FinovateSpring 2015 Sneak Peek: Part 7


It’s hard to believe FinovateSpring 2015 is just two weeks away. We’re getting excited about greeting familiar faces in the fintech community and eager to see the wide variety of fintech to be demoed 12/13 May. Register here to join us.

Today’s Sneak Peek introduces 15 more presenters.

Here’s a catalogue of the entire Sneak Peek series:

AvokaLogoAvoka’s frictionless digital engagement platform eases the pain of online transactions for financial organizations.

Why it’s great
Avoka gets real-world results.

  • Founded: 2002
  • HQ: Broomfield, CO

CBWBankLogoCBW Bank will show Yantra’s ONE Card platform that provides a secure and convenient alternative to traditional bank accounts for financial institutions, program managers and corporate clients.

Why it’s great
Yantra rebuilds plumbing, standardizes and normalizes data across channels, and embeds compliance.

  • Founded: 1892
  • HQ: Weir, Kansas

CloudLendingLogoCloud Lending SolutionsCL Exchange increases the volume of loans for all non-bank lenders.

Why it’s great
Cloud Lending Solutions uses an auction marketplace to bring borrowers and lenders together.

  • Founded: 2012
  • HQ: San Mateo, CA

ContextRelevantLogoContext Relevant’s automated behavioral predictive analytics software is solving Wall Street’s most daunting challenges for large financial institutions.

Why it’s great
Context Relevant works in real time.

  • Founded: 2012
  • HQ: Seattle, WA

DealstruckLogo2015Dealstruck’s web and mobile managed-asset-based line of credit offers flexible capital to small businesses.

Why it’s great
Dealstruck uses intuitive interfaces, advanced integration with existing technologies, strategic financial institution partnerships and easy-to-understand functionality.

  • Founded: 2013
  • HQ: Carlsbad, California

DriveWealthLogoDriveWealth’s Brokerage-as-a-Service offers mass retail investors low cost access to the world’s most desired asset class.

Why it’s great
DriveWealth offers a full-stack investing platform.

  • Founded: 2012
  • HQ: Chatham, New Jersey

DwollaLogo2015Dwolla’s platform of innovation, authentication and directory tools offer government, businesses, and consumers the ability to disseminate personal information when sending or receiving payments.

Why it’s great
Dwolla charges just $0.25 per transaction or is free for transactions $10 or less.

  • Founded: 2008
  • HQ: Des Moines, Iowa

DynamicsLogo2015Dynamics produces and manufactures intelligent, powered payment cards.

Why it’s great
Dynamics’ intelligent payment cards enable users to earn exclusive rewards faster than traditional cards.

  • Founded 2007
  • HQ: Cheswick, Pennsylvania

EncapLogo2015Encap Security ‘s strong authentication solution powers user verification and transaction security.

Why it’s great
Encap Security works with any and every access point of any bank.

  • Founded: 2013
  • HQ: Palo Alto, California

EyeBuyLogoEyeBuy’s TV and video monetization platform enables consumers to purchase products on impulse that they see on TV.

Why it’s great
EyeBuy’s technology recognizes products on TV and video.

  • Founded: 2014
  • HQ: Rancho Murieta, California

FISLogoFIS Mobile’s mobile banking feature solves the mobile innovation gap for financial institutions.

Why it’s great
FIS Mobile enables banks to expand their card services to consumers’ mobile devices.

  • Founded: 2006
  • HQ: Jacksonville, Florida

KabbageLogo2015Kabbage’s Kabbage Card offers access to working capital for small businesses.

Why it’s great
Kabbage gives small businesses immediate access to their funds.

  • Founded: 2009
  • HQ: Atlanta, Georgia

KnoxLogo2015Knox Payments is a payment processing platform that uses customers’ bank account credentials, not their credit card.

Why it’s great
Knox enables merchants to process payments across all platforms for just $0.18.

  • Founded: 2014
  • HQ: Richmond, Virginia

LendingTreeLogoLendingTree is an intelligent personal finance platform that simplifies the complexities in loan shopping to save borrowers money.

Why it’s great
LendingTree uses brand equity, proprietary technology and complex algorithms.

  • Founded: 1996
  • HQ: Charlotte, North Carolina

LendKeyLogoLendKey is an online lending technology platform for consumers and financial institutions.

Why it’s great
LendKey offers a transparent loan shopping experience.

  • Founded: 2007
  • HQ: New York City, New York

Stay tuned on Thursday when we’ll introduce the remaining presenters.

What We Are Talking About at FinovateSpring 2015


As our review of the themes of FinovateSpring 2015 reveals, fintech entrepreneurs are talking about their innovations in dramatic new ways.

These themes remind us just how dynamic the concept of “financial technology” has become. From machine learning to social spending, the innovators of FinovateSpring 2015 show us how technology can help make financial services a more rewarding, engaging, and friction-free world for both businesses and individuals.


