Non Equity Assistance in 2022
Fintech, AI, Machine Learning ESG, Social Impact Measurement and Management Data. We put the S in ESG.
Non Equity Assistance in 2021
InterGen Data, Inc. specializes in developing cloud-based artificial intelligence software solutions and machine learning algorithms tailored for banking, wealth management, insurance, and fintech sectors. The company's platform enables financial institutions to predict when clients may experience significant life events and assess the potential financial implications. Key offerings include SoLOMON, an artificial intelligence engine that manages various client data points such as age, risk tolerance, and life stages; LSLE, which identifies life events; and DAViD, a robo-advisory widget that delivers insights regarding clients' lives. Founded in 2017 and headquartered in Murphy, Texas, InterGen Data aims to enhance client engagement and financial planning through its innovative technology.
Non Equity Assistance in 2021
i2Chain, Inc. is a technology company that offers a software-as-a-service (SaaS) platform designed for the secure sharing of sensitive documents. Catering to industries such as mortgage, banking, accounting, and healthcare, i2Chain enables organizations to safely exchange personal, intellectual, and health information while ensuring compliance with privacy regulations like GDPR and CCPA. The platform features zero-click technology that employs encryption, policy management, and immutable audit logs, and it is adaptable to various storage solutions. Founded in 2018 and headquartered in San Ramon, California, i2Chain aims to enhance security and facilitate remote work by providing tools for secure document access and distribution both internally and externally.
Non Equity Assistance in 2021
Kintsugi utilizes machine learning and voice biomarkers to detect clinical depression and anxiety, providing innovative talk therapy software to users in over 250 cities worldwide. By analyzing short clips of free-form speech, the company has developed a mental healthcare infrastructure that identifies signs of these conditions, thereby assisting medical practitioners in addressing gaps in mental health care. Kintsugi has amassed the world's largest longitudinal, annotated voice data set for this purpose, resulting in the creation of a clinical-grade voice biomarker diagnostic, which is currently pending patent and FDA approval. This technology aims to measure the severity of depression and anxiety in real-time, offering a more effective approach to mental health assessment and intervention.
Non Equity Assistance in 2021
Otomo is a licensable B2B2C cash management toolkit designed for banks and fintechs. The platform leverages artificial intelligence to offer personalized discounts and rewards, enhancing the financial wellness of consumers. By providing hyper-personalized banking solutions, Otomo enables financial institutions to cater to the unique needs of each end user. This approach not only improves user engagement and retention but also maximizes revenue opportunities for licensing partners. Overall, Otomo aims to create a compelling experience that benefits both consumers and financial institutions alike.
Non Equity Assistance in 2021
Quber Technologies Inc. is a Canadian company that develops a mobile application focused on personal finance management. Founded in 2016 and headquartered in Moncton, the application provides users with insights into their spending by analyzing their bank account activity. It employs smart algorithms to track savings over different timeframes, recommend budget goals, and create tailored expenditure plans based on individual income and spending habits. By helping users set specific savings goals, Quber encourages them to manage their finances effectively and prioritize essential expenditures. Additionally, the platform rewards users for saving money through vouchers that can be redeemed at partner locations, further incentivizing responsible financial behavior.
Non Equity Assistance in 2021
Micruity is a developer of an income connectivity platform focused on enhancing financial infrastructure for secure retirements. The company's technology facilitates seamless data sharing among insurers, asset managers, recordkeepers, and third-party technology providers. By streamlining this process, Micruity enables clients to convert retirement savings plans into sustainable retirement income, addressing the financial stress that individuals face both during their working years and in retirement. The company's mission is to support innovative solutions that empower employees to achieve better financial and mental well-being as they plan for their future.
Non Equity Assistance in 2021
Andes Wealth Client Experience Technology is a powerful communication platform that makes it easy for financial advisors to communicate complex issues around risk and behavior through unique and intuitive visualizations and proprietary questionnaires. It gives financial advisors an unbeatable edge in attracting, onboarding and servicing their clients.
Non Equity Assistance in 2021
IntelliBonds is a technology firm focused on Cost optimization and Alpha generation for Fixed Income institutional investors through cutting edge AI-powered cloud solutions. We have blended our expertise of the Bond market with the most advanced Machine Learning techniques in order to develop products that can revolutionise, how the Fixed Income institutional investors operate. IntelliBonds is a fully-automated Assistant solution that aspires to become a central intelligence unit for fixed income investors. Superior analytics combined with the wider market coverage improves the efficiency of your front office fixed income team and allows you to deliver superior investment results whilst operating with 20-30% lower cost base.
Non Equity Assistance in 2021
GuardianWealth is a personal finance platform dedicated to empowering diverse communities in their pursuit of financial freedom. The application focuses on making financial planning more accessible through the use of artificial intelligence and social interaction. Its core offerings include a community-based saving feature, an AI-driven financial planner, and customizable financial education tools. The platform allows users to assess their financial health, manage budgets, and utilize a robo-advisor for personalized financial guidance. Additionally, GuardianWealth promotes collaborative group saving to address collective financial goals. By supporting individuals with limited financial literacy and transforming savings into security, the platform aims to provide a solid foundation for building wealth.
Non Equity Assistance in 2021
Newton Tech specializes in mobile physiotherapy technology aimed at assisting stroke patients in their recovery. The company's flagship product, Mobi, provides individualized insights and real-time fall detection and prevention. By tracking patients' movements and recording their walking patterns, Mobi helps users develop a unique movement signature, which in turn offers personalized movement insights. Newton Tech's mission is to facilitate a healthier future for stroke survivors through innovative technology that enhances rehabilitation and promotes safety.
Non Equity Assistance in 2021
Thermy is a healthcare company focused on early breast cancer detection through a non-invasive screening tool that utilizes machine learning and thermography. The platform is designed to operate on both mobile and desktop devices, allowing for accessible screening options. By employing infrared cameras, Thermy aims to assist healthcare professionals in distinguishing patients with a high or low likelihood of breast cancer. This innovative approach seeks to reduce mortality rates associated with late detection, ultimately enhancing patient outcomes in breast cancer diagnosis.
Non Equity Assistance in 2021
Vaico develops technological solutions to complex computer vision and data analytics problems. We use deep learning, IoT, and cloud computing aiming at four strategic markets: i. work-related accidents reduction, ii. surveillance automation, iii. visual-analysis task automation in the industrial field, and iv. mobility management automation.
