Companies

AI-powered market intelligence and search platform covering filings, broker research, expert calls and news for investment and corporate research teams.

New York AI platform for financial institutions whose agents build Excel models, investment memos, diligence and slide decks

Prove modernizes how digital trust is established and maintained throughout the digital consumer journey, providing unparalleled accuracy in identity verification and authentication while delivering a frictionless consumer experience. Delivered on the Prove Identity Platform, we offer a growing suite of new and enhanced solutions to more accurately verify identities, prevent fraud, and accelerate growth for the world’s leading brands. Prove is transforming identity from a one-time verification

Corporate card and spend-management platform that uses AI agents to automate expense reporting, bill pay, procurement and accounting close.

AI credit network that underwrites consumer loan applications on behalf of lending partners, expanding approvals without added risk.

Skit.ai is an omnichannel AI platform purpose-built for debt collections. We help creditors and collection agencies automate and scale consumer conversations across the collections lifecycle, from early-stage delinquency to advanced recovery and pre-legal workflows. Powered by generative AI, Skit.ai engages consumers across voice, SMS, email, and chat, enabling outreach in the channels and languages consumers prefer. The platform can handle high-volume, routine collection interactions end to en

Quantitative investment firm headquartered at 100 Avenue of the Americas in New York, applying machine learning and natural language processing to extract market signals, with published core principles guiding its approach to AI

AI data infrastructure that builds and maintains fundamental financial models from filings for hedge funds and asset managers.

AI revenue automation platform for B2B contracts, billing, collections and revenue recognition

A wealth management platform that provides AI-powered tools for financial advisors to manage and grow client portfolios

AI platform for finance used by asset managers, investment banks and law firms to run document-heavy research and diligence workflows.

Regulatory AI platform that translates law and regulation into AI agents running legal and compliance workflows for financial institutions.

New York company building an AI-native ERP for finance teams.

Novo is banking built for independent businesses. We help you get paid, move money, and manage cash flow. No monthly fees, no surprises. Just banking that works. Open a free business checking account at novo.co. Novo Platform Inc. (“Novo”) is a fintech, not a bank. Banking services provided by Middlesex Federal Savings, F.A., Member FDIC.

Blueflame AI is the agentic AI platform purpose-built for financial services. Now part of Datasite, we empower leading dealmakers and investment firms to streamline complex workflows, accelerate decision-making, and scale their impact. By integrating a wide range of internal and external data sources and enabling the execution of complex, multi-step processes, Blueflame expands the collective capacity of deal teams—enhancing efficiency across sourcing, diligence, market research, and fundraisin

BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone, everywhere. Since its founding in 2019, BridgeWise has transformed how investors and financial institutions access and interact with financial information. Through innovative AI-powered solutions, including equity and fund analysis, multilingual insights, and actionable investment tools, BridgeWise serves partners and clients ac

Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institu

BioCatch prevents financial crime by recognizing patterns in human behavior. We continuously collect more than 3,000 anonymized data points – keystroke and mouse activity, touch screen behavior, physical device attributes, and more – as people interact with their digital banking platforms. With these inputs, our machine-learning models reveal patterns in user behavior and provide device intelligence that, together, distinguish the criminal from the legitimate. Today, more than 30 of the world'

Plaid provides an API platform that enables companies to build financial technology solutions by connecting users' financial data from banks and financial institutions to applications and services.

ToltIQ is an AI-powered due diligence platform designed specifically for private markets investment professionals. The company was founded by Ed Brandman, who retired from Kohlberg Kravis Roberts & Co. (KKR) in 2018 after 11 years with the firm, where he served as Partner and Chief Information Officer. ToltIQ securely ingests deal documents typically found in virtual data rooms while rapidly analyzing and categorizing them to extract critical insights. By combining advanced artificial intelli

F2 is the AI platform for private markets investors.

Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders. By weaving transaction data from over 150 million credit and debit cards into a definitive view of consumer spending, we give businesses the clarity to make smarter decisions, accelerate growth, and retain customers. Every great story has a powerful ending—and for marketing campaigns, that ending is the purchase. We are the final chapter: what happens when brands effectively engage, inspire

Ralo is the first AI-native mortgage broker.

Datarails is the AI finance operating system for finance teams. Uniting financial and operational data, FinanceOS™️ is the trusted data layer for thousands of finance teams to ensure every AI output using Claude, ChatGPT and any other modern AI, is accurate, governed, repeatable and auditable. Datarails lets users stay within Excel, enhancing all finance processes including FP&A, reporting, month end close and cash management, transforming the CFO's office into the home of business insights.

Edge is building the modern stack for commodity markets. Commodity market participants are flooded with fragmented data and legacy financial tools. We’re changing that by combining two powerful layers: (1) Edge AI – Agentic AI that delivers real-time commodity market intelligence and quantitative analysis, enabling faster, data-driven decisions (2) Edge Risk – Structured payouts that protect against price dislocations, providing cash flow certainty backed by A+ rated capital providers We par

Decision platform letting risk and fraud teams at banks and fintechs build, test and run automated credit and onboarding decision flows with AI.

