How they describe themselves: Holdyn is a trust-first fintech platform enabling secure, structured transactions and conditional payments. In addition to moving funds instantly, Holdyn also allows users to define how and when funds are released, reducing counterparty risk in both local and cross-border transactions.
How they describe their product/innovation: Holdyn introduces a “secured digital check” model, where payments are created with built-in conditions and only settle once predefined terms are met. This replaces manual, high-friction processes with a streamlined, self-executing transaction flow.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Gabriel Cutler (CEO), [email protected], +972529592502
How they describe themselves: Goodfin is building the next generation of private wealth. Its AI-native platform pairs curated access to high-growth private market opportunities with a system of intelligent agents that analyze, personalize, and act in real time. Purpose-built for pre-IPO investing, Goodfin’s AI transforms complex workflows-research, diligence, and execution-into an actionable, personalized investing experience for accredited investors.
How they describe their product/innovation: Go provides guided, hyper-personalized end-to-end investing for sophisticated investors in pre-IPO companies. It conducts deep research, portfolio analysis, and real-time investment execution through a purpose-built agentic orchestration system which leverages vetted data sources, multiple AI models and proprietary insights from the Goodfin platform. Go is advisor-vetted and proven to meet the standards of the CFA level III exam.
Product distribution strategy: Direct to Consumer (B2C), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Community banks
Contacts:
Bus. Dev.: Anna Joo Fee (Founder & CEO), [email protected], 646-283-9175
Press: Tracy Rubin (Account Director), [email protected], 818-585-4736
How they describe themselves: Go Abacus is a private AI infrastructure platform built for regulated industries, enabling banks, credit unions, healthcare, and insurance organizations to deploy AI securely, compliantly, and at scale. Designed for environments where control, auditability, and regulatory readiness are essential, Go Abacus operates inside existing systems and governance frameworks. Trusted by institutions where risk is non-negotiable, Go Abacus makes AI production-ready, not experimental.
How they describe their product/innovation: The Go1 is the world’s first AI Inference Appliance (AIA): a new kind of hardware purpose-built for institutions that need powerful AI inference, all in one box. It runs AI for up to 2,000 users with no cloud, no shared infrastructure, and no outside access to your data. With the Go1, your organization can run unlimited queries and tokens for one fixed price. Plug it in via ethernet or fiber cable and in 15 minutes you have fast (really fast), secure, and fully operational AI.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Jacob Nolen (Sales Senior Associate), [email protected]
Press: Keghan Hurst (Marketing Manager), [email protected]
How they describe themselves: GenAspire is a white-labeled teen banking app and financial literacy program trusted by over 2,200 schools. Designed for families and built for financial institutions, it offers real-world banking, gamified lessons, allowance tools, and parental controls to help Gen Z and Gen Alpha build lifelong money habits, while guaranteeing thousands of net new teen accounts every year.
How they describe their product/innovation: We will be demoing our gamified teen banking features: Learn by doing, onboarding, P2P, chores/allowance and financial education.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Kenny Stivers (CEO), [email protected], 253-293-4664
Press: Amanda Gilmer (Head of Marketing), [email protected]
How they describe themselves: Our platform, Finalytics.ai, is purpose-built for community banks and credit unions, bringing the personalized service customer and members expect in-branch into the digital experience. To achieve this, we leverage an AI personalization strategy to help community financial institutions unlock the value of visitor behavior data, transaction data, and 2nd/3rd party data across channels to better understand and serve customers and prospects.
How they describe their product/innovation: Finalytics.ai is unveiling its BankJoy integration, enabling Segment of One personalization inside the authenticated online and mobile banking experience. By combining behavioral data, transaction history, and third-party intelligence within Bankjoy, the platform delivers hyper-relevant product recommendations to logged-in members in real time. This extends personalization beyond the public website into authenticated sessions, where the majority of digital engagement occurs, driving measurable conversion and deposit growth.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Mark Nelson (CRO), [email protected], 858-353-3778
Press: Craig McLaughlin (CEO), [email protected], 415-806-3820
How they describe themselves: Elephant is a global identity trust platform. It uses a massive identity graph of 5 billion profiles and 740 billion signals to help businesses distinguish between real users and fraudsters. By providing real-time “Trust Scores” via API, it reduces false declines and manual reviews in e-commerce and payments. While Pipl focuses on manual investigative search, Elephant automates trust-based decisioning for high-growth digital companies.
How they describe their product/innovation: The Elephant Trust API is a real-time risk assessment tool that generates Trust Scores by analyzing connections between 5 billion identity profiles and 740 billion signals. Unlike traditional tools that search for risk, it uses adaptive AI to verify “good” users via email, phone, and IP connectivity. This automated scoring reduces false declines and manual reviews, allowing businesses to approve transactions and sign-ups instantly without introducing user friction.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Matt Lofland (Fraud Specialist), [email protected], 443-521-5446
How they describe themselves: Eisen provides end-to-end escheatment and unclaimed property compliance automation for financial institutions, fintechs, credit unions, payment processors, and crypto companies. The platform streamlines the entire compliance lifecycle from dormancy tracking and due diligence through state reporting, remittance, and audit defense. Eisen also offers a Tax Compliance Suite covering 1099 filing, TIN matching, and B-Notice handling, plus disbursement services, helping clients reduce regulatory risk and operational burden.
