Wells Fargo

Founded in 1986, Opportunity Finance Network is a Philadelphia-based economic development agency that serves as a national network of community development financial institutions (CDFIs). These mission-driven institutions invest in opportunities benefiting low-income and disadvantaged communities across America.

Canal Road Group, established in 2023 and based in Miami, Florida, is a specialized lender operating within the financial services industry. The company, with a team of 15 employees, focuses on sourcing, underwriting, and managing senior secured corporate debt investments, aiming to provide structured credit solutions to its clients.

Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Setpoint is building trust in our credit system. An operating system for capital markets functions that drives capital and operational efficiency, while offering peace-of-mind to Capital Providers. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders.

Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.

Growth Partners Arizona is a nonprofit organization headquartered in Tucson, Arizona, that specializes in providing operational loans and business guidance to nonprofit organizations and small businesses. Founded in 2013, it focuses on supporting leaders in economically underserved communities, enabling them to access essential resources to enhance their operations. Growth Partners Arizona aims to foster positive change and improve the economic wellbeing of residents in Arizona through its financial support and strategic advisory services. The organization measures its success by the achievements of its borrowers, reflecting its commitment to the growth and sustainability of the nonprofit sector.

Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.

Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.

Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership. With an alliance of the U.S.' largest real estate owners, Bilt Rewards will enable renters in more than two million units across the country to earn points just by paying rent. Launched in June 2021, Bilt Rewards boasts one of the highest value rewards programs on the market today, including one-to-one point transfers for travel across over 100 major airlines and hotel partners; fitness classes at the country’s top boutique studios; limited-edition and exclusive collections of art and home decorations through the Bilt Collection, and the ability to use points for rent credits or towards a future down payment. Bilt has also partnered with Mastercard and Wells Fargo to create the Bilt Mastercard - the first and only credit card that can be used to pay rent with no fees. In October 2022, Bilt announced a valuation of $1.5 billion following a $150 million growth round to advance its loyalty program and credit card for renters.

Maxwell Financial Labs, Inc. is a technology company founded in 2015 and based in Palo Alto, California. It specializes in providing a comprehensive platform that connects home buyers, real estate agents, and lenders, facilitating the mortgage loan process from application intake to the secondary market. The company's Mortgage Optimization Platform offers technology-driven solutions designed to give local lending teams a competitive edge, enabling non-depository mortgage banks, credit unions, brokers, and local banks to better serve their communities. By focusing on enhancing the homeownership experience, Maxwell Financial Labs aims to deliver significant benefits to all stakeholders involved in the mortgage process.

Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership. With an alliance of the U.S.' largest real estate owners, Bilt Rewards will enable renters in more than two million units across the country to earn points just by paying rent. Launched in June 2021, Bilt Rewards boasts one of the highest value rewards programs on the market today, including one-to-one point transfers for travel across over 100 major airlines and hotel partners; fitness classes at the country’s top boutique studios; limited-edition and exclusive collections of art and home decorations through the Bilt Collection, and the ability to use points for rent credits or towards a future down payment. Bilt has also partnered with Mastercard and Wells Fargo to create the Bilt Mastercard - the first and only credit card that can be used to pay rent with no fees. In October 2022, Bilt announced a valuation of $1.5 billion following a $150 million growth round to advance its loyalty program and credit card for renters.

Finclude is a company that has developed a pan-European credit scoring system aimed at enabling businesses to evaluate consumers' creditworthiness based on their transactional behavior, irrespective of their credit history. The platform aggregates and interprets transactional data from various banks, allowing for a comprehensive assessment of an individual's affordability and creditworthiness. This innovative approach assists customers in making informed credit decisions by providing a clearer view of potential borrowers' financial behaviors and capabilities. Finclude's solution addresses the limitations of traditional credit scoring methods, thereby expanding access to credit for a broader range of individuals.

Unity National Bank, founded in 1963 and based in Houston, Texas, offers a range of business and personal banking products and services. The bank specializes in business banking, providing various loans, including SBA loans, commercial real estate financing, and construction loans, as well as credit cards and services tailored for faith-based organizations. Additionally, it offers checking and savings accounts, online banking, mobile banking, and various cash management services. For personal banking, Unity National Bank provides loans for vehicles and home improvements, along with credit cards, savings accounts, and investment options such as CDs and IRAs. The bank is committed to enhancing the financial well-being of individuals and businesses, ensuring efficient service delivery while maintaining competitiveness in the banking sector. It was previously known as Peoples Bank before rebranding to Unity National Bank in 1989.

Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.

Banco Latinoamericano de Comercio Exterior, S.A. (Bladex) is a supranational bank established by the central banks of Latin American and Caribbean countries to promote trade finance in the region. Bladex focuses on providing trade financing to selected commercial banks, middle-market companies, and corporations within the area. The bank operates through its Commercial Division and Treasury Division, financing its lending and investment activities primarily through interbank deposits from regional central banks and financial institutions, as well as borrowings from international commercial banks. Additionally, it raises funds through the sale of its debt securities to financial institutions and investors across Asia, Europe, North America, and the region. Importantly, Bladex does not offer retail banking services to the general public, such as savings or checking accounts, and does not accept retail deposits.

Reonomy specializes in commercial real estate data and analytics. It uses big data, partnerships, and machine learning to provide comprehensive property intelligence, enabling professionals to discover new opportunities and make informed decisions.

Accion Serving Southern California is a nonprofit microlender that is part of a larger nationwide network dedicated to supporting entrepreneurs. Its mission is to provide accessible financing and essential resources to help individuals start, sustain, and expand their businesses. By offering fair and flexible loans, Accion Serving Southern California connects business owners with tailored opportunities and expert guidance, ensuring they have the necessary tools to succeed in their ventures. The organization focuses on fostering healthy business growth in the community, making it a vital resource for aspiring and established entrepreneurs alike.

WWBIC is a leading innovative statewide economic development corporation “Putting Dreams to Work.” They focus on individuals who face barriers in accessing traditional financing or resources in pursuit of their dreams and economic well-being. They provide targeted individuals interested in starting, strengthening or expanding businesses with access to vital resources and tools such as quality financial and business education and responsible financial products.They improve the economic well-being of targeted low income individuals by building assets and advancing economic self-sufficiency. They particularly focus on women, people of color, and low-income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability.

CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

Roostify, Inc. is a technology company that specializes in a digital mortgage platform designed to streamline the home lending process. Founded in 2012 and headquartered in San Francisco, California, Roostify offers a web and mobile-based platform that connects borrowers with lenders, enhancing the efficiency of the loan application and closing experience. The platform simplifies the entire application process by digitizing workflows and allowing all parties involved to share and track information, documents, and transactions seamlessly. Roostify serves a diverse clientele, including enterprise banks, independent brokers, and various lending institutions. The company, initially known as Blue Igloo, Inc., rebranded to Roostify in July 2015 to better reflect its focus on transforming the mortgage landscape.

Credit Central is a financial services company that specializes in providing installment loans and tax preparation services. It aims to simplify the loan application process for residents of Alabama, Tennessee, South Carolina, and Texas. The company offers a variety of loan products, including secured personal loans and installment loans, along with optional credit-related insurance. Credit Central's services are designed to help clients manage their monthly payments effectively, tailoring them to individual budgets at the time of loan closure. The company is committed to making financial assistance accessible and straightforward for its customers.

Castle Pines Capital specializes in providing financial solutions tailored to the technology sector. They facilitate accounts receivable financing and purchase order finance for technology vendors and their reseller customers, enabling these businesses to improve cash flow and accelerate growth.

Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.