FinovateFall 2019

September 23-26, 2019

New York, New York

FinovateFall 2019 is an annual event that showcases cutting-edge banking, financial and payment technologies. Finovate conferences stand out among fintech events for their action-packed itineraries. More than 1,500 key influencers are expected to be present for FinovateFall, as well as 120+ expert speakers from all sectors of the fintech space. The fast-paced nature of FinovateFall will be on full display as 70+ leading fintech companies provide demos of their latest solutions and innovations. FinovateFall will also give attendees a chance to take a deep dive into the areas making the most noise in the fintech market: artificial intelligence and blockchain. Learn more about FinovateFall 2019


Adlumin is revolutionizing the way corporations secure sensitive data and intellectual property while achieving their compliance objectives. These tenants of business are routinely under attack by insider and outsider threats using rogue accounts, credential theft, and identity-based attacks to subvert defenses and damage reputations. Adlumin provides real-time visibility and analysis into every identity within the enterprise — even across the largest networks — using machine learning and industry expertise from the world's finest investigators and the U.S. Intelligence Community. Furthermore, using confirmation technology, Adlumin goes beyond detection and is capable of confirming anomalies as malicious. For more information, visit the company's website at

All of Us

All of Us is a multi-sided investment platform that moves beyond the promise of "free trade" platforms to introduce a new paradigm: Get Paid to Trade. All of Us is the first multi-sided investment platform that pays individual investors to trade. Once launched, the company will introduce, on a rolling basis, radically new products and services, such as a mutual fund powered by the collective wisdom of members and access to private market investing starting with real estate. This is done with 100% transparency and engineered in the best interests of members rather than the company. For more information, visit the company's website at


ALTR is the first company to make the powerful security benefits of blockchain real for the enterprise. Built on a deep patent portfolio, the ALTR platform uses proprietary high-performance blockchain technology to transform the way that valuable data is monitored, accessed, and stored — with zero impact to current network infrastructure and application function. As data protection and visibility into access increase dramatically, digital trust is restored between corporate, line of business and IT stakeholders. The attack surface for data is reduced to nearly zero. Organizations with ALTR can turn their focus and resources back to where they belong: on building great businesses. For more information, visit the company's website at

Andes Wealth Technologies

Ideally, modern investment tools would allow financial advisors to protect clients in down markets, fully participate in up markets and rein in unproductive panics during zig-zags. It involves in-depth conversations that only humans are capable of, giving human advisors a real advantage over robo-platforms. Andes Wealth Technologies helps financial advisors do this — and more. Dubbed the Google Maps for advisors to navigate markets and emotions, Andes Client Experience Technology is based on two cornerstones: AccuRisk 360° and AccuProfile. With unique analytics, beautiful visuals and actionable insights, the Google Maps for Financial Advisors communicates in a way that clients can understand and helps them make better-informed decisions. Financial advisors can make every conversation count when they use Andes Wealth Technologies to acquire, onboard and service clients. For more information, visit the company's website at

ARM Insight

ARM Insight is a provider of financial data business intelligence (BI) solutions for financial institutions, payment processors, investment companies, and retail corporations. Through its innovative synthetic data process ARM Insight can transform raw transaction data from legacy technologies into actionable information, which enables companies to make intelligent business decisions, automate manual operational tasks, and optimize their data strategies. ARM Insight's team of data scientists and financial services industry veterans provide source data from billions of transactions from over 1,000 financial services companies to deliver timely, rich insights that can be used for machine learning, artificial intelligence, data monetization and other strategic use cases. For more information, visit the company's website at


Bambu is a global provider of digital wealth technology for businesses of every size and industry, from finance to commercial and even new disruptors. Transforming the digital wealth market, Bambu enables companies to make saving and investing simple and intelligent for their clients. The cloud-based platform is powered by the company's proprietary algorithms and machine-learning tools. Founded in 2016 by industry experts Ned Phillips and Aki Ranin, Bambu is situated in Singapore with subsidiaries in Hong Kong, Malaysia and the United Kingdom. Bambu also has representatives in the Middle East, Africa and the Americas. For more information, visit the company's website at

BidMoni Inc.

