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.
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 comprehensive payment solution provider for a diverse range of businesses across Europe, catering to both small enterprises and large international chains. The company specializes in various payment services, including processing and settlement platforms, online and loop payments, as well as in-store and unattended payment terminals. Additionally, CCV Pay supports cash register integration and shopping card systems, helping clients streamline their payment processes. With a commitment to facilitating cross-border trade, the company leverages the expertise of its European workforce to enhance customer experience and drive growth. Proudly processing hundreds of millions of payments daily, CCV Pay plays a significant role in fostering a robust business environment throughout 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 provides small businesses with a digital platform for managing business-to-business payments and receivables. Its services are designed to streamline the payment process, allowing businesses to transfer and receive payments more efficiently. The platform features an integrated accounts payable and receivables dashboard that enhances oversight and control over cash flow, helping to reduce or eliminate late payment costs. By simplifying the payment workflow, Melio enables small businesses to focus on customer engagement rather than administrative tasks, ultimately improving cash flow and minimizing time and costs associated with managing supplier payments.
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 financial education platform designed for families, focusing on helping children and teens develop money management skills. The platform offers a range of tools for goal-based saving, including automatic deposits, round-ups, and spending tools to assist kids in budgeting. It also features engaging educational content such as quizzes and videos that incorporate games and pop culture to enhance financial literacy. In addition to its app, Goalsetter provides Goalsetter Classroom, a learning management system aimed at K-12 schools, which includes a teacher-led curriculum to further educate students about financial concepts. Through these resources, Goalsetter aims to empower young users to make informed financial decisions and achieve their savings goals.
Skytef
Acquisition in 2023
Skytef is an IT company that designs software and hardware with traditional commercial automation systems for financial transactions.
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 is a company that specializes in developing a fully automated, self-cleaning robotic chef machine designed to cook burgers from scratch. Founded in 2019 and headquartered in Jersey City, New Jersey, the innovative machines replicate the cooking processes typically found in restaurants, providing users with the ability to enjoy freshly cooked burgers at the press of a button. This autonomous food preparation technology aims to deliver convenience and quality, making it possible for consumers to access freshly made meals anytime and anywhere.
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 point of sale (POS) systems and payment processing services tailored for individual and franchise merchants. The company offers customized POS solutions along with credit card processing, installation, and training, equipping businesses with the essential tools to enhance their operational efficiency and increase revenue. By focusing on the specific needs of merchants, The City POS aims to streamline payment solutions and improve overall business performance.
Sharebite
Series B in 2022
Sharebite, Inc. is a meal benefits platform based in New York, established in 2014, that focuses on enhancing employee engagement through food ordering and delivery services. The platform enables users to browse and order from a wide selection of restaurant menus, facilitating team orders and centralized meal allowances tailored for modern workplaces. Sharebite's corporate clients span various industries, including financial services, technology, legal, and entertainment. A distinctive feature of the platform is its commitment to social responsibility; every transaction contributes to local hunger relief efforts through partnerships with organizations like Feeding America and City Harvest. This mission-driven approach not only supports employees' dining needs but also fosters community impact, enabling users to support small businesses and contribute to societal well-being.
Koinbasket
Pre Seed Round in 2022
KoinBasket is an investment platform designed to simplify cryptocurrency investments for a broad audience. With over 300 million crypto investors and more than 10,000 projects available, KoinBasket addresses the complexities of analyzing individual projects, each with its unique attributes and community dynamics. The platform offers a user-friendly app that allows investors to select from various curated theme-based baskets, making it easier to navigate the investment landscape. By providing an accessible way to invest in diversified crypto portfolios, KoinBasket enables both beginners and experienced investors to engage in the crypto market with confidence and convenience.