Non Equity Assistance in 2021
Developer of insurtech platform designed to contribute to the prevention, care, and restoration of the health of users and ensure the safety of their assets and health. The company's platform offers features like booking a home appointment, physical activity tracking, suggesting healthy meals, ambulance service requests, around-the-clock medicinal, nutritional, and emotional assistance, and more, thereby enabling users to complete their treatments at hospitals at no additional expenses.
Non Equity Assistance in 2021
Cybrik is on a mission to radically transform how engineering and construction projects are delivered. Engineering and construction is a $13.5 Trillion dollar industry. But it is one that suffers from poor project outcomes, flat productivity and rising costs. Unlike other solutions that just digitise traditional workflows we are creating new tools and methodologies that give the project team the right information at the right time so that they can make quicker and faster decisions. This results in significant improvements in cost and schedule performance.
Non Equity Assistance in 2021
Otomo is a licensable B2B2C cash management toolkit designed for banks and fintechs. The platform leverages artificial intelligence to offer personalized discounts and rewards, enhancing the financial wellness of consumers. By providing hyper-personalized banking solutions, Otomo enables financial institutions to cater to the unique needs of each end user. This approach not only improves user engagement and retention but also maximizes revenue opportunities for licensing partners. Overall, Otomo aims to create a compelling experience that benefits both consumers and financial institutions alike.
Non Equity Assistance in 2021
Insu Health Design develops a personal-use system for storing medicines. The storage integrates a thermoelectric cooler, vacuum flask, and fluid loop to keep medicine cool for long. It includes inexpensive solar panels and a portable, battery-powered cooler with multiple charging options, enabling patients who use bio-medicines like insulin to protect their health by preventing it from spoiling during times of travel, power outages, or disaster situations. Mason Lucich and Doris Candelaria co-founded the company in San Juan, Puerto Rico in 2018.
Non Equity Assistance in 2021
Blockchain platform to reduce Million Dollar Frauds infesting banking industry in warehouse receipt finance segment along with social impact objective of increasing farmers' income.
Non Equity Assistance in 2021
BrightUp is a financial wellness platform that democratizes financial wealth building and personal well-being. It partners with employers to deliver a comprehensive financial wellness benefit to their employees to grow their net worth and improve their self-worth as well as offer low-cost emergency loan that is repaid through paycheck deductions, enabling employees to be financially healthy and holistically wealthy. The company was founded in 2020 and is based in Boston, Massachusetts.
Vertum Technologies designs & builds robotic farming assistants that help indoor farmers increase yield and improve environmental sustainability.
Non Equity Assistance in 2021
VecTech specializes in advanced mosquito and tick surveillance through a cloud-connected system of smart traps. These traps capture mosquito specimens, which are then imaged and automatically analyzed using AI-based identification algorithms to classify them by genus and species. Each specimen is tagged with GPS coordinates, and the collected data is displayed on a centralized dashboard for expert review. This innovative approach significantly reduces labor costs associated with traditional surveillance methods, enabling scientists and public health organizations to monitor mosquito populations more effectively. By providing timely and precise data, VecTech supports efforts to combat mosquito-borne diseases such as dengue and malaria, allowing for early detection of potential outbreaks and tailored interventions.
Non Equity Assistance in 2021
By translating bees’ vibrations and sounds we provide real time pollination and bee health data analysis to beekeepers, farmers, consumers and companies. Thanks to AI and big data we help researchers to know more about and protect the bees.
Non Equity Assistance in 2021
Microfinance.ai is an advanced technology tool for micro-lending business transformation.
Non Equity Assistance in 2021
Developer of a home monitoring system designed to transform cardiac care and improve the lives of millions of heart failure and at-risk patients. The company's system identifies and alerts during worsening post-hospitalization conditions, captures deterioration during a hemodynamically stable state and facilitates compliance monitoring and potential for other conditions, enabling healthcare providers to prevent HF patient deterioration towards re-hospitalization.
Non Equity Assistance in 2021
Operator of an online medical data platform intended to automate medical coding to build an actionable data layer for hospitals. The company's platform provides a disruptive data engine for medical data analysis to extract medical codes and insights from patient charts to create a longitudinal and real-time actionable data layer, enabling hospitals to improve patient care, efficiencies, and value-based care.
Non Equity Assistance in 2021
Our mission is to become the standard operating platform in the life insurance industry. We offer proactive beneficiary management and claims platform that is cloud-based, secure, and easily connectable to legacy systems. Benekiva is a technology platform designed to solve specific problems within the Life/Annuity industry while providing a beautiful customer experience. We created a SaaS platform that is rules/data-driven and Blockchain backed that allows life insurance companies to proactively update policyholder information, update and better manage beneficiary information, 100% digital claims process, provide an opportunity for the carrier agency or advisory force to retain the asset, and comply with the updated unclaimed property and escheatment laws. Benekiva helps insurance companies solve the following problems: Claims Automation – Automating the documentation and payment processing between beneficiaries and insurance companies with blockchain protection. We also have an asset retention model for companies with an agent/advisor/or licensed reps salesforce. Policyholder and Beneficiary Management and Notification – Managing all policyholder and beneficiary related processes such as updates to critical information, notification of events, and 100% end to end claims processing. Data Analytics – Turning your claims processes into revenue generating engine through robust analytics, notification, and asset retention. Compliance with unclaimed property and escheatment laws. We are on a mission to create the platform of choice for insurance companies with a beneficiary first mindset.
Non Equity Assistance in 2021
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and headquartered in Chicago, Illinois, the company specializes in developing portfolio accounting and management software. Its Atlas platform includes features for quick billing, invoicing, performance aggregation, client portals, and file sharing, enabling fiduciary advisors to streamline operations. By enhancing efficiency and promoting technological adoption, Bridge Financial Technology empowers RIAs to automate office work and investment management, thereby allowing them to serve more clients, scale their businesses, and reduce operational costs.
