Discover

Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business. Future Edge 50: 2020, 2019 & 2018

iCapital

Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.

Square

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

SoFi

For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/ Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it. SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com

Navan

Navan is the all-in-one super app that makes travel and expense easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to focus on the things that matter most to them — all while providing companies with real-time visibility, savings, and control. Navan’s investors include visionaries like Andreessen Horowitz, Lightspeed Ventures, Greenoaks, Zeev Ventures, and entrepreneurs Lee Fixel, Adam Bain, and Elad Gil. In Oct 2022, Navan announced its Series G upround at a post-money valuation of $9.2B to help accelerate future growth plans. In April 2023, Navan expanded in the Indian market with the acquisition of Tripeur, a modern, people-centric corporate travel and expense management company. The group’s fifth acquisition in under two years, Tripeur joined the Navan Group alongside Spanish meetings and events specialists, Atlanta Events & Corporate Travel Consultants; Berlin-based modern travel management company, Comtravo; leading Scandinavian travel agency Resia AB; and London-based high-touch TMC, Reed & Mackay.

Block

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

Cash App

Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.

Addepar

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

Zions Bancorporation

Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance. Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

Pretium

Pretium is a specialized investment manager with $20 billion in assets under management, focused on real estate, mortgage finance and corporate debt.

ProfitWell

We help companies solve the hardest parts of growth. We're sitting on the largest collection of Subscription data in the industry - we analyze insights to discover Subscription industry truth, and then turn that understanding into outcome-centered products that reduce churn, optimize pricing, and grow subscription businesses.

Divvy

Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports. By integrating real-time tracking for every business transaction, Divvy provides organizations with instant insight into their spend. With Divvy, you can make informed cash flow decisions, curb losses before they happen, and never have to save a receipt again.

North Capital

North Capital group includes a financial technology company, registered broker-dealer, and registered investment advisor. We provide comprehensive solutions to transact private and exempt public securities, including tokenized securities, supporting issuers, funding platforms, and financial intermediaries. By offering broker-dealer services and regulatory technology North Capital streamlines the investor experience including automated Know Your Customer (KYC) and Anti-Money Laundering (AML), accreditation verification, suitability, and money movements. The North Capital team is experienced in transacting and providing regulatory support and escrow services for a broad range of private offerings offered under Regulation D, Regulation A+, Regulation CF, and Regulation S. Our fee-only advisory practice focuses on providing discretionary and non-discretionary investment advisory services, as a fiduciary, to individuals, families, and institutional clients. Learn more by visiting our website at https://www.northcapital.com/.

TaxBit

Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is helping to drive cryptocurrency adoption at scale by connecting the consumer, enterprise, and government cryptocurrency tax ecosystems. TaxBit transforms the cumbersome experience of cryptocurrency tax reporting and accounting in a way that ensures compliance with tax law.

Earnest

Earnest’s mission is to make higher education accessible and affordable for everyone. We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: Private student loans - low rates, people-first service, and flexible payments. Student loan refinancing - break free from high-interest rates or monthly payments. Scholarships - access to thousands of scholarships to help students pay less.

ServiceTitan

ServiceTitan is the world’s leading and fastest-growing software technology platform for the trades, a trillion-dollar global industry. We help small business entrepreneurs run and grow their businesses and aim to democratize the power of technology. The trades industry approaches $800B in North America alone and was significantly underserved by traditional software industry leaders prior to ServiceTitan’s entrance to the market. Today, ServiceTitan powers the businesses of more than 5,000 customers, is backed by the world’s leading venture capitalists, and continues to target triple-digit growth annually. ServiceTitan unlocks for small business, the tools and support that big business has enjoyed for decades; helping everyday entrepreneurs run and grow their businesses so they can build better lives for themselves and their families.

Wealth Factory

We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee. Built by entrepreneurs, for entrepreneurs, we understand the specific needs of self-employed entrepreneurs, small business owners, sole proprietors, professional service providers and freelancers. Unlike traditional financial plans that focus exclusively on retirement planning, we teach you money-management techniques that require no painful budgeting, yet frees up your monthly cash flow immediately. These easy-to-implement techniques are extremely powerful and allow you to deploy and enjoy your hard-earned money today rather waiting 20-30 years for retirement. Once cash flow is optimized, we’ll give you a plan to build long-term, sustainable wealth by identifying investments that suit you own personal Investor DNA™. This innovative approach takes into account your personality, education and strengths with every investment decision you make. This is the only sure-fire method we’ve discovered that puts you in complete control of your financial plan. It leverages what you know best to preserve your wealth and help avoid painful investment losses. As busy entrepreneurs ourselves, we’re mindful of the hectic pace of life that comes with owning your own business. As a result, our trainings avoid overly technical economic theory or confusing financial terminology. Instead, we explain everything in full detail, without jargon, using simple direct language that gets to the point quickly to save you time and money. We commit ourselves to helping the helpers (business owners like you) enjoy the money they earn right now while simultaneously building a lasting legacy of wealth for your family. If you want to build sustainable wealth, increase your monthly cash flow and enjoy financial freedom, we believe we have all the tools and training you need to live the life you love.

Zoonova.com

Zoonova runs on any device, in the cloud, and uses a real time market data feed from IEX Cloud.

RelateTheNews

Commodity tools for analysis come up short You are missing opportunities hidden in the big data your company needs to perform. Alpha and a competitive

Veritas Funding

Over the last 15 years, Veritas Funding has cultivated a unique foundation that has allowed us to become the preferred lender of thousands of borrowers all over the country. Since day one, we’ve strived toward a culture of transparency, support, and dependability. Our team of highly skilled professionals have committed to providing superior mortgage solutions, communicating openly and honestly, and continuously improving their knowledge and skillset to offer the best service they can. It’s through this pledge to never stop learning that Veritas Funding has become the mortgage lender families trust with their future. Our lending knowledge, advanced technology, and customer service are the best in the industry, and our dedication to our values is second to none. *All programs subject to change without notice. All services rendered by Veritas Funding (NMLS#252108) are to assist in providing mortgage loans. Veritas Funding brokers out this loan. Subject to borrower qualification. The information on this section is intended for informational purposes and is not an offer to extend credit. Veritas Funding, LLC (NMLS 252108), is an Equal Housing Lender. Corporate Office Address: 7730 S. Union Park Ave, Suite 200, Midvale, UT 84047. Veritas Funding is licensed by the following: AZ #0944543; CA – Department of Business Oversight under the California Residential Mortgage Lending Act License #4131223; CO; ID #MBL-2080252108; NC # L-189837; OH #RM.804581.000; OR#ML-5727; TN#210585; Texas; UT#5556681; WA #CL-252108; WY#3599. See our NMLS Consumer Access page for more information. Contact a Veritas Funding loan officer to apply and for loan program details.