Finxact
Acquisition in 2022
Finxact LLC, founded in 2016 and headquartered in Jacksonville, Florida, specializes in developing a Core-as-a-Service platform tailored for the banking industry. This innovative platform combines public cloud and private cloud functionalities, allowing banks to create customized products and services while maintaining ownership of their data and technology stack. Finxact's solution features a completely open banking API, enabling seamless integration and delivery of new services to meet the demands of today’s digital consumers. The company has a rich history in banking software, with its team having pioneered real-time core banking solutions in the 1990s. Finxact has established strategic alliances with Deloitte Digital and partnerships with Backbase to enhance its offerings in the financial sector.
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 financial education platform designed for families, focusing on helping children and teens develop money management skills. The platform offers a range of tools for goal-based saving, including automatic deposits, round-ups, and spending tools to assist kids in budgeting. It also features engaging educational content such as quizzes and videos that incorporate games and pop culture to enhance financial literacy. In addition to its app, Goalsetter provides Goalsetter Classroom, a learning management system aimed at K-12 schools, which includes a teacher-led curriculum to further educate students about financial concepts. Through these resources, Goalsetter aims to empower young users to make informed financial decisions and achieve their savings goals.
BentoBox
Acquisition in 2021
BentoBox CMS Inc. is a New York-based company that has developed a mobile operations platform aimed at enhancing the efficiency of restaurants. Founded in 2013, BentoBox provides tools to automate various tasks, including menu updates, social media management, event promotion, and gift card sales. Its platform also features functionalities such as search engine optimization, newsletter sign-up, and one-click reservations, all designed to facilitate direct interactions between restaurants and their customers. By enabling restaurants to manage their online presence and revenue streams more effectively, BentoBox disrupts traditional third-party services, allowing dining establishments to prioritize their relationship with guests and drive higher profit margins through their own websites.
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 an AI-driven student debt and savings optimization platform. It offers individuals and families through every step of the planning, borrowing, and repayment experience.
Radius8
Acquisition in 2021
Radius8 is a Location Engagement Platform that offers a SaaS solution designed to enhance the shopping experience by providing businesses with the ability to showcase relevant content and updates on their websites based on consumer location and proximity to physical stores. The platform facilitates hyperlocal shopping experiences by enabling retailers to tailor their offerings to local trends and customer preferences within specific geographic areas. Additionally, it helps businesses identify potential customers based on past sales data and effectively communicate information about promotions and trends. Radius8's implementation process is streamlined, typically taking less than 30 days, allowing clients to quickly leverage local data to increase customer engagement and drive conversions.
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 that specializes in mobile card service platforms designed for financial institutions, including banks and credit unions. Founded in 2011 and headquartered in San Jose, California, with additional operations in Atlanta, Georgia, Ondot provides a range of solutions to enhance cardholder engagement. Its offerings include CardControl, which allows consumers to manage card settings and usage preferences, and CardAlerts, enabling users to receive transaction alerts. The Self Service feature lets consumers access detailed information about their cards and accounts on-the-go. Additionally, Ondot offers mConsole for product managers to track product adoption and troubleshoot issues, Fraud Watch for monitoring potential fraud, and a Card App that provides spending insights. The company's services aim to improve customer engagement and transparency for both physical and virtual cards, ultimately increasing the value of cardholder relationships.
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 (ISO) that offers payment processing services to businesses throughout the United States. The company specializes in advanced point-of-sale equipment and merchant cash advances, utilizing technology and analytics to help clients reduce processing costs. Merchant Pro Express emphasizes a consultative approach to ensure transparent and personalized service for its customers.
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 is a prominent provider of electronic commerce and payment processing solutions, headquartered in Atlanta, Georgia. The company operates in 34 countries and serves approximately 6.2 million merchant locations and over 4,000 financial institutions worldwide. First Data's extensive product portfolio includes merchant transaction processing services, credit and debit card processing, gift and prepaid card solutions, and fraud protection services. The global business solutions segment, which is the largest by revenue, focuses on point-of-sale solutions, e-commerce, and mobile commerce, facilitating secure transactions at various payment points. Additionally, First Data offers network security and fraud management solutions, enhancing the overall safety of electronic transactions. With its STAR Network, the company enables customers to use ATM and debit cards for transactions across more than 2 million retail and ATM locations in the United States. Acquired in 2007, First Data continues to play a significant role in the payment processing industry, driving revenue and profitability for its clients.