Our full list of presenters for FinovateSpring 2015 is below. We can’t wait for the conference on May 12 and 13 in San Jose, California, and are looking forward to seeing you at the show. Tickets are on sale now, so register today and save your spot.

Can’t get enough? Check out our Sneak Peek Preview Series for more information and background on the innovators of FinovateSpring 2015.

Questions? Visit our FAQ page for answers.

FinovateSpring 2015 is sponsored by The Bancorp, CapitalSource, City National Bank, Envestnet, Financial Technology Partners, Hudson Cook LLP, KPMG, Kyriba, Life.SREDA, and Zions DirectTV.

FinovateSpring 2015 is partners with Aite Group, American Banker’s Association (ABA), Bank Innovators Council, Bankers Hub, BayPay Forum, bob’s guide, Breaking Banks, California Bankers Association, Canadian Trade Commissioner Service, Celent, ebankingnews, Filene Research Institute,, HotWire, Javelin Strategy & Research, Mercator Advisory Group, The Paypers, SME Finance Forum, and Western Independent Bankers.

FinovateSpring 2015 Sneak Peek: Part 5


FinovateSpring’s 72 fintech innovators have 3 weeks left to perfect their live demos before debuting their new technology on stage 12/13 May in San Jose, Calif. That means there’s still some time left for you to pick up a ticket and take a closer look at the types of technology you’ll see demonstrated live at San Jose’s City National Civic.

Today, we’re featuring seven companies:

Check out the previous installments of our Sneak Peek series below. And stayed tuned for Part 6 on Thursday:

DarcMatterLogoDarcMatter is an online platform solving inefficiencies in the alternative-investments market through enhanced capital connectivity, data-driven investing, and advanced syndication.


  • Institutional-level access to prescreened and compliant alternative investments
  • Issuers are empowered to raise capital on their own
  • Over $100 billion of investor capital

Why it’s great
DarcMatter provides an infrastructure for the alternatives market and enhances the capital process from start to finish.


Sang Lee, CEO & Founder
Formerly an investment banker in the energy field at WestLB and BNP Paribas, Lee has accrued a wealth of expertise in financial regulation, business, and financial structuring.


DarcMatterPresenter2Stan Solodkyy, CTO
Solodkyy has experience from integration of financial institutions with the SWIFT network to providing software consultancy to world-leading brands.


DigitalInsightLogoDigital Insight will illustrate the use of beacons within its mobile banking app, creating a more personal, relevant, and contextual experience based on a user’s location.


  • Personalizes a user’s experience in banking branches
  • Provides financial institutions relevant, timely information to engage with users more effectively

Why it’s great
Digital Insight is designing more personal, relevant, and contextual experiences based on knowing a user’s location.


Marshall Yuan, Senior Product Manager, DI Labs
Yuan is senior product manager at DI Labs where he leads experimentation in new solutions to help financial institutions engage and delight their end users.

DIPresenter2Ronald Leung, Engineering Lead, DI Labs
Leung is the engineering lead at DI Labs where he has been working with financial institutions to build innovative solutions and user experiences.



EmailageLogoEmailage uses email as a key data-element for detecting fraud trends across industries and regions. Emailage’s machine-learning algorithms detect fraud in real time.


  • Analyze any email address on any web site
  • 90% confirmed fraud has not been previously detected
  • Real-time fraud score based on current trends

Why it’s great
No sensitive, transactional data is ever shared or stored by Emailage. It requires only an email address to provide an extremely precise risk assessment.


Amador Testa, Chief Product Officer
Testa is Emailage’s CPO and has 15 years experience in financial fraud prevention. Prior to Emailage, Amador was a leader for AMEX and Citigroup.


HedgeableLogoHedgeable is a robo-adviser on steroids.


  • Advanced portfolio customization and sophistication
  • Downside risk protection
  • Access to alternatives

Why it’s great
First generation robo-advisers are cookie-cutter, like Altavista; Hedgeable is innovating like Google.


Matthew Kane, Co-founder & Chief Ninja
Kane is co-founder and CTO of Hedgeable where he leads all product, design, UI/UX, development, and strategy initiatives.

HedgeablePresenter2Michael Kane, Co-founder & Head Sensei
Kane is co-founder and CEO of Hedgeable where he leads all investment-management and business-development duties. Previously at Bridgewater Associates.



MovenLogo2015Moven is a disruptive digital experience and debit card designed to provide real-time feedback so users can build better money habits and save more.


  • Frictionless account onboarding with incremental prospecting
  • A real-time financial wellness experience driving customer engagement
  • A global, agile, and scalable platform for international banks

Why it’s great
Moven has created real-time, contextualized notifications to gamify savings and create a behaviorally driven experience that goes beyond traditional goal-based paradigms.


Brett King, CEO, Founder
King is an Amazon best-selling author, well-known industry commentator, host of the BREAKING BANK$ radio show and founder of revolutionary mobile-based banking service Moven.

