuses on delivering user-friendly and efficient mortgage solutions. PCLender is committed to collaborating closely with lenders to address their evolving needs in the dynamic mortgage lending landscape. As of July 31, 2017, PCLender operates as a subsidiary of Fiserv, Inc., enhancing its capabilities and reach within the financial services industry.
Monitise
Acquisition in 2017
Monitise is a technology and services company focused on mobile banking, payments, and commerce networks worldwide. Founded in 2003 by Alastair Lukies, the company provides solutions that help financial institutions and payment companies enhance their market position by maintaining customer relationships and enabling new mobile commerce revenue streams. Monitise's platforms facilitate bank-grade solutions available on-premise or via cloud services, with the value of payments and transfers processed exceeding US $20 billion annually. Serving over 350 financial institutions and other major brands, Monitise boasts a user base of 30 million and maintains strategic partnerships with leading organizations such as Visa and RBS Group. The company has expanded its reach into several international markets, including the UK, the US, Turkey, India, Hong Kong, and Indonesia.
Online Banking Solutions
Acquisition in 2016
Online Banking Solutions (OBS), founded in 2002, specializes in providing advanced online banking services and financial technology solutions to financial institutions. As a privately held and profitable company, OBS is committed to innovation and excellence in the online banking sector. The firm focuses on delivering secure and efficient cash management services, including multi-channel reporting, transaction processing, and file delivery. Understanding the competitive landscape of online banking, OBS emphasizes three key attributes: accessibility, innovation, and partnership. By fostering strong relationships with its clients, OBS aims to enhance the user experience while helping financial institutions maximize their profits and manage expenses effectively. The company's dedication to integrity and attention to detail positions it as a leader in the industry.
Hewlett Packard Convenience Pay
Acquisition in 2016
Hewlett Packard Enterprise’s Convenience Pay Services business, which enables providers to accept electronic payments from their consumers through multiple channels, thereby expanding the Company’s biller solution offerings.
Chain
Series C in 2015
Chain is a technology company that develops ledger-as-a-service solutions, enabling organizations to securely track and transfer balances in a token format on private ledgers. It also offers an online payment platform focused on the developing world, facilitating cross-currency and cross-asset payments. Chain's clients include major financial institutions and startups, demonstrating its impact on the global financial landscape.
InterPoynt
Acquisition in 2013
InterPoynt is a company that specializes in providing a cloud-based Billing, Invoicing, and Payments (BIP) platform designed to meet the diverse needs of businesses ranging from small and medium-sized enterprises to large corporations. The platform offers robust functionality and security for various payment processes, including simple "Click to pay" options, mobile payments, and highly configurable convenience fee structures. It integrates seamlessly with top global payment processors and is designed to be easily integrated into existing applications with minimal coding effort, making it accessible for resellers and referral partners.
Open Solutions
Acquisition in 2013
Open Solutions offers collaborative core account processing technology tailored for banks, thrifts, and credit unions, alongside a comprehensive suite of supporting services. The company's software-enabled outsourcing solutions enhance various operational functions, including data processing, document management, transaction information, and client reporting. Additionally, Open Solutions provides tools for cash management, general ledger operations, profitability analysis, loan origination, payroll processing, electronic bill payment, and funds transfer services. This diverse range of offerings positions Open Solutions as a key partner for financial institutions seeking to improve efficiency and streamline their operations.
CashEdge
Acquisition in 2011
CashEdge provides critical infrastructure for global financial institutions, focusing on enhancing online banking channels and improving customer profitability. The company offers secure Online Money Movement and Advanced Account Aggregation platforms that empower specialized applications for retail banking and financial advisors. CashEdge's solutions enable clients to create engaging online services, attract customers, and improve revenue streams while minimizing costs. Its clientele features prominent financial institutions worldwide, including Vanguard, RBC Financial Group, and TD Canada Trust. With offices located in New York and Silicon Valley, CashEdge is known for its innovative online financial applications that encompass end-to-end account opening, funds transfer, and data consolidation tailored for banks, credit unions, and wealth management firms.
Maverick Network Solutions
Acquisition in 2011
Maverick Network Solutions is an e-payments solutions company based in Wilmington, Delaware, established in 2006. It specializes in providing customized and alternative payment services across the United States. The company offers clients access to national bank card networks and a variety of payment solutions, including private label gift cards, debit cards, and employee incentive cards. In addition to payment processing, Maverick Network Solutions delivers comprehensive services, including custom design programs, marketing materials, system integration, and customer support. The company also manages marketing operations related to card design and promotional materials and handles the encoding and distribution of cards while maintaining customer accounts.