Elan Financial Services
Acquisition in 2018
Elan Financial Services is a bank providing account management and payment solutions.
Dovetail Group
Acquisition in 2017
Dovetail 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 payment services that cater to some of the world's leading banks. Its Payment Services Hubs automate a comprehensive range of payment processes, including bulk ACH clearing and global RTGS settlement, accommodating both straight-through-processing and manual entry. The platform is versatile, supporting various payment types—wholesale and retail, high-value and low-value, urgent and non-urgent, as well as single and bulk payments across multiple currencies and entities. Dovetail's customer base includes prominent financial institutions such as JP Morgan, Deutsche Bank, HSBC, and ING, reflecting its strong position in the banking sector and its ability to facilitate digital transformation through scalable and personalized solutions.
PCLender
Acquisition in 2017
PCLender LLC specializes in developing internet-based mortgage software and solutions tailored for community banks, credit unions, and mortgage bankers. Established in 1997 and headquartered in Reno, Nevada, the company offers user-friendly tools designed to adapt to the evolving landscape of mortgage lending. Owned by experienced mortgage banking executives, PCLender collaborates closely with lenders to ensure its offerings effectively address their unique requirements. As of July 31, 2017, PCLender operates as a subsidiary of Fiserv, Inc.
Monitise
Acquisition in 2017
Monitise is a technology and services company specializing in mobile banking, payments, and commerce networks on a global scale. Founded in 2003 by Alastair Lukies, Monitise provides bank-grade solutions that can be deployed on-premise or through cloud services. The company's technology platform facilitates over $20 billion in annual payment and transfer value, serving more than 350 financial institutions and leading brands worldwide. With a user base of 30 million, Monitise has established strategic partnerships with prominent organizations such as Visa, RBS Group, and Telefónica Digital to enhance mobile money services. The company has expanded its operations to several countries, including the UK, the US, Turkey, India, Hong Kong, and Indonesia, enabling financial institutions to strengthen their existing customer relationships while opening new avenues for mobile commerce revenue.
Online Banking Solutions
Acquisition in 2016
Online Banking Solutions (OBS), established in 2002, specializes in providing financial institutions with advanced online banking services. With a commitment to delivering secure financial technology, OBS offers a range of services, including transaction and file-delivery solutions, online messenger multi-channel reporting, and cash management tools. The company operates as a privately held entity, emphasizing innovation and excellence while maintaining profitability and a debt-free status. OBS understands the competitive nature of online banking, where many institutions offer similar services such as balance reporting and payment processing. To distinguish itself, OBS focuses on three key attributes: accessibility, innovation, and partnership. By fostering strong relationships with clients and prioritizing user experience, OBS aims to help financial institutions enhance their online banking profitability while managing expenses effectively and ensuring a secure banking environment for their customers.
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
Developer of an online payment platform designed to offer assistance regarding blockchain transactions. The company's platform acts as a payment and currency exchange network with a focus on the developing world, enabling clients to receive assistance regarding cross-currency and cross-asset payments.
InterPoynt
Acquisition in 2013
InterPoynt offers a cloud-based billing, invoicing, and payments (BIP) platform designed to meet the needs of businesses ranging from small and medium enterprises to large corporations. The platform features a variety of functionalities, including simple payment options like "Click to pay" and "View and Pay," as well as mobile payment capabilities and customizable convenience fees. InterPoynt's BIP solution is integrated with leading global payment processors, allowing it to be easily incorporated into existing applications with minimal coding requirements. This comprehensive approach enables businesses to streamline their billing processes and improve cash flow management.
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 essential infrastructure for global financial institutions, enabling them to enhance their online services and improve customer profitability. The company specializes in secure online money movement and advanced account aggregation platforms, which support retail banking and advisor applications. These solutions allow clients to develop attractive online offerings that not only generate revenue but also reduce operational costs. CashEdge serves a range of top-tier financial institutions worldwide, with notable clients including Vanguard, RBC Financial Group, and TD Canada Trust. The company operates from offices in New York and Silicon Valley, focusing on innovative money management systems that facilitate online account opening, funding, funds transfer, and data consolidation for banks, credit unions, and wealth management firms.
