CurbWaste and WeighWorks are revolutionizing the waste management industry through its cloud-based and data-driven clean-tech platform, bringing automation, transparency, and sustainability from collection to disposal. Waste management software has failed to keep pace with the technological advances of the past two decades, making it harder for waste services companies to optimize their business. Our cloud-based platforms empower waste services companies to manage and streamline their operations, from haul to disposal in real-time.
Scratchpay is a financial technology company that provides payment processing, patient financing, and patient communication tools for veterinary and medical practices. Approximately half of all U.S. veterinary clinics use Scratch's platform to interact and transact with their clients. Scratch's patient financing solution allows patients and pet owners to receive a guaranteed offer in as little as 60 seconds to help them pay for medical care for themselves or a loved one. Scratch's payment processing tools integrate with leading practice management solutions to make checking out a seamless experience for the both the patient and the practice.
FairPlay is a company that offers fairness solutions for financial institutions, focusing on integrating fairness into AI decision-making processes to help clients assess and mitigate algorithmic bias in their models. The platform provides tools for automated fair lending analysis, allowing financial institutions to evaluate their decision-making frameworks against regulatory standards. FairPlay AI also helps organizations identify potential biases in their algorithms, ensuring compliance with fair lending regulations while promoting equitable outcomes in financial services. By leveraging data-driven insights, FairPlay AI enables clients to enhance their decision-making processes and foster greater transparency in their operations.
Asset Class is a financial technology firm that offers clients across financial sectors a variety of innovative, custom investment management software solutions. They focus on private equity, venture capital, financial advisory, and commercial lending.
Realworld simplifies and automates the complexities of adulthood -- finance, health, insurance, and more, all in one place.
Verady provides accounting and audit products and infrastructure networks through the Ledgible platform, where financial institutions, corporations, and regulators can audit, account, and verify blockchain assets. Verady believes traditional accounting systems, firms, and standards are currently lacking functionality around blockchain assets. Verady's Ledgible platform will be the bridge between these new assets and traditional financial verification and accounting which is needed to further their acceptance and growth.
SamCart is an e-commerce platform built for creators. They have helped tens of thousands of businesses sell billions of dollars worth of products.
Jia Finance makes US real estate accessible to investors worldwide. It is an online platform that provides mortgages to foreigners purchasing residential real estate. The company provides an easy-to-use, online, and efficient platform for investors to quickly obtain financing to fit their needs. Jia Finance takes an asset-based approach to underwriting and uses the latest data analysis techniques.
PTO Exchange helps companies and employees transform the value of paid time off. With PTO Exchange, you can trade some of your unused time off for goods and services to make your next vacation even better, you can donate to any non-profit, or you can share some of your time with a fellow employee.
Streetbeat’s Wealth Copilot is a transformative B2B solution for wealth managers and brokers globally, combining advanced portfolio management, stock market analytics, and CRM integration to enhance client engagement and advisory. Designed with an agentic AI architecture, Wealth Copilot empowers wealth managers to serve 2 to 4 times more clients effectively, delivering real-time insights and personalized strategies that elevate both decision-making and portfolio management capabilities. Streetbeat’s platform synthesizes macroeconomic analysis, real-time trading signals, and adaptive portfolio management, accessible through a conversational UI that integrates into existing dashboards or operates as a standalone terminal (desktop and mobile). This flexibility enables wealth professionals to engage clients through familiar interfaces, optimize portfolio allocations, and provide responsive, data-driven guidance. Brokers benefit from increased revenue potential through upselling Streetbeat’s AI tools and Robo Advisor capabilities, while investors see significantly improved performance with AI Copilot-managed portfolios compare to self direct trading. Critically, Streetbeat’s architecture operates entirely within the financial institution’s perimeter, ensuring compliance, data security, and seamless integration into institutional frameworks—setting a new benchmark for efficiency, client service, and investment outcomes in wealth management.
KOHO Financial provides an application-based banking platform to simplify financial products available to everyone. Its platform helps users to complete their day-to-day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations to let users manage their expenses and banking operations on the go. The company was founded in 2014 and is headquartered in Toronto, Ontario.
Sagewell Financial is a team of technology, insurance, financial services, and operations professionals passionate about changing the financial landscape for older people in this country.
