9fin

9fin provides data, news, and predictive analysis for debt capital markets. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading asset managers, hedge funds and law firms. Through an AI powered data & analytics platform 9fin centralizes everything that's needed to analyze a credit, or win a mandate in one place. Helping subscribers win business, outperform their peers and save time.

Ethic

A technology-driven asset manager and registered investment advisor delivering personalized investment solutions that are tailored to reflect individual sustainability and financial priorities. Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. Together, we are on a mission to help create a future where all investing is sustainable investing.

CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com.

Stride Funding

Stride Funding, named the 2022 Startup of the Year by Startup Boston, is a venture-backed, mission-driven company that is transforming access to education with innovative forms of financing. We work to increase educational access by leveraging alternative data sets, innovative modeling techniques, and school-support funding to offer outcomes-driven financing products (e.g. income share loans, deferred tuition agreements, and employer-sponsored programs) on the basis of students’ future career trajectory—rather than their historical family credit profile. In the past year, we’ve closed the largest Income Share Loan fund in history, raising $105 million to support non-degree students in high-quality bootcamps, and launched groundbreaking programs to support students at schools ranging from Stanford Law School to General Assembly. Charging ahead on our student-centric mission, Stride Funding has become the largest player in the outcomes-based financing market, supporting students at more than 150 schools and bootcamp programs across the country, with over $135mm in servicing. Our team has grown 3x in the last year, and we’re not stopping any time soon. Joining the Stride Squad means playing a role in creating meaningful change, doing work you truly love, while surrounded by a team that shares your passion!

Hometap

Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.

DailyPay, Inc.

DailyPay, Inc. is transforming the way people get paid. As the industry’s leading on-demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job, while supporting their financial well-being outside of the workplace. DailyPay was founded in 2015 and is headquartered in New York City.

Alloy

Alloy is leading the charge on solving the identity risk problem for banks and fintech companies of all sizes! We're the foremost global end-to-end identity risk solution that helps financial institutions automate fraud management, identity decisions, and regulatory compliance. With configurable solutions for fraud, credit, and compliance risk, dedicated expert guidance, and access to the industry’s most extensive ecosystem of data partners, Alloy is powering the delivery of great financial products worldwide.

Attain

We believe in a more equitable and efficient data and financial ecosystem that better serves the needs of both individuals and companies. Attain is a data company powered by our consumer-facing financial services app, Klover. We are building a platform that enables millions of consumers can access their earned wages, savings tools and rewards in seconds with no interest, no credit check and no hidden fees. In exchange, they give permission to use their data for research, insights, and targeted advertising. Unlike many financial institutions that rely heavily on consumer fees, our business model revolves around leveraging consumer-permissioned data and insights in concert with trusted partners.

MassMutual

Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together, we’re stronger.

TrueML

TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system. After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.

January

January is a Series B fintech company that works with borrowers who fall behind their loans to achieve financial stability while helping creditors modernize their collections process. Traditional debt collection is rife with harassment and fraud. January is driving systemic change in this predatory industry by providing borrowers with the best options for their situation and helping creditors make data-driven decisions. We empower borrowers to dispute, negotiate, and resolve their debt without stress or embarrassment while providing transparency and compliance to our creditor clients.

JPMorganChase

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Credit Repair Cloud

Credit Repair Cloud is a B2B SaaS software that makes it incredibly easy to launch, run and grow your very own profitable credit repair business. We are the leader in our industry, and our customers have helped hundreds of thousands of consumers to clean their credit; and through our platform, they’ve made over $170 ML in revenue. Our mission to help entrepreneurs to become “Credit Heroes” and change lives began in early 2002 as a bootstrapped startup when our founder overcame his own credit issues. Today we’re a stable, fast-growing (5X Inc. 5,000) company with over 80 team members around the globe and products that our industry loves.

Southeast Financial Credit Union

Southeast Financial Credit Union has been serving members since 1936. Our goal is to provide members with the tools they need to be financially successful in every stage of their lives. We've helped members buy their first home, purchase or refinance their vehicles, consolidate their credit cards, invest for retirement, save for college, and more. We have 13 branch locations in Tennessee, Kentucky, and Mississippi, and our Member Services and Loan Call Centers are available to members by telephone and email. Free mobile banking apps for iPhone, Android, Tablets, and Kindle devices allow members to manage their accounts, deposit checks, transfer funds, pay bills, and more, anytime, anywhere, 24-hours a day. Joining is easy, too, with online account opening and loan applications at southeastfinancial.org. Equal Housing Lender. Federally insured by NCUA.