Maverick Network Solutions
Acquisition in 2011
Maverick Network Solutions is an e-payments solutions provider based in Wilmington, Delaware, specializing in customized and alternative payment services. Founded in 2006, the company offers access to national bank card networks through a variety of payment options, including private label gift cards, debit cards, and prepaid Visa and MasterCard gift cards, as well as employee incentive cards. Maverick Network Solutions enhances its offerings with custom design programs and marketing materials, along with comprehensive services such as system integration, back-room billing, and customer support. The company also manages marketing operations, including card design and promotional collateral, while encoding and distributing cards and setting up 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 specializes in integrated advisor solutions for financial institutions and independent advisors, offering a range of services that include financial planning, asset allocation, and client relationship management. The company provides web-based financial planning software designed to enhance the productivity of advisors, enabling them to deliver improved services to their clients. Additionally, AdviceAmerica focuses on wealth planning, retirement planning, and overall wealth management, aiming to increase advisor revenue and client retention. Through its offerings, the company seeks to support financial professionals in effectively managing their clients' financial needs.
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 prominent provider of financial crime management and compliance solutions, serving clients in 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 the prevention and detection of financial crimes for financial institutions and telecom businesses globally. Through a personalized customer approach, NetEconomy aims to minimize regulatory risk, deliver measurable results, and safeguard the corporate brand and reputation of its clients.
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. specializes in providing software solutions for the consumer-directed healthcare industry. Its CareGain Defined Care platform allows health plans and third-party administrators to create and manage consumer-directed health plans, including health savings accounts, health reimbursement accounts, and flexible spending accounts. The company's offerings include the CareGain Asset Management Platform for benefits administration, CareGain BankConnect for linking health plans with financial institutions, and CareGain CardConnect for integrating with card transaction processing engines. Additionally, CareGain provides services such as business analysis, customer support, integration, implementation, planning, design, construction, deployment, and training. Founded in 2001 and headquartered in East Windsor, New Jersey, CareGain operates as a subsidiary of Canopy Financial, Inc. as of October 2008.
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. specializes in providing outsourced payment services that leverage advanced technology to modernize traditional payment methods. The company partners with over 120 businesses to enhance the efficiency of remittance processes by replacing paper-based methods with electronic payment solutions. By offering services through hosted internet platforms and telephone systems, BillMatrix enables consumers, customer service representatives, and third-party agents to make payments using credit cards, ATM/debit cards, and electronic checks. This approach allows end-customers to enjoy greater convenience by paying bills online or via phone, maintain control over payment timing, and receive immediate confirmation that their payments have been processed and recorded in their accounts.
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, operating 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 operational data to streamline the mortgage lending process. Complementing this are several modules, including WebTrac, which offers an internet-based interface for originators to establish operational standards, and DocumentTrac, an electronic document management system that facilitates the imaging, archival, retrieval, and distribution of loan-related documents. Additionally, Del Mar DataTrac provides GuideTrac, which assists mortgage bankers in managing investor product and underwriting guidelines, and CommissionTrac, designed to enhance the recruitment and retention of loan originators. BusinessTrac offers web-based access to performance metrics, while the Vendor Services Platform enables seamless data integration for service ordering.
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 industry. Founded in 2009, Savana focuses on modernizing outdated systems for financial institutions, enabling them to enhance customer service through a unified digital experience. The company's offerings include customer contact and case management, customer onboarding, compliance management, and fraud prevention. Savana's nGage platform serves as the core of its financial software solutions, providing a flexible and configurable tool that addresses the unique needs of banks, mortgage lenders, and other financial entities. By automating processes and improving operational efficiencies, Savana helps clients reduce development time and costs while increasing overall profitability. Additionally, the company offers training and support services to ensure effective implementation of its solutions.
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