Carry1st is a full-stack publisher of social games and interactive content with a focus on frontier markets like Africa. Founded in 2018 by Cordel Robbin-Coker, Lucy Hoffman, and Tino Mundangepfupfu, Carry1st employs a team of 29 people across 14 countries hailing from top companies like Carlyle, King, Jumia, Rovio, Socialpoint, and Wargaming. It has raised over $10m to date including a recent $7m Series A headlined by Riot Games, Konvoy Ventures, Raine, and Akatsuki. Carry1st will use the funding to launch and scale its existing portfolio, secure new partnerships with global gaming studios, and expand its team.
FairPlay is a company that offers fairness solutions for financial institutions, focusing on integrating fairness into AI decision-making processes to help clients assess and mitigate algorithmic bias in their models. The platform provides tools for automated fair lending analysis, allowing financial institutions to evaluate their decision-making frameworks against regulatory standards. FairPlay AI also helps organizations identify potential biases in their algorithms, ensuring compliance with fair lending regulations while promoting equitable outcomes in financial services. By leveraging data-driven insights, FairPlay AI enables clients to enhance their decision-making processes and foster greater transparency in their operations.
Neuro-ID is an analytics platform that provides actionable insight to reduce and detect fraud and online threats while improving customer experience. Its mission is to help its clients to build meaningful, lasting relationships with their digital customers.
We built Maxwell to give local lending teams a permanent, disruptive financial advantage. Today, our suite of technology-powered solutions addresses the entire mortgage loan process, from intake of application to the secondary market. Through our Mortgage Optimization Platform, we help hundreds of non-depository mortgage banks, credit unions, brokers, and local banks connect their communities with the life-changing benefits of homeownership.
Micronotes is an AI-enabled cloud-based marketing automation company serving financial service providers. The company’s fast, automated, and cloud-based digital interview platform applies machine learning to customer data to improve customer engagement and effectively cross-sell financial services through digital service channels. The company was founded in 2008 and is headquartered in Boston, Massachusetts at the Cambridge Innovative Center (CIC).
Wildfire Systems offers a white-label platform that enables businesses to implement shopping rewards and cashback programs. The platform features customizable tools for integrating rewards into customer journeys, enhancing loyalty and revenue. It ensures compliance with security standards while providing access to a vast network of merchants for cashback and coupon offers.
Banyan is the receipt data infrastructure platform powering innovation in commerce. Our first-of-its-kind platform makes it easy for merchants, banks, and fintechs to securely collaborate with each other to realize value from item-level receipt data intelligence, controls, and personalization. As an infrastructure layer fintech, we help our platform partners unlock and activate item-level receipt data to power their commercial and consumer applications at scale. Our partners utilize our infrastructure to deliver products, marketing, and servicing experiences that unlock operating efficiencies, revenue growth, and better customer experiences. Uses for our platform include: Customizing Card Rewards & Benefits: Precision receipt data powered personalization of card rewards, benefits, marketing, and servicing for general purpose rewards cards and cobrand partnership cards. Enhancing Card-Linked Shopping Offers: Using SKU-level data to enable offer customization (category, exclusions, brand, or product-level), improve revenue attribution, and grow engagement. Fraud Management: Providing item-level receipt data clarity in banking apps for cardholders, and enabling servicing agent efficiency for card disputes and chargebacks. Expense Management: Enabling business card receipt data directly into expense platforms to reduce manual reporting, speed reconciliations, and improve spend controls & out of policy reimbursements. Item-level Payment Reconciliation: Going beyond the 'total amount' and reconciling cardholder and virtual payments transactions at the item level for improved spread management.
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.
Bookkeep.com is a provider of summarized financial automation for retail, restaurant, and ecommerce businesses.
Carry1st is a full-stack publisher of social games and interactive content with a focus on frontier markets like Africa. Founded in 2018 by Cordel Robbin-Coker, Lucy Hoffman, and Tino Mundangepfupfu, Carry1st employs a team of 29 people across 14 countries hailing from top companies like Carlyle, King, Jumia, Rovio, Socialpoint, and Wargaming. It has raised over $10m to date including a recent $7m Series A headlined by Riot Games, Konvoy Ventures, Raine, and Akatsuki. Carry1st will use the funding to launch and scale its existing portfolio, secure new partnerships with global gaming studios, and expand its team.
