IA Capital Group

Delos is a digital property insurance provider for homeowners in catastrophe areas. Insurance is difficult to find in high risk regions; few insurers write in these areas and the ones that do are expensive and slow. One main cause for this problem is low resolution catastrophe models, which have caused regular insurers to pull out of high risk areas. Our team has extensive experience in data science and aerospace engineering and is creating new, higher-resolution catastrophe models. We use these models to create a new home risk rating system. We will also use our models to innovate on product, actively managing our client's risk and helping them prepare for their likely perils.

Summit is an insurance brokerage and risk management agency that specializes in providing bespoke insurance and risk management solutions to businesses.

PayGround, Inc. is a technology company that specializes in developing billing and payment software solutions for the healthcare industry. Founded in 2018 and headquartered in Chandler, Arizona, PayGround provides a cloud-based platform that allows healthcare providers to efficiently manage patient accounts, create and send invoices, and track billing analytics. The platform simplifies the payment process by enabling providers to upload accounts receivable and initiate digital payment requests through various channels, including email, text, and U.S. Mail. Patients benefit from the service by being able to view and pay their bills quickly, facilitating a smoother billing experience. By streamlining financial interactions between healthcare providers and patients, PayGround aims to reduce costs and eliminate the complexities associated with managing multiple billing accounts.

Matic Insurance Services, Inc. is a digital insurance agency that revolutionizes the insurtech industry by integrating insurance solutions within the home and auto ownership experience. Founded in 2014 and headquartered in Columbus, Ohio, with additional offices in Los Angeles, San Francisco, and Lviv, Ukraine, Matic operates a digital insurance marketplace featuring over 40 A-rated home and auto carriers. The company's platform facilitates a seamless mortgage process by integrating directly with lenders and insurance providers, allowing homeowners to analyze property data and easily compare insurance quotes. Matic is dedicated to advocating for policyholders, offering a transparent comparison shopping experience that saves customers significant time and reduces premiums by over 30% annually.

Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.

Delos is a digital property insurance provider for homeowners in catastrophe areas. Insurance is difficult to find in high risk regions; few insurers write in these areas and the ones that do are expensive and slow. One main cause for this problem is low resolution catastrophe models, which have caused regular insurers to pull out of high risk areas. Our team has extensive experience in data science and aerospace engineering and is creating new, higher-resolution catastrophe models. We use these models to create a new home risk rating system. We will also use our models to innovate on product, actively managing our client's risk and helping them prepare for their likely perils.

Frontier Risk is a pioneering insurance brokerage that specializes in the cannabis sector, making it the first tech-enabled solution dedicated to this industry. Staffed by former cannabis executives, the company operates an innovative insurance technology platform designed to facilitate cannabis insurance services. This platform offers a digital and data-driven interface with insurance markets, enhancing accessibility and pricing for clients. Frontier Risk leverages reinsurance balance sheet relationships to address pricing challenges while providing expert brokerage services. By combining bespoke advice with data science, the company aims to improve risk capacity and overall access to insurance within the cannabis ecosystem.

Certificial is an insurance verification platform that streamlines the supplier management and certificate issuance processes. By providing businesses with real-time access to suppliers' insurance coverage, it ensures that companies can easily monitor compliance and updates regarding changes in coverage. The platform integrates seamlessly with brokers' and AMS providers' APIs, making it accessible for both large and small agents and brokers at no cost to insurers. Certificial's features include immediate information retrieval, historical records of business relationships, and compliance alerts, which help mitigate risks associated with fraud, misinformation, and coverage lapses.

Driver Technologies Inc. is a New York-based company that specializes in developing mobile application software aimed at enhancing road safety and improving the driving experience. Founded in 2017, the company offers a hardware-free app that allows users to video record their trips while receiving real-time alerts for potential hazards, such as the risk of colliding with other vehicles or pedestrians, lane drifting, and driver distraction. The app also features voice control capabilities, enabling users to interact with their devices safely while driving. In addition to its primary safety functions, the application provides augmented reality navigation and access to various entertainment and communication options, making it a comprehensive tool for modern drivers. By combining video recording with artificial intelligence-driven alerts, Driver Technologies aims to empower users to document their journeys, enhance their safety, and potentially reduce auto insurance costs.

Sparta Software Corporation, operating as Sparta Science, develops personalized and predictive analytics software tailored for athletes, military personnel, and patients. The company offers The Sparta System, which features The Sparta Scan, an assessment tool that evaluates movement, balance, and stability to generate a unique Movement Signature for each individual. This system allows for instant comparisons with a comprehensive database to identify strengths and potential injury risks, while automatically generating customized training plans aimed at reducing injury risk and enhancing physical performance. Sparta's technology is utilized across various sectors, including military, healthcare, employee wellness, sports, and education. Established in 2007 and headquartered in Menlo Park, California, with an additional facility in Alexandria, Australia, Sparta Software Corporation was previously known as Sparta Performance Science LLC.

Marble is an insurance management platform focused on enhancing the customer experience by offering a rewards-based membership program. This innovative approach allows users to manage their home and auto insurance policies in a single digital wallet, where they can easily compare rates and find suitable policies. By prioritizing the needs of its members, Marble aims to reduce insurance costs and provide value through its loyalty program, which also serves as an effective marketing channel for insurance companies. This dual focus ensures that users not only save money but also earn rewards as they navigate their insurance options, creating a win-win situation for both consumers and providers.

Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.

Limit is a San Francisco-based company that specializes in providing software and digital wholesale brokerage services for commercial insurance. Founded in 2020, Limit utilizes advanced analytics and data technology to facilitate connections between retail brokers and insurance carriers, addressing both admitted and excess and surplus lines needs. The company's innovative approach aims to streamline the insurance transaction process, enabling clients to close deals more efficiently, reduce errors, and enhance sales performance.

CRS is an innovative platform specializing in credit data, fraud prevention, and compliance, designed to facilitate data-driven financial decisions. With over 25 years of expertise in the credit industry, CRS serves as a trusted partner to credit bureaus and data providers, simplifying the management of regulated and sensitive information. The company's solutions enable businesses to develop credit offerings significantly faster through guided compliance and seamless API integrations, all within a single platform. CRS's unique Credit Data as a Service™ model sets a high standard in the industry, combining comprehensive credit solutions with exceptional customer support. Based in San Francisco, CRS is a certified Credit Reporting Agency for major credit bureaus and was established in 2019 as a subsidiary of Credit Reporting Services, Inc., which has been a reliable entity in the credit sector since 2006.

Cloudwall is a digital asset risk platform designed to assist institutional investors in navigating the complexities of the digital asset marketplace. The company aims to accelerate the blockchain economy by facilitating capital flow to builders and innovators in the sector. Cloudwall's platform enables institutional investors to effectively manage their digital asset portfolios, aligning with their investment and risk objectives. Through its expertise in fintech and research, Cloudwall is committed to providing valuable insights and tools that support informed decision-making in the evolving landscape of digital assets.

Afficiency Inc. is an insuretech company based in New York that specializes in developing digital solutions for life insurance. Founded in 2016, the company has created a platform that allows for the rapid digitization and distribution of life insurance products through API integration. Afficiency partners with insurance carriers and reinsurers to introduce innovative offerings to the market. Its products are designed to streamline the insurance process, featuring automated underwriting and quick issuance, enabling applicants to receive policies within seconds. The company's marketplace facilitates customizable policy quoting and offers artificial intelligence-based recommendations, allowing users to select policies that best meet their needs.

Health Gorilla, Inc. is a healthcare technology company based in Sunnyvale, California, that specializes in interoperability solutions designed to facilitate the sharing and aggregation of patient data across the healthcare ecosystem. Established in 2011 and formerly known as Informedika, the company provides a platform that connects healthcare organizations, enabling them to aggregate and normalize clinical data, place clinical orders, and receive real-time notifications. Health Gorilla promotes national clinical interoperability while ensuring consumer privacy, adhering to regulations such as the Cures Act and the Trusted Exchange Framework Common Agreement. By serving health organizations, developers, providers, and patients, the company empowers individuals with access to their aggregated personal health information, allowing for a comprehensive view of each patient's clinical history.

Ethos Life is an insurance company based in San Francisco, California, that specializes in providing modern and ethical life insurance products, primarily term life insurance. Founded in 2016, Ethos aims to make life insurance affordable, accessible, and instant, addressing a significant market valued at $650 billion. The company employs innovative software to enhance the customer experience and utilizes technology to tailor coverage to individual needs. Ethos policies are issued and guaranteed by Legal & General America, a well-established life insurance provider. The company emphasizes a human approach in its services, striving to protect families through personalized insurance solutions.

reThought Insurance Corporation is a managing general agency based in Broomfield, Colorado, specializing in commercial flood insurance. Founded in 2017, the company utilizes proprietary underwriting methodologies and advanced risk assessment technology to effectively visualize, assess, underwrite, and price flood-related insurance for commercial enterprises. By forming strategic partnerships with insurers, reinsurers, and other capacity providers, reThought Insurance aims to provide critical insurance services in a cost-effective manner, addressing the unique risks associated with flooding in commercial properties.

Demex is an independent data and analytics company that addresses the increasing challenge of property losses due to secondary perils, such as extreme weather events. By partnering with reinsurance brokers, insurers, and reinsurers, Demex utilizes advanced modeling techniques that incorporate weather and claims data, as well as insights from climate research, to assess loss accumulation. The company offers parametric stop-loss solutions tailored to the specific needs of its clients, effectively managing risks associated with climate variability. Additionally, Demex provides a risk management platform that enables businesses to analyze, price, and transfer climate-linked risks, thereby creating opportunities while ensuring more sustainable insurance options against severe weather and catastrophic events.

Delos is a digital property insurance provider for homeowners in catastrophe areas. Insurance is difficult to find in high risk regions; few insurers write in these areas and the ones that do are expensive and slow. One main cause for this problem is low resolution catastrophe models, which have caused regular insurers to pull out of high risk areas. Our team has extensive experience in data science and aerospace engineering and is creating new, higher-resolution catastrophe models. We use these models to create a new home risk rating system. We will also use our models to innovate on product, actively managing our client's risk and helping them prepare for their likely perils.