MovenPresenter2Alex Sion, President, Co-founder
Sion is President of Moven and an adviser on digital strategy and disruption to global financial leaders such as HSBC, Citi, and Barclays.




RAGE Frameworks’ LiveCredit is a flexible, scalable origination and servicing solution that enables the design and launch of any financing product, end-to-end, from origination to underwriting to booking and service.


  • Dynamic Product Configurator enables new products without custom coding
  • Scalable origination and servicing
  • Enables flexible financing, accounting and compliance

Why it’s great
Its framework-based approach empowers unprecedented flexibility and market-leading, time-to-market deployment.


Nick Adams, Vice President, Risk Solutions
Adams runs business development for LiveCredit and is a 10+ year veteran of startups and multinational companies. He holds a bachelor’s degree from Brandeis University and an MBA in finance from Northeastern.

RagePresenter2Aashish Mehta, SVP, Business Banking Solutions
Mehta is responsible for all LiveCredit business operations. He sits on the management team and has been with RAGE for nearly 10 years.



ShoeboxedLogoShoeboxed is launching the next banking standard. The pioneers in email and mobile receipt-capture now open the door to receipt data for financial institutions.


  • Automated receipt-capture for consumers and small businesses
  • Item-level extraction of purchase details
  • Turnkey implementation for financial institutions

Why it’s great
Receipt-capture is becoming a standard banking feature, giving access to previously unattainable data.


Tobi Walter, COO, Co-founder
An investment banker-turned-entrepreneur, COO Walter oversees the business and corporate development efforts of Shoeboxed.

ShoeboxedPresenter2Alex Anderson, Business Development Manager
Anderson oversees the planning and implementation of strategic banking and accounting partnerships.


FinovateSpring 2015 Sneak Peek: Part 2



FinovateSpring 2015 is just over a month away. Our annual spring conference returns to San Jose, 12/13 May for two days of live demos of the latest in fintech innovation.

Today we introduce you to another seven companies that will be on stage presenting their technical solutions to some of the financial community’s biggest challenges—from improving engagement through mobile and social channels to improving security and reducing friction for business and individual consumers.

Be sure to check out Part 1 of our Sneak Peek series featuring Alpha Payments Cloud, CUneXus, DRAFT, FundAmerica, SayPay, StockViews, and TrueAccord, as well.

Tickets are going fast. Register today and save your spot at our second Finovate show in San Jose.

Bento_logo_box_snaggit_resizeBento for Business provides financial solutions that fit small businesses, combining the security of a bank with the ease and convenience of a modern technology company.


  • The Bento Prepaid Commercial MasterCard provides small business owners with controls, such as where, when, and how much their employees can spend without putting their owners’ personal credit at risk.

Why it’s great
Bento’s solutions are designed to save owners time and help eliminate expense ‘leaks,’ a type of fraud that can cost them up to 5% of their revenue each year.


Bento_FAhamd_cropFarhan Ahmad, Co-founder and CEO

Ahmad was formerly managing director at Barclays and the global head of emerging payments and prepaid for Discover Financial Services. He has held leadership roles at JPMorgan Chase, Bank One and First USA.


Bento_SAnderson_cropSean Anderson, Co-founder and Chief Product Officer

Anderson was formerly senior director of emerging products at Blackhawk Network, where he built and launched their open API platform, launched an offers platform, and developed a prepaid processing platform.


DoubleNetPay_logo_box_snaggit_resizeDoubleNet Pay automatically pays bills and funds savings goals directly from an employee’s paycheck, eliminating guesswork, late fees, and budgeting hassles.


  • Seamless integration with major payroll processors
  • Allows an employee to simply snap a picture of a current bill stub
  • Employees can easily create, fund, and redeem custom savings goals

Why it’s great
Bills are paid and savings funded automatically on payday, just like payroll taxes.


DoubleNetPay_BCosgray_cropBrian Cosgray, Founder and CEO

Cosgray has spent his entire career in financial services. Working with customers across the economic spectrum convinced him of the need to simplify and automate how people pay bills and save money.


DoubleNetPay_CLaird_cropCody Laird, Co-founder and COO

Laird is a financial technology veteran. Prior to co-founding DoubleNet Pay, Cody spent 21 years with SunTrust Bank helping to design and build their current retail banking platform.


DoubleNetPay_BLevy_cropBret Levy, Co-founder and CTO

Levy has been responsible for the architecture of many innovative, highly scalable software systems, most notably the Scientific Games system that powers most state lotteries.


KarmicLabs_Dash_logoKarmic Labs provides API-based payment and SaaS solutions for card issuance (initially commercial market). Karmic offers Dash, FIS, and also uses Karmic’s APIs to offer its own product to FIs.


  • Robust API infrastructure for commercial card issuance
  • Payment virtualization layer
  • Creates a marketplace of innovative financial technology and SaaS solutions for the commercial market.