BidMoni designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to a high standard, and FiduciaryShield makes it easier than ever for everyone to succeed. BidMoni's technology allows for documentation of processes for prudence, like-for-like bid comparisons and fee analysis, and continual monitoring against changes in the current market or plan environment with automated reporting. For more information, visit the company's website at


BlueRush offers a SaaS-based content engagement platform, called DigitalReach, which bridges marketing, sales and compliance. Used by close to 100,000 financial advisors in leading North American Financial Institutions, DigitalReach allows for the centralization, personalization, distribution and tracking of content to ensure complete control over what is sent and to whom. BlueRush has also launched IndiVideo, the interactive personalized video platform for financial services. IndiVideo is a highly scalable personalized video platform built to provide AI-driven video content in an easy-to-understand, entertaining and compelling manner. BlueRush products improve marketing and sales performance and generate greater client satisfaction and loyalty. For more information, visit the company's website at


BlytzPay is the natural financial progression in making the customer a priority. The mobile-pay technology company was created to simplify payment processing for companies of all sizes by utilizing technology in the most contemporary of ways. BlytzPay as an organization is resolutely dedicated to enriching each business's customer interactions by simplifying the process. Then, delivered to the business, is useable response data specific to each business's performance criterion. These actionable metrics, or Key Performance Indicators, have become known as Blytz Mode and are an unequivocal way to measure success. The team at BlytzPay is a brigade of experts in their respective fields who understand each business needs customized involvement. For more information, visit the company's website at


BodesWell allows its clients to align their finances with the future they want. BodesWell removes the stress and doubts surrounding big financial decisions. By combining personal financial data, economic models of the future, and an incredibly simple interface, the company takes away the overwhelming aspects of financial planning so clients can focus on building the life they want. BodesWell helps clients navigate their financial life in a clear and beautiful way by setting, managing and update their goals; tracking their progress; and seeing the future modeled out in real time. For more information, visit the company's website at knows that the most important thing for a company is serving their customers, but in order to do that, companies must understand those customers. is a Nordic software firm specializing in conversational AI that allows companies to automate high volumes of online support traffic. With tireless dedication to machine learning, has developed the world's most complete software for building, implementing and operating digital advisors powered by its market-leading conversational AI. Taking advantage of robust natural language technology, unlimited scalability, enterprise-level security and best-in-class privacy features,'s numerous clients receive the level of service customers of the future might expect — today. For more information, visit the company's website at


BreachClarity is like the Richter scale of data breaches, yet offers much more for those wanting to defend against identity crimes. For any publicly reported U.S. data breach, BreachClarity's algorithms tell consumers how risky the breach is on a 1-to-10 scale, the top risks created by any reported data breach, and the top recommended action steps — all designed to empower individuals to reduce risk of becoming an identity theft or fraud victim. BreachClarity helps consumers, fraud-mitigation professionals and customer service reps minimize the risk of identity theft or fraud following any data breach. For more information, visit the company's website at


Chatbots.Studio is chatbot development company with the exclusive and dedicated focus on business automation and AI chatbots building. The company's bots already serve in banks, insurance, telecoms, retail and service companies, handling up to 2,560 conversations per hour on Facebook Messenger, Viber, Telegram and Skype. Chatbots.Studio provides exclusive and dedicated focus on business automation and AI chatbots development. For companies wanting to bring the best customer experience in Messengers to the market or looking for seamless way to integrate a chatbot with existing business processes, Chatbots.Studio provides the way to do it. For more information, visit the company's website at


Got an app for everything? Documents, calendars, messaging, email—everyone's collaborating in new and more streamlined ways. Except when it comes to data. Too often, data is still tied to the applications that create it, and "collaboration" involves passing around copies, instead of working directly on the originals, and getting multiple apps to share data is an art unto itself. That's not the way data should work. Apps isolate data, create never-ending integration complexity and limit agility. Cinchy is the radical new alternative to buying and building applications. It was purpose-built to let data work the way it should: connected, controlled and accessible for real-time collaboration across the enterprise. For more information, visit the company's website at

College Aid Pro

College Aid Pro (CAP) is an innovative technology supported by a community of financial advisors and designed to change the way America shops for college. CAP software helps advisors deliver college-planning strategies to their clients in a seamless way, empowering advisors with the right training, marketing and tools they need to have success in the college funding space. The company takes the hassle out of college planning and empowers college advisors to eliminate the stress and anxiety their clients are feeling around college planning. Based around CAP software, the company's community of financial planners is raising the bar in college-funding advice. For more information, visit the company's website at


Datanomers technology works by collecting massive amounts of structured and unstructured data and applying its patent-pending, self-calibrating, machine-learning and AI algorithms to find trends, patterns and anomalies. The company's machine learning technology continuously learns and calibrates itself as business dynamics change. Datanomers is reinventing the way organizations use technology to run their businesses. Fostering a culture of innovation, the company introduces transformative products and technology that automate processes, increase productivity, and provides insights into a business so business leaders and executives can make data-driven, informed decisions. Datanomers offers the world's most advanced AI, natural-language, understanding solutions for predicting customer churn and loan defaults. For more information, visit the company's website at


ebankIT is leading the digital banking revolution with its Omnichannel Digital Banking Platform, which allows banks and credit unions to lead the digital transformation at a fraction of the cost, time and effort. Operating in more than 20 countries, ebankIT is dedicated to helping banking businesses realize their full potential and strengthen customer relationships while minimizing costs and increasing digital revenues. The company's vision is about reshaping digital banking through an innovative banking platform with out-of-the-box omnichannel capabilities that allows financial institutions to run lean, run smart and innovate fast. For more information, visit the company's website at


