Blueprint Income is building a better way to save and plan for retirement with the first of its kind Personal Pension. Blueprint Income was acquired by MassMutual in 2021.

Ellevest is a financial services company built by women, for women, providing an engaging investing experience to help women meet their financial goals in life.

Otis is a marketplace that lets anyone invest in exclusive alternative assets, from contemporary art to rare comics to sneaker grails, sports memorabilia, and more. Otis was acquired by Public in 2022.

Plastiq offers a bill pay service for businesses to better manage their cash flow. Plastiq was acquired by Priority in 2023.

Summer offers a comprehensive student loan solution that saves employees an average of $40k and reduces turnover by 20%. Partnering with employers, Summer helps employees manage loans, find forgiveness options, and lower payments, generating over $1.6 billion in savings as a Certified B Corporation.

Anomalo is the easiest way to validate and document all of your data warehouse data, all without writing a single line of code.

HomePace’s mission is to enable homeowners and homebuyers to gain financial flexibility. HomePace was acquired by EasyKnock in 2024.

Carefull provides digital tools to help financial caregivers manage and protect their aging parents’ finances, ensuring safety and simplicity.

Pebble Finance’s innovative technologies streamline portfolio management tasks to improve efficiency, delivering deep insights that help financial professionals personalize investments and enhance client experiences.

Fuse is the LOS built for integration and customization, so you can hit your revenue targets way faster.

Plannery is a financial wellness platform that supports healthcare professionals’ financial journeys from eliminating debt to building wealth.

Setpoint is a technology company that enhances capital market operations by streamlining debt facility management, automating processes, and improving efficiency for borrowers and lenders.

Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs get compelling consumer products to market faster.

Bonus is on a mission to put more wealth & financial security back into the hands of homeowners by redefining what it means to sell a home.

Emissary provides sellers and marketers access to the inside scoop and sales intelligence on their most important accounts so that they can open new opportunities, expand existing partnerships, shorten sales cycles, and close deals.

Sandbar builds software to stop financial crime.

Vola is a financial app that offers instant cash advances, spending analytics, and budgeting tools using users’ existing transaction data to help them save, build credit scores, and access funds with no interest or credit checks.

Glide helps Credit Unions compete with neobanks by enhancing their user experience, aiming to make them the preferred choice for younger generations.

Countless.ai is a finance-focused AI platform that connects financial and event data to deliver real-time, granular insights into customer profitability and business costs, helping businesses optimize profitability with detailed P&L analysis and custom dashboards.