Companies

Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.

Your Money Line is a financial wellness company that provides custom financial paths, expert guides, and human resource benefits.

Plinqit provides smart savings app.

Onuu, pronounced "on you" provides financial security with access to a credit card, savings, life insurance and financial literacy all in one place.

GravyStack helps parents raise kids and teens with the skills, mindsets, and resources to build financial freedom. Our platform enables kids to teach themselves how to save, spend, share, and manage their money wisely.

Jassby is a mobile payment system designed for families, kids, and teens.

Rubik is a financial data platform for single family homes.

White-labeled platform + mobile app coaches millennials and gen-xers through all 10 themes of financial wellness.

Our mission is to make financial security accessible to everyone. TANDA is a financial services company that makes financial security accessible.

Exeq helps users spend better.

ScholarMe simplifies how high school and college students pay for college.

Sunfish makes parenthood attainable for all types of families through financial solutions, support, and guidance. Sunfish Technologies specializes in offering financial solutions for all journeys to parenthood.

Your 360° dashboard for personal accounts. Gather consumer finance documents for your platform, faster and easier than ever before.

Build a life together with your partner, one money milestone at a time. Tandem is a consumer fintech platform for couples.

An innovative financial platform that allows 400M Latinos to manage their finances and take care of their families.

Paperwork is a financial preparedness platform focused on helping families maximize their financial health and wellness.

Qoins is a financial wellness app that helps consumers achieve their financial goals by combining financial education and automation.

Finch empowers you to access the benefits of investing without having to significantly change the way you manage your money today. Finch lets you earn investment returns by automatically investing your balance into a portfolio of diversified exchange-traded funds (ETFs) designed to match your unique risk profile. This means your entire balance is...