Edmit's award-winning software provides personalized insights and advice to help families make smarter college financial choices, ultimately leading to less debt. Edmit provides personalized, transparent pricing and earnings data on colleges designed to help families better evaluate options and make well-informed decisions about college investment. Edmit's proprietary software calculates tuition estimates that are personalized to each student, along with a financial fit score that takes into account a college's affordability, value and post-graduation earnings. The company's college advisors and online recommendations help every family find the aid and scholarships they need to afford the college they'll love. For more information, visit the company's website at

Eigen Technologies

Based in London and New York, Eigen Technologies is a research-led artificial intelligence company dedicated to helping individuals and organizations make the right decisions. Eigen's simple, flexible Natural Language Processing (NLP) technology accurately extracts information from diverse types of documents at scale that can be integrated into clients' workflows. Eigen uses state-of-the-art machine learning algorithms to recognize patterns in text and give accurate answers to unique questions, enabling clients to use data to make the business decisions that result in decreasing costs, finding opportunities, calculating risks and meeting regulatory requirements. For more information, visit the company's website at

Envestnet | Yodlee

Envestnet | Yodlee is the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, ultimately helping consumers get better lending rates, lower fees, higher returns and more. Envestnet | Yodlee is the leader in financial data aggregation, partnering with more than 1,100 financial institutions and fintech innovators, including 15 of the top 20 U.S. banks. The company's unique point of difference also extends to its bank-level security, 50 issued patents, best-in-class data from more than 20,000 sources and formal agreements with leading financial institutions for responsible and secure management and exchange of data. For more information, visit the company's website at

Evident Systems

Evident Systems helps financial institutions re-assert ownership over their core systems, data and customer journeys through its real-time financial systems in the cloud. Evident Systems has created an award-winning team of technical and business experts dedicated to helping its small and mid-size financial services clients create and sustain compelling digital experiences for their customers. The Evident Systems team brings top credentials and deep experience from both leading technology companies and major financial institutions. With Evident System's experienced strategic consulting and superior technical products and services, organizations are revolutionizing how they do business online — securely, strategically and cost effectively. For more information, visit the company's website at

Exela Technologies

Exela is a business-process automation leader leveraging a global footprint and proprietary technology to provide digital transformation solutions enhancing quality, productivity and end-user experience. With decades of expertise operating mission-critical processes, Exela serves a growing roster of more than 4,000 customers throughout 50 countries, including over 60% of the Fortune 100. With foundational technologies spanning information management, workflow automation and integrated communications, Exela's software and services include multi-industry department solution suites addressing finance and accounting, human capital management, and legal management, as well as industry-specific solutions for banking, healthcare, insurance and public sectors. For more information, visit the company's website at


Faraday is a leading data-science platform for brands. The company empowers B2C companies to operationalize truly data-driven growth strategies with end-to-end machine learning and data science capabilities. Faraday is the first artificial intelligence (AI) platform designed to optimize every stage of the consumer lifecycle, and is built to seamlessly integrate with existing systems. Faraday clients leverage its API and integrations, national consumer database, end-to-end machine learning pipeline and PhD-level data scientists to drive growth with actionable AI. By focusing squarely on the customer journey, Faraday puts AI-powered insights and predictions to work where they have immediate impact. For more information, visit the company's website at


Finscend is revolutionizing credit-card dispute processing for banks by introducing artificial intelligence (AI) into the equation. Finscend's Banking Dispute Platform (BDP), which was introduced in 2018, is the most technologically advanced solution of its kind. The brainchild of a team of financial industry veterans, this unique solution is an AI-driven engine that streamlines the entire dispute process by offering real-time reporting, batch processing, fraud monitoring and an enterprise user account area. By deploying BDP, banks can reduce the costs of chargebacks by an estimated 25% and significantly increase cardholder satisfaction. For more information, visit the company's website at


Finzly enables digital-banking transformation for banks of all sizes and is dedicated to freeing banks from the limitations of their core systems. Finzly is a cutting-edge fintech solutions provider to banks of any size, anywhere. The company delivers the benefits of modern technology to banks with minimal disruption to existing business. Finzly offers a bank-operating system for commercial and retail banking with solutions for foreign exchange, trade finance, online banking, account opening, domestic payments, cross-border payments, treasury, electronic invoicing and multicurrency lending. Based in Charlotte, North Carolina, Finzly also has offices in Chennai and Pune, India. For more information, visit the company's website at