Welcome Tech is a platform dedicated to connecting the 250 million global immigrant communities with the information, products, and services they need to thrive in a new country. Today, the company has an unparalleled reach of over 9M immigrants a year and a membership of nearly 2M active users. Its platform combines the power of technology and security to provide its members with trusted, customized solutions across sectors such as Finance, Education, Healthcare, Telecommunication, and Government Services. Founded by immigration and technology experts, Welcome Tech is headquartered in Los Angeles, California.
Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cashflow forecasting, industry benchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers. Built by a team of former bankers, Monit’s mission to help banks and credit unions win in the increasingly competitive SMB market. Monit is headquartered in Boston, MA with a fully US-based team. The company is privately funded with investment from TTV Capital, JAM FINTOP, Runway Venture Partners, Correlation Ventures, and bank partners. Optional: Learn more at http://www.MonitApp.io and engage with Monit on LinkedIn or Twitter.
Medxoom Inc. is a technology company that provides a white label member engagement platform and comprehensive healthcare cost management solutions tailored for employers, brokers, payers, and third-party administrators. Established in 2015 and headquartered in Atlanta, Georgia, Medxoom leverages machine learning and artificial intelligence to develop web portals and mobile applications aimed at simplifying healthcare pricing and enhancing user experience. The platform enables businesses to present accurate pricing for medical procedures, while also organizing and tracking healthcare bills and payments related to deductibles and out-of-pocket expenses. Medxoom's mission is to assist healthcare organizations in reducing costs, improving quality, and increasing employee satisfaction with health benefits by integrating various member benefits into a cohesive user interface.
Onward is on a mission to improve the lives of co-parents and their children. With Onward, divorced and separated parents can track and mange shared expenses for their children more easily and streamline the often tense communication about shared finances.
We built Maxwell to give local lending teams a permanent, disruptive financial advantage. Today, our suite of technology-powered solutions addresses the entire mortgage loan process, from intake of application to the secondary market. Through our Mortgage Optimization Platform, we help hundreds of non-depository mortgage banks, credit unions, brokers, and local banks connect their communities with the life-changing benefits of homeownership.
Greenwood Bank is a digital banking platform for Black and Latinx people and business owners. It features best-in-class digital banking services and innovative ways of giving back to the community. The company's initial products are savings and spending accounts that come with a stunningly designed black metal debit card for customers who sign up by the end of the year. Greenwood Bank was founded in 2020 and is based in Atlanta, GA, USA.
KOHO Financial provides an application-based banking platform to simplify financial products available to everyone. Its platform helps users to complete their day-to-day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations to let users manage their expenses and banking operations on the go. The company was founded in 2014 and is headquartered in Toronto, Ontario.
Automatically buy stock where you shop. When you buy a cup of coffee at Starbucks, you invest $1 into Starbucks stock. Shop on Amazon? You now own $1 of Amazon stock.
Introductions to potential investors interested in pursing an investment in a private capital market opportunity.
SamCart is an e-commerce platform built for creators. They have helped tens of thousands of businesses sell billions of dollars worth of products.
FeatureBase builds data virtualization software to secure access to large datasets. It also helps clients to perform time-based sharding to capture streaming data and perform segmentation based on historical data or time ranges. The company was founded in 2017 and is headquartered in Austin, Texas.
TaxBit is a cryptocurrency tax and accounting software that automates tax calculations and reports on cryptocurrency transactions. With TaxBit, users can link their exchanges and wallets to seamlessly pull their transactions through their tax engine and auto-generate tax forms. Aside from automating taxes, TaxBit provides crypto enthusiasts with real-time portfolio tracking and tax optimization visibility so that they can make tax-optimized crypto trades throughout the year. TaxBit connects the consumer and enterprise cryptocurrency tax experiences.
Plink develops commerce automation software designed for assistance in transactions and building customer relationships. They allow businesses to add various features to their existing point-of-sale systems or countertop terminals to facilitate transactions with target customers, enabling local enterprises to take advantage of an array of collateral programs that ensure they generate sales and loyalty.
Neuro-ID is an analytics platform that provides actionable insight to reduce and detect fraud and online threats while improving customer experience. Its mission is to help its clients to build meaningful, lasting relationships with their digital customers.
