Guideline, Inc.

B2B FINTECH | ACCOUNTING/TAX | OTHER SOFTWARE SOLUTIONS

Guideline offers a 401(k) automation platform for SMEs and financial advisors, helping them in the administration, compliance, and recordkeeping and also in the management of their employee's retirement accounts. Recently,...

Human Interest

B2B FINTECH | ACCOUNTING/TAX | OTHER SOFTWARE SOLUTIONS

The company provides 401(k) planning software for small and medium enterprises, enabling them to sponsor their workers and help them save and invest a part of their earning before the...

Finicity

OTHERS | MARKET DATA PROVIDER | PAYMENTS | FINANCIAL RESEARCH | ORDER ROUTING AND ORDER MANAGEMENT | BANKINGTECH

Finicity Data Services is a cloud-based financial API platform offering services to financial application developers around the globe to create next generation financial applications. Finicity Financial Wellness is a personal...

Moven

BANKINGTECH | NEW CORE BANKING SOLUTIONS | OTHER SOFTWARE SOLUTIONS

Moven leverages AI, behavioral psychology, financial analytics, and API technology to provide digital banking platform for banks, enabling them to acquire customers and add smart-banking solutions to their existing applications....

Additiv

B2B FINTECH | WEALTHTECH-RETAIL | ROBO ADVISOR | OTHER SOFTWARE SOLUTIONS

Additiv provides DFS (Digital Finance Suite) and online platforms that allow digital solutions in the areas of private banking, retail banking, consumer finance, portfolio and asset management sectors. It also...

OpenLegacy

WEALTHTECH-RETAIL | BANKING TECH | SOFTWARE/WHITELABEL/APIS (WEALTHTECH) | OTHER SOFTWARE SOLUTIONS

The company offers an API integrated solution for the finance, insurance, and government sectors, enabling them to avail opensource API for automated legacy, modernization, and integration that in turn further...

FundGuard

B2B FINTECH | ARTIFICIAL INTELLIGENCE/MACHINE LEARNING | OTHER SOFTWARE SOLUTIONS

FundGuard offers a fund management platform for asset managers, asset owners, banks and fund administrators, enabling them to manage investments across mutual funds, ETFs, separately managed accounts, pension funds as...

Valocity

REGTECH | BANKING TECH | COMPLIANCE | OTHER SOFTWARE SOLUTIONS

Valocity offers a custom suite for the insurance and government sector, enabling them to streamline the mortgage and valuation process by connecting home buyers, brokers, and lenders.

EMAsphere

B2B FINTECH | DATA MANAGEMENT | OTHER SOFTWARE SOLUTIONS

EMAsphere provides an enterprise management platform for IT and accounting firms, enabling them to avail financial and operational insights in-order to optimize their performance. It also provides analytics and account...

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