Self Financial Inc
Self Financial, Inc., founded in 2015 and based in Austin, Texas, is a fintech company focused on credit building. Formerly known as Self Lender, the company provides accessible tools aimed at increasing financial resilience and economic inclusion, particularly for underserved individuals and those with limited credit history.
Self Financial offers...
Securitize
Securitize, Inc. is a financial technology company founded in 2017 that specializes in blockchain-based tokenization of real-world assets. As a registered SEC Transfer Agent since 2019, Securitize operates globally with offices in major cities including New York City, San Francisco, and Tokyo, employing around 100 staff. The company expanded its...
Savology
Savology is a digital financial planning and wellness company based in Orem, Utah, founded in 2019. The company aims to enhance the financial security of American households by making financial planning more accessible and effective. Savology serves financial advisors, employers, and individuals looking to improve their financial well-being.
The company...
Savana Inc
Savana, Inc. is a financial technology company based in Malvern, Pennsylvania, founded in 2009. It offers a software-as-a-service (SaaS) platform that unifies banking operations to enhance customer experiences across various channels. The platform integrates core banking functions with customer interactions, aiming to eliminate process silos and provide a consistent experience....
Satoshi Capital
Satoshi Capital Advisors is a New York-based global advisory and asset management firm that works with leading public and private sector organizations on capital, markets, public finance, and asset management initiatives -- we work with industry and world leaders to build the future. Our team has been building enterprise technology...
Rock The Street Wall Street
Rock The Street, Wall Street (RTSWS) is a nonprofit organization based in Nashville, Tennessee, founded in 2013. It focuses on empowering high school girls and university women from diverse backgrounds through financial and investment literacy programs. RTSWS aims to bridge gender and racial equity gaps in finance by integrating mathematics...
Raseed Invest
Raseed Invest is a FinTech startup founded in February 2020, operating in the GCC region, including the UAE, Bahrain, and Saudi Arabia. The company aims to democratize access to US financial markets by removing barriers such as high commissions and complex onboarding processes.
Raseed offers services like zero-commission trading for...
Railz
Railz is a financial technology company based in Toronto, Canada, founded in 2020. It specializes in developing APIs that enable seamless integration with major accounting service providers and banking platforms. Railz was acquired by FIS, a global leader in financial technology solutions, which has enhanced its capabilities.
The primary offering...
Qube Money
Qube Money is the world's first banking system that controls spending, eliminates debt, and creates a healthy financial environment just by using the app.
Qapital
Qapital is a global, remote-first company founded in 2013, with roots in Stockholm, Sweden, and New York, NY. It focuses on personal finance, using behavioral psychology and technology to help users save and invest more effectively. The company's mission is to assist individuals and couples in achieving their financial goals...
KINGSCROWD
KingsCrowd is a company focused on private market investing, aiming to make this asset class accessible to a wider audience. Founded in 2018, it has established itself as a key data source for venture crowdfunding, offering insights and analytics for early-stage investors. The team comprises experts from various fields, including...
Kevin D Oden Associates
Model Governance
We help you develop policy and procedure to fit the size and scope of your institution. Experienced working with business and risk leaders to to develop rational governance frameworks, inventory management taxonomy and strategy as well as implementation strategies
Model Development
Have our team develop a model which...
Investor Cash Management
We're reinventing cash management to help you build a better financial future.
Get up to a 55X return on your money with the first cash management account (CMA) that combines the best of saving, spending, and investing in a single product.
Innovative Payments Association
The Innovative Payments Association (IPA) is a trade organization that represents the electronic payments sector. Based in Montvale, NJ, the IPA advocates for prepaid products, mobile wallets, and person-to-person (P2P) payment technologies. The organization focuses on advancing electronic payment adoption, promoting financial inclusion, and engaging with legislative and regulatory bodies....
InfoIMAGE Inc
InfoIMAGE, Inc. specializes in the composition, processing, printing, and online presentation of transactional and variable data documents. Founded in 1984, the company serves financial institutions across the United States, focusing on transforming customer statements into effective tools for client retention and revenue generation.
The company offers a variety of services,...
HPR Hyannis Port Research
HPR (Hyannis Port Research) is a Boston-based technology company founded in 2011, specializing in high-performance solutions for capital markets infrastructure. Headquartered in Newton, Massachusetts, HPR focuses on simplifying complex trading systems for institutional market participants, including brokers, clearing firms, market makers, and quantitative hedge funds. The company offers managed services...
Harmonic Financial Technology
Harmonic integrates banking and insurance services into the products your customers use everyday. Open new opportunities by enabling account creation, card programs and payments for your customers. Earn revenue and build resilience by offering affordable insurance products that match a variety of unique lifestyles.
We do the hard work in...
Harbor View Advisors
Harbor View Advisors is an investment banking and corporate strategy consulting firm based near Jacksonville, Florida. Founded in 2007 by experienced Wall Street professionals, the firm focuses on delivering strategic insights to middle-market clients. Since launching its investment banking services in 2009, Harbor View Advisors has specialized in sectors such...
GeoWealth
GeoWealth is a financial technology company based in Chicago, specializing in turnkey asset management solutions for registered investment advisors (RIAs) and institutional investors. The company integrates proprietary technology with investment management services to enhance operational efficiency for wealth management firms. As of February 2024, GeoWealth manages over $28 billion in...