Non Equity Assistance in 2020
Applied machine learning for insurance and banking
Non Equity Assistance in 2020
Finaeo Inc. is a Canadian company founded in 2016, specializing in digital solutions for the life and health insurance industry. It develops applications that function as digital assistants and sales coaches for financial advisors, enabling users to manage documents, track tasks, answer inquiries, and schedule meetings. Finaeo operates a digital marketplace that connects independent life insurance brokers with carriers and clients, facilitating a fully integrated experience. The platform aims to enhance efficiency in policy fulfillment and streamline distribution processes, thereby empowering brokers to optimize their operations. Finaeo's offerings are accessible to users on both iOS and Android devices.
Non Equity Assistance in 2020
Lyfegen HealthTech AG, founded in 2018 and based in Basel, Switzerland, provides a healthcare platform that focuses on automating value-based healthcare contracting. The company's technology enables life sciences companies, healthcare payers, and providers to collect, analyze, and reconcile diverse healthcare data. By streamlining these processes, Lyfegen facilitates personalized healthcare through patient-level pricing and enhances access to treatments for patients. Their solutions aim to improve health outcomes and affordability across the healthcare sector, supporting clients in implementing effective value-based healthcare strategies.
Non Equity Assistance in 2020
HealthyHealth is building a new Standard for Life and Health Insurance Underwriting. We use digital data to calculate the risk of diagnosis for over 800 conditions, along with Extra Mortalities and Morbidities, saving applicants hours filling out long questionnaires or visiting the doctor. Find out more via www.healthyhealth.com
Non Equity Assistance in 2020
Worthright is a financial service company that helps seniors and their families find financial confidence and freedom in retirement. The company focuses on using existing life insurance to fund retirement costs and care needs. They do that by delivering intelligent technology that makes evaluating, servicing and selling a policy seamless - resulting in a powerful grasp of what options are available to a family to pay for and live a full life.
Non Equity Assistance in 2020
Compliance.ai is a cloud-based platform designed to assist highly regulated organizations in managing compliance risks effectively. The company leverages artificial intelligence to automate complex compliance processes and workflows, enabling compliance teams to monitor and track a vast array of daily regulatory updates in near-real-time. By providing curated regulatory content and actionable insights, Compliance.ai helps organizations stay informed about regulatory changes, thereby reducing the risk of non-compliance, minimizing the costs associated with regulatory research, and fostering collaboration among stakeholders. The platform aims to modernize the compliance landscape for both regulators and regulated entities, enhancing transparency and trust in the compliance process.
Non Equity Assistance in 2020
Developer of an artificial intelligence-driven senior care platform created to improve the quality of life for seniors. The company's platform uses voice technology to eliminate caregiver anxiety and offers complete control and access to scheduled care events, and daily reports on the senior's activities and well-being, while also providing health tips and content, enabling seniors to increase social interactions in daily life.
Non Equity Assistance in 2020
Developer of textile digitization technology intended to offer transparency regarding the components and quality of fabrics. The company's technology utilizes artificial intelligence, a set of sensors, and a system of algorithms to collect various textile properties and create a digital identification of the fabric, enabling clients from the fashion industry to streamline their sample selection processes and recognize fake garments.
Non Equity Assistance in 2020
Developer of a healthcare people transformation platform designed to turn data into insight. The company's platform assists in solving people-transformation challenges at all levels of the organization through one-on-one conversations with an emotionally-aware chatbot, enabling clients to efficiently identify who is about to quit and why they plan to leave, and rapidly mitigate burnt-out and address concerns of at-risk individuals.
Non Equity Assistance in 2020
HackNotice is a threat intelligence company specializing in data breaches as well as leaked credentials and identities.
Non Equity Assistance in 2020
Verqor is a financial technology platform that aims to transform the agricultural sector by facilitating access to cashless credit for farmers. Through its innovative platform, farmers can purchase supplies and machinery on credit, enabling them to enhance their productivity. Verqor employs alternative data-driven credit scoring methods to promote financial inclusion, allowing financial institutions to issue low-risk credits based on a more comprehensive assessment of farmers' creditworthiness. Additionally, the platform fosters connections among various stakeholders in the agriculture industry, including buyers, sellers, and financial institutions, improving transparency and control within the supply chain. By leveraging technology and alternative financing solutions, Verqor supports farmers in optimizing their operations and accessing essential resources.
Non Equity Assistance in 2020
Developer of a technology platform designed to improve the processes of drugs that are drawn at the point of care. The company's platform allows users to streamline the processes associated with preparing, administering, and documenting drugs that are drawn on-demand at the point of care, helping hospitals capture significant lost revenues from insurance companies, reduce non-compliance exposure, and increase patient safety.
Non Equity Assistance in 2020
IMIX Consulting S.A.S engages in the creation and development of inclusive digital ecosystems based on financial inclusion. It offers a digital platform for financial inclusion that transforms transactional processes, as well as enables physical and digital channels to provide a portfolio of financial services products closer to its customers. The company provides digital linking of people and shops. It serves financial and microfinance entities; and shops. The company is based in Bogotá, Colombia. It has additional locations in Quito, Ecuador; Lima, Peru; and San José, Costa Rica.
Non Equity Assistance in 2020
Inverkids provides financial education for young people leveraging a digital platform. This program is within the curriculum and school schedule. It provides personalized financial education workshop for a particular group of children and young people to develop values and financial skills.
Non Equity Assistance in 2020
TRUscore operates as an automotive marketplace focused on facilitating the sale of vehicles and related products. The company offers technology that enables access to used vehicles, primarily through online auctions. By creating a certified marketplace, TRUscore connects various stakeholders, including lenders, insurers, dealers, and retail car buyers. This platform not only assists in the buying and selling process but also helps arrange financing and manage trade disposals. Through these services, TRUscore aims to enhance buyer confidence and ensure secure transactions in the automotive market.
Non Equity Assistance in 2020
NUBIX stores and remotely interprets specialty studies connecting specialist with clinics, hospitals, laboratories and public and private cabinets, insurers and patients. We support the diagnosis by managing, storing and interpreting studies of specialty in 3 simple steps: storage of studies, access to studies from anywhere and interpretation of the study at any time. We improve the communication systems available between clinics and hospitals with medical specialists. Our focus is on 3 areas: insurers that seek to reduce their costs based on the reduction of mounted claims, clinics and public and private hospitals that do not have a radiologist or other specialist in their staff, to the public health sector as a third party authorized for distance interpretation and patients who are seeking a second medical opinion about their medical procedures. During its first year of operations (2018) NUBIX serves more than 39,000 patients including more than 35,000 patients for the early detection of breast cancer. Times of up to 25 hours for patient care are achieved through NUBIX compared to other options that take more than a month to perform the interpretation, this is very important since with most types of cancer Breast division takes one to two months, that is, the lesion doubles in size from a treatable finding to a high-risk one.
