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Create a company profileWe make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
Launched in early 2016, CoverWallet combines deep analytics, thoughtful design and state of the art technology to help small businesses with all their insurance needs. CoverWallet delivers a seamless user experience while offering savings, customized coverage and best-in-class service to their customers.
Come and build the easiest and most rewarding way to pay!
UpSlide is a rapidly-growing tech startup whose mission is to help professionals in the financial services work more efficiently. Our software is used by firms like Citi, KPMG, and Deloitte to automate repetitive tasks involved with building financial reports, pitchbooks, and presentations.
With an intuitive and playful user experience, Kapitall is the next generation investing platform where modern investors can learn about the market, research stocks and funds, share investing ideas, and build virtual and real brokerage portfolios. Interacting with company stocks is as easy as drag, drop and trade℠. Founded in 2008 by video game entrepreneur Gaspard de Dreuzy and financial technologist Serge Kreiker, Kapitall uses the gaming experience to break the established online trading mold, as the leading investing platform for emerging investors. Jarrett Lilien, former E*TRADE President and COO, joined the team as CEO in 2012. Based in SoHo, New York, Kapitall has more than 170,000 community members, and in 2013, was awarded a Webby Honoree in Financial Services. For more information, go to www.kapitall.com, learn more about the team here, or visit Kapitall Wire for education and investing ideas. For the latest news, follow Kapitall on Facebook, Twitter, Google+, and LinkedIn. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc. Securities products are offered through Kapitall Generation, LLC, member FINRA/SIPC.
Happy Money is reframing people’s relationship with money toward a new end goal: happiness. Through technology, proprietary science and partnerships with community-focused credit unions, the company helps people take control of their money and build healthy, personalized habits for a happier future – starting with eliminating credit card debt through its Payoff Loan.
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about 50 countries worldwide across mature and emerging markets with more than 45,000 employees from over 150 different nations.
With offices in New York City, Atlanta, San Diego, & Hyderabad-India, FinMkt operates the leading multi-lender marketplace for consumer and small business loans. From customer acquisition to product matching to tracking and reporting, our highly secure, patent-pending technology solutions are the gold standard of the financial marketplace ecosytem.
Trading Ticket creates technology and tools to make investing fast, easy and safe for all retail investors, across account opening, funding, order management and communication. Trade It is the first tool that lets publishers, mobile app developers, exchange-traded fund (ETF) issuers, and financial advertisers facilitate direct securities orders via a user's existing brokerage account. Users can place orders quickly and securely from any supported Web site, mobile application, or Twitter post with a broker of his or her choice.
Clyde is an eCommerce technology company that’s changing the product protection landscape to give merchants a better way to offer customers peace of mind, drive high-margin revenue, and grow customer lifetime value. Our Ownership Enrichment Platform unites product protection, registration, and issue resolution in a single dashboard so brands can create beautiful, profitable ownership experiences for customers. We’re passionate about reimagining this space and can’t wait to dream up new ideas with you!
Baselane is a banking and financial management platform for individual landlords and real estate investors. We are backed by leading FinTech investors, including Activant Capital, Collaborative Fund, Conversion Capital, Diagram Ventures, ThomVest, and many FinTech leaders from PayPal, eBay, Google, and more. We are building the future of financial services for the 11 million individual landlords and real estate investors that own over 25 million homes in the United States. Our mission is to empower landlords with tailored financial services, automated tools, and actionable insights to help them save time, increase their returns, and grow their investment portfolios. We are a seasoned team with deep experience in financial services and technology, previously having worked at companies including The Boston Consulting Group, Plaid, Harry’s, RBC Ventures, and more.
CoinOut supercharges cash transactions by allowing customers who pay with cash to save their change to their phone.
Orum is an intelligent all-in-one payments platform that unlocks instant, intelligent money movement in any direction with a single API. Orum’s vision is to power a better financial system where everyone has the freedom to build to their potential.
Tradeweb Markets Inc. is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, the company provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting in more than 40 products to clients in the institutional, wholesale and retail market
Cadre is a groundbreaking technology-driven commercial real estate investment platform that offers both institutional and individual investors the opportunity to access expertly curated real estate assets with lower minimums, low fees, and unprecedented potential for liquidity. Via its data-driven and transparent approach, Cadre opens participation in a historically opaque and illiquid asset class. Since Cadre’s founding, Cadre has closed more than $5 billion in real estate transactions across 25 U.S. markets. Cadre has exited thirteen investments with an approximate 27.5% targeted realized average net IRR and in total has returned approximately $340 million of capital to Cadre investors to date. For additional information, please visit www.cadre.com.
Using proprietary technologies, data science-backed tools, and industry-leading expertise, Yardline empowers e-commerce platforms and marketplaces by offering flexible, non-dilutive growth capital and business optimization tools. As a turnkey, embedded solution, Yardline’s Capital-as-a-Service platform provides sellers on these platforms and marketplaces access to unrestricted growth capital up to $1 million in as fast as one business day to help them grow faster and work smarter.
Paro is an exclusive network of the very best on-demand financial professionals. Paro matches businesses with highly vetted financial analysts, CFOs, CPAs, and bookkeepers who have the domain expertise to tackle company-specific problems. Only the top 10% of finance freelancers make it through our screening process.
MarketFactory provides traders access to the entire FX market over one connection, with pre-trade risk controls to 50+ venues globally. A software engineering firm founded in 2008 as a neutral provider of institutional FX trading solutions, MarketFactory offers the most advanced technology available to algorithmic traders and bank e-commerce systems. MarketFactory’s Limit Monitor product works across the complexities of the fragmented FX market to provide pre-trade credit and safety checks across all venues. As experts of FX market structure, MarketFactory makes complicated, fragmented markets simple, helping customers accelerate their time to first trade.
MANTL began as a challenger bank when an 'aha' moment inspired the founders to pivot from competing to partnering with banks to deploy its technology at scale. Our mission is to expand access to financial services. We help community institutions raise billions of dollars in core deposits each year and are proving that they can compete online with the right set of tools.
Knabble, Inc. (TOGGLE) was founded on a simple idea: that investors of all shapes and sizes should have help finding good ideas - making the latest investment technology and insights accessible to all. We lower barriers and provide greater access to financial information and market insights. Together, we are building products and services that help make all investors better. Just as we focus on our customers, we also strive to create an inclusive environment where our employees can thrive and do impactful work. We are proud of the world class products and company culture we continue to build. Join us in New York, London, or Tokyo! We're a global company.