Cork offers cyber guarantees to MSPs that service small businesses and the independent software vendor (ISV) solutions that they manage.
Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs
Advocate Technologies provides tech-enabled insurance compliance services and insurance risk management advice for lenders and asset managers, helping clients to keep loan portfolios safe. Founded in 2020, the firm is based in New York, United States.
Acorn Finance provides home improvement financing to contractors and homeowners. The company was founded by Giri Addanki in 2017.
Formotiv offers a software platform that analyzes end-user behavioral patterns. Their solution measures end-user behavioral biometrics in real-time to detect future outcomes like fraud, delinquency, profitability, and abandonment as users engage with digital applications.
ZenLedger is an analytics startup that simplifies cryptocurrency taxes to help investors and tax professionals in portfolio management. Built by expert industry veterans in technology, finance, and accounting, it allows users to easily import crypto transactions, calculate gains and income, and prepare tax returns. Its automated platform helps investors and tax professionals reduce the uncertainty, frustration, and manual grunt work of creating personal crypto brokerage accounts.
Wagmo operates a pet wellness platform that offers pet insurance and routine care. Its platform offers preventative care through reimbursements for routine expenses like exam fees, vaccinations, and flea, tick, and heartworm prevention by using veterinary data.
Developer of an e-commerce platform designed to power and improve checkout experiences. Facing operational challenges late in 2022, the CEO took the company on an exit path and a transaction was recorded later in 2023.
Railz is building the largest financial data network for the future of finance. We aim to bridge the connection between future-thinking financial institutions and companies and their SMB customers’ financial data. Our Accounting Data-as-a-Service™ solution offers financial institutions and fintechs the ability to move fast through messy data - and make sense of it all. With our single API, get the financial data you need from major accounting and financial service providers. Get real-time accounting data, syncing, and analysis at your fingertips with Railz.
Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs
Roots Automation's Agentic AI platform enables insurers to transform their operations with unmatched accuracy and speed. Roots Automation's pre-trained, insurance-specific AI delivers rapid time-to-value, measured in weeks, not months. Used by three of the top five P&C carriers and three of the top 10 brokers, Roots Automation enables brands to liberate their teams from complex workflows, allowing them to focus on what truly matters – delighting customers with superior service and care. In addition, Roots Automation created and launched InsurGPT - the world’s most advanced fine-tuned Generative AI model, designed specifically for the Insurance market. InsurGPT utilizes a deep corpus of insurance specific data and documents alongside systems and process knowledge to significantly improve the accuracy, speed, and validity of data extraction and inferencing, while reducing false-positives, ‘hallucinations,’ that non-industry specific Generative AI models produce.
Retirable is a financial services company specializing in planning, advising, investing, and income generation for adults in or near retirement.
Alloy Online is a prominent digital media and marketing company based in New York, catering primarily to the 12-34 demographic. It operates as an e-commerce destination site and apparel cataloger for teens, combining a robust online shopping experience with a highly trafficked community platform that features interactive elements such as email, chat, and social networking. Additionally, Alloy's services include nontraditional media programs that effectively reach targeted consumer segments through various channels, including interactive and display advertising, direct mail, content production, and educational programming. By focusing on entertainment and lifestyle trends, Alloy Online provides its audience with inspiration and recommendations across a range of interests, including shows, movies, health, and fitness.
Railz is building the largest financial data network for the future of finance. We aim to bridge the connection between future-thinking financial institutions and companies and their SMB customers’ financial data. Our Accounting Data-as-a-Service™ solution offers financial institutions and fintechs the ability to move fast through messy data - and make sense of it all. With our single API, get the financial data you need from major accounting and financial service providers. Get real-time accounting data, syncing, and analysis at your fingertips with Railz.
TowerIQ is a broker first platform that brings transparency to insurance markets. The company seamlessly brings clients from application to binding by augmenting broker expertise with a low touch technology platform that distributes ingestible data directly to any carrier. This frees brokers and agents to focus their efforts on solving the business challenges facing the clients that allow them to win more business and improve client retention. TowerIQ was founded in 2017 and is headquartered in Boston, Massachusetts.
Curu enables lenders to open more accounts by showing users the actions necessary to meet eligibility for their financial goals. Curu has become a fast-growing technology provider with its application’s sophisticated algorithms designed to boost consumer credit scores and its innovative “Extended Approval Plan” and customized risk model. Users link all of their accounts to their secured Curu profile and Curu’s engine calculates ways to improve the end-users credit score in order to help them meet eligibility requirements and get approved for financial products such as credit cards, personal loans, auto loans, and mortgages. Financial institutions contract with Curu to provide their clientele with a solution consisting of an individualized behavioral modification and a credit score improval program that generates new accounts.
