We provide individuals with the opportunity to invest hands-free through machine learning trading systems, algorithmic trading, and automatically copying the trades of investment professionals. We're on a mission to redefine how individuals approach the markets.
EQL Finance is a Fintech firm that provides training to help people improve their financial management abilities. Founded in 2021.
Asset Reality is a pioneering asset management firm specializing in the recovery and management of seized crypto assets. It offers a comprehensive platform that combines case management and online tools, facilitating the effective tracking and recovery of digital assets. The firm collaborates with leading blockchain analysis companies, digital custodians, and virtual currency exchanges to provide an end-to-end solution for government agencies and insolvency practitioners globally. By streamlining the process of investigating, recovering, and selling seized crypto assets, Asset Reality aims to save time, reduce risks, and enhance revenues for both public and private sector clients.
MINWO's mission is to close the wealth gap for minorities and women in the U.S. by building products that empower them in entrepreneurship, personal finance, and professional development.
Trust & Will is an online platform that simplifies the estate planning process by providing users with the tools to create wills, trusts, and other legal documents related to asset distribution. Founded in 2017 and headquartered in San Diego, California, the company aims to make estate planning easy, fast, and secure, although it does not replace professional legal advice for complex estate matters. By guiding clients through the creation of essential legal documents, Trust & Will helps individuals save on legal fees while ensuring their wishes are properly documented. The company has received backing from various venture capital firms and angel investors, reflecting its commitment to improving access to estate planning resources.
OfColor serves large enterprises that need to ensure the financial health of their employees of color, providing curated content, AI-driven financial advice, and banking tools built around how we save, spend, and build our legacies differently.
Finch is a financial technology company that offers an online trading platform designed to simplify the investment process for users. Founded in 2019 and based in Boston, Massachusetts, Finch allows individuals to earn investment returns by automatically allocating their balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their unique risk profiles. This approach ensures that users' entire balances are consistently working for them from the outset, regardless of the amount. Additionally, Finch provides instant access to funds, including the invested portions, enabling users to manage their money without significant changes to their existing financial habits.
We are on a mission to bring transparency to Real Estate Management and Investment decisions through efficient use of data. PropFolio is a tool for commercial Real EstateLlandlords to make data-driven decisions across their assets and portfolios.
Worthright is a financial service company that helps seniors and their families find financial confidence and freedom in retirement. The company focuses on using existing life insurance to fund retirement costs and care needs. They do that by delivering intelligent technology that makes evaluating, servicing and selling a policy seamless - resulting in a powerful grasp of what options are available to a family to pay for and live a full life.
Trust & Will is an online platform that simplifies the estate planning process by providing users with the tools to create wills, trusts, and other legal documents related to asset distribution. Founded in 2017 and headquartered in San Diego, California, the company aims to make estate planning easy, fast, and secure, although it does not replace professional legal advice for complex estate matters. By guiding clients through the creation of essential legal documents, Trust & Will helps individuals save on legal fees while ensuring their wishes are properly documented. The company has received backing from various venture capital firms and angel investors, reflecting its commitment to improving access to estate planning resources.
Vestive is a Financial Services company that ensures every portfolio it recommends is a great financial choice. The company was founded in 2018 by Mik Breiterman-Loader and Trevor Biller.
Finch is a financial technology company that offers an online trading platform designed to simplify the investment process for users. Founded in 2019 and based in Boston, Massachusetts, Finch allows individuals to earn investment returns by automatically allocating their balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their unique risk profiles. This approach ensures that users' entire balances are consistently working for them from the outset, regardless of the amount. Additionally, Finch provides instant access to funds, including the invested portions, enabling users to manage their money without significant changes to their existing financial habits.
Security matters when it comes to managing your digital assets. Balance recognizes this growing concern and has responded by creating an institutional grade custody solution. Assets are kept secure in geographically distributed offline vaults, that are access controlled, monitored, and guarded 24/7. Management is made easy through their flagship technology - the Digital Assets Cache™ - which replaces traditional digital wallets. Their internal controls and policies mitigate against external threats, human error, and misuse through insider access, and have been designed with disaster recovery and succession planning in mind. Founded in 2017, Balance is based in Toronto, Canada.
Borderless banking for global citizens
Clever Girl Finance Inc. is a financial education platform dedicated to empowering women through financial guidance. Founded in 2015 and based in Annandale, New Jersey, the company offers a range of courses focused on essential financial topics, including saving, investing, and debt management. Users can access these resources through monthly and annual subscription plans, making financial education more accessible. The platform aims to equip women with the knowledge and skills necessary to make informed financial decisions and achieve their financial goals.
Trust & Will is an online platform that simplifies the estate planning process by providing users with the tools to create wills, trusts, and other legal documents related to asset distribution. Founded in 2017 and headquartered in San Diego, California, the company aims to make estate planning easy, fast, and secure, although it does not replace professional legal advice for complex estate matters. By guiding clients through the creation of essential legal documents, Trust & Will helps individuals save on legal fees while ensuring their wishes are properly documented. The company has received backing from various venture capital firms and angel investors, reflecting its commitment to improving access to estate planning resources.