Why it’s great
Karmic labs offers API-based payment and SaaS solutions, of which its first product is Dash; the APIs are also used by FIS, a global leader in banking and payments technology, for its own product to FIs.


KarmicLabs_RWeidenmiller_new_small_cropRyan Weidenmiller, CEO

Weidenmiller is an entrepreneur who built a top-ranked venture capital fund in China, now working on Karmic Labs’.


KarmicLabs_CAgerton_crop2Chris Agerton, CTO

Agerton was previously at Google, and was a founding engineer at Pinterest, responsible for developing high-availability architecture at Scribd.

FIS_TLand_FS15Troy Land, Group Executive of Emerging Commerce, FIS

Land is the group executive of emerging commerce at FIS within the retail payments division; he holds expertise in business and product development.


SizeUp_logoSizeUp: SizeUp FI (financial insitutions) is big-data for small businesses. It enables FIs to provide their customers with business intelligence through the FI’s own website.

Features of SizeUp FI:

  • Enable your FI’s customers to :
    • Compare their business performance with that of industry competitors
    • Find customers, suppliers, and competitors
    • Discover best locations to advertise

Why it’s great
SizeUp FI delivers a deeper business-customer partnership through success assistance; “sticky” client engagement; FI services awareness; and big-data insights that SMEs couldn’t previously access.


SizeUp_AUbalde_cropAnatalio Ubalde, CEO and Co-founder

Ubalde is a successful entrepreneur leading Software as a Service (SaaS) ventures focused on data-driven solutions for small businesses and economic development.


SizeUp_TBarron_cropThomas Barron, VP Business Development

Barron has developed corporate partnerships for 15 years from Fortunte 500 companies to 5-person startups. He previously worked at Visa developing strategic partnerships.


Stratos_logo_snaggitfromboxStratos consolidates cards into one dynamic card, making payments secure and smart. Stratos Digital Card Issuance Platform allows cards to download instantly, digitizing physical fulfillment.


  • Ensures virtual top of wallet, increases consumer engagement and loyalty
  • Provides secure card and wallet data
  • Eliminates costly physical card fulfillment

Why it’s great
Starts card working with Stratos Digital Card Issuance Platform to reinvent, not only your wallet, but also cards—just like the iPod and iTunes reinvented your CD collection.


Stratos_TOlson_cropThiago Olson, Co-founder, CEO

Olson worked at CERN and the Department of Defense and is a leader in next generation payments. He graduated with honors in engineering and physics at Vanderbilt.


Stratos_HBalanon_cropHenry Balanon, Co-founder, CTO

Balanon brings technical leadership and expertise to Stratos from his previous experience as co-founder of Detroit Labs, a leading mobile-app agency.


TickerTags_logoTickerTags connects trending social content to investable companies through the monitoring of 250,000+ crowdsourced Tags that have the potential to impact a company’s business.


  • Track social velocity and sentiment of products/brands driving your investment
  • Create your own Tags to associate with Tickers for personalized trending notifications
  • It’s free

Why it’s great
We are a community-maintained platform intent on democratizing information-flow by evolving new monitoring from view-limited tickers to social -monitored tags.


TickerTags_CCamillo_cropChris Camillo, Co-founder, CEO

A pioneer in social arbitrage investing, Camillo’s audited portfolio has averaged 84% annual returns over the past 8 years.


Trulioo_logoTrulioo’s bank-grade AML/KYC identity-verification product, GlobalGateway, enables businesses to perform frictionless ID verification for 3 billion people in more than 40 countries via 140 data sources.


  • Builds confidence and trust by preventing fraud and identity theft
  • Saves time, money, and resources through automated online ID-checks
  • Eliminates barriers to market entry

Why it’s great
Trulioo’s GlobalGateway provides advanced analytics from cyber and traditional data sources to verify identities online by powering fraud and compliance systems worldwide, increasing trust and safety.


Trulioo_SUfford_cropStephen Ufford, Founder, CEO

Ufford has founded four data-focused startups over the last decade while working in the role of CEO. As a serial entrepreneur, he challenges the status quo and if it’s broken, he likes to fix it.


Trulioo_AKvitnitsky_cropAnatoly Kvitnitsky, Director of Corporate Development

With solid startup and corporate experience, Kvitnitsky leads strategic partnerships and data acquisition for Trulioo.

FinovateSpring 2015 Sneak Peek: Part 1


FinovateSpring 2015 launches next month on May 12 and 13. That gives us five weeks to review the 72 companies that will step up on stage in San Jose.


We’ll be featuring seven companies twice a week in our Sneak Peek series. The first set includes:

This will be Finovate’s eighth conference in the Bay Area and our second year in San Jose. Interested in being among the first to see the newest fintech this spring? Pick up your ticket here to join us.

AlphaPaymentsCloudLogoAlpha Payments Cloud’s AlphaHub consolidates the payments world onto one platform enabling banks, merchants, MSPs and ISOs to access any payment type, any solution provider, anywhere.


