Companies

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

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

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

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

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

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'

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

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

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

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.

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.

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

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

bluCognition enhances clients’ data and analytics capabilities by leveraging advanced AI and machine learning to transform and analyze alternative data sources - combining real-time financial intelligence with SBFE commercial bureau data to deliver deeper credit insights. Our flagship product, bluSense, provides real-time bank statement conversion, offering a detailed and dynamic view of financial health. Through our integration with SBFE, lenders gain validated commercial bureau data alongside

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

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

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

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.

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

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

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

Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required systems and fintech into a single conversation. Jelou created Brain that makes hassle free to build AI agents with e-commerce and fintech tools that work in Latam. Every business can extend their existing digital solutions to the AI world using Brain.

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

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

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

Datazoic is an AI-native product suite built for sell-side Capital Markets. It brings together CRM workflows, market data, client intelligence, and analytics into a single operating layer — purpose-built for the way front-office teams actually work. Capital Markets workflows are not linear, isolated, or generic. Datazoic is built with a deep understanding of sell-side structures, enabling high-frequency front-office workflows rather than traditional sales pipelines. It connects relationships,

Haver Analytics is the premier provider of time series data for the global strategy and research community. We maintain over 200 Economic and Financial databases from more than 1350 government and private sources. Coverage includes great detail for the advanced and developing economies across the globe, as well as key third party and forecast data provided through our strategic partnerships. Upon each release, data is delivered quickly and accurately to clients via Haver’s custom DLX softwar

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

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

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

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

CMG is a financial technology firm that is modernizing the equity capital markets. CMG’s platform connects sell-side firms and the buy side to provide workflow efficiencies throughout the entire ECM offering process. CMG helps clients make more timely, better-informed decisions with data intelligence solutions that provide real-time offering information, historical data and a single system of record for firm-wide deal activity and compliance. Launched in 2017 by a team of ECM practitioners,

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

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

Candidly was founded in 2016 with a clear mission: help Americans move beyond debt and into wellness and wealth. ‌ We started with student debt because the need was undeniable. Millions of Americans are saddled with student loans, and candidly, no one was helping: not at the bank, not at work, not anywhere the technology had caught up to the size of the problem. So we stepped up. ‌ But debt doesn't exist in isolation. Repaying student debt, paying for college, building savings, and planning for

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

Debt is one of the most human problems in finance - yet one of the least human experiences. The traditional way of collecting - piecing together siloed point solutions across channels - leaves billions of dollars on the table, requires unnecessary operational burden, and damages the consumer relationships creditors work so hard to build. Bounce is changing that. Trusted by 50+ banks, fintechs, and credit unions - and backed by leading investors including NYCA Partners and Clocktower Group - ou

At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial institutions. XEN is powered by AI and runs on Cognext’s proprietary computational execution infrastructure, enabling governed model execution, analysis, reporting, and explanation at scale. XEN redefines these workflows by autonomously executing analytical pipelines, generating explainable outputs, and enabling human-in-the-l

Equity Data Science (EDS) is an investment process management (IPM) solutions provider that empowers many of the world's leading hedge funds and asset managers through greater insights and productivity for decision-making. Trusted since 2012, it harnesses proprietary and third-party data and research on a modern platform configured to the unique investment visions of clients. The EDS platform supports idea generation, research management, portfolio construction and analytics, risk management, pe

Stuut is the AI platform that does accounts receivable work instead of just assisting with it. We collect 40% more revenue for businesses by autonomously handling their entire AR process—from customer outreach to payment collection—with seamless integration that's live in days, not months. We're backed by some of the best investors: a16z, Khosla, Microsoft, Activant, 1984, Carya, Vesey, and Page One. Also, we are hiring!

Unified API for financial data aggregators.

DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data. RFP, investor relations and portfolio specialist teams at asset managers adopt

Transform your fraud, risk, and compliance management with Fraud.Net's AI-driven platform for enterprises. Our solutions help you stay ahead of threats by leveraging insights from billions of analyzed transactions, and our flexible no-code/low-code architecture scales effortlessly as you grow. Our end-to-end platform includes comprehensive screening for smoother onboarding and improved compliance, continuous monitoring with proactive identify new threats, and precision fraud detection across ch

EZOPS harnesses the power of Machine Learning (ML) and Intelligent Process Automation to revolutionize data control and drive transformative efficiency gains at some of the world’s largest financial services institutions. EZOPS is now part of NeoXam. Visit www.neoxam.com to learn more. We've blended decades of financial services experience with cutting edge technology to eliminate age-old inefficiencies across the full range of market participants, asset classes and business processes. From pl

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.

OceanX AI is an AI Fintech which deploys capital into SME's with an innovative trade program to help SMEs with their imports, inventory and global supply chain using AI Agents. Ocean AI Agents act as a trading partner to provide businesses with international cross border supply chain capital between $10k and $10m with 0% interest and no hidden charges. It charges a low flat fee and capital is paid back in installments over 30, 60, 90 or 120 days. SME's can now import physical goods from manufa

We design modern yield strategies for institutional capital. Fintechs, exchanges, wallets, issuers, and financial institutions use Gauntlet Vaults to drive smarter yields and optimize growth. Our vaults drive risk-adjusted DeFi yields for institutional capital at scale. Our strategies are optimized by our automated risk platform, designed by the most vigilant, quantitative minds in crypto. Our systems monitor market conditions to execute on growth opportunities and preserve self-custodial capi

Fintastic is an enterprise planning and analysis platform that unifies financial, operational, and go-to-market planning in a single environment. Teams run scenarios in seconds, connect to live operational data, and work from one model instead of dozens of disconnected spreadsheets and legacy tools. Finance, revenue, workforce, marketing, and IT all plan together with no reconciliation, no version conflicts, and no performance trade-offs. Built architecture-first for enterprise complexity. One

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

The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do. Vatic Labs is a quantitative trading firm where traders, AI researchers, and technologists collaborate to develop autonomous trading agents and cutting edge technology. We work together, building systems that boost market efficiency and transparency. Please contact us directly to learn how your skills can be applied to the problems that we're solving! recruiting@vaticlabs.ai

Multimodal is an agentic AI company founded in 2023 and based in the New York area. Its platform, AgentFlow, automates the document-heavy workflows that run lending, onboarding, and account servicing at credit unions and community banks. Unlike chatbots and copilots that answer questions, AgentFlow performs the work end to end: it ingests complete files such as loan packets, applications, and financial statements, extracts and validates the information, applies the institution's own policies,

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.

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.

Kredete is a financial technology platform that helps immigrants in the diaspora build credit through instant international money transfers to 50+ countries, with low fees. We also offer businesses an API-based infrastructure for secure and low-cost cross-border payments to many African countries.

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

As of 2026, Chimney has been acquired by Array. Chimney is on a mission to provide financial guidance that helps millions of Americans make smarter financial decisions. Through a combination of award-winning technology and data, we power over 150 banks and credit unions to elevate their digital experiences and build stronger digital relationships. Chimney has been recognized as a 2X winner Finovate Best of Show Award, 2023 HousingWire's Tech Trendsetter of the Year, selected for NACUSO Next Big

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

AI for Global Markets & Research

Designed for institutional investors who allocate investments externally to hedge fund managers and private equity funds, our managed data services and software empower allocators and LPs to take control of their complex investments and external manager relationships in order to make smarter investment decisions, reduce costs, optimize resources and mitigate risk. With headquarters in New York and offices in Italy and Bermuda, Vidrio’s clients include some of the world’s dominant allocators to

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