Social Market Analytics, Inc. (SMA)

Social Market Analytics (SMA) is the The Leader in Unstructured Financial Data. SMA has built IP in four major FinTech Areas: Sentiment Natural Language Processing (NLP), Textual Parsing, Topic Modeling, and Source Accuracy. SMA provides Alternative data APIs in Social Media. In Traditional data, SMA has partnered with S&P Global Market Intelligence to provide U.S. and Global 'Machine Readable Filings'.

UNIFY Financial Credit Union

Founded in 1948, we’re proud to say UNIFY Financial Credit Union (UNIFY) is one of the nation’s leading credit unions with more than $3 billion in assets, over 250,000 members, and hundreds of employer partners across the country. With one of the best teams in the industry, we offer our members a full range of value-added products and services, along with easy access, competitive rates, and low to no fees. We have branches nationwide, and regional operation centers in Allen, TX, Las Vegas, NV, Mesa, AZ, and Torrance, CA. We encourage our members to connect with us how they prefer, whether through service-friendly branch locations, mobile, online or by our U.S.-based Contact Center, available 24/7. At UNIFY, we believe our team members, known as “UNIFIERs,” are our best asset. We have opportunities nationwide, offering competitive salaries and a generous benefits package to help take care of you and your loved ones. Check out our current openings and explore all we can offer you at UNIFY!

VWi Vengroff Williams

Founded in 1963, with over $15 billion under its management, VWi is a leading business-solution provider relied upon by more than 2,000 global clients to transform their businesses into leaner, more dynamic, agile and efficient operations. With a consultative approach to providing a full range of end-to-end solutions, VWi’s enterprise solution team delivers a highly automated and optimized environment for our clients. VWi delivers solutions globally with a core focus upon onshore delivery under a highly automated, managed BPO offering. Core Business Units: Credit to Cash Outsourcing - Revenue Cycle Management - Subrogation - 3rd Party Collections

Public Company Accounting Oversight Board (PCAOB)

The PCAOB is a nonprofit corporation established by Congress to oversee the audits of public companies in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports. The PCAOB also oversees the audits of brokers and dealers, including compliance reports filed pursuant to federal securities laws. The PCAOB has four primary duties: - Register public accounting firms that prepare audit reports for issuers, brokers, and dealers. - Establish or adopt auditing and related attestation, quality control, ethics, and independence standards. - Inspect registered firms' audits and quality control systems. - Investigate and discipline registered public accounting firms and their associated persons for violations of specified laws, rules, or professional standards. In support of our mission, we also conduct economic research and risk analysis, engage with our stakeholders and other domestic and international regulators, and manage a talented workforce and the technology and resources we need to perform our duties. The SEC has oversight authority over the PCAOB, including the approval of the Board's rules, standards, and budget. The PCAOB has approximately 800 staff members.[1] We maintain our headquarters in Washington, D.C., and have nine regional offices across the United States. More than 1,700 public accounting firms located in 92 jurisdictions across the globe are currently registered with us. About 560 of those registered firms audit more than 12,000 issuers that file financial statements with the SEC or otherwise play a substantial role in those audits. [1] The data presented in this section is as of December 31, 2020. Note: Individuals who want to submit a tip or complaint can do so at [email protected] and not through social media accounts or posts.

Main Street, Inc.

Since 1998, Main Street has partnered with more than 2,100 community-oriented financial institutions to enhance account holder relationships with affordable, simple and efficient checking programs. We deliver straightforward check products at competitive prices coupled with a seamless level of service. Whether you are seeking to improve service to account holders, streamline team’s workload or boost profitability, we are here to help you achieve your goals.

GLASfunds

GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an unrivaled client experience. Through a single, evergreen subscription process, GLASfunds provides access to a range of institutional managers with consolidated reporting and only one K-1 statement for all of your holdings. GLASfunds has removed the strenuous operational burden faced by advisors when allocating into private market funds. We provide a full suite of both private capital and hedge fund offerings - all supported by independent manager research. Advisors also have the ability to self-source their own investment ideas while still utilizing the GLASfunds Platform* For more information on GLASfunds, please visit GLASfunds.com or contact us [email protected] *subject to fund availability and GLASfunds Due Diligence