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Create a company profileCandidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth. Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap capacity. Candidly supports multiple branding options including white labeling and co-branding. Candidly understands that education is one of the largest investments most people will make in a lifetime — whether for themselves or their children. Candidly brings compassion, authenticity, and confidence to Americans as they navigate their higher education pursuits — past, present and future. Candidly is backed by leading venture capital and strategic investors including Aflac, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Salesforce Ventures, UBS, Unum, and Vulcan Capital. For more information, visit www.getcandidly.com
NeueHealth is a value-driven healthcare company grounded in the belief that all health consumers are entitled to high-quality, coordinated care. By uniquely aligning the interests of health consumers, providers, and payors, NeueHealth helps to make healthcare accessible and affordable for all populations across the ACA Marketplace, Medicare, and Medicaid. NeueHealth currently serves more than 500,000 health consumers and partners with more than 3,000 affiliated providers across the country. NeueHealth consists of two segments, NeueCare and NeueSolutions, each focused on creating a more seamless, coordinated care experience that maximizes value for health consumers, providers, and payors. NeueCare delivers value-driven healthcare to health consumers across the ACA Marketplace, Medicare, and Medicaid through owned clinics and partnerships with affiliated providers across the country. NeueCare takes a consumer-centric approach, developing a true relationship with patients early in their healthcare journey to deliver a high-quality, personalized care experience. NeueSolutions enables independent providers and medical groups to succeed in performance-based arrangements through deep financial alignment, customized population health tools, and strong partnerships with leading health plans and government programs, including participation in the Centers for Medicare and Medicaid Innovation’s (“CMMI”) ACO Realizing Equity, Access, and Community Health (REACH) program.
Peach is a cloud-native lending technology platform that helps fintechs and traditional financial institutions quickly launch new lending programs. We're the only lending platform built on an Adaptive Core™. Our fully integrated suite of API-based products includes a loan management system that supports virtually any non-mortgage asset class and features 200+ configuration variables; a suite of proprietary servicing tools, including a lending-specific CRM, borrower portal, agent portal, payment processing, communications, reporting and first-party collections tools; and Compliance Guard™, a proprietary compliance monitoring system. Peach was built by leaders from top fintechs like Affirm, Avant and Prosper, who set out to create the most configurable, robust, compliance-forward and future-proof lending platform in the market.
EMURGO Fintech builds products that create seamless connectivity between digital assets, fiat currency, and traditional financial institutions.
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
We use a deep understanding of rankings, ratings, and reviews to identify and acquire quality brands and use world-class expertise and data science to make their products better or create new ones to meet changing customer demand. We’ve got huge goals, and every Thrasher plays an integral part in getting us to the stratosphere. That’s why we only bring on people who think positively. Who look out for the team. Who tell their egos to take a hike while they get the job done right. From the moment you hop on our rocketship, we give you the freedom you need to take big swings and push what’s possible to get us there. And if you fail, it’s cool—we know you’ll grow spectacularly. What matters is that you’re helping impact millions of people around the world who use our products everyday. Because with every new spatula, pillow, or marker brand we acquire, with every coffee roaster or body wash we develop, our goal is to provide people everywhere with what they need to make the most of every moment - ensuring that what gets delivered to their door delivers.
dv01 is a leading capital markets fintech company driving technological innovation and loan-level transparency in structured finance. As the world’s first end-to-end data management, reporting, and analytics platform for loan-level lending data, dv01 is bringing unparalleled transparency and intelligence to every loan for every stakeholder. With over 90 million loans, 725 securitizations, and $4 trillion in original balance across consumer unsecured, mortgage, small business, student loan, point of sale, small business, solar, and auto loans, dv01 is building the most comprehensive loan data library across lending markets and empowering the capital markets with world-class tools to make safer data-driven decisions.
Array was founded in 2020. Our investors include Battery Ventures, General Catalyst, and Nyca Partners. Array is the embedded fintech products platform. We fuel financial progress for many of the world’s leading fintechs, financial institutions, and digital brands with a suite of credit, financial management, and privacy tools. Array drives engagement and revenue for clients, helps them stand out in a crowded market, and forge deeper relationships with their customers.