Flybits enables FIs to deliver hyper-personalized customer experiences, leveraging contextual intelligence and artificial intelligence (AI). Flybits creates value for customers by enabling micro-personalized experiences, powered by contextual intelligence. The company's contextual recommendation engine enables its clients to deliver personalized experiences to their customers when it matters to them most, leading to increased engagement, deeper loyalty and higher ROI. Flybits' structure enables one data ecosystem, and allows its clients to design hyper-personalized experiences using data, context and content, then integrate that information into digital channels to help customers achieve their goals. For more information, visit the company's website at

Glance Networks

Glance Visual Engagement can help clients visually engage with customers, deliver advisory services and shepherd customers through online transactions. Glance Networks' mission is to bring visual engagement, including cobrowse, screen share, video and more, to the online world. For innovative companies in industries such as healthcare, retail, financial services, travel and leisure, and technology, Glance Networks deliver a remarkable, compelling and profitable customer experience that results in increased total customer value, improved customer experience, and a positive impact on the bottom line. Focused on developing simple, reliable and effective solutions, Glance Networks has more than 3,000 customers. For more information, visit the company's website at


Glia (formerly SaleMove) is a next-generation digital communications platform that creates digital-first moments designed to simplify and transform communications between businesses and their customers. Glia enables companies to deliver an in-person customer experience online. With a single line of code, companies can identify and engage their highest-value web visitors through video, voice, chat and cobrowsing to increase online conversions and improve customer support, ultimately leading to increased sales and greater efficiency. Glia allows its clients to combine the human touch with technology, creating teams of "super agents" who are empowered and equipped to better respond to customers. For more information, visit the company's website at


Horizn focuses on equipping frontline employees and customers with the knowledge to improve customer experience and increase digital adoption. The No. 1 digital adoption platform designed exclusively for banks and financial institutions, Horizn equips bank employees and their customers with the knowledge needed to dramatically improve the customer experience and accelerate digital adoption rates. Horizn's award-winning platform combines a proprietary, enterprise-scalable, microlearning and simulation methodology for financial institutions around the world. Horizn clients can rest assured that every time they launch a new innovation, product or feature, both their employees and customers are digitally fluent and digitally confident. For more information, visit the company's website at

Illuma Labs

Illuma Labs delivers real-time voice-authentication solutions for global customers. The company's core technologies are the outcome of multiple research and development contracts with the U.S. Department of Homeland Security Science and Technology Directorate. The founding team has decades of industry experience across research and development, software architecture, product development, marketing and business development at Fortune 500 companies. The company's Illuma Shield product replaces archaic and intrusive authentication methods such as PINs, passwords and personal questions. Illuma Shield runs passively in the background, continuously analyzing the unique characteristics of the speaker's voice and recording device, resulting in higher authentication accuracy achieved in a fraction of the time required by traditional authentication methods. For more information, visit the company's website at


Every business needs to grow its top line by onboarding new customers without friction and with the assurances required for security, fraud prevention, governance and compliance. Conversely, consumers want to be instantly accepted and enrolled by the businesses they seek to transact with in a consented, privacy-aware and frictionless manner. Instnt is a one-of-a-kind collaborative effort between industry thought leaders, technology vendors and the private and public sector to solve both sides of the onboarding problem with a "Stripe for onboarding" service offering and a new, interoperable Open Trust Protocol to make instant consumer acceptance a global reality. For more information, visit the company's website at


Insuritas is improving the way people and businesses manage risk by deploying white-labeled digital insurance agencies within the banking ecosystem. Insuritas is the nation's leader in insurance agency outsourcing for financial institutions. Insuritas' clients own a complete insurance agency without the significant capital investments required to build or buy an agency, or the inherent operational risks. Insuritas clients can offer auto, home and business, life, medical, pet, warranty, AD&D and credit life insurance, just to name few. The company provides the best combination of price, selection and convenience; a team of proven sales professionals; and complete back-office services including billing and claims processing. For more information, visit the company's website at

Intellaegis (dba masterQueue)

masterQueue combines the power of artificial intelligence with public records data to improve productivity and efficiency in collections and skip tracing. A single software solution, masterQueue is designed to automate data collection, manage regulatory compliance, increase efficiency, and find more right-party contacts. masterQueue automates unstructured data to simplify debt collections with built in state and federal regulatory and data privacy laws. masterQueue is a web-based, first-to-market risk-management/collection workflow Software-as-a-Service (SaaS) tool that delivers unparalleled business intelligence and bottom-line results for the financial service industries it serves. For more information, visit the company's website at