Hummingbird is a platform for managing anti-money laundering (AML) operations. Compliance professionals use Hummingbird to collect case information, conduct investigations, and report on unusual or suspicious behaviors. The platform dramatically reduces paperwork and improves efficiency, enabling AML investigators to refocus on fighting financial crime. Hummingbird’s founding team brings together product and regulatory experience from organizations like Square, Plaid, IDEO, the Department of the Treasury, and the OCC. Hummingbird is using data and design to modernize regulatory compliance in finance.
TaxBit is a cryptocurrency tax and accounting software that automates tax calculations and reports on cryptocurrency transactions. With TaxBit, users can link their exchanges and wallets to seamlessly pull their transactions through their tax engine and auto-generate tax forms. Aside from automating taxes, TaxBit provides crypto enthusiasts with real-time portfolio tracking and tax optimization visibility so that they can make tax-optimized crypto trades throughout the year. TaxBit connects the consumer and enterprise cryptocurrency tax experiences.
SamCart is an e-commerce platform built for creators. They have helped tens of thousands of businesses sell billions of dollars worth of products.
Scratchpay is a financial technology company that provides payment processing, patient financing, and patient communication tools for veterinary and medical practices. Approximately half of all U.S. veterinary clinics use Scratch's platform to interact and transact with their clients. Scratch's patient financing solution allows patients and pet owners to receive a guaranteed offer in as little as 60 seconds to help them pay for medical care for themselves or a loved one. Scratch's payment processing tools integrate with leading practice management solutions to make checking out a seamless experience for the both the patient and the practice.
Verady provides accounting and audit products and infrastructure networks through the Ledgible platform, where financial institutions, corporations, and regulators can audit, account, and verify blockchain assets. Verady believes traditional accounting systems, firms, and standards are currently lacking functionality around blockchain assets. Verady's Ledgible platform will be the bridge between these new assets and traditional financial verification and accounting which is needed to further their acceptance and growth.
Everyware provides a secure, user-friendly payment collection and two-way messaging platform. It provides smart payment integration layered with add-ons to deliver faster service, reduce costs, and provide higher levels of customer service, enabling clients to improve post-sale communication ad puts money back into their bottom line.
Medxoom Inc. is a technology company that provides a white label member engagement platform and comprehensive healthcare cost management solutions tailored for employers, brokers, payers, and third-party administrators. Established in 2015 and headquartered in Atlanta, Georgia, Medxoom leverages machine learning and artificial intelligence to develop web portals and mobile applications aimed at simplifying healthcare pricing and enhancing user experience. The platform enables businesses to present accurate pricing for medical procedures, while also organizing and tracking healthcare bills and payments related to deductibles and out-of-pocket expenses. Medxoom's mission is to assist healthcare organizations in reducing costs, improving quality, and increasing employee satisfaction with health benefits by integrating various member benefits into a cohesive user interface.
SmartPath was founded in the shadow of the Great Recession to provide objective, trustworthy, and affordable advice to help everyday people reach financial well-being. 2020 has illuminated the prominence of existing income disparities in this country and exacerbated the stress of those one emergency away from financial calamity. Our combination of empathetic financial coaching, targeted and timely education and easy-to-use digital and mobile tools meet employees where they are to help turn their stress into financial success.
Featurespace™ is the world leader in Enterprise Financial Crime prevention for fraud and Anti-Money Laundering. Featurespace invented Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, both of which are available through the ARIC™ platform, a real-time machine learning software that risk scores events in more than 180 countries to prevent fraud and financial crime. ARIC™ Risk Hub uses advanced, explainable anomaly detection to enable financial institutions to automatically identify risk, catch new fraud attacks and identify suspicious activity in real-time. More than 30 major global financial institutions are using ARIC to protect their business and their customers. Publicly announced customers include HSBC, TSYS, Worldpay, NatWest, Contis, Danske Bank, ClearBank, Akbank and Permanent TSB.
Apruve eliminates the need for suppliers to manage Accounts Receivable by extending payment terms to business buyers on behalf of their suppliers. Suppliers get paid in 24 hrs, buyers get payment terms. The program is completely automated and sits inside either an ERP or eCommerce framework to handle both online and offline orders. A B2B version of Visa. Based in Minneapolis, Minnesota, Apruve was launched in 2013.