RealBlocks is a technology platform that connects advisors and investors to the best alternative investment managers. Today many real estate and alternative investment managers are limited to raising capital locally. However with RealBlocks, these managers can now raise capital globally through institutional and intermediary channels. RealBlocks also offers a secondary trading mechanism for enhanced liquidity options.
KapitalWise API platform combines financial institutions data with third-party data and uses ML and AI to monitor, detect and predict personal and financial events in the consumer's life to help financial institutions to recommend the right products and services at the right time. Their SaaS solutions integrate fully into a bank’s existing technology platform, with the ability to provide insights to relationship managers or be part of the customer’s digital user experience, complete with goal setting, nudges and scenario planning.
AssetVault allows its customers to catalogue all their physical and digital assets in one secure register so that they can catalogue, protect, and unlock value of their assets. Physical assets include property, vehicles, jewellry, art, etc., and digital assets range from shares across multiple markets and exchanges, startup investments, peer to peer loans, etc.
ClassWallet, based in Hollywood, Florida, provides a comprehensive funds management and tracking platform tailored for school systems and educational agencies. The ClassWallet platform simplifies the management of education funds by digitizing and automating processes that traditionally involve extensive paperwork and administrative tasks. It enables users to efficiently track classroom stipends, unappropriated funds, Title I allocations, student activity funds, grants, and donations. With features that integrate funds disbursement, e-commerce capabilities, and a reloadable debit card, ClassWallet facilitates seamless spending and tracking for educators, allowing them to focus more on teaching rather than administrative burdens.
Wisor is the next best practice for mortgage lenders, changing the way mortgages are offered and managed. They enable lenders to acquire new customers and retain existing borrowers in a highly efficient way. Wisor's white label solution utilizes structured and unstructured data to enable mortgage officers to create personalized tailored loans that adjust to borrowers lifestyle. Wisor reduces borrowers cost and risks without affecting lenders profitability.
ForwardLane Inc. is an artificial intelligence company specializing in digital advisory and distribution services for wealth management, asset management, and commercial banking. Founded in 2014 and headquartered in New York, with additional locations in London and Fort Lauderdale, the company offers a range of innovative solutions, including a natural language processing (NLP) platform tailored for financial services. This platform synthesizes data to generate actionable insights for financial advisors and fund distributors, enhancing their productivity by identifying growth opportunities and optimizing client engagement. Key features include the A1 signal engine, which automates the discovery of insights, and ForwardLane Goal Miner, which extracts financial goals from unstructured data. The company integrates its solutions into existing workflows, notably partnering with Salesforce to streamline operations for financial professionals.
ForwardLane Inc. is an artificial intelligence company specializing in digital advisory and distribution services for wealth management, asset management, and commercial banking. Founded in 2014 and headquartered in New York, with additional locations in London and Fort Lauderdale, the company offers a range of innovative solutions, including a natural language processing (NLP) platform tailored for financial services. This platform synthesizes data to generate actionable insights for financial advisors and fund distributors, enhancing their productivity by identifying growth opportunities and optimizing client engagement. Key features include the A1 signal engine, which automates the discovery of insights, and ForwardLane Goal Miner, which extracts financial goals from unstructured data. The company integrates its solutions into existing workflows, notably partnering with Salesforce to streamline operations for financial professionals.
ClassWallet, based in Hollywood, Florida, provides a comprehensive funds management and tracking platform tailored for school systems and educational agencies. The ClassWallet platform simplifies the management of education funds by digitizing and automating processes that traditionally involve extensive paperwork and administrative tasks. It enables users to efficiently track classroom stipends, unappropriated funds, Title I allocations, student activity funds, grants, and donations. With features that integrate funds disbursement, e-commerce capabilities, and a reloadable debit card, ClassWallet facilitates seamless spending and tracking for educators, allowing them to focus more on teaching rather than administrative burdens.
DailyWorth.com, Inc. operates a platform to receive daily emails filled with financial and career advice, thought-provoking articles, and an occasional kick in the pants for women. It sends emails on money, including tips on savings, investing, credit and debt, taxes, insurance, and real estate; work, such as career advice, job search, negotiating, running a business, and freelancing; and life, which include finding a balance, education, health, travel, inspiration, and giving. The company also sends family advice, including marriage, kids, relationships, and elder care services; retirement tips, including estate planning and IRA and 401 (K); and tools, such as MoneyClarity, MoneyType, and WorthFM; and digital reviews. DailyWorth.com, Inc. was founded in 2009 and is based in New York, New York.
DailyWorth.com, Inc. operates a platform to receive daily emails filled with financial and career advice, thought-provoking articles, and an occasional kick in the pants for women. It sends emails on money, including tips on savings, investing, credit and debt, taxes, insurance, and real estate; work, such as career advice, job search, negotiating, running a business, and freelancing; and life, which include finding a balance, education, health, travel, inspiration, and giving. The company also sends family advice, including marriage, kids, relationships, and elder care services; retirement tips, including estate planning and IRA and 401 (K); and tools, such as MoneyClarity, MoneyType, and WorthFM; and digital reviews. DailyWorth.com, Inc. was founded in 2009 and is based in New York, New York.