Non Equity Assistance in 2020
Supportomate specializes in developing an autonomous call center agent designed to automate customer interactions over phone and text channels. By leveraging proprietary conversation learning technology, the company enables insurance carriers to streamline their sales and customer service processes, ultimately reducing operational costs. This technology utilizes existing recorded conversations to train a fully automated voice representative capable of engaging in multi-directional, open conversations, rather than being limited to pre-scripted dialogues. Supportomate's innovative approach allows enterprises to enhance efficiency and improve customer experiences within their call centers.
Non Equity Assistance in 2020
Vitro IoT employs integrated ECC hardware cryptography in small, low power, low cost devices that interface with any type of digital device (e.g. scanners, cameras, sensors, scales, meters) to capture and secure verified data at the source. Verified data is assembled into authenticated IoT Blocks: data encrypted, hashed and signed with Proof-of-Origin for secrecy and security in transport and at rest. A hosted "oracle" decrypts IoT Block data through Zero-Trust (IAM) authenticated access by users and applications.
Non Equity Assistance in 2020
ElegirSeguro.com designs and develops a platform that provides insurance advice via various channels and manage policies online. It offers insurances for advice, consulting and professions in general, construction and works in general, manufacturing, gastronomic, hotel, spa and services, logistics and distribution, and retail sales industries. The company was founded in 2017 and is based in Buenos Aires, Argentina.
Non Equity Assistance in 2020
ImagoAI provides agri-food quality decision system using Artificial Intelligence. The AI powered system helps in delivering consistent food quality, generate premium products, and prevent supply chain waste. Companies use our technology to increase revenues, reduce food loss, and prevent product recalls.
Non Equity Assistance in 2020
Inxelo Technologies specializes in developing aviation safety and quality management software that aids air operators in managing their safety and quality data and operations effectively. The company's solutions are available through web and mobile applications, ensuring compliance with the latest regulatory standards, including ICAO safety management requirements. By providing these tools, Inxelo Technologies enables airlines, airports, and air traffic control to enhance the quality of their operations and improve overall safety management within the aviation industry.
Non Equity Assistance in 2020
STRAP Tech is a company focused on developing innovative wearable devices designed to assist visually impaired individuals. Their flagship product serves as a substitute for the traditional white cane, utilizing sensors to detect obstacles and alert users of potential collisions through haptic feedback. This technology aims to enhance the mobility and independence of visually impaired users, allowing them to navigate their environments with greater security and efficiency. By providing a more intuitive means of obstacle detection, STRAP Tech seeks to improve the everyday experiences of those with visual impairments.
IBISA is a Luxembourg-based company founded in 2018 that offers an inclusive mutual risk-sharing platform designed to protect smallholder farmers. The company's services focus on index-based risk modeling, utilizing blockchain technology and satellite earth observation data to deliver efficient insurance solutions. By aiming to reduce fees and expedite assessment and payment processes, IBISA addresses the specific needs of farmers, enabling them to better manage risks associated with crop production.
Non Equity Assistance in 2020
Developer of a healthcare people transformation platform designed to turn data into insight. The company's platform assists in solving people-transformation challenges at all levels of the organization through one-on-one conversations with an emotionally-aware chatbot, enabling clients to efficiently identify who is about to quit and why they plan to leave, and rapidly mitigate burnt-out and address concerns of at-risk individuals.
Non Equity Assistance in 2020
BLP Digital is a technology company that specializes in automating document-based workflows in ERP and accounting through the use of artificial intelligence. The company's platform is designed to automatically extract relevant information from documents, significantly speeding up decision-making processes while reducing operational costs. By streamlining repetitive tasks, BLP Digital enhances efficiency and improves accuracy in data extraction. This enables organizations to make quicker, more informed decisions and optimize their overall document processing times. Through its innovative approach, BLP Digital aims to transform traditional workflows, allowing businesses to save time and resources.
Non Equity Assistance in 2020
WISRAN specializes in smart data and process management technology focused on real-time water measurement and management. The company develops a cloud-enabled software platform that collects data from various equipment, such as pumps, to provide insights into operations and business intelligence. This technology serves smart cities, equipment manufacturers, utilities, and regulators, aiming to enhance efficiency, identify new revenue opportunities, and reduce costs. Additionally, WISRAN offers a SaaS-based agtech platform that utilizes tablets equipped with accelerometers and GPS for agricultural equipment. This feature allows farmers to gather telematics data, ultimately improving worker productivity and optimizing agricultural machinery logistics.