Mobile Commerce
Acquisition in 2011
Mobile Commerce Ltd. specializes in mobile banking and payment services, offering a range of solutions including credit and debit card payments, international remittances, and bill payment services. Founded in 2000 and headquartered in Auckland, New Zealand, the company caters to various clients such as banks and financial institutions. In addition to its core payment services, Mobile Commerce Ltd. provides features like threshold, scheduled, and event-based alerts to enhance user experience. As of February 2011, it operates as a subsidiary of Fiserv, Inc.
AdviceAmerica
Acquisition in 2010
AdviceAmerica is a technology company that offers integrated solutions for financial advisors. Their products enable advisors to enhance productivity, deliver improved client services, and boost both advisor revenue and client retention. These solutions encompass financial planning, asset allocation strategies, and client relationship management tools, all accessible via web-based platforms.
i_Tech Corporation
Acquisition in 2008
i_Tech Corporation is a data processing service company providing Financial Processing, Item Processing, Imaging and Archiving, Internet Banking, Network Communications, Internet Access, Microcomputer Support, and ATM/EFT services to financial institutions.
CheckFree
Acquisition in 2007
CheckFree Corporation is the leading provider of financial electronic commerce services and products. The company was founded in 1981 and was acquired in December 2007 by Fiserv, Inc. The change of the name and the brand unifies all Fiserv business units with a new, enhanced market approach and new brand identity, affirming the company’s commitment to its clients and to leading a transformation of financial services technology. The new icon is representative of a further acceleration in Fiserv’s singular approach to the market and better anticipating changing client demands within a rapidly evolving environment.
NetEconomy
Acquisition in 2007
NetEconomy is a leading provider of financial crime management and compliance solutions, catering to clients across South Africa, Australia, Europe, Southeast Asia, and the United States. The company specializes in enterprise risk management and anti-money laundering technologies, offering real-time products that automate financial crime prevention and detection for financial institutions and telecom businesses. By adopting a personalized customer approach, NetEconomy helps its clients minimize regulatory risk, deliver measurable results, and safeguard their corporate brand and reputation.
Corillian
Acquisition in 2007
Corillian specializes in developing and providing banking software solutions and services for financial service providers looking to offer internet-based financial services. Their product offerings include Voyager, a software platform for internet banking, electronic bill presentment and payment, targeted marketing, data aggregation, and online customer relationship management. They also offer Member Advantage, a hosted solution tailored to the credit union and community banking industries. In addition to these products, Corillian provides a range of business applications for consumer banking, small business banking, corporate banking, credit card management, and wealth management. Their enterprise applications include services such as Payments, Alerts, eStatements, OFX, and Personal Money Manager, enabling financial institutions to enhance their digital offerings and provide customers with a seamless online banking experience.
InsureWorx
Acquisition in 2006
InsureWorx is a leading provider of enterprise and tactical software solutions for Workers’ Compensation, Commercial Property & Casualty and Risk Administration organizations. Established in January of 2005 following WorldGroup’s acquisition of Taliant Software, InsureWorx, Inc. combined the expertise, product strength and industry savvy of two highly respected insurance industry software solution providers. The result: a powerhouse organization possessing expanded research and development capabilities; and the ability to expedite forward-looking commercial lines and ancillary product options. Comprising decades of experience deploying reliable, well-built and functionally rich software applications, our Workers’ Compensation client base alone provides more than 25 percent of the WC insurance in the United States. Our flagship PowerComp™ product line delivers unmatched breadth and depth of functionality in an enterprise class software solution. Acquired by Fiserv.
CareGain
Acquisition in 2006
CareGain Inc. is a software solutions provider specializing in the consumer-directed healthcare industry. Founded in 2001 and headquartered in East Windsor, New Jersey, the company offers the CareGain Defined Care platform, which enables health plans and third-party administrators to create and manage consumer-directed health plans. Its product suite includes the CareGain Asset Management Platform for benefits administration, CareGain BankConnect for linking health plans with banking systems, and CareGain CardConnect for transaction processing integration. Additionally, CareGain provides services such as business analysis, consulting, customer support, and implementation training. The company serves managed care organizations and third-party administrators, facilitating secure claims adjudication and decision-support tools for comprehensive healthcare product offerings. CareGain operates as a subsidiary of Canopy Financial, Inc.
