Lendio is a financial services company. They develop financial applications to offer online loan services. Their application connects small-business owners with banks, credit unions, and lending sources. They provide access to tools and resources to help small business owners manage their cash flow and improve their credit rating.
CashStar is a platform that offers end-to-end solutions for gift card commerce, enabling merchants to market, sell, and distribute digital and plastic gift cards. The service focuses on enhancing customer experiences while driving revenue growth through a flexible and secure platform.
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
Lendio is a financial services company. They develop financial applications to offer online loan services. Their application connects small-business owners with banks, credit unions, and lending sources. They provide access to tools and resources to help small business owners manage their cash flow and improve their credit rating.
Saylent Technologies is a payment intelligence solution that assists firms in attracting and retaining customers. The company empowers financial institutions with data-driven insights and business tools to create products and programs according to the market desires. It also offers its users with solutions for data analytics, banking, and marketing. Saylent Technologies is a U.S.-based company that was founded in 2006 by Tyson Nargassans.
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
CashStar is a platform that offers end-to-end solutions for gift card commerce, enabling merchants to market, sell, and distribute digital and plastic gift cards. The service focuses on enhancing customer experiences while driving revenue growth through a flexible and secure platform.
Interactions develops and markets award-winning natural language understanding technology used by Fortune 500 companies worldwide. Built on its patented Adaptive-Understanding™ technology that seamlessly integrates both human and machine intelligence, Interactions provides highly conversational virtual assistant solutions. Companies such as Hyatt, Best Western, Humana, TXU Energy, Asurion and AllConnect deploy Interactions’ solutions, The company’s sales, service and support solutions are delivered across any device with type, touch or talk capabilities, and have handled more than one billion transactions to date. Rooted in natural speech recognition and built to adapt to human conversation, Interactions’ solutions have delivered cost-savings and increased efficiencies in sales and support for some of the largest companies in the world. Interactions Corporation, founded in 2004, is headquartered in Franklin, Massachusetts and has additional offices located in Bedminster, New Jersey, New York, New York, Indianapolis, Indiana and Austin, Texas.
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
Interactions develops and markets award-winning natural language understanding technology used by Fortune 500 companies worldwide. Built on its patented Adaptive-Understanding™ technology that seamlessly integrates both human and machine intelligence, Interactions provides highly conversational virtual assistant solutions. Companies such as Hyatt, Best Western, Humana, TXU Energy, Asurion and AllConnect deploy Interactions’ solutions, The company’s sales, service and support solutions are delivered across any device with type, touch or talk capabilities, and have handled more than one billion transactions to date. Rooted in natural speech recognition and built to adapt to human conversation, Interactions’ solutions have delivered cost-savings and increased efficiencies in sales and support for some of the largest companies in the world. Interactions Corporation, founded in 2004, is headquartered in Franklin, Massachusetts and has additional offices located in Bedminster, New Jersey, New York, New York, Indianapolis, Indiana and Austin, Texas.
CashStar is a platform that offers end-to-end solutions for gift card commerce, enabling merchants to market, sell, and distribute digital and plastic gift cards. The service focuses on enhancing customer experiences while driving revenue growth through a flexible and secure platform.
Data is your business. Today, more of more of that data is distributed across geographies, data centers and cloud service providers. Tervela makes high performance software to transfer, integrate, and analyze companies’ digital content, files, and data. Widely used by both small businesses and Fortune 500 companies alike, Tervela’s Data in Motion platform includes the following products: ·Cloud FastPath: Cloud-orchestrated data movement service for migrating and syncing digital content between on-premise and cloud based infrastructure ·Data Fabric: Publish/subscribe messaging software for hub and spoke, queuing, and point to point connectivity for performance sensitive and real-time applications and infrastructure ·NetCharts: Data visualization and dashboard building software for batch and real-time data analysis for use by developers and end-users alike
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.
FSV Payment Systems is a leader in prepaid technology and stored value processing. With roots deep in paycards — one of the first significant applications in the prepaid industry outside of gift cards — FSV has the experience, stored-value systems, technology and expertise to deliver your company’s prepaid card payment solutions. To learn more visit www.fsvps.com.
Metatomix was founded in 2000 and describes themselves as the "semantic integration provider." Metatomix' solutions aim to link data from "existing disparate systems to create a common semantic understanding of your information across the enterprise, providing you a 360° view of your business information. As a result, business applications can leverage information that comes not just from a single product system or data store, but from across all data sources."
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
Smart Destinations is a provider of unlimited admission attraction passes in 15 major North American travel destinations from Oahu to New York City. Smart Destinations' Go Cards and Explorer Passes offer pre-paid access to over 500 museums, attractions, and tours for a fixed price. Smart Destinations' Products are distributed through major travel services in 25 countries.
Live Well Financial is a seasoned veteran in the reverse mortgage industry. Started in 2005, Live Well Financial has extended its footprint across the country from its corporate headquarters in Richmond, VA. This nationwide presence has helped the company become one of the fastest growing reverse mortgage lenders in the nation.