CompStak, Inc., founded in 2011 and headquartered in New York, operates an online platform that provides a comprehensive database of commercial lease comparables. Utilizing a crowd-sourced model, CompStak facilitates the exchange of detailed lease information, which includes tenant names, addresses, rental rates, square footage, landlord concessions, broker identities, and other pertinent data. This information is critical for real estate investors, brokers, asset managers, and appraisers as they conduct valuations and analyses of commercial properties. CompStak's platform serves various stakeholders in the real estate market, enabling informed decision-making in significant investments and property comparisons. Additionally, CompStak has established a strategic partnership with Knowledge Cubed to enhance its data offerings, further solidifying its position in the industry.

Checkbook.io is a San Mateo-based fintech company founded in 2014. It specializes in providing an online platform for businesses to send payments at scale via various methods such as ACH, RTP, Fednow, Digital Checks, Paper Checks, Push to Card, Virtual Cards, Zelle, Venmo, PayPal, and Wires. The company's key offerings include a single API call for payment disbursements, a good funds model, the ability to pull funds from existing corporate accounts, white-label functionality, and Payment Facilitator (PayFac) services. Notably, recipients do not need to sign up or provide bank information beforehand to receive payments.

Omnidian, Inc. is an insurance company based in Seattle, Washington, specializing in protection plans for residential, commercial, and industrial solar energy systems. Founded in 2015, the company offers comprehensive services that include monitoring, field service repair, and lifetime performance guarantees for solar installations. Omnidian's solutions are designed for both individual homeowners and financial institutions managing large portfolios of residential solar assets. Their offerings encompass real-time performance monitoring, proactive service alerts, and full coverage for hardware and software issues through a nationwide network of service professionals. Additionally, Omnidian guarantees reimbursement for energy loss, ensuring that investments in solar energy are protected and optimized throughout the system's lifecycle. The company aims to support the growth of the residential solar industry while providing peace of mind to its clients.

Certificial is an insurance verification platform that streamlines the supplier management and certificate issuance processes. By providing businesses with real-time access to suppliers' insurance coverage, it ensures that companies can easily monitor compliance and updates regarding changes in coverage. The platform integrates seamlessly with brokers' and AMS providers' APIs, making it accessible for both large and small agents and brokers at no cost to insurers. Certificial's features include immediate information retrieval, historical records of business relationships, and compliance alerts, which help mitigate risks associated with fraud, misinformation, and coverage lapses.

Credit Sesame, Inc. operates a credit and loan management platform designed to simplify and automate consumer credit management. Founded in 2006 and headquartered in Mountain View, California, with an additional office in San Francisco, the company provides tools that allow users to analyze their loans, credit scores, home mortgages, and credit card debts. Credit Sesame offers free access to credit score monitoring, credit reports, and identity theft protection. It also delivers personalized recommendations for refinancing and managing various financial products, including personal loans, home loans, and credit cards. By integrating these services, Credit Sesame aims to help consumers enhance their financial wellness and improve their credit and spending power.

Caribou is a financial technology company that specializes in automotive refinancing services, aimed at helping drivers manage their auto finances more effectively. By partnering with trusted lenders, Caribou facilitates access to better rates and lower monthly payments, enabling customers to save an average of over $115 per month on their car payments. In addition to auto refinancing, the company offers a range of supplementary services, including auto insurance, total loss protection, guaranteed asset protection, key replacement coverage, and cosmetic care packages. Through these offerings, Caribou strives to provide comprehensive solutions that enhance the financial well-being of its customers while simplifying their automotive financial management.

Ansel Health is a company that develops a health insurance platform designed to improve employee benefits for employers through a straightforward supplemental health benefits plan. The platform provides insurance services that offer financial support in the form of cash payments to individuals diagnosed with various covered conditions, including those related to COVID-19. This support aims to help mitigate the financial challenges associated with serious health issues, facilitating a smoother recovery process for affected individuals.

Clearcover, Inc. is a digital car insurance provider based in Chicago, Illinois, founded in 2016. The company focuses on delivering comprehensive car insurance products at competitive prices by leveraging advanced technology and an API-first approach. Clearcover offers an intuitive online platform that allows customers to obtain quotes and secure coverage efficiently, while minimizing costs through a streamlined process and reduced advertising expenses. By selling its products directly to consumers and through agents, Clearcover aims to provide better coverage options for less money, thereby enhancing the overall customer experience in the automobile insurance market.

Health Gorilla, Inc. is a healthcare technology company based in Sunnyvale, California, that specializes in interoperability solutions designed to facilitate the sharing and aggregation of patient data across the healthcare ecosystem. Established in 2011 and formerly known as Informedika, the company provides a platform that connects healthcare organizations, enabling them to aggregate and normalize clinical data, place clinical orders, and receive real-time notifications. Health Gorilla promotes national clinical interoperability while ensuring consumer privacy, adhering to regulations such as the Cures Act and the Trusted Exchange Framework Common Agreement. By serving health organizations, developers, providers, and patients, the company empowers individuals with access to their aggregated personal health information, allowing for a comprehensive view of each patient's clinical history.

Marble is an insurance management platform focused on enhancing the customer experience by offering a rewards-based membership program. This innovative approach allows users to manage their home and auto insurance policies in a single digital wallet, where they can easily compare rates and find suitable policies. By prioritizing the needs of its members, Marble aims to reduce insurance costs and provide value through its loyalty program, which also serves as an effective marketing channel for insurance companies. This dual focus ensures that users not only save money but also earn rewards as they navigate their insurance options, creating a win-win situation for both consumers and providers.