Xcipio
Acquisition in 2005
Xcipio provides Web-based, real-time rating and automation solutions to insurance agents, brokers and carriers in Connecticut. Xcipio will operate as a division of FSC Insurance Solutions, a Fiserv business unit that holds a leading position in the insurance rating business in California, Arizona and seven Midwestern states.
VerticalPoint
Acquisition in 2005
VerticalPoint provides new business and underwriting software and consulting services to a diverse insurance industry clientele across both the United States and Canada. VerticalPoint's LifeSuite™, the company's automated underwriting system, is marketed both as a traditional licensed product, and as an ASP offering.
BillMatrix
Acquisition in 2005
BillMatrix Corp. is a provider of outsourced payment services that specializes in high-tech solutions for electronic remittance. The company partners with over 120 corporations in the United States to enhance traditional paper-based payment methods with efficient and cost-effective electronic options. BillMatrix integrates its Internet and interactive voice-response systems with clients' accounting frameworks, enabling real-time account postings. This service allows consumers, customer service representatives, and third-party agents to make payments using credit cards, debit cards, and electronic checks through hosted Internet and telephone platforms. The electronic payment options offered by BillMatrix provide users with convenience, control over payment timing, and immediate confirmation of transactions.
Administrative Services Group
Acquisition in 2005
Administrative Services Group is a provider to expand its share of the health benefits administration market.
Interactive Technologies
Acquisition in 2005
Interactive Technologies develops software that enables large international and domestic banks, investment management companies, depositories, exchanges and other high-end providers of financial services to better manage the complex, customized fee arrangements that are now part of the financial services arena. The Advantage Fee System is a multi-currency, multi-lingual product that is sold worldwide.
Emergis - U.S. eLending Business Assets
Acquisition in 2005
The eLending solution provides mortgage lenders with the tools that enable them to more easily obtain an array of third-party services needed to process, close and fund mortgage loans via the Internet and provides the capability to manage, electronically sign, and store mortgage documents in a secure electronic environment.
Del Mar DataTrac
Acquisition in 2005
Del Mar DataTrac, also known as Del Mar Database, specializes in providing comprehensive mortgage lending solutions aimed at small to medium-sized lenders. The company’s flagship product, DataTrac, centralizes data across various operations to streamline the lending process. Additionally, it offers WebTrac, an Internet-based interface that supports originators by setting operational standards, and DocumentTrac, an electronic document management module that manages the imaging, archival, retrieval, and distribution of loan-related documents. Other notable products include GuideTrac, which assists mortgage bankers in managing investor product and underwriting guidelines, CommissionTrac, designed to enhance the recruitment and retention of originators, and BusinessTrac, which provides web-based access to performance metrics. Del Mar DataTrac also features a Vendor Services Platform that integrates seamlessly with DataTrac to facilitate service orders without the need for data export.
RegEd
Acquisition in 2004
RegEd, Inc. offers compliance management, education, and licensing solutions tailored for the financial services sector, including broker-dealers, insurance carriers, and banks. The company's product suites include comprehensive platforms that automate compliance with regulatory requirements from organizations such as FINRA and the SEC. RegEd provides services for managing contracting, insurance licensing, and continuing education compliance for agents and advisors. Additionally, it offers tools to help insurance companies navigate regulatory changes and fulfill their obligations. With a robust client base exceeding 400 enterprises, RegEd supports financial firms in efficiently meeting state and federal regulations. Founded in 1993 and based in Morrisville, North Carolina, RegEd was previously known as StoneRiver RegEd, Inc.
General American Corporation
Acquisition in 2003
GAC is a full service mortgage settlement company, providing nationwide assistance to the real estate finance industry.
Benesight
Acquisition in 2001
Benesight and Harrington Benefit Services, subsidiaries of Trewit, Inc., administer health and other benefit plans for self-funded and managed care companies that outsource benefit plan design, administration, and claims processing services through their subsidiaries.
Savana
Savana, Inc. is a software company based in Malvern, Pennsylvania, specializing in process management and customer interaction solutions for the financial services sector. Founded in 2009, Savana offers a comprehensive suite of services that includes customer contact and case management, onboarding, compliance, and fraud prevention. Its flagship platform, nGage, provides financial institutions with a modernized approach to customer and account servicing, enabling a unified digital experience while streamlining operations through automation. By allowing banks and mortgage lenders to replace outdated systems with a flexible and configurable solution, Savana enhances efficiency, volume, and profitability for its clients. The company also delivers training and support services, ensuring that clients can fully leverage its technology to meet their individual needs.
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