nCino
nCino, Inc. is a software-as-a-service company that provides cloud-based applications tailored for financial institutions both in the United States and internationally. Founded in 2011 and headquartered in Wilmington, North Carolina, nCino offers a comprehensive operating system designed to enhance the efficiency and effectiveness of banking operations. Its platform includes features for customer relationship management, onboarding, loan origination, account management, and regulatory compliance, while also supporting portfolio analytics and treasury management. The company's solutions cater to a diverse range of financial entities, such as enterprise banks, regional banks, community banks, and credit unions. By digitizing and automating complex processes, nCino aims to improve profitability, productivity, and operational transparency within the banking sector. Additionally, the company provides professional services like implementation, training, and advisory support, with a significant portion of its revenue derived from subscription services.
Sandbox Banking
Acquisition in 2025
Sandbox Banking is a developer of a banking platform that facilitates the integration of new fintech software with existing financial systems. The company aims to democratize digital transformation in the financial sector by providing secure and scalable integration technology. Its platform includes a web-based integration builder and API management tools that allow banking institutions to efficiently build, manage, and monetize banking-as-a-service solutions. With the ability to edit templates, Sandbox Banking offers clients the flexibility needed to address their unique data and architectural requirements. This approach enables banks and credit unions to safely test and integrate fintech products while addressing challenges related to data security and legacy system compatibility, thereby fostering innovation in financial services.
FullCircl
Acquisition in 2024
FullCircl is a developer of a customer lifecycle intelligence platform specifically designed for companies in regulated industries, particularly in B2B financial services. The platform offers comprehensive access to company intelligence, leveraging online data sources to provide insights on markets, organizations, and individuals. By delivering near real-time records of companies and shareholders, FullCircl enables its clients to effectively identify actionable insights, assess risks swiftly, and enhance customer acquisition strategies. The platform addresses the challenges faced by financial institutions throughout the customer lifecycle, facilitating proactive account management and helping to maintain long-term customer relationships by anticipating their needs.
DocFox
Acquisition in 2024
DocFox is a technology company that provides an online application platform designed for account opening and ongoing management in community banks and credit unions. Its primary aim is to streamline the banking process by reducing customer drop-off rates and enhancing fraud protection. The platform utilizes advanced authentication methods and conducts various fraud checks to ensure the authenticity of documents, thereby maintaining compliance with regulatory standards. By allowing customers to submit tax documents electronically, DocFox simplifies and accelerates the onboarding process, making it more efficient for both financial institutions and their clients.
Rich Data Corporation
Series B in 2023
RDC is driven by its purpose to increase global access to inclusive, fair, and sustainable credit. Passionate about AI, RDC are continuously developing new techniques, and enhancing their Decisioning as a Service (DaaS) platform to leverage traditional and alternate data to make better credit decisions across the lending lifecycle. RDC’s philosophy is to build the supporting lenders to transform the origination and management of credit. RDC DaaS has been leveraged by leading lenders in different markets.
SimpleNexus
Acquisition in 2021
SimpleNexus, LLC is a developer of a digital mortgage solution platform based in Lehi, Utah, founded in 2011. The company specializes in creating homeownership platforms that facilitate seamless communication and data exchange between loan officers, borrowers, real estate agents, and settlement agents. Its innovative software allows mortgage lenders to manage the entire loan origination process through mobile devices, enabling loan professionals to operate efficiently from any location. The platform supports loan officers in overseeing their loan pipelines, ordering credit, running pricing, and sending pre-approvals, thereby enhancing the overall mortgage experience for both lenders and clients. SimpleNexus serves a diverse clientele that includes mortgage corporations and individual loan officers.
FinSuite
Acquisition in 2019
FinSuite specializes in developing software solutions tailored for the finance industry, focusing on process automation to enhance efficiency and reduce costs. The company's offerings utilize advanced technologies such as optical character recognition (OCR) and artificial intelligence (AI) to analyze and categorize financial data from various documents, including PDFs. This capability allows users to understand the relationships between different entities and streamline the preparation of reports regarding company performance. By providing these tools, FinSuite assists finance brokers, accounting firms, and global banks in minimizing the time and expenses associated with analyzing business structures and financial information, particularly in the context of loan applications.
Visible Equity
Acquisition in 2019
Visible Equity LLC is a software provider based in Salt Lake City, Utah, that delivers web-based analytics solutions to financial institutions across the United States, including credit unions and banks. The company's flagship product, Loan Portfolio Analytics, assists analysts and financial officers in identifying, measuring, and monitoring credit risk within loan portfolios. This comprehensive platform includes features for concentration risk analysis, ongoing collateral valuations, expected loss and allowance for loan and lease losses (ALLL) modeling, and static pool analysis. Additionally, Visible Equity offers tools for stress testing, delinquency and charge-off analytics, probability of default modeling, and loan quality grading. As of July 2019, Visible Equity operates as a subsidiary of nCino, Inc.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.