Finix is on a mission to create the most accessible financial services ecosystem in history. To do so, we are building the global operating system for fintech, starting with payments. Since 2015, we’ve been busy creating a payments management solution specifically for SaaS platforms—from startups to publicly traded companies—that want to earn more revenue, reduce churn, and delight customers. With one developer-friendly API, Finix helps companies accept payments, manage payouts, and onboard merchants—all in the same place. Finix offers everything SaaS companies need to build a world-class payments solution.
FSM provides accounting, finance and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs
Hi, we’re Boost! Boost’s turnkey, white-labeled digital insurance platform allows any company to easily offer insurance for increased revenue and engagement. Licensed to develop and distribute P&C insurance products in all 50 states, Boost provides insurance infrastructure-as-a-service that packages the necessary compliance, operational, capital, and technological components of an insurance program into a turnkey white-labeled solution, accessible via simple API integration. Businesses that choose Boost can reduce the cost and complexity of building and managing their insurance function, and quickly begin engaging their customers with valuable insurance products.
Xpansiv® operates the world’s largest integrated, open and neutral market infrastructure for the global energy transition. Through Xpansiv’s comprehensive end-to-end technology platform, which covers the entire lifecycle of environmental commodities, the company connects diverse markets and participants worldwide playing a pivotal role in scaling the energy transition.
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future
Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services. Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best of The Best Firm for the third time in four years. A 2022 and 2023 winner of Top Workplaces in Chicago, we live by our values of flexibility, integrity, respect, and excellence. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides access to professional growth and collaboration, offering a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits and a flexible work environment. The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide. You can learn more about our open positions on our website: www.topelforman.com/careers. Our offices are based in Chicago and Denver, and we are currently hiring remote and hybrid positions in audit, tax, and family office services. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Topel Forman, LLC. Please visit www.avantax.com/social_policy for more information
Spendesk is the complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 solution with corporate cards, invoice payments, expense reimbursements, budgets, approval, reporting, compliance, and pre-accounting in one simple, scalable solution. Trusted by thousands of businesses from start-ups to established brands, Spendesk is designed to save time and money across the entire spending process with 100% visibility, built-in automation, and an easily adopted approval process. Ultimately businesses that use Spendesk empower every employee to be accountable for the financial fitness of the company. Check out CFO Connect— a community for finance leaders with regular meetups, helpful content and an exclusive Slack channel. Learn more: http://www.cfoconnect.eu/
Prizeout is a performance-based ad-tech company that offers payments, rewards, and loyalty solutions. Our platform is used by partners across 11 different industries (including banking, credit unions, marketplaces, gig, and gaming) to give customers more more purchasing power, faster access to funds, and the ability to choose deals they love.
Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPAs and accounting experts. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products. SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
gener8tor’s turnkey platform for the creative economy connects startup founders, musicians, artists, investors, universities and corporations. The gener8tor platform includes pre-accelerators, accelerators, corporate programming, upskilling, conferences and fellowships. gener8tor is a proud member of the Global Accelerator Network (GAN) and is sponsored by American Family Insurance. gener8tor is also a GOLD-tier accelerator in the U.S. as ranked by the Seed Accelerator Rankings Project
Veracity Insurance Solutions is an international insurance brokerage firm specializing in the placement of Programs, General Liability, and Product Liability Insurance. The company was established on the basic principle of integrity in insurance, and that principle continues to permeate our business today. Innovation and knowledge are the cornerstones of Veracity’s business practices, giving our customers a leg up in what can be a confusing and hassle-filled industry. With in-house underwriting authority and access to several key wholesale brokerage markets, Veracity stands out with its ability to customize insurance policies for all business sizes. This ability doesn’t stop at the oceans – Veracity has access to both domestic and foreign markets, opening doors that lead to only the best coverage options. Veracity prides itself on providing the highest level of customer service to everyone they work with. In over 30 years of experience, we have never forgotten the importance of the human side of doing business in this fast-paced industry.