  • Access every transaction-centric solution vendor
  • Consolidate all integrations to one platform
  • Mitigate risks and costs by orchestrating across vendor functionality

Why it’s great
AlphaCloudPresenter1The AlphaHub gives instant access to any payment type, any solution provider, anywhere in the world.

Presenter: Oliver Rajic, CEO
Rajic is a global business development leader and payments expert whose vision is bringing the payments world into the 21st century.

CUneXusLogoCUneXus is one of just ten to watch on KPMG’s report of “The Best Fintech Innovators of 2014,.” CUneXus stands at the forefront of the transition to a new era of data-driven, on-demand lending and borrowing.


  • Perpetual Loan Approval
  • “One-Click” access to preapproved loans at every touchpoint
  • Integrated into leading online- and mobile-banking platforms

Why it’s great
CUneXus brings the “one-click” convenience and mobility consumers have come to expect, helping lenders maximize the value and profitability of existing customer relationships.CUnexusPresenter1


Dave Buerger, Co-Founder, President & CEO
Buerger is an award-winning financial services marketer and strategist with a noteworthy record of achievement, spanning a diverse array of marketing mediums and industry verticals.

Darin Chong, Co-Founder & COO
Chong draws from 17+ years of experience in consumer financial services with expertise in marketing, operations, and project management.

DraftLogoDRAFT changes the way people view, think and act about investing by comparing your returns, fees and allocation to top-performing portfolios.


  • Track all of your investments in one spot
  • Side by side return, fee, and allocation comparisons
  • Obtain a blueprint showing portfolio gaps to help maximize returns and lower fees

Why it’s great
DRAFT has created a better investment benchmark by comparing real portfolios to one another. It’s simple, transparent, and community focused.DRAFTPresenter1


Brad Lawler, President, co-founder
Lawler has 10 years’ experience in the financial services industry, including as a high-net-worth adviser at a risk-analysis software firm. He also spent time with a big-data infrastructure company.

Jason St. Peter, CEO, co-founder
St. Peter has 15 years of experience in sales, marketing, and business development in the high-tech industry. Prior to DRAFT, St. Peter created and ran the Dell For Entrepreneurs program for Dell, Inc.

FundAmericaLogoFundAmerica provides API-enabled escrow, payment processing, and securities compliance to portals engaged in technology-driven capital formation via the JOBS Act (506b/c, Reg A+, 4(a)(6) crowdfunding).


  • Easy-to-implement API and “Invest Now” buttons
  • View all data and events in the control panel
  • Ensure compliance with federal and state regulations

Why it’s great
FundAmerica provides the crowdfunding industry with the best and only technology-integrated compliance and back-office solution.


Scott Purcell, CEO, founder
Purcell is a leader in the crowdfunding industry with experience in both technology and securities.

FundAmericaPresenter2Jonathan Self, President, CCO
Self-served as a compliance examiner at FINRA, and was a capital markets specialist at the Federal Reserve Bank of Atlanta.

Scott Andersen, General Counsel
Andersen was the deputy chief counsel at FINRA; enforcement director at the NYSE; and assistant attorney general for the state of New York.

SayPayLogoSayPay enables users to make or schedule bill payments instantly by simply speaking a one-time, secure “SayPay Code”—all without the need to sign in or remember passwords!


  • Eliminates late charges and interest expense
  • Billers get paid faster
  • Combines voice recognition, biometric voice authentication and mobile technologies into a seamless user experience

Why it’s great
SayPayPresenter1Financial institutions can re-use SayPay across the enterprise, for website sign-in, online purchases, P2P transfers, step-up authentication and more for optimal return on investment.


Steve Hoffman, CEO, founder
Hoffman has 25+ years of experience in payments, digital banking, and authentication, and holds several patents for internet and mobile payment technologies.

StockviewsLogoStockViews is an online equity research platform that connects investors with independent analysts.


  • A meritocratic platform that pinpoints alpha generators
  • Identifies analysts with expertise relevant to the fund manager
  • Harnesses the wisdom of crowds to assist investment decisions

Why it’s great
Our product harnesses collective intelligence by identifying and isolating the opinions of analysts who consistently outperform the market.


Tom Beevers, CEO, co-founder
Beevers is the CEO of StockViews. He was previously a fund manager at Newton in London. He holds a degree in natural sciences from Cambridge.

TrueAccordLogoTrueAccord offers a machine-learning-based, automated, and friendly collection platform that effectively services the new age of financial services companies.


  • Adapts to consumer preference with new communication channels; increases satisfaction
  • Adapts to consumer behavior; increases recovery
  • Easy to audit and control; improves compliance

Why it’s great
Debt collection is ripe for disruption on the heels of alternative lending. TrueAccord is leading the market in rethinking this activity.