Driver Technologies Inc. is a New York-based company that specializes in developing mobile application software aimed at enhancing road safety and improving the driving experience. Founded in 2017, the company offers a hardware-free app that allows users to video record their trips while receiving real-time alerts for potential hazards, such as the risk of colliding with other vehicles or pedestrians, lane drifting, and driver distraction. The app also features voice control capabilities, enabling users to interact with their devices safely while driving. In addition to its primary safety functions, the application provides augmented reality navigation and access to various entertainment and communication options, making it a comprehensive tool for modern drivers. By combining video recording with artificial intelligence-driven alerts, Driver Technologies aims to empower users to document their journeys, enhance their safety, and potentially reduce auto insurance costs.

Newmetrix is a technology company that specializes in a cloud-based video management platform aimed at reducing risks on construction sites through the integration of human and artificial intelligence. The platform employs machine learning to analyze images and videos from construction projects, categorizing them with construction-specific tags. This functionality addresses key challenges related to the management, collaboration, search, and analysis of industrial visual content, thereby enhancing safety and operational efficiency for clients in the construction industry.

Flyreel, Inc. is a technology company based in Denver, Colorado, specializing in a platform that enhances the property insurance underwriting process. Established in 2013 and formerly known as MyFactals, the company utilizes artificial intelligence and computer vision to facilitate user-guided inspections and claims workflows. Flyreel's platform enables policyholders to conduct self-service inspections, allowing for thorough documentation of property details, including risks, hazards, and materials. By streamlining the underwriting process, Flyreel’s technology aids insurance carriers in making informed, data-driven decisions, ultimately improving underwriting efficiency, risk management, and customer satisfaction.

Matic Insurance Services, Inc. is a digital insurance agency that revolutionizes the insurtech industry by integrating insurance solutions within the home and auto ownership experience. Founded in 2014 and headquartered in Columbus, Ohio, with additional offices in Los Angeles, San Francisco, and Lviv, Ukraine, Matic operates a digital insurance marketplace featuring over 40 A-rated home and auto carriers. The company's platform facilitates a seamless mortgage process by integrating directly with lenders and insurance providers, allowing homeowners to analyze property data and easily compare insurance quotes. Matic is dedicated to advocating for policyholders, offering a transparent comparison shopping experience that saves customers significant time and reduces premiums by over 30% annually.

Integriant is an insurance agency focused on the life and Medicare insurance sectors. The company develops a marketing and sales platform that assists consumers in protecting their financial well-being by providing a range of insurance products. Integriant offers various insurance plan options, leveraging both online tools and licensed agents to facilitate the comparison of plans. This approach enables customers to select insurance solutions that best align with their needs and budget.

NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.

Demex is an independent data and analytics company that addresses the increasing challenge of property losses due to secondary perils, such as extreme weather events. By partnering with reinsurance brokers, insurers, and reinsurers, Demex utilizes advanced modeling techniques that incorporate weather and claims data, as well as insights from climate research, to assess loss accumulation. The company offers parametric stop-loss solutions tailored to the specific needs of its clients, effectively managing risks associated with climate variability. Additionally, Demex provides a risk management platform that enables businesses to analyze, price, and transfer climate-linked risks, thereby creating opportunities while ensuring more sustainable insurance options against severe weather and catastrophic events.

Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.

SMArtX Advisory Solutions operates a unified managed account (UMA) and separately managed account (SMA) platform designed to provide financial advisors with access to a range of institutional-quality investment managers. The platform offers a diverse array of investment strategies, including traditional, alternative, and indexed options, along with individual securities, mutual funds, and exchange-traded funds. SMArtX's technology facilitates real-time portfolio valuation and performance reporting at the sleeve level, while also providing tools for intraday allocation and customization of individual portfolios across multiple client accounts. Additionally, the platform includes features for rebalancing and drift management, ensuring that portfolios remain aligned with predefined allocations. This comprehensive approach enables clients to access a wide spectrum of wealth management alternatives efficiently.

Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.

Clearcover, Inc. is a digital car insurance provider based in Chicago, Illinois, founded in 2016. The company focuses on delivering comprehensive car insurance products at competitive prices by leveraging advanced technology and an API-first approach. Clearcover offers an intuitive online platform that allows customers to obtain quotes and secure coverage efficiently, while minimizing costs through a streamlined process and reduced advertising expenses. By selling its products directly to consumers and through agents, Clearcover aims to provide better coverage options for less money, thereby enhancing the overall customer experience in the automobile insurance market.

Tomorrow Ideas, Inc. is a company focused on safeguarding families' financial futures through its innovative application. The app offers essential features such as a last will and testament, information on state laws, a revocable living trust, and guardianship arrangements for children and pets. Additionally, it provides tools for calculating net worth and life insurance needs, along with a comparison of term life insurance options and a complimentary insurance policy. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas ensures its application is accessible on both iOS and Android devices, making it convenient for users to manage their financial planning.