Non Equity Assistance in 2020
Your Business Customers’ Financial Data… In Minutes. Boss Insights is on a mission to create the business information supply chain underpinning B2B relationships. We've started in two areas: 1) Fintechs who need financial data on businesses, a rapidly growing category, and 2) Private business lenders lending where there are 25,000 business lenders in North America losing market share to venture-backed FinTechs because they can't analyze loan requests efficiently. Fintechs and business lenders plug Boss Insights into their process enabling them to access real-time Business Data as a Service and insights in a single connection to Accounting, Commerce, Banking, Payroll, Tax and more. Our cutting-edge technology requires no coding, takes 1 hour to adopt and is easy to use. We've processed thousands of applications for $140M USD, speeding up lending decisions & servicing by 5x. Founded by an ex-Amazon software manager & an RBC banker, Boss Insights is democratizing the technology lenders need to compete and thrive. Watch our video: https://www.youtube.com/watch?v=6t5nL1GGdzA WHAT MAKES US UNIQUE - Easy to adopt - same day adoption, no coding necessary - Easiest to use - configurable, automated and normalized information (unlike competitors) - Widest breadth of data to the greatest applicability in market - 1000+APIs compared to competitors at 3-120 APIs - SOC 2 Certified and Externally Pen-Tested - industry standard encryption CLIENTS & PARTNERS TESTIMONIALS 1) "Boss Insights allows Carver to provide customers with the highest quality of service." - Richard Muskus, SVP & CRO, Carver Federal Savings Bank 2) “The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.” - Sanjay Matthew, Head of Fintech Strategy, Oracle 3) "We gained 2-3 years of new client relationships in 30-60 days." - Dustin Phillips, Chief Lending Officer, CCBank 4) "Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners." - John Handmaker, Chief SBA Lending Officer, First Savings Bank AWARDS 1) Daily Finance's 2021 Top 8 Commercial Lending Company https://bit.ly/3ioMMfv 2) Best Startup Canada's 2021 Top 101 Toronto Fintech https://bit.ly/3rY0Obu 3) Corporate LiveWire 2021 Lending Technology Specialist Of The Year 4) Open Banking Excellence’s 2020 Open Finance Appathon - Retail & SME Category Winner https://bit.ly/3oFkWvz 5) Corporate Vision Magazines 2020 Corporate Excellence Awards - Most Innovative Leader in Lending Technology https://bit.ly/39XOOPV 6) Women In Payments 2020 Canadian Unicorn Challenge Winner https://bit.ly/3gtDcWp 7) Canadian Lenders Association 2019 Top Executives in Lending https://bit.ly/3oGWyKf
Non Equity Assistance in 2020
Virtual is a developer of prescription digital therapeutics platform intended to help mental health treatment. The company's tool adheres to strict compliance with FDA quality management standards and also is put through rigorous research trials and in certain cases is paired with existing pharmacological treatments, as well as uses virtual reality to administer VR exposure therapy, assign CBT assessments or exercises and track patient progress, enabling patients to overcome anxiety, phobia and obsessive-compulsive disorder easily.
Non Equity Assistance in 2020
Safekeep powers Claimflo which automates claims processing by applying NLP on adjuster notes and by executing regulatory, line of business, and special handling business rules. Safekeep's rule inventory of over 3,000 business rules is based on input from our predictive models and team of experienced claims professionals.
Virtual is a developer of prescription digital therapeutics platform intended to help mental health treatment. The company's tool adheres to strict compliance with FDA quality management standards and also is put through rigorous research trials and in certain cases is paired with existing pharmacological treatments, as well as uses virtual reality to administer VR exposure therapy, assign CBT assessments or exercises and track patient progress, enabling patients to overcome anxiety, phobia and obsessive-compulsive disorder easily.
Non Equity Assistance in 2019
InterGen Data, Inc. specializes in developing cloud-based artificial intelligence software solutions and machine learning algorithms tailored for banking, wealth management, insurance, and fintech sectors. The company's platform enables financial institutions to predict when clients may experience significant life events and assess the potential financial implications. Key offerings include SoLOMON, an artificial intelligence engine that manages various client data points such as age, risk tolerance, and life stages; LSLE, which identifies life events; and DAViD, a robo-advisory widget that delivers insights regarding clients' lives. Founded in 2017 and headquartered in Murphy, Texas, InterGen Data aims to enhance client engagement and financial planning through its innovative technology.
Non Equity Assistance in 2019
Stratyfy, Inc. is a New York-based company that specializes in AI-driven predictive-modeling software tailored for financial institutions. Founded in 2017, Stratyfy's platform enables users to develop predictive models and optimize decision-making processes while ensuring transparency and compliance within highly regulated environments. The software provides solutions for credit risk assessment and insurance fraud detection, empowering business leaders, data scientists, and compliance professionals to make informed, ethical decisions. Stratyfy's proprietary technology, branded as Smartificial Intelligence™, enhances traditional human expertise with explainable AI, facilitating a clear understanding of predictions and decisions. This approach addresses the challenges of machine learning in the financial sector, ensuring that models are both accurate and comprehensible. With research and development operations in Israel and Germany, Stratyfy aims to reduce operational and financial risks for its clients.
Non Equity Assistance in 2019
Your Business Customers’ Financial Data… In Minutes. Boss Insights is on a mission to create the business information supply chain underpinning B2B relationships. We've started in two areas: 1) Fintechs who need financial data on businesses, a rapidly growing category, and 2) Private business lenders lending where there are 25,000 business lenders in North America losing market share to venture-backed FinTechs because they can't analyze loan requests efficiently. Fintechs and business lenders plug Boss Insights into their process enabling them to access real-time Business Data as a Service and insights in a single connection to Accounting, Commerce, Banking, Payroll, Tax and more. Our cutting-edge technology requires no coding, takes 1 hour to adopt and is easy to use. We've processed thousands of applications for $140M USD, speeding up lending decisions & servicing by 5x. Founded by an ex-Amazon software manager & an RBC banker, Boss Insights is democratizing the technology lenders need to compete and thrive. Watch our video: https://www.youtube.com/watch?v=6t5nL1GGdzA WHAT MAKES US UNIQUE - Easy to adopt - same day adoption, no coding necessary - Easiest to use - configurable, automated and normalized information (unlike competitors) - Widest breadth of data to the greatest applicability in market - 1000+APIs compared to competitors at 3-120 APIs - SOC 2 Certified and Externally Pen-Tested - industry standard encryption CLIENTS & PARTNERS TESTIMONIALS 1) "Boss Insights allows Carver to provide customers with the highest quality of service." - Richard Muskus, SVP & CRO, Carver Federal Savings Bank 2) “The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.” - Sanjay Matthew, Head of Fintech Strategy, Oracle 3) "We gained 2-3 years of new client relationships in 30-60 days." - Dustin Phillips, Chief Lending Officer, CCBank 4) "Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners." - John Handmaker, Chief SBA Lending Officer, First Savings Bank AWARDS 1) Daily Finance's 2021 Top 8 Commercial Lending Company https://bit.ly/3ioMMfv 2) Best Startup Canada's 2021 Top 101 Toronto Fintech https://bit.ly/3rY0Obu 3) Corporate LiveWire 2021 Lending Technology Specialist Of The Year 4) Open Banking Excellence’s 2020 Open Finance Appathon - Retail & SME Category Winner https://bit.ly/3oFkWvz 5) Corporate Vision Magazines 2020 Corporate Excellence Awards - Most Innovative Leader in Lending Technology https://bit.ly/39XOOPV 6) Women In Payments 2020 Canadian Unicorn Challenge Winner https://bit.ly/3gtDcWp 7) Canadian Lenders Association 2019 Top Executives in Lending https://bit.ly/3oGWyKf
Non Equity Assistance in 2019
Hydrogen Technology Corporation is a fintech company that provides a software platform designed to assist developers and enterprises in creating and managing digital financial services. Founded in 2009 and based in New York, the company offers application programming interfaces (APIs) that enable the development of various financial applications, including savings, investing, and insurance products. Its no-code platform simplifies the integration of financial components, allowing businesses to launch new programs quickly and generate revenue efficiently. Additionally, Hydrogen develops the Hydro blockchain, which serves as a public ledger for financial services. The company has received multiple accolades, including recognition as a World Changing Technology by Fast Company and Fintech Startup of the Year by KPMG Luxembourg. Its services cater to a wide range of fintech needs, promoting the evolution of embedded finance within the industry.