Hummingbird is a platform for managing anti-money laundering (AML) operations. Compliance professionals use Hummingbird to collect case information, conduct investigations, and report on unusual or suspicious behaviors. The platform dramatically reduces paperwork and improves efficiency, enabling AML investigators to refocus on fighting financial crime. Hummingbird’s founding team brings together product and regulatory experience from organizations like Square, Plaid, IDEO, the Department of the Treasury, and the OCC. Hummingbird is using data and design to modernize regulatory compliance in finance.
Springbot provides advertising, marketing and technology services for companies in North America and overseas. The firm also offers information technology implementation support services for mid-size firms and venture businesses. It was founded in 2012 and is headquartered in CHarleston, SC.
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.
Scratchpay is a financial technology company that provides payment processing, patient financing, and patient communication tools for veterinary and medical practices. Approximately half of all U.S. veterinary clinics use Scratch's platform to interact and transact with their clients. Scratch's patient financing solution allows patients and pet owners to receive a guaranteed offer in as little as 60 seconds to help them pay for medical care for themselves or a loved one. Scratch's payment processing tools integrate with leading practice management solutions to make checking out a seamless experience for the both the patient and the practice.
Instant Financial is leading the charge to provide financial freedom and wellness to millions of workers in the United States through its fee-free earned wage access solutions. By enabling employers to allow employees to access their daily wages immediately after their shift, Instant Financial helps organizations improve retention and reduce absenteeism while helping employees take control of their financial freedom by bridging the gap between work day and payday. Learn more about Instant Financial at www.instant.co.
Hurdlr automatically tracks all of your mileage, expenses, income streams, and tax deductions in real-time. Self-employed business owners, freelancers, and solo entrepreneurs use Hurdlr to save time, save money, and stay organized while running their business. On average, people find over $5,600 in tax deductions.
Micronotes is an AI-enabled cloud-based marketing automation company serving financial service providers. The company’s fast, automated, and cloud-based digital interview platform applies machine learning to customer data to improve customer engagement and effectively cross-sell financial services through digital service channels. The company was founded in 2008 and is headquartered in Boston, Massachusetts at the Cambridge Innovative Center (CIC).
Verady provides accounting and audit products and infrastructure networks through the Ledgible platform, where financial institutions, corporations, and regulators can audit, account, and verify blockchain assets. Verady believes traditional accounting systems, firms, and standards are currently lacking functionality around blockchain assets. Verady's Ledgible platform will be the bridge between these new assets and traditional financial verification and accounting which is needed to further their acceptance and growth.
Payrailz is a digital payments company that offers advanced bill payment and money transfer solutions to banks and credit unions. Its AI-driven digital payment platform combines with our Paywaze engine deliver smarter payment experiences through online and mobile channels, voice-enabled devices, interactive messaging, and payment bots. The company was founded in 2016 and is headquartered in Glastonbury, Connecticut.
Featurespace™ is the world leader in Enterprise Financial Crime prevention for fraud and Anti-Money Laundering. Featurespace invented Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, both of which are available through the ARIC™ platform, a real-time machine learning software that risk scores events in more than 180 countries to prevent fraud and financial crime. ARIC™ Risk Hub uses advanced, explainable anomaly detection to enable financial institutions to automatically identify risk, catch new fraud attacks and identify suspicious activity in real-time. More than 30 major global financial institutions are using ARIC to protect their business and their customers. Publicly announced customers include HSBC, TSYS, Worldpay, NatWest, Contis, Danske Bank, ClearBank, Akbank and Permanent TSB.
Research indicates that a majority of people have less than $1,000 to pay for emergency expenses when life happens. This means they need to turn to loans with high-interest fees, credit cards, and other, short-term payment methods that can produce major financial hardships later on. With this in mind, They founded DoubleNet Pay to help people easily pay their bills on time and create a savings fund before spending their money. By making this good habit automatic, anyone can clearly see and understand what their disposable income for each pay period (their DoubleNet Pay) really is at any time online.
LendKey is a financial technology company that creates white-labeled lending solutions that transform financial institutions into profitable digital lending businesses. The company manages the entire lending process, which includes: demand generation, online decisioning, loan origination, customer service and balance sheet management. Based in New York and Cincinnati, the company was founded in 2009.
