Acorns is a financial technology company that empowers individuals to save and invest effortlessly through micro-investing. Founded in 2012, Acorns allows users to invest spare change from everyday purchases into diversified portfolios of exchange-traded funds (ETFs) managed by top firms like Vanguard and BlackRock. The platform offers various subscription plans, including features for retirement savings and children's investment accounts, making it accessible for users at different life stages. With over $22 billion invested since inception, Acorns has established itself as a leader in the micro-investing space, helping millions of Americans build wealth over time.
Addition Wealth is a holistic financial wellness platform that empowers employees to make informed financial decisions through personalized expertise. The company offers a tech-forward approach, combining digital tools, expert content, and access to certified financial advisors, making financial wellness more inclusive and accessible. With a focus on supporting employees in various financial areas such as budgeting, retirement planning, and debt management, Addition Wealth partners with employers to enhance employee productivity and well-being. The platform addresses the significant financial stress faced by employees, aiming to improve their financial health and overall job performance.
Ascend is a modern financial operations automation platform designed specifically for the insurance industry, targeting agencies, MGAs, and carriers. The company offers an all-in-one solution that simplifies invoicing, payments, and accounting tasks, ultimately improving revenue, margins, and customer experience. With a focus on enhancing productivity and ensuring security and compliance, Ascend aims to transform the outdated financial infrastructure of the insurance sector. Their traction includes significant efficiency improvements for clients, positioning them as a market leader in insurtech financial solutions.
Aven is a financial services company that offers a unique product known as the Aven HELOC Card. This card combines the features of a credit card with the benefits of a home equity line of credit (HELOC). It allows users to access funds based on their home equity while providing the convenience of a traditional credit card. The Aven HELOC Card is designed to offer lower interest rates compared to standard credit cards, making it an attractive option for those looking to manage their finances more effectively. Users can make purchases and pay them off over time, leveraging their home equity to potentially save on interest costs.
Axoni is a real-time data replication technology company founded in 2017, focused on solving the data coordination problem across global capital markets. Their HYDRA platform automates data replication between financial institutions, significantly reducing costs and risks associated with data management. The company collaborates closely with leading financial institutions to deliver innovative solutions in post-trade infrastructure and financial workflows. With a strong emphasis on integrity and performance, Axoni has established itself as a key player in the fintech space, recognized for its innovative approach and operational excellence.
Bequest Finance offers an end-to-end fiduciary administration platform that simplifies estate and power of attorney management. Their innovative solutions include probate automation, fiduciary accounting, and a digital vault, all designed to eliminate menial tasks and enhance efficiency for fiduciaries. With a focus on security and compliance, Bequest's patent-pending technology ensures that digital assets are managed seamlessly while protecting user privacy. The company positions itself as a leader in the trusts and estates industry, catering to both individuals and professionals with flexible pricing and robust features.