An AI platform that automates business risk assessment and fraud prevention for financial institutions and government agencies

NYC company founded in 2023 by Chaz Englander and Arnie Englander, building AI tools that automate tedious financial work including deal processing and modeling.

ThetaRay provides the end-to-end risk decisioning infrastructure for financial crime compliance, built for enterprises that refuse to trade risk management for business growth. Powered by advanced machine learning, ThetaRay integrates across the full customer lifecycle, from screening and customer due diligence to transaction monitoring. Its agentic AI investigator, Ray, functions as a universal intelligence layer, cross-checking complex data to turn every alert into an audit-ready case file i

A financial infrastructure platform that enables businesses to accept payments, manage cash flow, and build flexible billing models.

KANERAI is the leading provider of highly scalable structured finance trading and investment analytics and enterprise data solutions for the financial services industry. We are a specialized team of experienced traders and engineers, many with PhDs in a variety of quantitative fields, from leading institutions such as Goldman Sachs, Morgan Stanley, and GoldenTree Asset Management. Our incredible depth and breadth of experience in building advanced applications and infrastructure for leading he

Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs. Through its CaseHUB platform, financial institutions manage regulated and compliance-sensitive case activity within a single, policy-controlled system that orchestrates automation and replaces fragmented tools and manual processes. By embedding regulatory timelines, compliance controls, and workflow automation directly into operational execution, Quinte helps financial

Justt is revolutionizing chargeback management with a cutting-edge AI-powered platform that uses machine learning to tailor and optimize the results. Unlike traditional template-based solutions, Justt utilizes dynamic arguments to generate tailored evidence for each dispute, selecting and leveraging the best data points from 500+ options derived from PSPs, third-party enrichment sources, and merchant data. The platform scales effortlessly, with consistent high-quality responses regardless of dis

Microblink is the Identity Intelligence OS that establishes Know Your Actor: control over people and agents, how risk is assessed, and how decisions are made across digital journeys. Built for an adversarial AI era, Microblink replaces static verification with continuous identity control. As the only solution spanning IDs, biometrics, and payment cards, Microblink delivers a real-time command center where signals, policies, and decisioning can be calibrated with granular precision. Companies

Muse was founded in February 2022 by CPAs, Colin Horsford and Busayo Ogunsanya, and uses artificial intelligence (AI) to navigate the complex and ever-evolving world of tax codes. Muse seamlessly integrates with financial, tax, and HR software, providing personalized tax and financial insights that drive consumer growth. Through strategic partnerships with financial institutions, Muse delivers its services using a business-to-business model. Users can input their tax returns and transaction dat

Chargeflow is the AI infrastructure powering chargeback automation for modern commerce — a fully hands-off solution that recovers and prevents lost revenue with unmatched efficiency. Our platform protects billions in revenue for tens of thousands of businesses worldwide, driven by a proprietary AI engine, a security-first architecture, and extreme scalability. Chargeflow isn’t just software — it’s an autonomous domain and tech layer built to democratize the unfair chargeback and friendly-frau

About Biz2X Biz2X is a global leader in digital lending technology, providing a sophisticated SaaS ecosystem that empowers financial institutions and modern enterprises to scale their small business lending operations with speed and precision. Built upon two decades of proprietary data and over $32 billion in loan originations processed globally, our platform is designed to navigate the complexities of the digital-first economy. Our core offerings serve two distinct pillars of the financial lan

Spade is the data and AI platform for modern finance.

The intelligent technology for the asset-based finance and private credit markets. Cardo AI is a global fintech company on a mission to make these markets more efficient, transparent, and accessible for all participants. Leveraging proprietary technology that combines software, data, and intelligence, Cardo AI empowers banks, credit originators, servicers, asset managers, and asset owners across the full lifecycle of asset-based finance investments - from data management and predictive analytics

An AI research lab that trains frontier models for financial markets

Bud Financial (“Bud”) enriches financial data, identifying the likes of merchant, category, location and regularity of transactions, to provide actionable insights and readable inputs for LLMs in the financial services industry. Scaling rapidly, Bud has been a trailblazer in its use of AI since 2015. The company has enabled banks and fintechs worldwide to get customer context from their transaction data so they can personalize the banking experience, proactively manage risk and optimize their b

Accrete’s Knowledge Engines transform fragmented systems, siloed data, and institutional tacit knowledge into a continuously learning intelligence layer enabling trusted autonomous reasoning, decision-making, and action at scale.