How they describe their product/innovation: The Eisen Dashboard is your real-time compliance command center. It provides full visibility into every account’s status from dormancy identification and due diligence tracking to state reporting, remittance, and reconciliation. Key features include account-level detail views with state-specific rules, eligibility and due diligence tracking by reporting year, a Disbursement Hub with daily reconciliation and Positive Pay fraud protection, and an Outreach Hub for owner communications – shifting your team from operations to oversight.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Jerry Kerr (Founding GTM), [email protected], 206-910-0393
How they describe themselves: Francis is founded and led by a team of xGooglers and fintech engineers. It’s based in London.
How they describe their product/innovation: Francis is a personal finance AI for people who have multiple accounts and different types of assets. Francis turns fragmented financial data into actionable wealth insights. Pensions, property, investments, cash – all data in one place.
Product distribution strategy: Direct to Consumer (B2C), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev. & Press: Natalia Corobco (CEO Founder), [email protected], 07384800185
How they describe themselves: FINTRAC builds solutions for regulated analytics. We focus on the operational and governance challenges that characterise analytics in highly regulated environments like banking and financial services. Institutions still carry significant cost and complexity in controls, documentation, validation, and audit. FINTRAC addresses this by rethinking how technology can solve this directly, rather than relying on people, process, and organisational overhead.
How they describe their product/innovation: TRAC is a governed execution layer for regulated analytics. It sits between analytics platforms and underlying infrastructure, ensuring that all calculations are auditable, repeatable, and self-documenting by default. TRAC enforces a new execution model, Calculation-as-Contract, which automates many legacy controls that are otherwise managed through manual process. This enables institutions to materially reduce the cost, risk, and operational effort involved in governing, validating, and assuring critical risk and regulatory analytics.
Product distribution strategy: Direct to Business (B2B), Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Alex Frankl (Founder & CEO), [email protected], 07887903034
How they describe themselves: Elephant helps financial institutions onboard more customers by reducing friction for trusted applicants and adding safeguards for risky ones. We improve conversion of thin-file and unbanked applicants by analyzing their digital footprint, prevent third-party fraud with advanced identity signals, and lower acquisition costs. Driving growth while protecting against fraud losses.
How they describe their product/innovation: Elephant provides API solutions and a UI tool for manual review teams. Our lightweight APIs integrate seamlessly into fraud platforms, models, and rules-based systems. No rip and replace required. Financial institutions use Elephant to reduce friction and convert more customers, validate thin-file and unbanked applicants, and stop fraud while cutting costs with advanced digital identity signals.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Ren Singh (Team Lead, New Business), [email protected], 206-335-5390
Press: Bethany Fiveson (VP of Marketing), [email protected]
How they describe themselves: ebankIT is a global fintech leader delivering award-winning digital banking solutions powered by AI and a flexible open API platform. Its omnichannel platform supports retail, small business, and multinational banking needs-enabling secure, personalized experiences across all channels. By accelerating digital transformation and fostering a culture of continuous innovation, ebankIT helps financial institutions seamlessly integrate with core systems, future-proof their strategies, and exceed customer expectations in a fast evolving financial landscape.
How they describe their product/innovation: ebankIT’s Agentic AI redefines digital banking with autonomous, intelligent operations across retail, small business, and corporate segments. Powered by its award-winning omnichannel platform and open API architecture, it performs complex tasks-like payments, fraud detection, and financial planning-without human intervention. Financial institutions gain scalability, efficiency, and security; consumers enjoy seamless, personalized experiences. By evolving with user needs, Agentic AI future-proofs digital strategies and boosts engagement across channels.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Paul Provenzano (VP Market Development), [email protected], 678-772-9295
Press: Carina Torres (Marketing Content Specialist), [email protected]
How they describe themselves: FintechOS is an AI-driven product engine that integrates seamlessly with banks’ existing systems. Its low-code capabilities and composable architecture accelerate digital transformation, enabling rapid innovation without replacing core infrastructure. Financial institutions use FintechOS to create, onboard, distribute, and manage products efficiently while enhancing compliance and decision-making. By delivering personalized, data-driven experiences, FintechOS helps reduce costs and risks associated with traditional tech transformations.
How they describe their product/innovation: See the future of community banking. FintechOS will demo how its AI-driven, no-code platform enables credit unions and regional banks to launch Web3 capabilities without core rip-and-replace or massive builds. A business opens, onboards, and funds deposit and digital asset accounts like Stablecoin wallets, then accesses crypto-backed lending. Anchorage provides custody and Finxact supports core integration, showing how FintechOS delivers new revenue, GENIUS Act readiness, and digital-era relevance.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Brian Hufford (Sr. Director, Digital Strategy & Transformation), [email protected]
Press: Ed Doljanin, (Account Manager, Ecology Media), [email protected], +447591559007