Non Equity Assistance in 2019
Fenris Digital develops a cloud-based platform tailored for property and casualty insurers, focusing on enhancing customer acquisition and optimizing workflows throughout the insurance lifecycle. Founded in 2016 and headquartered in Glen Allen, Virginia, the company offers a suite of digital solutions, including an AI-based analytics engine and scoring that improve underwriting efficiency. Its TouchQuote platform serves as a white-labeled, mobile-first quoting solution, allowing clients to create personalized customer experiences. Fenris provides APIs that enable agencies, carriers, and financial services to integrate valuable insights and data into their operations, enhancing conversion rates and customer engagement. The platform covers a vast demographic, offering quality data enrichment for over 240 million consumers and 30 million businesses, and employs machine learning to refine predictive scores continuously. This approach not only streamlines the underwriting process but also maximizes marketing effectiveness by significantly improving completion and conversion rates.
Non Equity Assistance in 2019
CogniCor Technologies S.L. provides automated complaint resolution services. It offers iComplaint, a solution to integrate to Website and resolve complaints; iResolve, a service that resolves complaints; iMediate, a solution to settle claims from clients or to retain them with counter offers; and iReport, a solution to fix the root cause of complaints to stop future complaints. The company was founded in 2012 and is based in Barcelona, Spain.
Non Equity Assistance in 2019
CogniCor Technologies S.L. provides automated complaint resolution services. It offers iComplaint, a solution to integrate to Website and resolve complaints; iResolve, a service that resolves complaints; iMediate, a solution to settle claims from clients or to retain them with counter offers; and iReport, a solution to fix the root cause of complaints to stop future complaints. The company was founded in 2012 and is based in Barcelona, Spain.
Non Equity Assistance in 2019
Hydrogen Technology Corporation is a fintech company that provides a software platform designed to assist developers and enterprises in creating and managing digital financial services. Founded in 2009 and based in New York, the company offers application programming interfaces (APIs) that enable the development of various financial applications, including savings, investing, and insurance products. Its no-code platform simplifies the integration of financial components, allowing businesses to launch new programs quickly and generate revenue efficiently. Additionally, Hydrogen develops the Hydro blockchain, which serves as a public ledger for financial services. The company has received multiple accolades, including recognition as a World Changing Technology by Fast Company and Fintech Startup of the Year by KPMG Luxembourg. Its services cater to a wide range of fintech needs, promoting the evolution of embedded finance within the industry.
Non Equity Assistance in 2019
Fenris Digital develops a cloud-based platform tailored for property and casualty insurers, focusing on enhancing customer acquisition and optimizing workflows throughout the insurance lifecycle. Founded in 2016 and headquartered in Glen Allen, Virginia, the company offers a suite of digital solutions, including an AI-based analytics engine and scoring that improve underwriting efficiency. Its TouchQuote platform serves as a white-labeled, mobile-first quoting solution, allowing clients to create personalized customer experiences. Fenris provides APIs that enable agencies, carriers, and financial services to integrate valuable insights and data into their operations, enhancing conversion rates and customer engagement. The platform covers a vast demographic, offering quality data enrichment for over 240 million consumers and 30 million businesses, and employs machine learning to refine predictive scores continuously. This approach not only streamlines the underwriting process but also maximizes marketing effectiveness by significantly improving completion and conversion rates.
Non Equity Assistance in 2019
Our mission is to become the standard operating platform in the life insurance industry. We offer proactive beneficiary management and claims platform that is cloud-based, secure, and easily connectable to legacy systems. Benekiva is a technology platform designed to solve specific problems within the Life/Annuity industry while providing a beautiful customer experience. We created a SaaS platform that is rules/data-driven and Blockchain backed that allows life insurance companies to proactively update policyholder information, update and better manage beneficiary information, 100% digital claims process, provide an opportunity for the carrier agency or advisory force to retain the asset, and comply with the updated unclaimed property and escheatment laws. Benekiva helps insurance companies solve the following problems: Claims Automation – Automating the documentation and payment processing between beneficiaries and insurance companies with blockchain protection. We also have an asset retention model for companies with an agent/advisor/or licensed reps salesforce. Policyholder and Beneficiary Management and Notification – Managing all policyholder and beneficiary related processes such as updates to critical information, notification of events, and 100% end to end claims processing. Data Analytics – Turning your claims processes into revenue generating engine through robust analytics, notification, and asset retention. Compliance with unclaimed property and escheatment laws. We are on a mission to create the platform of choice for insurance companies with a beneficiary first mindset.
Non Equity Assistance in 2019
Genivity, Inc develops an artificial intelligence software platform that help advisors to engage clients and retain them through health risk, life stage, and care cost planning. The company was founded in 2016 and is based in Chicago, Illinois.
Non Equity Assistance in 2019
Overbond is a developer of an AI-driven quantitative analytics platform aimed at enhancing transparency and security in bond issuance. The platform employs an advanced data aggregation engine that integrates various data sources, facilitating the creation of modelable data lakes for rapid deployment of AI models. Overbond's bond pricing solutions address challenges associated with sparse transaction data, particularly during periods of volatility and illiquidity. The AI models optimize data gaps using balance sheet fundamentals and historical benchmarks, enabling the systematic construction of pricing curves for a wide range of issuers in real-time liquidity scenarios. Additionally, Overbond offers a comprehensive suite of AI algorithms focused on fixed income analytics, including liquidity scoring, bond buyer matching, probability assessments for buying or selling, margin optimization, issuance predictions, and market surveillance tools, all designed to improve the pre-trade price discovery process and enhance transaction cost analysis for institutional investors in the fixed-income capital markets.
