COMPANY PROFILES
51credit.com
51 Credit Card Manager provides credit card management solutions through the analysis of users’ data from credit card bills, bookkeeping, credit card applications and payment transaction.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Abacus
Abacus provides a way for businesses to reimburse their employees for company expenses, reconcile corporate cards, and implement expense policy.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
aboutLife, Inc. (Acquired/Merged)
aboutLife is a financial planning site that enables consumers to take important financial decisions.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
BillPin
BillPin is an app that enables users to track shared expenses and bills on the Web and in real time.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Credit Sesame
Credit Sesame is an online personal finance tool that enables users to save money on mortgage and loans by unlocking their credit potential. It monitors market changes and financial picture to deliver alerts and product recommendations to maximize savings.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT, CREDIT SCORING, LENDING
CreditBrite
CreditBrite.com provides consumers with real tools and information on how to repair or establish credit, without having to pay large fees .
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
CreditDonkey
CreditDonkey is Credit Card Comparison Website
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
DailyCost
DailyCost is an expense tracker to organize daily finance.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Debitize
Debitize is a financial tool and concept that makes it easy to use credit cards responsibly by combining the discipline of a debit card. Debitize makes it easy to use credit cards responsibly so cutsomers can earn rewards and build credit without worrying about overspending or late fees. It is compatible with most major credit cards and works automatically every time the customer makes a purchase by setting aside funds from their checking account to cover the balance, and then paying the bill each month.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Digit
Digit offers an automated savings app that analyzes the user’s spending habit and automatically diverts small amounts to their savings. It analyzes their income and spending pattern and finds small amounts of money that can be safely set aside. When the user requires funds for any particular purpose, they can send Digit a text message and the money is transferred directly from Digit savings to the checking account. The savings accounts are FDIC-insured custodial accounts held at partner banks Wells Fargo and BofI Federal Bank.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Emerge Financial Wellness
Emerge Financial Wellness delivers a dynamic, quickly scalable e-financial wellness program as a workplace benefit, offering targeted financial education and low-cost credit building loans through our cloud-based platform to help improve employee productivity.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Final (Acquired/Merged)
Final was acquired by Goldman Sachs in Jan 2018, it is the only credit card that gives control back to the consumer. Rather than a single card number, Final enables users to generate multiple numbers in order to prevent fraud, and protect against merchant data breaches or card loss.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Finovera
Finovera was formerly known as FiPort, Inc., an automated management software platform that offers digital file cabinet which enables users to receive, organize and manage their bills, accounts and documents in one secure place. It also provides online bill payment solutions to their customers.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
HelloWallet (Acquired/Merged)
HelloWallet was acquired by Morningstar in 2014, it is a web and mobile application that provides financial guidance to help employees maximize their benefits and take control of their finances. It also improves the performance of organizations by providing independent guidance that aligns corporate spending with human capital needs.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
iQuantifi, Inc.
iQuantifi.com provides personalized financial advice for users to make intent-based purchases of financial products and services. It is the virtual financial advisor that provides comprehensive advice to millennials and young families.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
LearnVest (Acquired/Merged)
LearnVest was acquired by Northwestern Mutual on March 26, 2015. It is an online platform providing financial planing services that helps people to make progress on their money.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Lendr Corp. (Closed)
Lendr builds flexible personal cash management tools for the growing freelance economy. It offers personal loans to consumers
Product services: LENDING, OTHER LENDING, WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
MinhasEconomias
Personal Finance Management
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
Money.Net
Money.Net Inc. is a privately held financial data technology company that empowers customers to analyze and monitor markets in real-time. It provides real-time US equity prices, options, international equities, foreign exchange, bond and commodity futures.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT, FINANCIAL RESEARCH
MoneyBuddy Data
Money Buddy is providing personal finance information for Australians.
Product services: WEALTHTECH (RETAIL), PERSONAL FINANCE MANAGEMENT