InterGen Data

Helping advisors understand their clients through artificial intelligence (AI) machine learning and the prediction of upcoming health and wealth life events and the impact of those events on finances. InterGen develops proprietary artificial-intelligence and machine-learning algorithms that help banks, financial services and insurance companies predict and identify when their clients are likely to have important life events occur, what those events could be, and how much of a financial impact those events could have. InterGen Data's personal financial health and wealth operating system help its clients better understand precisely who their customers are, what is happening to their customers, and how to help their clients. For more information, visit the company's website at


JSOL recognizes that in today's world of uncertainty, having a long-term vision can be difficult. JSOL creates innovative solutions amid change and provides cutting-edge artificial intelligence (AI) solutions to simplify financing decisions. JSOL is committed to accommodate the changing needs of its customers by utilizing its dynamic spirit of challenge and long-accumulated professional know-how. JSOL's continued mission is to provide unique, best-fit solutions that are speedy, appropriate and original. JSOL is committed to helping customers succeed in business and creating various values for customers by developing solid partnerships with them. For more information, visit the company's website at


Kindur provides straightforward digital advice and financial tools to a growing population of retirees living in a complex, post-pension world. Kindur is a new kind of financial company that helps Baby Boomers embrace modern retirement. Kindur's straightforward digital advice help customers make sense of their savings, insurance, Social Security and healthcare costs, allowing them to focus on enjoying their hard-earned retirement with confidence. Kindur works to make sure its customers prepare for the unexpected and always know where they stand. Kindur's signature retirement paycheck puts its customers in the driver's seat to fearlessly retire. For more information, visit the company's website at


The mission of linked2pay is to provide its customers and partners with access to the highest levels of payment technology innovation, thereby enabling their success in the marketplace. As an award-winning innovator of payments technology, linked2pay is dedicated to the development of solutions that securely enable payment processing. linked2pay provides risk and payment solutions to deliver ACH, credit card, RTP, IMS and check-processing automation. linked2pay provides white-label payment solutions platform to banks, channel partners and their clients. Always an innovator, linked2pay launched the first on-demand, check-processing platform in 2002 and is a multiple-industry award winner for banking and payments innovation. The linked2pay platform has processed millions of transactions, valued in billions of dollars, for thousands of businesses. For more information, visit the company's website at


Meniga is the European market leader of white-label personal finance management (PFM) and next-generation online banking solutions, helping banks worldwide build customer engagement and develop new revenue streams. Already serving more than 65 million digital banking users across 30 countries, Meniga's award-winning solution helps retail banks across the world create mutually beneficial digital relationships with customers by dramatically improving their online and mobile banking user experiences through innovative solutions designed to get people to think about and engage with their finances. Meniga believes in a consumer-driven, data ecosystem where digital engagement is translated into market intelligence and helps optimize spending by offering consumer's highly targeted contextualized offers. For more information, visit the company's website at


MoEngage is an intelligent marketing cloud built for the mobile-first world. With MoEngage, companies can orchestrate campaigns across channels such as push, email, in-app messaging, web push and SMS, with auto-optimization towards higher conversions powered by machine learning. Traditionally, marketing clouds are expensive to implement, hard to learn, and rule based. MoEngage has built an enterprise solution that is easier to use, elegantly designed, fully integrated and learning based. The leader in the mobile-engagement market with a presence across Asia, Europe and the United States, MoEngage works with consumer businesses across the world including Fortune 500 brands. For more information, visit the company's website at

MX Technologies

MX Technologies helps financial institutions and fintechs quickly and easily collect, enhance, analyze, present and act on their financial data. Committed to providing data for better banking, MX enables financial institutions and fintech companies to make decisions that result in dramatic gains to the bottom line. MX helps financial institutions and fintechs utilize their data more effectively to outperform the competition in a rapidly evolving industry. MX puts a user's data on center stage, molding it into a cohesive, intelligible and interactive visualization. As a result, users engage more often and more deeply with their digital banking products. For more information, visit the company's website at

myGini Inc.

myGini provides customizable, cloud-based, artificial intelligence (AI)-powered card-loyalty and customer-engagement solutions for financial institutions and retailers. myGini is an integrated payments and shopping app that brings cardholders and retailers together through MasterCard/Visa networks and financial institutions. The company's aim is to offer a better card-linked shopping experience and increase transactional volume. myGini achieves this objective by personalizing better offers for cardholders and creating customized retailer promotions. Through its real-time push notifications, myGini brings banking and rewards together. myGini's globally developed loyalty engine is capable of creating promotions that no retailer alone could put together in America. For more information, visit the company's website at

