Botdoc provides secure convenient and disposable containerized sessions for companies to transact business outside of their systems, removing friction with consumers. This results is higher and quicker conversion rates and a better cyber security posture. Botdoc has 400+ customers and is roughly $1M ARR today.

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ForwardLane provides an AI-powered Insights platform that delivers personalized insights and next best actions for wealth managers, asset managers and insurers. ForwardLane's AI automation provides insights that drive client engagement, discover new revenues and find clients at risk.

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Manifest is the easiest way to consolidate old retirement accounts. Employers can start distributing the responsive web app to their participants with less than an hour of effort. The team has transferred $100M+ in plan assets and is now building the pipes between the 401(k) providers to digitize transfers for everyone.

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Nestimate is a software analytics tool empowering retirement income solutions in the 401k.

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White Swan is a digital platform for all types of permanent life insurance, making the buying and selling experience simpler than ever before.

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Riskfuel's mission is to bring transparency and understanding of the risks in derivatives portfolios by giving traders tools to manage their portfolios in real time as the market changes. Founded in 2019, Riskfuel has grown into a team of 20 mathematicians and engineers and has contracts with 5 global banks including HSBC, Bank of Montreal, Scotiabank.

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We unlock your money to invest in alternatives. Millions of people have money stuck in their former employer’s retirement plans and in traditional IRAs that restrict investment choice. At Rocket Dollar, we help those people find and unlock $13T to invest in alternatives with no taxes. The days of 60/40 ‘set it and forget it’ stock/bond investing are dead. We have $800MM+ in assets under administration for thousands of customers. Welcome to 21st Century diversification.

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One impediment to aging safely is effectively managing household bills. The consequences can be devastating including suspension of vital services such as electricity, termination of benefits, eviction or foreclosure, and financial exploitation. Using proprietary software plus personal service, SilverBills solves these issues by receiving, scrutinizing, storing, and ensuring clients' household bills are paid correctly.

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Over 15,580 independent advisors and RIAs trust Truelytics’ Advisor Transition Management Platform to inform their business decisions related to transitions. Over 50 Broker-Dealers, Wirehouses, OSJs, Custodians, and Asset Managers rely on us to power their enterprise recruiting, practice management, succession, and benchmarking programs.

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CogniCor, backed by Morgan Stanley, is the ONLY business automation platform purpose built for the Financial services industry. Financial firms use CogniCor’s ‘digital financial experts’ for guided decision making and streamlining of a wide variety of daily operational tasks. CogniCor is founded on the strong belief that blending AI assisted experience and automation is going to be a real game changer for the $65B AI and automation market.

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Finaeo helps the life insurance industry simplify distribution by automating the front/back-office of today’s complex supply chain. Finaeo builds technology to help life insurance advisors take clients from prospect-to-policy through a multi-carrier marketplace and a set of advisor tools. 90% of life insurance is distributed through traditional brokers and they are the key to unlocking massive scale and sales velocity.

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Peacefully is a benefit that employers and insurance companies offer to help families prepare for end-of-life and handle bureaucratic tasks after a death (e.g., notifying social security, canceling utilities, dealing with online accounts). Peacefully improves mental wellbeing, productivity and beneficiary satisfaction. Peacefully has served more than 50,000 families since December 2019 and has established partnerships with healthcare and insurance companies covering 10M individuals.

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Trust Stamp is an AI company that empowers enterprises to authenticate user identities while protecting user privacy. With over 15B personal records exposed in 2019, stolen digital identities lead to fraud and mistrust in financial and societal systems. Trust Stamp solves this issue with biometric and tokenization technology. By the end of 2020, Trust Stamp had over 80 team members, 12 patent filings and revenue of around 3M.

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Health insurance carriers are experiencing 40% churn of their customers within the first two months. Trusty.care reduces that churn with our platform that gets the right people into the right products, the first time. Customers love us and in the last year our revenue grew +500% to $3.1m and our user base grew +3700%. We are transforming the way health insurance is bought and sold for the 150m Americans that purchase their own health insurance.

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The Accern NoCodeNLP Platform™ empowers citizen data scientists to extract insights from unstructured text data, minimize time to value and maximize ROI with pre-built AI/ML/NLP solutions. Recognized as the first No-Code NLP Platform-as-a-Service (PaaS) and industry leader with the highest accuracy scores, Accern also enables data scientists to customize end-to-end workflows that enhance existing models and enrich BI dashboards.

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Inkit’s direct mail solution tracks and automates personalized letters, marketing collateral, statements, policies, compliance notices, and other pieces of physical mail. Inkit integrates with CRMs digitizing companies’ offline points of contact with their customers - use cases include marketing campaigns, billing and compliance notices. Inkit counts 35+ customers globally, including P&G, asana, Sotheby’s, Bright Health, Bird and Boxed.