Till Financial, Inc. is a company based in Nantucket, Massachusetts, that specializes in providing a digital financial management platform aimed at empowering children to manage their finances. Founded in 2018, the platform enables kids to monitor their spending, savings, and investments independently. It offers personalized guidance to help families instill effective money-saving habits in their children. Through its user-friendly interface, Till Financial facilitates a collaborative approach to financial literacy, equipping young users with the tools they need to develop responsible financial behaviors.
Intus Care, Inc. is a healthcare technology company based in North Providence, Rhode Island, founded in 2018. It has developed a platform that connects home care providers with patients, enabling organizations to monitor caregiver efficiency through electronic visit verification. The platform employs machine learning to analyze electronic health records, predicting hospital readmissions and utilization risks. It provides tools for automatic patient risk grouping, identifying individuals at high risk for hospitalizations, and facilitating timely communication among care coordination teams. This comprehensive approach aims to enhance care for socially vulnerable and clinically complex patients in settings such as PACE programs, nursing homes, and home care agencies, ultimately reducing hospitalizations and promoting cost-effective healthcare solutions.
Intus Care, Inc. is a healthcare technology company based in North Providence, Rhode Island, founded in 2018. It has developed a platform that connects home care providers with patients, enabling organizations to monitor caregiver efficiency through electronic visit verification. The platform employs machine learning to analyze electronic health records, predicting hospital readmissions and utilization risks. It provides tools for automatic patient risk grouping, identifying individuals at high risk for hospitalizations, and facilitating timely communication among care coordination teams. This comprehensive approach aims to enhance care for socially vulnerable and clinically complex patients in settings such as PACE programs, nursing homes, and home care agencies, ultimately reducing hospitalizations and promoting cost-effective healthcare solutions.
TelosTouch is an online platform designed to enhance collaboration between financial advisors and their clients, facilitating optimal decision-making. By leveraging artificial intelligence, the platform analyzes client data to uncover financial goals, risk tolerance, and preferences. This deep understanding enables advisors to create personalized financial plans and engage clients more effectively. TelosTouch addresses the challenges of client communication by fostering frequent interactions and providing insights into changing needs in real-time. This approach allows advisors to identify client segments that may benefit from specific services, ensuring timely and tailored advice. The technology not only complements existing systems but also enhances the advisor-client relationship, establishing a new standard of engagement termed Augmented Relationships. Through its innovative solutions, TelosTouch aims to improve client engagement and drive meaningful connections in the financial advisory space.
Sensytec revolutionize the Structural Health Monitoring industry through enhanced quality control and monitoring of cement & concrete structures. Their software and hardware provide Actionable Intelligence from data gathered during design, placement, performance and maintenance. Sensytec's solution monitors, analyzes and quantifies cement and concrete conditions using a ground-breaking system SMART CEMENT™. Deliver DATA on cracking, contamination, corrosion and temperature change properties by using Sensytec.
Non Equity Assistance in 2019
An Intelligent Personal Assistant for All-Things Real Estate.
Surround designs customer-centric insurance products for modern lifestyles. The company’s first offering is a subscription starter pack of insurance coverages for young, urban professionals who rent, share, borrow, and freelance.
1upHealth, Inc. is a health-tech company based in Boston, Massachusetts, founded in 2017. It operates a health data aggregation and centralization platform that facilitates the secure transmission of medical data between health systems and consumer applications. The platform consolidates health information from various electronic medical record systems, allowing users to control and share their digital health records with healthcare providers. Additionally, it enables providers to access and query the most current patient data from multiple connected health systems. The platform also supports software developers by providing access to clinical data from various clinics and hospitals, ultimately aiming to improve healthcare outcomes and reduce costs through better data utilization.
Non Equity Assistance in 2019
Guide Change is a financial management platform designed to improve financial care. The company's platform provides insight about spending and resources, generates report to be saved and shared, offers personalized tips to improve fiance and helps in securely linking of online bank accounts, enabling seniors to maintain their financial independence while still preventing losses from common pitfalls such as exploitation or perhaps just failing to properly budget.
Non Equity Assistance in 2019
iWin, based in Manno, Switzerland, specializes in the development of an innovative photovoltaic venetian-blind shading device that is seamlessly integrated into insulating windows without affecting their design or functionality. Established in 2019, the company aims to enhance building sustainability, as the construction sector is responsible for approximately 40% of global CO2 emissions. The patented system not only generates renewable energy on-site but also effectively controls light and solar radiation, protecting buildings from overheating in summer. iWin’s product is customizable in size and color, durable, and requires minimal maintenance, boasting a payback period of less than ten years. The company has created its first working prototype and has formed partnerships with SUPSI and Pellini Group, a leader in integral venetian blinds. With a significant market opportunity, particularly in Switzerland where around 900,000 square meters of glass façades are installed annually, iWin is poised for growth in the sustainable building sector.
Non Equity Assistance in 2019
Asvin GmbH, founded in 2018 and based in Stuttgart, Germany, specializes in cybersecurity software and IoT security updates for Internet of Things devices. The company offers a comprehensive toolbox designed to manage cyber threats and oversee the lifecycles of IoT devices. Its platform enables the identification of devices on networks, monitors their software status, and facilitates the secure distribution of updates. By employing advanced cryptographic algorithms, Asvin aims to protect networked devices from vulnerabilities and cyberattacks. The company's mission is encapsulated in its name, derived from the Sanskrit word for divine twins, symbolizing its commitment to "healing" the Internet of Things from security flaws and ensuring the integrity of connected devices through a blockchain-secured update distribution service.
Non Equity Assistance in 2019
NetObjex specializes in providing a Decentralized Digital Asset Management Platform as a Service, leveraging Internet of Things (IoT) and Distributed Ledger technologies. The company targets four primary market segments: Smart City, Transportation/Automotive, Supply Chain & Logistics, and Manufacturing/Industry 4.0. Its platform facilitates inter-device communication, enhances asset performance, and improves tracking and tracing capabilities, ultimately reducing inefficiencies and waste. By utilizing various communication protocols, including Cellular and specialized options like LoRA and Sigfox, alongside a robust cloud infrastructure, NetObjex enables secure information sharing through blockchain technology and automates processes using smart contracts. The solutions developed on this platform range from smart electricity meters and electric vehicle charging systems to managing fleets of retail kiosks and powering smart medical devices, all aimed at optimizing asset management and operational efficiency.
