MassChallenge

Truelytics, based in Boston, is a B-to-B enterprise SaaS startup that specializes in providing an Advisor Transition Management platform. This innovative platform serves wealth management, insurance, and tax firms by offering a comprehensive, data-driven approach to managing business transitions. Truelytics enables these enterprises to analyze their business performance and recruitment strategies, delivering actionable insights and key performance indicators. By focusing on efficiency, the platform helps firms attract, grow, and retain advisory businesses while minimizing the time and costs associated with transitions.

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.

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.

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.

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.

Developer of automated financial planning tools and software designed to track budgets and investments. The company's software helps to track and manage financial activities as they relate to financial milestones like buying a home, investing in a child's college fund, business, holidays, education, unemployment and retirement, enabling users to align their finances with the future they want.

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.

Retirable, Inc. is a financial services company founded in 2019 and headquartered in New York, Albania. It specializes in providing personalized retirement plans and advice specifically tailored for older adults. The company focuses on helping individuals prepare for a secure and fulfilling post-work life by offering professional guidance in retirement planning. Retirable's platform delivers actionable human advice aimed at ensuring lasting peace of mind and financial stability for those approaching retirement, enabling them to transition smoothly into their next life phase without stress.

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.

Developer of automated financial planning tools and software designed to track budgets and investments. The company's software helps to track and manage financial activities as they relate to financial milestones like buying a home, investing in a child's college fund, business, holidays, education, unemployment and retirement, enabling users to align their finances with the future they want.

Farther Finance is an investment advisory platform that combines modern technology with personalized financial guidance. Founded in 2019 and headquartered in New York, the company provides tailored investment advice focused on exchange-traded funds (ETFs). Clients input their unique financial information, which the platform uses to generate recommendations based on a proprietary algorithm. This algorithm helps implement model portfolios crafted by investment experts, with specific target allocations in equity and fixed-income assets. Farther Finance aims to assist clients in preserving capital and achieving long-term growth in alignment with their financial situations and risk tolerances.

Quiena Inversiones is a rapidly growing investment management company based in Latin America that provides an internet-based platform for retail investors to access global investment opportunities. The company's platform is designed to facilitate investments in Wall Street by calculating optimal portfolios tailored to individual risk profiles and financial objectives. It enables users to manage local, international, and sector-specific risks while striving to maximize returns. By offering a comprehensive investment solution, Quiena Inversiones empowers its clients to make informed financial decisions and diversify their investment strategies effectively.

EZ-Probate is an online financial planner. We provide self help probate forms and instructions allowing individuals to probate an estate online without an attorney.

Trust & Will is an online platform that simplifies the estate planning process by providing users with the tools to create wills, trusts, and other legal documents related to asset distribution. Founded in 2017 and headquartered in San Diego, California, the company aims to make estate planning easy, fast, and secure, although it does not replace professional legal advice for complex estate matters. By guiding clients through the creation of essential legal documents, Trust & Will helps individuals save on legal fees while ensuring their wishes are properly documented. The company has received backing from various venture capital firms and angel investors, reflecting its commitment to improving access to estate planning resources.

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.

Private Wealth Systems provides a comprehensive financial technology platform designed to assist high net worth investors and their advisors in managing complex investment portfolios. By offering tools for account aggregation, multi-asset portfolio accounting, and consolidated investment reporting, the company enables clients to gain insight into the risk, return, income, and expenses associated with their investments. Founded by leaders in the investment reporting sector, Private Wealth Systems delivers a total wealth dashboard that ensures transaction-level transparency, allowing users to make informed decisions that support the preservation and growth of their wealth. The platform caters to the needs of those managing sophisticated multi-asset, multi-manager, and multi-currency portfolios, thereby facilitating a deeper understanding of investment performance across various asset classes and structures.

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.

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.

MoneyCompass is a financial services company that provides a mobile-based application platform for automatic personal debt optimization. It helps students and graduates to save money on their student loans, credit cards, and other financial products. The company was founded in 2018 and headquartered in New York, United States.