Cardlytics uses purchase-based intelligence to make marketing more relevant and measurable. They partner with more than 1,500 financial institutions – including Bank of America and PNC – to run their banking rewards programs that promote customer loyalty and deepen banking relationships. In turn, they have a secure view into where and when consumers are spending their money. They use these insights to help marketers identify, reach and influence likely buyers at scale, as well as measure the true sales impact of marketing campaigns. Headquartered in Atlanta, Cardlytics has offices in London, New York, Chicago and San Francisco.
Gro Solutions exists to enhance the customer acquisition process for banks and credit unions. Our goal is to increase the number of customers you have as well as the account portfolio of your current base. Our flagship product, Gro Account Opening utilizes the best of the mobile world allowing your organization to on-board the Digital native easier and in less time. Whether online, on the go or at the branch, your organization can open and fund new accounts in the less than 4 minutes.
Exactuals is a SaaS-based platform that assists enterprises in paying non-employees. The platform registers its clients' data, calculates payments based on preferences, aggregates payment data, and distributes deposit payments to non-employees. It features identity vault, automated workflow, aggregated payments, real-time transparency, centralized identity management, direct deposit, and tax centers. It offers its services to firms in the music and film industries. Exactuals was launched in 2011 by Mike Hurst and is based in California.
Exactuals is a SaaS-based platform that assists enterprises in paying non-employees. The platform registers its clients' data, calculates payments based on preferences, aggregates payment data, and distributes deposit payments to non-employees. It features identity vault, automated workflow, aggregated payments, real-time transparency, centralized identity management, direct deposit, and tax centers. It offers its services to firms in the music and film industries. Exactuals was launched in 2011 by Mike Hurst and is based in California.
Founded by several Financial Advisors that had spent 15 years managing money for very wealthy clients, blooom has become of the nation’s fastest growing robo-advisors with a specific focus on helping any American with a workplace retirement account like a 401k or 403b. Blooom is a Registered Investment Advisor with the SEC, and aims to scale fiduciary best practices on low fees, and appropriate asset allocation and diversification, to millions of Americans who have workplace retirement accounts, yet no access to a financial advisor and no desire to "DIY it."
Springbot provides advertising, marketing and technology services for companies in North America and overseas. The firm also offers information technology implementation support services for mid-size firms and venture businesses. It was founded in 2012 and is headquartered in CHarleston, SC.
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.
MicroBilt Corporation develops alternative credit data and risk management solutions. The company offers consumer credit and decisioning tools, which include alternative and traditional credit reporting, and decision support products; bank verification products comprising bank account verification and aggregation, bank account holder risk, and bank account prescreen; identity verification/authentication tools for various industries; and payment/ACH risk verification products for online/offline retailers, billers, utilities, collection agencies, groceries, debt buying companies, finance/insurance companies, lenders, and leasing companies. It also provides recovery and skip tracing tools comprising account segmentation, skip tracing, asset identification, and real time monitoring; and background screening products, including civil records screening, criminal background screening, driver’s license and motor vehicle search, and employment and education verification. In addition, the company offers business credentialing products, including business valuation, credentialing, training, auditing, site surveys, and merchant verification for businesses; and lease-to-own products, such as custom Website, automated lease purchase decisioning, and regulatory compliance. It serves motor vehicle sales, retail sales/rental, collection/recovery, accounts/appraisal, finance, short term lending, government/not profit, property management, merchant, and wholesale/distribution industries. The company was founded in 1978 and is based in Kennesaw, Georgia. MicroBilt Corporation is a former subsidiary of First Data Corporation.
Vista, Calif.-based Bluepoint Solutions is a leading innovator in remote deposit capture (RDC), image-based item processing, electronic document management and receipt management. Adhering to strict best practice standards, Bluepoint delivers proven technology solutions and consulting services that improve the client service experience, improve business continuity, assure disaster recovery, increase productivity and reduce the risk of fraud. Bluepoint's family of products and services offer a complete, end-to-end, image-based item capture and payment processing solution.
DefenseStorm is a network security company that provides a cloud-based cybersecurity management platform. Its platform offers a bank, management oversight, and reporting, smart threat response, security expert, big data, and community intelligence solutions. The company combines and automates in real-time cybersecurity and cyber compliance built for banking, so financial institutions can achieve cyber safety and soundness according to regulations and their own policies Edgardo Nazario, Harold Brewer, Jeffrey Lunsford, and Sean Cassidy founded Praesidio on May 1, 2014, that became DefenseStorm in June 2016. It has its headquarters in Seattle in Washington.