Ohad Samet, CEO
Samet is head of analytics at Fraud Sciences; worked in new ventures at PayPal; founder at Analyzd; chief risk officer at Klarna; published writer, O’Reilly.

SametIMG2Nadav Samet, CTO
Samet served as a senior software engineer at Google and contributed to several high-profile projects such as gmail, Google Flights, and more. Holds a masters in science in mathematics from Weizmann Institute of Science.

Last Chance for FinovateSpring Early-Bird Tickets… Save $100


Interested in taking part of the action at FinovateSpring this year? Now’s the time to pick up your ticket! Friday, April 3, is your last chance to get a discounted ticket to this year’s event, which takes place May 12 & 13 at San Jose’s City National Civic. FinovateSpring launched in 2008 and last year hosted more than 1,200 attendees. See what you missed.


With your ticket to see the future of fintech, you’ll watch 72 live demos of never-before-seen technology, plus meet the innovators themselves, along with other influencers in the space.

You’ll join top representatives from companies such as American Express, USAA, and Lending Club, and investors from Foundation Capital, Route Sixty-Six Ventures, and thirdstream.

Here’s what Matt Ankrum, Co-Founder of BodeTree had to say about Finovate:


And some of the companies that will take the stage at this year’s event:


With FinovateSpring just six weeks away, don’t wait to be a part of the action; pick up your ticket today. We’ll see you in San Jose!

FinovateSpring 2015 is sponsored by The Bancorp, Capital Source, City National Bank, Envestment, Financial Technology Partners, Hudson Cook, Kyriba, and Life.SREDA.

FinovateSpring 2015 is partners with Aite Group, Bank Innovators Lab, BankersHub, BayPay Forum, bob’s guide, Breaking Banks, California Bankers Association, Canadian Trade Commissioner Service, Celent, ebankingNews, Filene,, Hotwire, Javelin Strategy & Research, Mercator Advisory Group, SME Finance Forum, and Western Independent Bankers.

Spring and All: FinovateSpring 2015 Presenters Revealed!


Flowers are breaking into bloom here in the Pacific Northwest. It must be time to introduce the presenting companies of FinovateSpring 2015!

We spent the weeks since our last conference reading applications, listening to pitches, and talking with CEOs, entrepreneurs, and founders. We met with startups committed to reducing friction in payments, and emerging companies leveraging Big Data and biometric technology to improve transaction security.

Innovators from around the country and around the world shared with us their solutions for everything from customer onboarding to crowdsourcing private capital.

We think you’ll like what we heard. The presenters of FinovateSpring 2015 are the cream of a very good crop, and we can’t wait for you to meet them. Below is a list of the presenting companies along with a brief description of each company and its technology or innovation. We’ll be unveiling the names of a few more presenting companies a little closer to the event.

Stay tuned for our Sneak Peek series, with more information and background on our presenting companies.