WalletFi is a developer of a subscription management platform that helps users manage recurring charges and payments. The platform utilizes machine learning technology to identify subscriptions and Card-on-File merchants, providing personalized insights to users. By facilitating the transfer of payments to new cards during re-issuance, WalletFi not only aids consumers in managing their financial commitments but also reduces customer churn for banks and financial institutions. This approach enhances customer engagement and reinforces the loyalty of users towards their financial service providers. Additionally, WalletFi offers detailed analytics that enable financial institutions to expand their customer base and improve overall user wellness, ultimately delivering a measurable return on investment.

ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.

GuestLee is a Swiss Property Management company. In a exponentially growing market GuestLee positioning settled naturally by trust & recommendation to high-end property owners. 90% of their customers are seniors that worked hard to build real estate assets. With today’s versatile economical environment, living on savings or limited pension allowances, it is quite difficult to sustain life standards as well as to pay property maintenance fees. GuestLee is a decentralized business model using latest technologies to help seniors to generate revenue

Tech-driven collaborative platform for diversified investments in premium professionally managed funds, currently inaccessible to about 90% of potential investors globally.

Livestock Wealth is a crowdfarming company that facilitates investment in livestock, enabling individuals to earn returns from the sale of cattle offspring. With its innovative platform, the company simplifies the investment process by allowing users to share the resources of a commercial livestock farm, while experts manage the daily care of the animals. This model not only promotes individual ownership of cows but also offers profit-sharing opportunities, including quarterly financial reports and annual profit projections. By transforming the traditional wealth associated with cattle into an accessible investment opportunity, Livestock Wealth empowers users to participate in organic beef farming and benefit from the livestock industry's inherent value.

Protagoras is a digital solution for financial advisors. It offers unique risk profiling and country-specific tax functionality, addressing each investor’s specific situation and preferences. Their interactive, data-driven, algorithmic approach radically improves the understanding of client investment preferences and automates compliance with upcoming regulations. Protagoras solves massive risk, tax, and compliance issues for financial advisors by providing the most precise investor profiling platform.

LearnLux Inc. operates a digital platform focused on providing independent financial and benefits education, particularly aimed at millennials. Founded in 2014 and based in Boston, Massachusetts, the platform offers unbiased and customized financial education, guiding users through personal financial decisions while helping them understand their financial needs and options. Users can earn credits towards new accounts and connect with financial institutions through the platform. Additionally, LearnLux empowers employers to provide financial wellness as a benefit, integrating digital lessons, interactive tools, and resources with on-demand access to financial advisors, thereby promoting independent and holistic financial well-being among employees.

Sunwealth is a clean energy investment firm focused on enhancing the commercial solar sector. The company employs a proprietary methodology to identify and invest in high-performing solar projects, facilitating the growth of its Solar Impact Fund. This fund enables rapid scaling of investments in commercial solar assets, providing investors with the opportunity to engage in a diversified portfolio that generates both financial returns and clean energy. Sunwealth's platform combines its expertise in solar technology with extensive investment experience, allowing businesses, municipalities, and non-profit organizations to achieve substantial financial benefits while accessing efficient solar power. Through its innovative approach, Sunwealth aims to create a positive impact on the environment and deliver meaningful returns to its investors.

LearnLux Inc. operates a digital platform focused on providing independent financial and benefits education, particularly aimed at millennials. Founded in 2014 and based in Boston, Massachusetts, the platform offers unbiased and customized financial education, guiding users through personal financial decisions while helping them understand their financial needs and options. Users can earn credits towards new accounts and connect with financial institutions through the platform. Additionally, LearnLux empowers employers to provide financial wellness as a benefit, integrating digital lessons, interactive tools, and resources with on-demand access to financial advisors, thereby promoting independent and holistic financial well-being among employees.

Finalta, Inc. is building elegant software for the world's institutional asset managers. Our initial, patent-pending solution is under development. If you're very good at what you do, we're hiring and we'd love to hear from you.