Apruve eliminates the need for suppliers to manage Accounts Receivable by extending payment terms to business buyers on behalf of their suppliers. Suppliers get paid in 24 hrs, buyers get payment terms. The program is completely automated and sits inside either an ERP or eCommerce framework to handle both online and offline orders. A B2B version of Visa. Based in Minneapolis, Minnesota, Apruve was launched in 2013.
Featurespace™ is the world leader in Enterprise Financial Crime prevention for fraud and Anti-Money Laundering. Featurespace invented Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, both of which are available through the ARIC™ platform, a real-time machine learning software that risk scores events in more than 180 countries to prevent fraud and financial crime. ARIC™ Risk Hub uses advanced, explainable anomaly detection to enable financial institutions to automatically identify risk, catch new fraud attacks and identify suspicious activity in real-time. More than 30 major global financial institutions are using ARIC to protect their business and their customers. Publicly announced customers include HSBC, TSYS, Worldpay, NatWest, Contis, Danske Bank, ClearBank, Akbank and Permanent TSB.
ShopKeep Inc. offers a comprehensive point-of-sale solution tailored for small and medium-sized businesses (SMBs). Founded in 2008 and headquartered in New York, with additional offices in Portland, Northbrook, and Belfast, the company provides cloud-based software and hardware, including card readers, receipt printers, and Bluetooth scanners, specifically designed for iPad use. Its system facilitates secure payment processing, inventory management, and employee tracking, while also offering real-time reporting and analytics. ShopKeep’s services extend to a merchant cash advance program, a marketing dashboard for tracking customer engagement, and a mobile app that allows business owners to monitor performance remotely. With a customer support team available 24/7, ShopKeep serves a diverse range of establishments, including cafes, retail shops, and food trucks across the United States, Canada, and Guam. As of late 2020, ShopKeep operates as a subsidiary of Lightspeed POS Inc.
Springbot provides advertising, marketing and technology services for companies in North America and overseas. The firm also offers information technology implementation support services for mid-size firms and venture businesses. It was founded in 2012 and is headquartered in CHarleston, SC.
"PayGo is a team of accomplished individuals who have used, managed, built, designed, and sold the requisite elements of real utility solutions that enable better service at a lower cost for customers or members. They don’t sell software; they provide a fully integrated solution that solves problems while raising customer satisfaction.PayGo was built upon the premise that understanding utility challenges was the best way to deliver solutions that truly empower utility customers and employees."
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.
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.
BitPay provides enterprise-grade bitcoin payment solutions for businesses and organizations. It offers RESTful API, a bitcoin paymet gateway API; and native payment protocol support, signed payment request, direct payment communication, and BIP 73 support solutions. BitPay also provides Copay, a bitcoin wallet solution with Intel hardware security integration that allows users with hardware-level protection, including private key generation, transaction signing, and private keys. It has a strategic processing relationship with Aliant Payment Systems, Inc. Anthony Gallippi and Stephen Pair founded BitPay on May 1, 2011. It has its headquarters in Atlanta in Georgia.
Everything ShopKeep does supports growing and independent businesses. Built by and for small business owners, ShopKeep provides an intuitive, secure, iPad point-of-sale system with POS software that empowers merchants to run smarter businesses by optimizing staffing, managing inventory and accessing real time sales reports and customer information on one seamless, cloud-based platform. With more than 25,000 customers, ShopKeep’s award-winning customer care team is available to help 24/7 and provides a robust support network for growing business owners. ShopKeep is headquartered in New York City, with offices in Portland (OR), Chicago (IL), and Belfast (NIR).
Financeit offers a comprehensive suite of tools and technologies designed to simplify complex sales transactions for businesses and their customers. Financeit's point-of-sale financing platform helps businesses of any size close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. For larger enterprise businesses, Financeit delivers an integrated suite of home improvement solutions at scale, including leads and workflow management, live contact agents, financing and promotions, performance assurance and category development. Financeit has partnered with over 8,000 merchants to process more than $5 billion in loan applications and was named Canadian Lenders Association's 2019 Company of the Year in Lending.
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.
LendKey is a financial technology company that creates white-labeled lending solutions that transform financial institutions into profitable digital lending businesses. The company manages the entire lending process, which includes: demand generation, online decisioning, loan origination, customer service and balance sheet management. Based in New York and Cincinnati, the company was founded in 2009.