  • 3E Software with its lending and credit management solution
  • Alpha Payments Cloud with its omni-channel, transaction-centric vendor ecosystem
  • Aurora Financial Systems, leveraging its experience as a processor to deliver a vertically integrated budget solution for FIs
  • Avoka with its frictionless digital engagement platform to help financial institutions reduce the pain of online transactions
  • Bento for Business with its technology to help small business owners control employee’s business expenses
  • CBW Bank introducing Yantra’s ONE Card platform, a secure and convenient alternative to traditional bank accounts
  • Cloud Lending Solutions with its cloud-based auction marketplace that brings borrowers and lenders together
  • Context Relevant with its automated behavioral predictive analytics software to combat security challenges in real-time
  • Corezoid with its modern, flexible, cloud-based platform that helps manage business processes and improves customer communication
  • Credit Sesame with its mobile solution that provides anytime/anywhere intuitive access to credit and debit information
  • CUneXus with its omni-channel, consumer lending automation platform for banks, credit unions, and their customers
  • CurrencyCloud with its payment engine for financial services firms
  • DarcMatter with its transparent, cloud-based infrastructure that connects capital and private issuers
  • Dealstruck with its marketplace lending platform that provides financing for SMEs
  • Digital Insight adding beacon technology to its mobile banking app
  • DoubleNetPay with its technology that helps give individuals actionable personal financial advice
  • DRAFT with its mobile-optimized portfolio management solution for mass affluent millennials
  • Dream Payments with its secure, affordable mobile solution for all forms of payment
  • DriveWealth with its brokerage-as-a-service, investing platform for mass retail investors
  • Dwolla with its platform of innovation, authentication and directory tools for government, businesses and consumers alike
  • Emailage with its fraud prevention solution that assesses risk without exposing sensitive data
  • Encap Security with its strong authentication solution that provides user verification and transaction security
  • EyeBuy with its TV and video monetization platform that leverages recognition technology
  • FIS Mobile with its mobile banking solution that helps financial institutions solve the mobile innovation gap
  • FundAmerica with its backend compliance technology for equity and debt crowdfunding portals
  • Hedgeable with its digital wealth management platform for mass affluent investors
  • Hip Pocket with its mobile solution that gives consumers a free analysis of their mortgage, auto loan or retirement account
  • INETCO Systems with its solution that gives managers and analysts the ability to analyze customer transaction data
  • itbit with its global digital currency exchange platform for buying and selling bitcoin
  • Kabbage with its Kabbage Card to give customers immediate access to their Kabbage loans
  • Karmic Labs with its Dash App and payment card that enable companies to manage cash flow and expenses effortlessly
  • Knox Payments with its innovative payments technology that leverages ACH to make payments faster and keep costs low
  • LendingTree with its intelligent personal finance platform to reduce loan complexity and save borrowers money
  • LoanNow with its online loan product that incentivizes good repayment behavior
  • Malauzai Software with its banking app for mobile-only millennials and digital natives
  • Mitek with its mobile web capture and ID authentication technology
  • Moven introducing new features to its mobile financial wellness experience that helps users improve savings and manage cash flow
  • NAMU SYSTEMS, bringing a Pinterest-like experience to mobile banking
  • OnDot Systems with its mobile card services solution to help FIs lower fraud and increase customer engagement
  • Onovative with its marketing automation software to help FIs cross-sell to current customers
  • Outski with its goals-based savings technology for employers and employees
  • PayActiv with its service that makes payroll work in real-time for employees living paycheck to paycheck
  • Prairie Cloudware with its cloud-based, open platform that enables customers to use their preferred payment methods and accounts via their FI
  • PsychSignal with its social sentiment awareness technology that makes sense out of the financial crowd noise in social media
  • RAGE Frameworks with its technology to automate financial statement processing
  • SayPay Technologies with its voice biometric technology that combines speech recognition and voice authentication
  • Shoeboxed, pioneers in receipt capture with its new automated email sync and product extraction technology
  • SizeUp with its business intelligence SaaS platform for FIs and their SME customers
  • Slice with its platform that enables developer access to item-level purchase history
  • SmartAsset with its automated financial modeling technology to help consumers make significant personal finance decisions
  • Someone With Group with its combination of crowdfunding, compassionate giving and social media to help tackle the problem of medical expense debt
  • StockViews with its crowdsourced stock signal technology for investors
  • Stratos with its technology that combines credit, debit, loyalty, membership, and gift cards in one smart, dynamic card
  • TickerTags with its crowdsourced tag libraries to help investors connect trending social content to investable companies
  • Token with its new API that enables faster payments and lower cost transactions
  • Top Image Systems with its eFLOW mortgage solution that optimizes loan processing
  • TrueAccord with its data-driven digital collection product that leverages machine learning and behavioral economics
  • Trulioo with its authentication solution that combines CyberID data with AML and KYC ID verification
  • Vanguard with its portfolio solution that provides investors with an interactive 3D data visualization of diversification
  • Vouch Financial, developers of the first social network for credit
  • WealthForge with its technology that automates private placement transactions
  • Yodlee, leveraging the Yodlee Financial Cloud to deliver a data-driven financial experience

In addition to the companies listed above, we will reveal a handful of stealth companies closer to the event.

Come be a part of our audience in San Jose! Click here to get your tickets before April 3rd and take advantage of Early Bird Pricing!

FinovateSpring 2015 is sponsored by The Bancorp, Capital Source, City National Bank, Envestment, Financial Technology Partners, Hudson Cook, Kyriba, and Life.SREDA.

FinovateSpring 2015 is partners with Aite Group, Bank Innovators Lab, BankersHub, BayPay Forum, bob’s guide, Breaking Banks, California Bankers Association, Canadian Trade Commissioner Service, Celent, ebankingNews, Filene,, Hotwire, Javelin Strategy & Research, Mercator Advisory Group, SME Finance Forum, Western Independent Bankers

Catching Up with the Innovators of FinovateSpring


With our first conference of the year wrapped up in London, we’re gearing up to bring the show stateside in May for FinovateSpring 2015.

Last year, we had an all-star cast on stage. Just look at what they have been up to in the last nine months.