ZenLedger is an analytics startup that simplifies cryptocurrency taxes to help investors and tax professionals in portfolio management. Built by expert industry veterans in technology, finance, and accounting, it allows users to easily import crypto transactions, calculate gains and income, and prepare tax returns. Its automated platform helps investors and tax professionals reduce the uncertainty, frustration, and manual grunt work of creating personal crypto brokerage accounts.
Acorn Finance provides home improvement financing to contractors and homeowners. The company was founded by Giri Addanki in 2017.
Wagmo operates a pet wellness platform that offers pet insurance and routine care. Its platform offers preventative care through reimbursements for routine expenses like exam fees, vaccinations, and flea, tick, and heartworm prevention by using veterinary data.
Jobble puts the power of recruiting and managing an on-demand workforce in the hands of companies and agencies. You get the operational efficiencies of a staff management platform plus a professional and vetted on-demand workforce, with ratings and reviews by former employers. In just a few clicks you can handpick a workforce that best fits your needs, control costs, and manage operations.
Digital Assets Data is a financial technology and data company building enterprise-grade software and data feeds for crypto hedge funds, family offices, research firms, global consulting firms, banks, sovereigns, and other market participants.
Clerkie is an AI financial planner that provides financial knowledge, personalized answers, and actionable plans.
Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs
Long Game designs fun and engaging customer experiences on top of savings products to encourage responsible financial planning. The personal finance app allows its users to play games and win cash prizes up to $1 million.
Kingfield provides transparency in financial services operations. It is building the next-generation financial markets technology to improve the client and service provider experience. It was founded in 2015 and is headquartered in Naples, Florida.
FRST provides unique datasets and professional-grade tools to digital asset traders.
ZenLedger is an analytics startup that simplifies cryptocurrency taxes to help investors and tax professionals in portfolio management. Built by expert industry veterans in technology, finance, and accounting, it allows users to easily import crypto transactions, calculate gains and income, and prepare tax returns. Its automated platform helps investors and tax professionals reduce the uncertainty, frustration, and manual grunt work of creating personal crypto brokerage accounts.
TowerIQ is a broker first platform that brings transparency to insurance markets. The company seamlessly brings clients from application to binding by augmenting broker expertise with a low touch technology platform that distributes ingestible data directly to any carrier. This frees brokers and agents to focus their efforts on solving the business challenges facing the clients that allow them to win more business and improve client retention. TowerIQ was founded in 2017 and is headquartered in Boston, Massachusetts.
Vault provides the most comprehensive software platform in the market to address the financial burden of student loan debt. Our intuitive web-based tool provides a highly secure employee experience that empowers employees to achieve financial freedom. With the option to make contributions to employees’ debt repayment, Vault enables companies to attract and retain their valuable talent. Vault empowers companies with relevant, flexible products that provide advice, create pathways to manage student debt more effectively, and enable paying-down student loans while building 401(k) savings.
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).
Digital Assets Data is a financial technology and data company building enterprise-grade software and data feeds for crypto hedge funds, family offices, research firms, global consulting firms, banks, sovereigns, and other market participants.
Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. With a Software as a Service (SaaS) deployment approach, Vestmark's customers currently manage over 1 million accounts representing over $250 billion in assets under management.
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage Suite™ of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.
Private Equity Round in 2016
Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. With a Software as a Service (SaaS) deployment approach, Vestmark's customers currently manage over 1 million accounts representing over $250 billion in assets under management.
Netcapital enables investors to invest in entrepreneurs seeking to raise capital using technology. The company makes private transactions transparent and easy by creating a secure place to transact and providing clear information so investors can make their own investment decisions. It helps entrepreneurs and investors to work together to build value by opening the lines of communication and keeping investors updated and allow them to collaborate with entrepreneurs and accelerate innovation. Their Secondary Transfer Platform makes it easy for investors to create bids and asks on offers that have already closed, allowing entrepreneurs to sell shares they already purchased on Netcapital and buy shares in companies that are no longer raising money. Jason Frishman formed the company in Boston, Massachusetts in 2014.
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage Suite™ of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.
Mirador is the leading front-end small business lending platform supporting established lenders with borrower acquisition, digital application, decisioning, and borrower communication. Mirador leverages a streamlined, delightful user experience to create profitability and efficiencies in the lending process, giving traditional lenders the edge they need to compete. Mirador’s core lending platform can be supplemented with two modules that support highly prequalified lead generation and a second look program, enabling lenders to implement or expand a fully functioning small business loan program with a single trusted partner. Through the implementation of Mirador’s core platform, lenders have seen a 69% increase in efficiency in the small business lending process and an average reduction of $1550 in the cost to originate a loan, supporting greater profitability in the small business lending business unit. Mirador supports small business lending products including term loans, collateralized loans, SBA guaranteed loans, commercial real estate, and quick decision or docless loans, from $1k-$20M+.