Springbot provides advertising, marketing and technology services for companies in North America and overseas. The firm also offers information technology implementation support services for mid-size firms and venture businesses. It was founded in 2012 and is headquartered in CHarleston, SC.
FTRANS develops software for businesses and financial institutions. Specifically, the company provides a complete accounts receivable and credit management solution which enables businesses to operate more efficiently and with greater access to capital.
ShopKeep Inc. offers a comprehensive point-of-sale solution tailored for small and medium-sized businesses (SMBs). Founded in 2008 and headquartered in New York, with additional offices in Portland, Northbrook, and Belfast, the company provides cloud-based software and hardware, including card readers, receipt printers, and Bluetooth scanners, specifically designed for iPad use. Its system facilitates secure payment processing, inventory management, and employee tracking, while also offering real-time reporting and analytics. ShopKeep’s services extend to a merchant cash advance program, a marketing dashboard for tracking customer engagement, and a mobile app that allows business owners to monitor performance remotely. With a customer support team available 24/7, ShopKeep serves a diverse range of establishments, including cafes, retail shops, and food trucks across the United States, Canada, and Guam. As of late 2020, ShopKeep operates as a subsidiary of Lightspeed POS Inc.
3V Transaction Services Limited offers prepaid products for use in online payment transactions in Ireland and Canada. The company provides 3V Voucher, an online payment method that allows customers to shop online, over the phone, and by mail order by using prepaid vouchers that have a disposable 16-digit VISA number. It offers its vouchers through participating retail outlets. The company was founded in 2004 and is based in Blackrock, Ireland.
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.
IP Commerce is a privately held software company serving small and medium sized businesses (SMBs). Its flagship solution, Commerce Sync, simplifies accounting for thousands of SMBs, helping business owners realize valuable time savings, increased accuracy, and complete business visibility. The Company is headquartered in Denver, Colorado.
Interactive Advisory Software provides the leading wealth management software-as-a-service (SaaS) solution for financial advisors and wealth managers. IAS’s Solution 360° is the only unified solution to combine portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service all in a single web-based platform. IAS eliminates integration challenges, enabling financial advisors to streamline their practice, enhance client relationships, and attract new clients.
eWise is a leading international provider of Personal Financial Management and Account Aggregation solutions. eWise Money Manager is used by many of the worlds most innovative banks including HSBC, Westpac and First Direct. Founded in 2000 and headquartered in Switzerland, eWise has operations in Europe, Asia, America and Australia.
CRE Loaded is much more than your average shopping cart. It's the industry's first downloadable ecommerce system that can easily make your store fully compliant with all Payment Card Industry (PCI) security rules.
eWise is a leading international provider of Personal Financial Management and Account Aggregation solutions. eWise Money Manager is used by many of the worlds most innovative banks including HSBC, Westpac and First Direct. Founded in 2000 and headquartered in Switzerland, eWise has operations in Europe, Asia, America and Australia.
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.
FTRANS develops software for businesses and financial institutions. Specifically, the company provides a complete accounts receivable and credit management solution which enables businesses to operate more efficiently and with greater access to capital.
ControlScan is a provider of PCI compliance and security solutions focused on small to medium-sized merchants. The company also offers solutions in SSL Certificates, a livechat service, web application scanning, and application penetrating testing.
FTRANS develops software for businesses and financial institutions. Specifically, the company provides a complete accounts receivable and credit management solution which enables businesses to operate more efficiently and with greater access to capital.
IP Commerce is a privately held software company serving small and medium sized businesses (SMBs). Its flagship solution, Commerce Sync, simplifies accounting for thousands of SMBs, helping business owners realize valuable time savings, increased accuracy, and complete business visibility. The Company is headquartered in Denver, Colorado.
FTRANS develops software for businesses and financial institutions. Specifically, the company provides a complete accounts receivable and credit management solution which enables businesses to operate more efficiently and with greater access to capital.
E-Duction is at the forefront of the evolving payment industry – paying for goods and services via payroll deduction. The current advent of consumerism is creating demand for more complex payroll deduction products, including variable and dynamic products in which the deduction/payment amount may change each month. E-Duction's transaction processing capabilities make possible a wide range of profitable, consumer-friendly payroll deduction-based services which meet the key demands of today's large and small employers alike.