TTV Capital

Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.

Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.

An estimated 45 million of us are financial caregivers — adult children responsible for the financial well-being of our aging parents. We pay bills, haggle with utilities, plan for their future, and pay for things they need — all while managing our own financial and family life. Carefull is a new company building digital services for financial caregivers. Our goal is to make it easier to support our aging parents and to help families make better financial decisions together. Visit us at getcarefull.com to learn more.

Streetbeat is a technology company that offers an innovative AI-backed investment platform designed to enhance the investment experience for both wealth managers and retail investors. Its Wealth Copilot serves as a comprehensive B2B solution, integrating advanced portfolio management, stock market analytics, and customer relationship management tools. This platform enables wealth managers to efficiently serve more clients by providing real-time insights and personalized investment strategies. For retail investors, Streetbeat offers a user-friendly app that features a range of professional auto-trading strategies and customizable options powered by generative artificial intelligence. This approach democratizes access to sophisticated investment techniques, allowing users to engage in more profitable and transparent trading. The platform operates securely within financial institutions, ensuring compliance and data protection while seamlessly integrating with existing systems. Overall, Streetbeat aims to set a new standard in wealth management by combining cutting-edge technology with accessible investment strategies.

GreenLight is a financial technology company that offers a comprehensive debit card and money management app designed for families. The platform allows parents and children to earn, save, spend wisely, give, and invest money effectively. Parents can establish flexible spending controls, oversee chores, automate allowances, and invest for their children's futures. Additionally, GreenLight provides up to 3% unlimited cash back on all purchases, with the option for parents to automatically invest those cash rewards in stocks and ETFs for family-related expenses. Founded in 2014 and based in Atlanta, Georgia, GreenLight has become a valuable resource for millions of families seeking to enhance their financial literacy and management.

GreenLight is a financial technology company that offers a comprehensive debit card and money management app designed for families. The platform allows parents and children to earn, save, spend wisely, give, and invest money effectively. Parents can establish flexible spending controls, oversee chores, automate allowances, and invest for their children's futures. Additionally, GreenLight provides up to 3% unlimited cash back on all purchases, with the option for parents to automatically invest those cash rewards in stocks and ETFs for family-related expenses. Founded in 2014 and based in Atlanta, Georgia, GreenLight has become a valuable resource for millions of families seeking to enhance their financial literacy and management.

Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that focuses on managing workplace retirement accounts, including 401(k) and 403(b) plans. Founded in 2013 by experienced financial advisors, the company aims to provide accessible investment management services to a broad audience of Americans who lack financial advisory support. As a Registered Investment Advisor, Blooom emphasizes fiduciary best practices while offering low fees and tailored investment strategies. Its platform utilizes financial technology to deliver comprehensive investment analysis, portfolio adjustments, and risk management, enabling clients to optimize their retirement savings in a straightforward manner.

Interactive Advisory Software offers a comprehensive wealth management software-as-a-service solution tailored for financial advisors and wealth managers. Its flagship product, Solution 360°, uniquely integrates various functionalities, including portfolio management, financial planning, customer relationship management, rebalancing, and client access portals, all within a single web-based platform. This integration simplifies operational processes for financial advisors, allowing them to enhance client relationships and attract new clients while minimizing integration challenges. The company's offerings also encompass back-office services, reconciliation, trading, and reporting, providing a holistic approach to wealth management.

eWise is an international provider of personal financial management and account aggregation solutions, founded in 2000 and headquartered in Switzerland. The company offers a software platform that allows users to unify their financial accounts on a single screen, enhancing online payment, security, authentication, and wealth management. eWise Money Manager is utilized by several prominent banks, including HSBC, Westpac, and First Direct, demonstrating its credibility and innovative approach in the financial services sector. With operations spanning Europe, Asia, America, and Australia, eWise aims to facilitate a seamless and secure financial management experience for its users.

eWise is an international provider of personal financial management and account aggregation solutions, founded in 2000 and headquartered in Switzerland. The company offers a software platform that allows users to unify their financial accounts on a single screen, enhancing online payment, security, authentication, and wealth management. eWise Money Manager is utilized by several prominent banks, including HSBC, Westpac, and First Direct, demonstrating its credibility and innovative approach in the financial services sector. With operations spanning Europe, Asia, America, and Australia, eWise aims to facilitate a seamless and secure financial management experience for its users.

GreenLight is a financial technology company that offers a comprehensive debit card and money management app designed for families. The platform allows parents and children to earn, save, spend wisely, give, and invest money effectively. Parents can establish flexible spending controls, oversee chores, automate allowances, and invest for their children's futures. Additionally, GreenLight provides up to 3% unlimited cash back on all purchases, with the option for parents to automatically invest those cash rewards in stocks and ETFs for family-related expenses. Founded in 2014 and based in Atlanta, Georgia, GreenLight has become a valuable resource for millions of families seeking to enhance their financial literacy and management.