Ninth Wave

Ninth Wave is the go-to partner for universal financial data integration, delivering a secure, seamless and standardized information supply chain. Ninth Wave bridges the gap between financial data and the real world by breaking down data barriers. Consisting of a core engine and robust API, the Ninth Wave platform provides a holistic view of financial data for clients by accessing internally held assets and "assets held away" across multiple financial institutions. It safely manages and delivers data, solving the challenges financial institutions often face, including insufficient security measures from third-party software providers, burdensome use of bank servers and infrastructure due to excessive data demands, loss of services' revenue and increased competition. For more information, visit the company's website at


Noonum is dedicated to solving information overload for business and market intelligence by connecting the dots. The company harnesses the power of machine learning and natural-language processing to help clients spend less time sifting through terminal and reports and more time focusing on investments. Noonum analysis utilizes a powerful graph database that is continually updated by machine-learning engines from primary sources of numerical and text date. Its intuitive interface allows clients to easily understand the market landscape. Noonum also simplifies complex analytics by processing 200,000 documents and times series variables every day, reducing hours of research to mere seconds. For more information, visit the company's website at


NTT DATA is a leading IT services provider and global innovation partner headquartered in Tokyo, with business operations in over 50 countries. NTT DATA is a top-10 global IT services provider, headquartered in Tokyo and operating in more than 50 countries. For NTT DATA, work is not only for technological innovation, it is also about connecting people to create better solutions for everyday life. The company offers an advanced portfolio of consulting, application, business process, cloud and infrastructure services to businesses and governments worldwide. Through the company's long-term perspective, NTT DATA hopes to make a big difference in this world by getting the small things right. For more information, visit the company's website at


NYMBUS SmartLaunch enables financial institutions to rapidly stand up a fully outsourced digital bank to attract new customers and revenue growth. NYMBUS provides the world's most advanced revenue and technology solutions for today's financial institutions. From SmartCore, SmartDigital and SmartPayments — the company's flagship digital-technology platforms — to SmartLaunch, its full-service, standalone digital brand alter, NYMBUS provides the world's most-advanced financial services platform. For more information, visit the company's website at

Orion Advisor Services

Orion Advisor Services is empowering firms to access the full flexibility of a technology solution that they can manage in-house. Orion was built by advisors, for advisors. The market was lacking a portfolio accounting service good enough for Orion's sister company, a registered investment adviser, so company experts built the solution themselves. Consequently, they understand the frustrations their clients have to work through because they've experienced the same challenges. Orion has come up with innovative, advanced solutions to problems businesses face every day. Orion looks ahead to uncover what's next. For more information, visit the company's website at provides automated solutions for critical processes for financial institutions by offering three products: 1) customer onboarding; 2) automated KYC & AML; and 3) a fraud-detection tool. These solutions allow highly regulated institutions to use disruptive technologies without sacrificing security or integrity of sensitive data. By connecting to tens of thousands of trusted data sources, is able to instantly aggregate and synthesize millions of data points to learn more about a company's customers. All of this is done on a proprietary, end-to-end, encrypted, zero-knowledge platform that meets all the regulation check marks.'s platform is server independent and fully white labelled. For more information, visit the company's website at


Enabling banks, fintechs, processors and merchant service providers to move money between bank accounts in real time, PayFi has reinvented wires, checks and ACH. PayFi enables merchant service providers, processors, banks and fintechs to cost effectively move money between bank accounts with flexibility, precision and 24/7/365 availability. PayFi's simple and secure, revolutionary, artificial intelligence (AI)-based payment platform provides businesses with payment infrastructure needed to delight their customers and win against their competitors. The company is ideally suited for processing and merchant service providers that need to pay their merchants daily, as well as loan and medical insurance companies that need to pay both businesses and individuals daily. For more information, visit the company's website at

Persistent Systems

Named to the Constellation ShortList for Innovation Services and Engineering in Q3 2019, Persistent Systems builds software that drives the businesses of its customers. The technology vendors and service providers included in the Constellation ShortList offer key requirements for early adopters pursuing digital transformation initiatives. Persistent Systems fits that description, continuously strengthening its software-product DNA with new competencies such as design thinking, collaborative innovation, hackathons and continuous engineering for building next-generation software for its customers. Persistent Systems helps companies develop their digital personality by applying the core principles of Software 4.0, which encompass people, process, tools and data. For more information, visit the company's website at

Pinkaloo Technologies

Pinkaloo is modernizing charitable giving. The company helps financial institutions attract and retain customers and increase deposits and fees by powering their customers' charitable giving. Through modern giving accounts, Pinkaloo enables employers, community foundations and retail banks to empower their employees and customers to drive the most impact via their charitable giving. Pinkaloo's technologies are fully managed, allowing customers to white label the app and promote preferred charities to their employees and account holders. Account holders can now centralize all of their giving by funding their account when and how they want, find projects and charities that match their passions, and quickly and easily donate from their account to any charity that they want. For more information, visit the company's website at