Mastercard Dynamic Yield helps businesses deliver digital customer experiences that are personalized, optimized, and synchronized. Marketing, Product, Development, and eCommerce teams from more than 400 global companies are using Dynamic Yield’s Experience OS as the technology layer on top of existing CMS or Commerce solutions, to algorithmically match content, products, and offers to each individual customer to increase revenue, build customer loyalty, and gain a sustainable competitive advan

At Signzy, we’re solving for lasting first impressions and seamless new beginnings. Signzy is the market leader in digital banking infrastructure and helps you build trust without hassle. We offer digital onboarding, identity verification, and monitoring solutions across 180+ countries through 340+ APIs. Our APIs can be easily added to any workflow with simple widgets and help you with KYC, KYB, AML, fraud checks, bank account verification, and age verification. We work with over 10 Fortune

Lama AI provides AI-native loan origination infrastructure for community and regional banks. Its platform helps automate intake, borrower assistance, document collection, underwriting preparation, decisioning workflows, closing, and portfolio monitoring, enabling banks to scale lending operations while reducing manual work. Trusted by leading community and regional banks, Lama AI helps lenders move faster, improve borrower experience, and preserve the credit discipline, oversight, and compliance

New York-based AI company building an artificial intelligence operating system for financial institutions and advisors.

Unified API for financial data aggregators.

Hazeltree provides industry-defining treasury optimisation solutions to alternative investors, delivering improved performance, robust workflows, enhanced transparency, liquidity planning and risk mitigation. Hazeltree’s treasury and portfolio finance technology solutions serve alternative asset managers including hedge funds, private equity funds, private debt, real estate funds, infrastructure funds, pensions and endowments and their service providers. Hazeltree is headquartered in New York

Is an AI-powered equity research platform that automates buy-side analyst workflows for hedge funds and mutual funds. The company raised $8M in Series A funding led by Stellaris Venture Partners, with participation from Inventus, Silicon Valley Quad, and DeVC. Pinegap was founded by Ankit Varmani and Deepak Sharma in 2024 and

We help everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, and avoid unfair fees. We don’t just reduce stress — we promote sustainable financial health. Our team comes from diverse backgrounds, but are united in the fight for our members’ financial security and freedom. With experience at Amazon, Deutsc

nSure.ai turns fraud prevention into a profit driver for crypto exchanges and high-risk digital merchants. Unlike one-size-fits-all fraud tools, we build a dedicated AI model for each merchant trained on their own transaction data, focusing on behavioral patterns: the only signal fraudsters can't fake. Enjoy zero-risk net incremental profit, up to 98% approval rates, decisions in under 500ms, and a chargeback guarantee backed by full financial liability.

JPMorganChase is a global financial services company that provides banking, investment, and wealth management services to customers, clients, and communities worldwide.

Maximor is an autonomous finance platform for the modern Office of the CFO. Finance teams deserve better than generic AI tools that aren't auditable, point solutions that automate one piece of the puzzle, or consulting engagements that take months to deliver. Maximor is none of those. Our proprietary context graph technology reverse-maps how your finance team actually operates — capturing your processes, systems, and tribal knowledge — then deploys AI agents to automate them. The system learns

Why Intellicheck? Identity validation and proofing service that uses a unique and proprietary analysis of DMV-issued IDs to create trusted, real-time customer identity verification experiences. Our SaaS solutions are used across a wide variety of industries, both in-person and digitally, primarily as a white-label service. Follow us on LinkedIn to learn more about industry trends and best practices in identity verification.

PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions. Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggrega

Founded in 2015, Cindicator builds analytical and trading products for stocks and crypto based on ‘Hybrid Intelligence’, which combines data from thousands of users and AI. Resulting indicators are available on Bloomberg terminals and in strategies by Stoic, an automated trading app that outperformed BTC and crypto benchmarks and is connected to accounts with nearly a hundred million dollar worth of crypto.

Business banking and finance platform combining corporate cards, treasury, AP automation and AI-assisted bookkeeping for startups.

Prism Data translates raw deposit data into actionable insights and scores, powering cash flow underwriting, fraud detection, income verification, and more. Prism’s advanced open banking infrastructure and innovative suite of products, including the market-leading CashScore®, makes it easy for clients to get the most out of financial transaction data, accelerating roadmaps, reducing risk, and enabling new opportunities. Prism Data was developed over the course of nearly a decade and billions

Quantbot Technologies, LP is an investment adviser registered with the SEC. During the financial crisis of 2008, our founders realized the unique edge they had over the competition due to years of experience generating quantitative trading strategies and working with cutting-edge technology. Driven by a passion for quantitative finance, the firm began in 2009 in New York City, managing a global portfolio using quantitative strategies that are continually developed by our skilled teams of researc

Petal was acquired by Empower Finance in 2024. Petal's aim is to bring financial innovation and opportunity to everyone. We use modern technology to help people build credit, avoid debt, and spend responsibly. When you apply for Petal, we use your banking history to instantly create a Cash Score — a measure of your creditworthiness based on income, spending, and savings history. It could help you qualify for a Petal credit card, even if you've never had credit before.