Interactions develops and markets award-winning natural language understanding technology used by Fortune 500 companies worldwide. Built on its patented Adaptive-Understanding™ technology that seamlessly integrates both human and machine intelligence, Interactions provides highly conversational virtual assistant solutions. Companies such as Hyatt, Best Western, Humana, TXU Energy, Asurion and AllConnect deploy Interactions’ solutions, The company’s sales, service and support solutions are delivered across any device with type, touch or talk capabilities, and have handled more than one billion transactions to date. Rooted in natural speech recognition and built to adapt to human conversation, Interactions’ solutions have delivered cost-savings and increased efficiencies in sales and support for some of the largest companies in the world. Interactions Corporation, founded in 2004, is headquartered in Franklin, Massachusetts and has additional offices located in Bedminster, New Jersey, New York, New York, Indianapolis, Indiana and Austin, Texas.
Data is your business. Today, more of more of that data is distributed across geographies, data centers and cloud service providers. Tervela makes high performance software to transfer, integrate, and analyze companies’ digital content, files, and data. Widely used by both small businesses and Fortune 500 companies alike, Tervela’s Data in Motion platform includes the following products: ·Cloud FastPath: Cloud-orchestrated data movement service for migrating and syncing digital content between on-premise and cloud based infrastructure ·Data Fabric: Publish/subscribe messaging software for hub and spoke, queuing, and point to point connectivity for performance sensitive and real-time applications and infrastructure ·NetCharts: Data visualization and dashboard building software for batch and real-time data analysis for use by developers and end-users alike
HiWired thinks everyone should enjoy the benefits of PC and network-based technologies, without annoying setup and maintenance headaches. The company delivers help remotely via the Internet and secure screen share technology; so you can stay put and avoid the discomfort of sharing your space with an unfamiliar technician. It's no wonder companies like OfficeMax, Cox Communications and Motorola partner with us to simplify life for their customers with their leading-edge technology and US-based network of expert technicians.
Compete provides digital intelligence services that help brands improve their marketing based on the online behavior of consumers. The company offers consumer behavior data to research competitors, benchmark performances, identify new and proven keywords, discover referral sources, and find new prospects. It also provides online conversion insights to track online market shares for prospects and customers across top competitors and product categories; discover competitors’ traffic sources; identify opportunities to improve website engagement and conversion metrics based on best practices, direct rivals, and online leaders; measure referral partners; create the offline connection; identify cross-selling and up-selling opportunities; reduce customer care costs; improve customer loyalty; actionable intelligence; and executive-level readouts. In addition, the company offers mobile behavioral intelligence to identify the role of mobile devices in the consumer shopping journey; discover the share of mobile traffi...
Metatomix was founded in 2000 and describes themselves as the "semantic integration provider." Metatomix' solutions aim to link data from "existing disparate systems to create a common semantic understanding of your information across the enterprise, providing you a 360° view of your business information. As a result, business applications can leverage information that comes not just from a single product system or data store, but from across all data sources."
Serious USA, Inc., a publishing company, develops interactive CD and DVD cards for entertainment brands. It offers interactive gift cards, loyalty cards, pharmaceutical patient education cards, direct mail programs, and collectible digital trading cards. The company was founded in 1997 and is headquartered in New York, New York with additional offices in London, the United Kingdom; and Singapore, Singapore. Serious USA, Inc. operates as a subsidiary of Serious Global Holdings Ltd. On October 19, 2009, Serious USA, Inc. filed a voluntary petition for liquidation under Chapter 7 in the U.S. Bankruptcy Court for the Southern District of New York.
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.
Private Equity Round in 2006
Metatomix was founded in 2000 and describes themselves as the "semantic integration provider." Metatomix' solutions aim to link data from "existing disparate systems to create a common semantic understanding of your information across the enterprise, providing you a 360° view of your business information. As a result, business applications can leverage information that comes not just from a single product system or data store, but from across all data sources."
Austin Logistics is a provider of next-generation predictive analytic and business intelligence software solutions that anticipate customer value and behavior to drive more profit from every customer interaction. Since 1992, the company's innovative solutions have helped many of the world's largest financial services, telecommunication, and e-commerce companies to make proactive, profit-focused decisions that optimize actions in collections, risk & fraud, marketing and customer service.
Smart Destinations is a provider of unlimited admission attraction passes in 15 major North American travel destinations from Oahu to New York City. Smart Destinations' Go Cards and Explorer Passes offer pre-paid access to over 500 museums, attractions, and tours for a fixed price. Smart Destinations' Products are distributed through major travel services in 25 countries.
Paychoice is a Australia’s newest payment processing company with a simple, developer-friendly way to accept payments online. Paychoice offers merchants a secure payment gateway, merchant account, recurring billing and credit card storage which is PCI DSS compliant. Paychoice has recently redeveloped it's API's to be more developer-friendly to ease the process of integrating Paychoice into the merchants billing strategy. Visit Paychoice at www.paychoice.com.au, on Twitter @PayChoice_ or Facebook on https://www.facebook.com/PayChoice.PaymentGateway.