Credit Sesame, Inc. operates a credit and loan management platform designed to simplify and automate consumer credit management. Founded in 2006 and headquartered in Mountain View, California, with an additional office in San Francisco, the company provides tools that allow users to analyze their loans, credit scores, home mortgages, and credit card debts. Credit Sesame offers free access to credit score monitoring, credit reports, and identity theft protection. It also delivers personalized recommendations for refinancing and managing various financial products, including personal loans, home loans, and credit cards. By integrating these services, Credit Sesame aims to help consumers enhance their financial wellness and improve their credit and spending power.

Omnidian, Inc. is an insurance company based in Seattle, Washington, specializing in protection plans for residential, commercial, and industrial solar energy systems. Founded in 2015, the company offers comprehensive services that include monitoring, field service repair, and lifetime performance guarantees for solar installations. Omnidian's solutions are designed for both individual homeowners and financial institutions managing large portfolios of residential solar assets. Their offerings encompass real-time performance monitoring, proactive service alerts, and full coverage for hardware and software issues through a nationwide network of service professionals. Additionally, Omnidian guarantees reimbursement for energy loss, ensuring that investments in solar energy are protected and optimized throughout the system's lifecycle. The company aims to support the growth of the residential solar industry while providing peace of mind to its clients.

Marqeta operates a modern card issuing and payment processing platform that enables businesses to create customized payment solutions using open APIs. Founded in 2010 and headquartered in Oakland, California, with an additional office in London, Marqeta's platform allows users to build, issue, and manage digital, physical, and tokenized payment cards. The company provides a range of services including virtual cards, real-time fund transfers, spend controls, and data analytics solutions. Marqeta serves various industries such as e-commerce, lending, on-demand services, and digital banking by offering flexible and scalable payment infrastructure. It is certified to operate in 40 countries globally.

CompStak, Inc., founded in 2011 and headquartered in New York, operates an online platform that provides a comprehensive database of commercial lease comparables. Utilizing a crowd-sourced model, CompStak facilitates the exchange of detailed lease information, which includes tenant names, addresses, rental rates, square footage, landlord concessions, broker identities, and other pertinent data. This information is critical for real estate investors, brokers, asset managers, and appraisers as they conduct valuations and analyses of commercial properties. CompStak's platform serves various stakeholders in the real estate market, enabling informed decision-making in significant investments and property comparisons. Additionally, CompStak has established a strategic partnership with Knowledge Cubed to enhance its data offerings, further solidifying its position in the industry.

Gainfully, Inc. is an online marketing platform designed specifically for the financial services industry. It provides tools that enable financial professionals, such as advisors and brokers, to generate new business and enhance client connections. The platform offers a mobile application that features a financial network, allowing users to access a library of resources for sharing, automate social media marketing, and send personalized emails. Additionally, Gainfully facilitates the licensing of third-party applications, delivering branded marketing content and campaigns to empower financial firms in their marketing efforts. The company's capabilities include powerful segmentation, messaging campaigns, and sales enablement tools, which help financial firms effectively reach their target audience. Established in 2012 and headquartered in San Francisco, California, Gainfully also operates an office in New York, New York.

Clearcover, Inc. is a digital car insurance provider based in Chicago, Illinois, founded in 2016. The company focuses on delivering comprehensive car insurance products at competitive prices by leveraging advanced technology and an API-first approach. Clearcover offers an intuitive online platform that allows customers to obtain quotes and secure coverage efficiently, while minimizing costs through a streamlined process and reduced advertising expenses. By selling its products directly to consumers and through agents, Clearcover aims to provide better coverage options for less money, thereby enhancing the overall customer experience in the automobile insurance market.

Protecht, Inc., also known as TicketGuardian, specializes in developing insurtech products tailored for the consumer experience economy. Founded in 2016, the company offers a range of ticketing and registration platforms that enable clients to manage inventory, revenue, and fan engagement while providing real-time data and payment processing capabilities. Protecht focuses on delivering enterprise-level technology that ensures security, scalability, and data protection. With a strong foundation in fraud, risk management, insurance, finance, and payments, the company leverages embedded technologies to enhance financial and inventory control for its partners, ultimately fostering customer engagement and increasing conversion rates. Protecht is headquartered in Newport Beach, California.

Authentic4D specializes in medical imaging review services for casualty insurance claims. The company converts complex scans into 2D/3D video tours, assisting insurance providers in identifying fraudulent claims and reducing associated costs by facilitating a clear understanding of claimants' injuries.

SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.

Credit Sesame, Inc. operates a credit and loan management platform designed to simplify and automate consumer credit management. Founded in 2006 and headquartered in Mountain View, California, with an additional office in San Francisco, the company provides tools that allow users to analyze their loans, credit scores, home mortgages, and credit card debts. Credit Sesame offers free access to credit score monitoring, credit reports, and identity theft protection. It also delivers personalized recommendations for refinancing and managing various financial products, including personal loans, home loans, and credit cards. By integrating these services, Credit Sesame aims to help consumers enhance their financial wellness and improve their credit and spending power.

Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.

Advizr Inc., established in 2013 and headquartered in New York, specializes in developing financial planning applications for advisors. Their primary product, Advizr Express, provides clients with a retirement readiness assessment via iPad or embedded on websites. This tool assists advisors in creating comprehensive financial plans for their clients. Since July 2019, Advizr has operated as a subsidiary of Orion Advisor Services, LLC.