Plinqit, the only savings app of its kind, creates higher user engagement for financial institutions while aligning data, behavior and incentives. Plinqit is a smart savings tool, enabling its users to securely link their Plinqit account to their financial institution (bank or credit union) account, set a savings goal, automatically set aside a small amount of money at a customized rate and schedule, and earn money by using Plinqit to reach a goal. For more information, visit the company's website at

Qwil Messenger

Qwil Messenger makes chat safe and compliant when it matters most: between staff, clients and partners. Qwil Messenger is a cloud-native chat platform that seamlessly connects clients and employees of multiple firms and their brands globally. Its mobile and web app powers coordinated, confidential conversations ensuring each user's identity is verified and trusted, their privacy is maintained, and their business data is kept protected and hosted in the required jurisdictions, fully compliant with GDPR and MiFID II. Qwil Messenger is also functionally rich and works just like the social chat platforms that dominate today's world lives. For more information, visit the company's website at


Revest's autonomous equities management systems help investors take command of the market. The company's advancements in cutting-edge research enables it to see things from a different perspective. The likes of more than five scientific fields, in combination with its innovative solutions, enable Revest to consistently generate considerable returns. Using early market-correction detection systems, Revest is also able to keep capital safe, affording clients the peace of mind of a stable and diverse portfolio. Revest's comprehensive client portal allows clients to monitor their portfolios in near real time, so they can watch their money grow, compare performance or manage investments at any time. For more information, visit the company's website at


SalaryFits is focused on empowering individuals through their salaries. The company aims to make sustainable credit a reality. Its solution consists of a BI tool to integrate fast and efficiently the offers from local financial providers to the payroll systems of entities, allowing those providers to better access the credit profile of the employees of those entities. SalaryFits is focused on promoting financial inclusion and sustainability, always enhancing the security and reliability of the environment of the transactions, and offering benefits for employees of the companies which are integrated to its platform. Besides running a unique and disruptive business model, SalaryFits relies on previous and very successful experiences from its parent companies in Brazil and Mexico. The company's product is based on a patented platform and a business strategy that has been tested and improved within these markets for more than 15 years. For more information, visit the company's website at


SECUVE provides unique and innovative biometrics and mobile-payment solutions that enable every business to improve security and efficiency. Founded in 2000, SECUVE provides a wide range of solutions and services to help its customers worldwide protect their systems and valuable assets from various cybersecurity attacks and threats. SECUVE delivers unique and intelligent solutions ranging from information security and server access control to identity and access management. The company also provides mobile and fintech security such as mobile authentication, payment gateway platform and biometrics. SECUVE is growing rapidly in the global market by continuous innovation and technology development. For more information, visit the company's website at


Stratifyd's artificial intelligence (AI)-powered platform ingests, analyzes and visualizes omni-channel feedback to deliver comprehensive data sets to clients. Stratifyd was built around the customer feedback loop to help businesses increase customer acquisition and retention. The company's platform captures customer interactions and turns them into actionable business intelligence. Stratifyd ingests data with point-and-click execution, more than 80 prebuilt data connectors, voice to text and translation. The platform then analyzes the data with dynamic topic modeling, natural language processing, data fusion and sentiment analysis. Finally, Stratifyd enables users to visualize the data with business templates, an interactive dashboard, notifications, and alerts. For more information, visit the company's website at


StreetShares is a fintech company that helps financial institutions provide high-quality loans to small businesses. StreetShares also provides financial solutions for America's heroes and their communities. StreetShares is America's social finance community for veterans, active-duty military, and their families and supporters. Veteran run, StreetShares provides targeted high-demand financial products to the military and veterans community, including customized small business loans, lines of credit for working capital, government contract financing, mobilization and receivables financing, high-yield investments, and veterans' community retail investment products. Membership is free and open to small-business owners and U.S. investors. For more information, visit the company's website at


Symbiotic has developed a TapOnPhone implementation technology that enables cellphones to accept contactless payments with no additional device required. Experts in digital business strategy, content management, community management, and software design and development, Symbiotic is an agency of digital design and development based on the multidiscipline to achieve quality and innovation. For more information, visit the company's website at


TelosTouch enables financial institutions to reveal client needs in real time and deliver personalized and tangible advice at scale. TelosTouch is the first guided collaboration platform that reveals real-time needs as well as feedback regarding those needs. TelosTouch's patent-pending technology unlocks a rich behavioral data set that drives client engagement, advisor capacity and business opportunities. This enables evidence-based advice and impact to create and protect wealth. Through TelosTouch, advisors can shift their value proposition beyond investment returns. For more information, visit the company's website at