Non Equity Assistance in 2019
InstaKin is a financial platform dedicated to serving immigrant communities by facilitating remittances worldwide. It focuses on 'purpose-driven remittances', empowering immigrants with greater transparency and control over their financial transactions. The platform enables users to send money back to their families in a cashless, secure, and instant manner, ensuring that financial support is efficiently managed. By providing access to digital financial services, InstaKin helps migrants meet the financial needs of their families, enhancing their ability to contribute to their communities back home.
Non Equity Assistance in 2019
Developer of a fintech technology designed to help businesses optimize their supply chain finance. The company offers a system of dynamic discounting mainly aimed at commercial invoicing and is automated and generates revenue on the delta between a maximum discount offered by the supplier and an accepted discount by the buyer, enabling clients to access quick money for the supplier and discounts for the buyer.
Non Equity Assistance in 2019
We provide a modern and cost-effective platform to help businesses secure the billions in business grants available.
Non Equity Assistance in 2019
RECLAIM is a financial wellness app that relieves patients from financial stress so that they can focus on their wellbeing. It helps healthcare users understand their care pathway and what to expect ahead, save on their cost of care, and optimize their insurance selection to best mitigate their financial risk. It was founded in 2015 and is headquartered in Cambridge, Massachusetts.
Non Equity Assistance in 2019
Maverick Medical AI Ltd. is a healthcare technology company based in Tel Aviv, Israel, founded in 2017. The company specializes in big data healthcare by utilizing natural language processing and machine learning technologies to analyze medical records. This analysis aims to identify clinical risk factors, thereby unlocking the full value of risk adjustment in healthcare. Maverick Medical AI's solutions are designed to enhance financial success in the healthcare sector by improving the management of clinical risks.
Non Equity Assistance in 2019
HiGrade is the world's first plant analytics app, that brings instant potency and quality testing to your fingertips!
Non Equity Assistance in 2019
StreetWize VR specializes in safety training software designed for a diverse range of users, including primary and high school students, adult drivers, and bus drivers. Founded in 2019 and based in Tel Aviv, Israel, the company utilizes hyper-realistic immersive environments to facilitate road safety training. Its platform offers advanced driving techniques through engaging simulations that incorporate high-resolution graphics, motion sensors, and realistic physics, making the learning experience both effective and enjoyable. A peer-reviewed study presented at the IsraHCI 2019 conference demonstrated that StreetWize VR's training scenarios significantly improved written test results compared to traditional instructional methods, underscoring the effectiveness of their virtual reality approach in enhancing road safety education.
Non Equity Assistance in 2019
Tarci, founded in 2018 and based in Tel Aviv-Yafo, Israel, specializes in providing sales and marketing insights through big data and artificial intelligence. The company focuses on delivering leads that enhance B2B sales by enabling users to effectively target their ideal audience. Tarci's solutions assist businesses in engaging prospects before they begin their purchasing journey, facilitating quicker customer onboarding, identifying at-risk customers, and mitigating accounts receivable challenges. By offering a seamless approach tailored for small and medium-sized businesses, Tarci helps sales and marketing teams connect with customers at optimal times, leading to significantly improved outcomes.
Non Equity Assistance in 2019
Caura is the payment platform for your car to manage parking, tolls, congestion charge, MOTs, vehicle tax, and insurance. Caura Protect is an FCA registered product with seven insurers, allowing drivers to purchase and manage motor insurance. Caura Maintain seamlessly manages MOTs and vehicle servicing.
Non Equity Assistance in 2018
Fincura unlocks all of the data that is trapped in financial statements and spreadsheets today so finance companies can use it to differentiate themselves, optimize their operations, and future-proof their businesses. By marrying artificial intelligence and human judgment, our financial insight engine can extract all the data – every line item from every document – and ensure that every team has easy access to this unified, transparent, deep data asset. Our secure, cloud-based architecture and focus on amazing user experiences allows us to enhance the product continuously, integrate with other systems easily, and launch new customers in days.
Non Equity Assistance in 2018
Digital Onboarding Inc. is a technology company that specializes in a SaaS-based platform aimed at enhancing the new account activation process for financial institutions, such as banks and credit unions. Founded in 2015 and headquartered in Boston, Massachusetts, the company offers an automated solution that facilitates seamless communication with customers, improving engagement and education regarding financial products and services. Through its platform, Digital Onboarding enables institutions to create personalized email and SMS reminders, guiding customers through tailored digital journeys that encourage the adoption of essential services like direct deposit and online bill pay. By streamlining the onboarding experience, the company helps banks and credit unions strengthen relationships with account holders, ultimately driving profitability through increased customer activation and engagement.
Non Equity Assistance in 2018
Headquartered in Boston, FiVerity, Inc. develops and markets AI- and machine learning software solutions that detect new and emerging forms of cyber fraud and deliver actionable, proactive threat intelligence. The company’s products meet the unique requirements of financial institutions, including banks, credit unions, and credit card providers. The company’s solutions help financial institutions strengthen, streamline and scale their consumer-facing business processes, such as application processing, credit verification, and customer onboarding. With its predictive and proactive approach, FiVerity’s solutions help customers to improve their internal processes to reduce losses from fraud and drive faster, and more profitable and sustainable growth.
Non Equity Assistance in 2018
For businesses to be competitive, employers need to supercharge their human capital at lower cost. They need actionable insights to see clearly and save on healthcare spend. z5 is a SaaS-based tool that combines employer's health and wellness data from multiple sources, uses advanced analytical and predictive techniques to: reveal the underlying drivers of their healthcare spend, assess the performance and impact of all their health and wellness initiatives, and guide them on the choices they need to make. HR and Finance functions are looking to understand the performance of health programs, providers and plans and reduce healthcare spend. We also target corporate wellness providers and benefit consultants. Our target customers are self-insured employers (1K - 10K employees). There are over 47K self-insured employers in the US that fit our sweet-spot.