Sure Inc. is an insurance technology company based in San Diego, California, founded in 2014. It develops and operates an online application that allows users to purchase various insurance coverage, including for luggage, smartphones, clothing, renters, and personal damages. Sure partners with renowned insurance providers such as Nationwide, Chubb, and MetLife to offer these solutions. The company provides an enterprise SaaS platform and APIs that facilitate digital transformation and the distribution of embedded insurance, eliminating the need for extensive IT resources. Its platform is designed to streamline digital insurance sales and service, supporting each phase of the insurance lifecycle and enabling both global consumer brands and insurance companies to efficiently manage and sell their insurance products.

Marqeta operates a modern card issuing and payment processing platform that enables businesses to create customized payment solutions using open APIs. Founded in 2010 and headquartered in Oakland, California, with an additional office in London, Marqeta's platform allows users to build, issue, and manage digital, physical, and tokenized payment cards. The company provides a range of services including virtual cards, real-time fund transfers, spend controls, and data analytics solutions. Marqeta serves various industries such as e-commerce, lending, on-demand services, and digital banking by offering flexible and scalable payment infrastructure. It is certified to operate in 40 countries globally.

Wellthie Inc. is an insurance technology company based in New York, founded in 2013. It specializes in providing tools for brokers and carriers to streamline the insurance distribution process for small businesses and individuals. Wellthie offers a cloud-based e-commerce platform that includes features such as medical and ancillary quotes, a broker management dashboard, scenario modeling, an online storefront, custom client proposals, and market insights. The company has created a national small group benefits marketplace, enabling brokers to enhance their small group sales and insurance carriers to optimize product distribution. By focusing on improving the insurance shopping experience, Wellthie aims to facilitate a more intuitive and efficient process for both brokers and clients.

Snapsheet is a leading provider of cloud-native claims management software designed to enhance the end-to-end claims process through digitization and intelligent automation. The company's solutions streamline various aspects of claims handling, including electronic intake of first notice of loss (FNOL), data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements. Snapsheet's software suite emphasizes engagement and organizational agility, resulting in an improved customer experience. As a trusted partner in claims innovation, Snapsheet collaborates with over 100 clients, including major insurance carriers, third-party administrators, and emerging insurtech firms, to deliver the fastest digital auto insurance claims process in the United States.

SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.

LiftForward, Inc. is an online marketplace based in New York that specializes in providing loans to small businesses while offering high-yield debt products to investors. The company enables businesses to secure financing of up to $1,000,000 for purposes such as asset purchases, purchase order financing, and working capital. Additionally, LiftForward offers a Technology as a Service (TaaS) program, which allows small businesses to acquire new computers and accessories through a monthly fee, with the option to upgrade to the latest devices. The company also delivers a comprehensive suite of payment solutions, including point-of-sale software, white-labeled e-commerce platforms, and inventory management tools, alongside financing options that create a complete end-to-end solution. Their Hardware as a Service model is particularly notable, as it has become a preferred method for selling equipment. LiftForward's services also support Microsoft’s Surface Membership, which provides a bundled solution of equipment, software, and support to businesses. Founded in 2013, LiftForward aims to streamline financing and enhance customer experiences across various sectors.

Marqeta operates a modern card issuing and payment processing platform that enables businesses to create customized payment solutions using open APIs. Founded in 2010 and headquartered in Oakland, California, with an additional office in London, Marqeta's platform allows users to build, issue, and manage digital, physical, and tokenized payment cards. The company provides a range of services including virtual cards, real-time fund transfers, spend controls, and data analytics solutions. Marqeta serves various industries such as e-commerce, lending, on-demand services, and digital banking by offering flexible and scalable payment infrastructure. It is certified to operate in 40 countries globally.

Credit Sesame, Inc. operates a credit and loan management platform designed to simplify and automate consumer credit management. Founded in 2006 and headquartered in Mountain View, California, with an additional office in San Francisco, the company provides tools that allow users to analyze their loans, credit scores, home mortgages, and credit card debts. Credit Sesame offers free access to credit score monitoring, credit reports, and identity theft protection. It also delivers personalized recommendations for refinancing and managing various financial products, including personal loans, home loans, and credit cards. By integrating these services, Credit Sesame aims to help consumers enhance their financial wellness and improve their credit and spending power.

Crown Global Insurance Group, LLC specializes in providing tailored insurance solutions for high net-worth individuals, hedge funds, private equity firms, and institutional investors around the globe. Established in 1994 and headquartered in New York, with additional locations in North America, the Cayman Islands, and Switzerland, the company has built a strong reputation for structuring compliant variable life insurance and annuity policies. Its product offerings include private placement life insurance, group annuity contracts, fund advisor benefit plans, and private placement variable immediate annuities. Crown Global is managed by a team of experienced professionals, collectively possessing over a century of expertise in investment, tax planning, wealth management, and asset preservation, allowing them to effectively serve the complex needs of their clients.

Hamilton Insurance Group is a specialty insurance and reinsurance company that operates globally, with a presence in Lloyd's, Ireland, Bermuda, and the United States. The company focuses on creating underwriting and investment value through the use of analytics and research. It has three principal underwriting platforms—Hamilton Global Specialty, Hamilton Select, and Hamilton Re—which are divided into two main business segments: International and Bermuda. As of March 31, 2014, Hamilton Insurance Group had over $800 million in capital, reflecting its commitment to delivering value to clients and shareholders.