Trulioo is a global-identity, verification company providing secure access to trusted data sources to verify individuals and businesses in real time. Trulioo offers the most robust and comprehensive global-identity verification solution in the market. Trulioo's mission is to create products that solve online identity verification challenges in a way that is accessible to both SME and large-enterprise customers. Through one single portal/API, Trulioo enables websites and mobile applications to verify 5 billion people in nearly every country, validate over 2 billion cyber identities, and perform frictionless, on-demand identity verification. For more information, visit the company's website at


Launching at Finovate, UBDI, or Universal Basic Data Income, is reinventing financial and market research by empowering individuals to monetize aggregated, anonymized insights from their data. UBDI is designed to transform the $76-billion global market research industry by creating a community of individuals, companies and developers where members have the opportunity to anonymously monetize trends and insights from more than 15,000 data sources. Individuals will be paid in both cash and UBDI points. UBDI's Developer Program allows developers to monetize apps without ads while respecting privacy by participating jointly in the economics of data with users of their apps. For more information, visit the company's website at


Utluna provides individual and professional investors with a real-time, comprehensive overview of the wealth portfolios held at various institutions. Sophisticated performance and risk analysis are delivered in an intuitive and user-friendly format. Additional multimedia portfolio monitoring tools help investors and traders make value-enhancing, coherent and compliant investment decisions. Social features allow for an interactive and enriching experience between investors and their advisors/mentors. For more information, visit the company's website at


ValidiFI is powering decisions and payments with proprietary data, technology and customized strategies to increase lift, reduce risk and facilitate payments. The company is redefining how financial service businesses measure risk and process payments. With its innovative data, technologies and customized strategies, ValidiFI increases client acquisitions, reduce processing fees and facilitate payments. ValidiFI platforms give companies the confidence to serve financial products to consumers and enable choices when sending or receiving payments. Through ValidiFI's data and payment solutions, businesses are empowered to manage risk more efficiently, protect their consumers from unnecessary fees, lower costs associated with customer acquisition and payment processing, and maximize profits. For more information, visit the company's website at


VeriTran is disrupting the digital transformation through the agile building of business applications for digital channels, with superb user experiences. Its disruptive platform lets users create apps in record time with a visual and intuitive model, taking advantage of accelerators that are prebuilt by a global community — all without writing a single line of code. After leading the financial industry's digital transformation for more than a decade, VeriTran is extending its platform, giving organizations in other industries the opportunity to build the apps their clients dream of. VeriTran's platform is used by more than 50 banks, reaching 14 million users who safely run more than 10 billion transactions. For more information, visit the company's website at


Wallit is a smart digital wallet and money app for families with teens. The free mobile savings and rewards app allows consumers to discover products, interact with brands, and earn real cash rewards for saving and spending. Wallit is pioneering the platform-as-a service delivery model for processing the $200 billion that kids are earning, saving and spending annually in the United States. Wallit sells branded, financial technology solutions and marketing services to banks and credit unions to drive customer loyalty, revenue and profitable growth. Designed to solve the constant money struggle between parents and teens, Wallit allows parents to transfer money to their children for completing household tasks as well as earning good grades — or any other reason. For more information, visit the company's website at

WealthConductor LLC

Founded in 2017 by advisors experienced in the retirement marketplace, WealthConductor helps advisors provide the retirement income planning and support that their clients want and need. WealthConductor understands the challenges financial professionals face and what they need to succeed. WealthConductor's revolutionary retirement income platform, IncomeConductor, provides a complete suite of support to financial advisors who want to re-define their value proposition as retirement-income professionals and provide a time-tested income distribution strategy to their clients that is completely customized to their individual needs and goals. For more information, visit the company's website at


Small business banking-in-a-box that includes a checking account, payments, invoicing, cards and point of sale, Wise offers next-gen business banking. Wise features include an FDIC-insured checking account and Visa debit card in partnership with BBVA USA. In the coming months, Wise plans to roll out additional small business-focused products and services such as payments, invoicing, credit card and point of sale. Headquartered in San Mateo, California, Wise's mission is to empower small businesses to grow and get ahead financially. Wise is backed by investors who love to create teams that empower people and small businesses and are driven by a sense of purpose. For more information, visit the company's website at

Zogo Finance

Zogo partners with financial institutions to reward kids for learning financial literacy. Zogo's unique approach targets the problem with a combination of mobile app financial education and payments to students who learn by partnering with financial institutions and other corporate sponsors. Zogo was founded by Duke undergraduate students majoring in economics and computer science who wanted to change teenagers' bad financial habits. Today Zogo has a diverse team of top professionals taking the company to the next level. Founded by students, developed with parents and built with a passion for education, Zogo is an ideal solution to help financial institutions attract and education Gen Z. For more information, visit the company's website at


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