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Micruity is a financial technology infrastructure company on a mission to improve retirement income security. The Micruity Advanced Routing System (MARS™) facilitates frictionless data sharing between insurers, asset managers, recordkeepers, and other 3rd party technology companies.

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Industry Classification is a critical data point when underwriting small and medium business policies like Business Owner's, Worker's Comp, Professional Liability and D&O. Our AI helps you determine eligibility in under 1 second by identifying the right industry classification and helping you to understand what a business really does at the moment you call our API. Our API fires in less than a second, making it the perfect fit for quoting on comparative raters fast and competing in an evolving Insurtech landscape.

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Zemble is building the operating system for insurance cost centres - claims, complaints & compliance. Highly configurable and secure, Zemble ensures that all relevant stakeholders get access to the right information at the right time, for better performance and customer experiences.

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401GO enables every hard working American to build the future they want through financial independence. 401Go’s human-centric, advisor-led platform fully automates and affordably serves the often overlooked small businesses and their employees. 401GO ignites and enables individuals' desire to save for the future and puts them on the path to financial independence through our holistic platform that includes 401k, IRA, Brokerage and soon to be released HSA. 401GO is rated #1 in customer service with over 1,700 businesses relying on their 401k platform.

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Alphathena empowers advisors and financial institutions to offer highly personalized investment experiences using direct indexing, tax loss harvesting and tax efficient portfolio transitions. Changing investor needs are driving a profound shift in passive investing away from ETFs toward direct indexing and personalization. Alphathena's next-generation AI-enhanced platform manages the entire lifecycle of personalized offerings and makes that shift possible. Alphathena launched in early 2023, they were awarded "Fintech of the Year" at the Morningstar Investor Conference and are ranked #1 on Google for "Direct Indexing API".

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Tandem creates the infrastructure to capture the entire household’s financial product purchases from day 1. Relationship timelines have changed and financial products haven’t caught up. Tandem helps millions of gen z + millennial couples navigate their first money milestones and ultimately their financial futures by introducing them to life-stage relevant financial products. In less than one year, Tandem launched 2 pilots, helped couples manage $40M+ of expenses, was featured as a top tech trend on the NBC TODAY Show and has built an online community of 260k+ people.

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Under employs a no-code software platform that helps financial services companies upgrade their onboarding capabilities with digital applications, identity management, credit underwriting and direct integrations. Under launched in late 2022, currently generating over $400k in ARR across more than 30 financial institutions. Under’s platform has processed tens of thousands of applications to date. Financial Institutions rely on Under to modernize their user interface and backend infrastructure.

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Uprise’s AI-powered platform empowers financial companies to embed fully personalized, actionable financial advisory into their offerings.Uprise works with companies ranging from fintechs, banks, credit unions, insurance providers, and 401(k) and benefits providers. Uprise enables these companies to build deep relationships with customers across their entire financial lives at a previously impossible scale. By pairing human experts with technology, holistic financial advisory is now 20x more affordable and Uprise is on track to quadruple that in months.

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Sora provides a platform for financial advisors looking to grow client net worth by optimizing the other side of the balance sheet – liabilities. Sora’s platform automatically populates and refreshes data on clients’ outstanding debt (including mortgages, HELOCs, student loans, credit cards, and business loans), giving advisors unparalleled visibility and out-of-the-box analytical tools for designing wealth-creation strategies. Using its AI-based insights engine and rates from 50+ lenders across the country, Sora also proactively alerts advisors when their clients can save money on existing liabilities and surfaces the best rates on new loan requests.

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Multimodal automates complex middle and back office workflows in financial services such as underwriting, claims processing, and loan origination. By augmenting people with Generative AI Agents, Multimodal helps teams move 4x faster and enables companies to reduce operating costs, speed up decision turnaround times, and deliver better customer and employee experiences – all while keeping customer data private and secure.

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FutureMoney makes it simple to invest in your child’s future and build generational wealth. Based on recent regulatory changes, FutureMoney invented the Junior Roth IRA to grow funds tax-free. A modest weekly contribution for the first 18 years of your child’s life could set them up with a multi-million dollar account later based on historical market returns. Families can set multiple investing goals using general investing, 529 plans, Junior Roth IRA, Traditional IRA, and Roth IRA accounts.

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Waterlily predicts a family’s future Long Term Care (LTC) needs and costs in retirement. By analyzing over 500M data points using its AI modeling software, Waterlily builds a comprehensive care plan and precisely models the ROI of purchasing an insurance policy for these needs.

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OneEleven Financial Wellness helps employees of all ages and stages overcome their daily financial stress in a way that’s accessible and fun, making them happier at home and more productive at work. Traditional benefits are focused on long-term goals like retirement, but fail to address high-mindshare issues that stand in the way of preparing for the future, like paying off debt and budgeting for the rising cost of living. Through OneEleven’s easy-to-use, gamified mobile app, employees create a personalized plan to achieve their top goals and make the most of their existing benefits with support and accountability from a dedicated human coach.

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