Financeit USA Inc. is an online platform that enables businesses to offer consumer financing, allowing customers to manage loans from various web-enabled devices. Founded in 2011 and based in New York, the company operates as a subsidiary of Financeit Canada Inc. Its point-of-sale financing platform simplifies complex sales transactions, helping businesses close more sales by providing customers with affordable monthly payment options for significant purchases, such as home improvements, vehicles, or retail items. Financeit serves a diverse range of businesses, including larger enterprises, by offering an integrated suite of solutions that encompasses lead management, live contact support, financing options, and promotional tools. The company has partnered with over 8,000 merchants and has processed more than $5 billion in loan applications, earning recognition as the Canadian Lenders Association's Company of the Year in Lending in 2019.

Rêv is a financial services technology company developing payment products around the world, leveraging a proprietary transaction processing platform, pioneering a number of firsts in travel, loyalty, currency exchange, and next generation mobile banking. Learn more at www.revworldwide.com.

Ceannate Corp, established in 2004 and headquartered in Schaumburg, Illinois, specializes in providing business process outsourcing (BPO) services for the education receivables management sector. The company offers web-based loan and payment integrity tools, along with default aversion services, to help universities manage student loan receivables and support students in understanding and navigating their financial aid options. Ceannate's services span both government and private sectors, enabling clients to maintain strong relationships with current and former students.

TIO Networks is a provider of a cloud-based, multi-channel bill payment processing and receivables management platform, designed to facilitate real-time customer account payments. The company serves major telecom, wireless, cable, and utility network operators across North America, offering a network of over 60,000 physical locations for bill payment. TIO’s platform integrates seamlessly with existing billing systems, allowing users to accept, validate, and collect payments through various channels, including self-service kiosks, retail walk-ins, mobile applications, and web solutions. This integration helps businesses reduce costs associated with physical bill delivery and collection activities while enhancing cash flow through real-time payment processing. TIO Networks emphasizes fast, convenient, and secure access to high-quality bill payment services.

Accruit is a qualified intermediary specializing in 1031 exchanges, which allow real estate investors to defer capital gains taxes through the exchange of properties. The company provides a comprehensive suite of financial technology services tailored to high-volume programs, ensuring the safe deposit and timely disbursement of assets. By facilitating various types of exchanges, including reverse, build-to-suit, single, and program exchanges, Accruit supports clients in managing their real estate transactions effectively. This enables clients to meet their business and wealth management objectives while navigating the complexities of the exchange process.

E-Duction is at the forefront of the evolving payment industry – paying for goods and services via payroll deduction. The current advent of consumerism is creating demand for more complex payroll deduction products, including variable and dynamic products in which the deduction/payment amount may change each month. E-Duction's transaction processing capabilities make possible a wide range of profitable, consumer-friendly payroll deduction-based services which meet the key demands of today's large and small employers alike.

U.S. Fiduciary, Inc. operates as a boutique financial services firm. Its products include managed accounts, mutual fund and ETF model portfolios, and advisor managed portfolios; and Client Acquisition Tool, which allows advisors to profile clients to determine their goals, preferences, and risk tolerance. The company also provides asset allocation modeling and research; brokerage services; and portfolio administration performance reporting services. In addition, it offers professional development curriculum that covers a range of topics, such as portfolio construction, asset allocation, manager research and selection, the use of alternative investments, behavioral finance, compliance, and fiduciary responsibility. The company serves investment advisors and their high net worth and institutional clients. It has strategic partnership with CRA RogersCasey, Frontier Asset Management, and Greenrock Research. U.S. Fiduciary, Inc. was founded in 2003 and is based in Houston, Texas.

Loan Servicing Solutions, LLC is a special servicing company concentrating on servicing defaulted residential mortgages. The company is located in Buffalo, New York. In March 2008 the Company was acquired by Arbor Residential Mortgage, LLC.

BOLT Solutions Inc. operates a Software-as-a-Service (SaaS) distribution and customer support platform tailored for the property and casualty insurance industry. The BOLT Platform facilitates direct distribution of products and services for insurance carriers and their agents, offering a unified interface that integrates seamlessly with existing infrastructure. This platform supports various distribution channels, including field agents, contact centers, and direct-to-consumer approaches, allowing users to start with one channel and expand to multiple channels as needed. BOLT's ecosystem enables users to proactively market and sell their own products alongside bundled offerings from other carriers, thereby enhancing customer engagement and solution ownership. Founded in 2000 and based in New York, the company has a research and development facility in Tel-Aviv, Israel, and serves a diverse clientele, including independent agencies, brokers, wholesalers, and insurance companies of all sizes. BOLT Solutions Inc. is a subsidiary of Arsenal Acquisition Holdings, LLC.

Planet Payment is a provider of integrated payment processing and multicurrency solutions, catering primarily to the hospitality, retail, and financial services sectors. The company delivers a range of services, including acquiring, processing, gateway, and currency conversion, addressing the complexities of the global electronic payments landscape. It operates through a centrally-hosted transaction platform that facilitates the interaction between consumers, merchants, banks, and payment networks, ensuring seamless transactions across various markets. With a presence in 23 countries and territories, Planet Payment's solutions are deployed at over 103,000 active merchant locations worldwide. In addition to payment processing, the company offers value-added tax refund and consulting services, as well as treasury and foreign exchange services, helping merchants and financial institutions navigate the intricacies of international payments.