Cortera is a provider of comprehensive business-to-business payment and purchase behavior data and insights on public and private companies. The company tracks $1.6 trillion in business-to-business purchases across 45 spend categories to deliver insights on 20 million U.S. business locations. Cortera's solutions enable companies of all sizes to better understand their customers, suppliers and business partners by gaining visibility into what they purchase, how they pay and how their purchase and payment behavior changes over time. Thousands of companies across diverse industries use Cortera solutions to increase revenue, improve sales and marketing effectiveness, and reduce risk. Cortera is privately held with offices in Boca Raton, Florida; Boston and Quincy, Massachusetts and Bangalore, India.
Veridiem Inc is an enterprise software company that offers marketing resource management software. It also offers a suite of marketing analysis, operational, and optimization applications for companies in the automotive, consumer package goods, and financial industries. Veridiem Inc also offers implementation, professional, training, and support services. It is based in Maynard, Massachusetts.
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.
OpenPages, Inc. provides enterprise governance, risk, and compliance management solutions. The company also offers advisory, implementation, training, hosting, customer support, and optimization services. It serves financial services/insurance, high technology, energy and power, manufacturing, retail/consumer, telecommunications, engineering/construction, media/entertainment/leisure, health services/pharmaceuticals, professional services/consulting, and transportation/freight industries. OpenPages, Inc., formerly known as American Computer Innovators, Inc., was founded in 1996 and is headquartered in Waltham, Massachusetts with additional offices in Tokyo, Japan; London, the United Kingdom; and North America.
Austin Logistics is a provider of next-generation predictive analytic and business intelligence software solutions that anticipate customer value and behavior to drive more profit from every customer interaction. Since 1992, the company's innovative solutions have helped many of the world's largest financial services, telecommunication, and e-commerce companies to make proactive, profit-focused decisions that optimize actions in collections, risk & fraud, marketing and customer service.
Compete provides digital intelligence services that help brands improve their marketing based on the online behavior of consumers. The company offers consumer behavior data to research competitors, benchmark performances, identify new and proven keywords, discover referral sources, and find new prospects. It also provides online conversion insights to track online market shares for prospects and customers across top competitors and product categories; discover competitors’ traffic sources; identify opportunities to improve website engagement and conversion metrics based on best practices, direct rivals, and online leaders; measure referral partners; create the offline connection; identify cross-selling and up-selling opportunities; reduce customer care costs; improve customer loyalty; actionable intelligence; and executive-level readouts. In addition, the company offers mobile behavioral intelligence to identify the role of mobile devices in the consumer shopping journey; discover the share of mobile traffi...
Entigo specializes in enterprise warranty chain management solutions, providing businesses with tools to streamline warranty processing. Its primary offerings include Entigo Warranty, which facilitates the management of warranty claims, and Entigo Catalyst, designed for strategic assessments of existing warranty operations. The company also offers a range of services such as project management, implementation consulting, and systems integration. These solutions aim to automate the registration and claims process, reduce error rates, and enhance analytics for informed decision-making, ultimately improving product quality and minimizing warranty costs. Entigo's systems are tailored to meet the needs of Fortune 500 manufacturers across various sectors, including automotive, aerospace, and industrial equipment. Founded in 1995 and headquartered in Exton, Pennsylvania, Entigo is committed to optimizing warranty processes and ensuring seamless integration with warranty chain partners.
Founded in 2000, Higher One provides higher education institutions and their students with efficient, convenient and easy-to-use solutions to handle financial disbursements. These include: student refunds, on-campus and community purchases, payroll and employee expenses, as well as the collection of payments from students, parents, and sponsors.
Forefield develops software for online communication between financial institutions and their clients.
Exchange Solutions delivers intelligent customer engagement programs. Built on a proprietary platform, their approach is unique and delivers quicker results, better ROI, and deeper customer engagement than traditional engagement or loyalty programs.
PhotonEx Corp is an optical networking equipment manufacturer.
OpenPages, Inc. provides enterprise governance, risk, and compliance management solutions. The company also offers advisory, implementation, training, hosting, customer support, and optimization services. It serves financial services/insurance, high technology, energy and power, manufacturing, retail/consumer, telecommunications, engineering/construction, media/entertainment/leisure, health services/pharmaceuticals, professional services/consulting, and transportation/freight industries. OpenPages, Inc., formerly known as American Computer Innovators, Inc., was founded in 1996 and is headquartered in Waltham, Massachusetts with additional offices in Tokyo, Japan; London, the United Kingdom; and North America.
Veridiem Inc is an enterprise software company that offers marketing resource management software. It also offers a suite of marketing analysis, operational, and optimization applications for companies in the automotive, consumer package goods, and financial industries. Veridiem Inc also offers implementation, professional, training, and support services. It is based in Maynard, Massachusetts.
Founded in 1996, Dulles, VA-based MarketSwitch is the leader in the emerging business category of Enterprise Marketing Optimization. Serving Fortune 500 firms, the company markets its enterprise solutions to large corporate end users and marketing automation service providers. MarketSwitch associates are widely published professionals with superior expertise in marketing, financial analytics, quantitative sciences, and software development. Our world-class scientific talent, coupled with superior strategic marketing know-how, enables us to build true enterprise-level decision support systems for the marketing executive.