Homeowners of America Holding Corporation is a property and casualty insurance provider based in Irving, Texas, offering a range of insurance products to homeowners, condominium owners, and tenants. Established in 2005, the company specializes in coverage for losses resulting from catastrophes and provides policies such as homeowners, dwelling fire, tenant, and condominium insurance. It focuses on insuring well-maintained residential properties, excluding luxury homes, and serves its clients through independent insurance agents across Texas. The company aims to protect its policyholders against property damage, ensuring they have the necessary coverage for their homes and investments.

Higher One, established in 2000 and headquartered in New Haven, Connecticut, specializes in streamlining financial transactions within the higher education sector. The company offers a suite of technology-based services, including online payment processing, refund disbursement, and tuition payment plans, catering to both institutions and their students. Additionally, Higher One facilitates campus-wide transactions such as event registrations, merchandise sales, and payroll distributions.

Talbot Holdings, Ltd. is a specialty insurance group that operates within the Lloyd's insurance market, focusing on underwriting various specialty risks. The company has established strong franchises in marine and energy lines, war and political risks, direct property, and financial institutions, as well as contingency and treaty underwriting. Incorporated in Bermuda, Talbot's management team is based in London. In July 2007, the company was acquired by Validus Holdings Ltd. for $410 million.

E-Duction is at the forefront of the evolving payment industry – paying for goods and services via payroll deduction. The current advent of consumerism is creating demand for more complex payroll deduction products, including variable and dynamic products in which the deduction/payment amount may change each month. E-Duction's transaction processing capabilities make possible a wide range of profitable, consumer-friendly payroll deduction-based services which meet the key demands of today's large and small employers alike.

RedVision is an independent provider of innovative Real Property Research solutions that combine experts and technology to improve service levels and the bottom line.They serve users of title evidence looking for relevant and accurate information solutions. They combine their integrated workflow platform, a vast title plant database and well-trained service experts to provide consistent, cost effective information solutions used to make expedient business decisions.

GovernanceMetrics International (GMI Ratings) is an independent organization based in Portland, Maine, specializing in corporate governance and executive compensation analysis. The company employs a range of proprietary metrics and mathematical algorithms to assess corporate governance policies and practices. GMI Ratings offers essential investment decision support tools, including Environmental, Social, and Governance (ESG) ratings, to a diverse clientele that includes asset managers, banks, hedge funds, and pension funds. By providing comprehensive insights into governance structures, GMI Ratings enables investors to make informed financial decisions. Established through the merger of GovernanceMetrics and The Corporate Library in 2010, the company has positioned itself as a key resource in the field of governance analysis.

Accupost Corporation, now a business unit of TransUnion, is a technology and outsource services provider of post-closing solutions for the mortgage services industry. Accupost’s post-closing system automates back-office processes to improve efficiencies, increase productivity and minimize the risks associated with non-compliance of loan documentation. The company’s platform includes mortgage assignment and release processing, document retrieval, portfolio due diligence, document imaging and government insuring services. In August 2004, AccuPost was acquired by TransUnion Settlement Services, a subsidiary of leading global information solutions company TransUnion.

NetSpend is a company that specializes in processing and marketing reloadable prepaid debit cards branded with Visa or MasterCard logos. Its primary customer base consists of the unbanked and underbanked population in the United States, estimated to be around 70 million individuals. NetSpend promotes its products as an alternative to cash, credit, and traditional banking relationships. In addition to its core product, NetSpend offers Visa and MasterCard branded gift cards and a travel money card. The company also provides various services to its cardholders, such as direct deposit, savings accounts, bill payment functionality, card-to-card transfers, personal financial management tools, online and mobile account access, overdraft protection, and complimentary insurance coverage through its issuing banks.

Plymouth Park Tax Services LLC, doing business as XSPAND and headquartered in Morristown, New Jersey, is one of the largest firms exclusively focused on purchasing, servicing, and securitizing municipal tax liens. The company is a leader in providing public and private sector revenue solutions for non-performing assets. Xspand was acquired by Bear Stearns and is now part of JPMorgan.

SafeRent provides quality information to empower good leasing decisions, reduce bad debt, and mitigate risk. They also help to manage risk associated with lease defaults.

CoreLogic is a technology company that specializes in providing data analytics and risk assessment solutions tailored for the real estate sector. It offers a comprehensive range of services, including consumer, financial, and property information, which are utilized by businesses and government entities. By integrating public, contributory, and proprietary data, CoreLogic develops predictive analytics that enhance decision-making and provide transparency in the markets it serves. The company has established one of the largest databases in the U.S. focused on real estate, mortgage applications, and loan performance, and is recognized as a leading provider of credit reporting, property tax assessments, valuations, flood determinations, and geospatial analytics. CoreLogic serves over one million users, including real estate professionals, financial institutions, and government agencies, helping them assess risk, support underwriting, and improve overall business performance. Headquartered in Santa Ana, California, CoreLogic employs more than 10,000 individuals worldwide.