  • Raised more than $350 million 
  • Partnered with more than a dozen major financial services and technology companies including:
    • MoneyGram
    • Visa
    • Digital Insight
    • Ellie Mae
    • AT&T
    • Google
    • Blackstone Technology
    • Meniga
    • Feedzai
Accelerator/incubator programs:
    • Wells Fargo Accelerator
    • SWIFT Innotribe Startup Challenge
Awards, honors, and recognitions:
    • KPMB’s Fintech Innovators for 2014
    • CNBC’s Disruptor 50
    • FSTech Awards
    • Forbes 30 Under 30 (up and coming CEOs)
    • Confirmit Ace Award
    • Future of Money Summit Startup Showcase Award
    • Bob’s Guide Fintech Startups to Watch in 2015
    • Star Performer Award from Speech Technology
    • Fast Company Top 10 Most Innovative in Finance
    • Dallas Business Journal 40 Under 40 (up and coming CEOs)
    • Mobile Innovations Awards
    • Mobile Excellence Award
    • Fintech 50
    • Paybefore Awards
    • IntelliResponse acquired by [24]7
    • LoopPay acquired by Samsung
Here’s a closer look at the highlights:
    • Won Best of Show at FinovateEurope 2015
    • Won Award at FinDEVr San Francisco 2014
    • Raised $2 million
    • Raised $75 million
    • Earned spot on KPMG’s 50 Best Fintech Innovators report
    • Named to CNBC’s Disruptor 50
    • Partnered with
    • Partnered with Meniga
    • Named “One to Watch” in KPMB’s Fintech Innovators for 2014
    • Won at Future of Money & Technology Summit Startup Showcase
    • Partnered with ProfitStars, Blackstone Technology, and SHAZAM Network
    • Raised $7 million
    • Named to Dallas Business Journal’s 40 Under 40 (CEO)
    • Won 2014 Confirmit ACE Award
    • Raised $5.4 million
    • Partnered with Feedzai
    • Won Best of Show at FinovateSpring 2014
    • Raised $6 million
    • Participated in Wells Fargo Accelerator
    • Partnered with
    • Partnered with several small and medium sized community banks and credit unions
    • Acquired by [24]7
    • Won Best of Show at FinovateSpring 2014
    • Closed strategic deal to acquire AT&T Watson speech recognition and natural language platform
    • Won Best of Show at FinovateEurope 2015
    • Partnered with IDology, The Rock Trading Ltd
    • Won Most Innovative App for Payments at Mobile Innovations Awards
    • Named to FinTech 50
    • Raised $200 million in debt financing
    • Named Germany’s leading digital innovator of the year by Focus Magazine
    • Earned spot in KPMG’s 50 Best Fintech Innovators Report
    • Raised $40 million
    • Raised $3 million
    • Earned finalist spot at SWIFT Innotribe Startup Challenge
    • Partnered with MoneyGram
    • Raised $50 million credit debt facility
    • Raised undisclosed sum from Visa
    • Raised undisclosed sum from Synchrony Financial
    • Acquired by Samsung
    • Won Best of Show at FinovateFall 2014
    • Won Best of Show at FinovateSpring 2014
    • Raised $75 million
    • Named to KPMB’s Fintech Innovators for 2014
    • Named to CNBC’s Disruptor 50
    • Won Best of Show at FinovateFall 2014
    • Earned 2014 Star Performer award from Speech Technology magazine
    • Earned #1 spot in Fast Company’s Top 10 Most Innovative in Finance
    • Raised $18 million
    • Raised $50 million
    • Named to KPMG’s Fintech Innovators for 2014
    • Named to CNBC’s Disruptor 50
    • Partnered with MoneyGram
    • Raised $1.3 million
    • Raised $54.7 million
    • Featured in Forbes 30 Under 30 Rising Stars of Enterprise Technology (CEO)
    • Named Most Disruptive Financial Sector Technology Finalist in FSTech Awards
    • Partnered with Ellie Mae
    • Raised $900,000
    • Won Best of Show at FinovateFall 2014
    • Named “One to Watch” in KPMG’s Fintech Innovators for 2014
    • Raised $3.4 million
    • Partnered with Google Wallet
    • Named to Bob’s Guide: “Fintech Startups to Watch in 2015”
    • Named winner in Ninth Annual Paybefore Awards
    • Raised $6 million
    • Named finalist in Mobile Excellence Awards for Best Mobile Retail/Commerce Solution
    • Earned spot in Wells Fargo Startup Accelerator

Apply to Demo Your Latest FinTech Innovation at FinovateSpring 2015!

btn3_ov.pngWith the presenter roster set for FinovateEurope, we’ve begun our global search for the financial technology innovations that will be showcased at FinovateSpring in Silicon Valley on May 12 & 13.

Last year, FinovateSpring welcomed a record crowd of 1,300 executives who witnessed 70+ new fintech innovations debut via our signature demo-only format.

This year, based on the early interest, we expect the event to grow significantly and to showcase even more great innovations than last year.

If your company is interested in debuting your latest and greatest at the premier event for fintech innovation, please email us at for more details.

If you’re interested in attending FinovateSpring to watch the future of fintech unfold live on stage, tickets are on sale for the event at the affordable super early-bird price through this Friday only.

We’ll see you in Silicon Valley in May (or London in a few weeks)!

FinovateSpring 2015 is sponsored by: The Bancorp, CapitalSource, Envestnet, Financial Technology Partners, Hudson Cook LLP and Life.SREDA.

FinovateSpring 2015 is partners with: Aite, Bank Innovators Council, BankersHub, Bobsguide, BreakingBanks, California Bankers Association, Canada, Celent,, Filene Research Institute, Hotwire PR, Javelin Strategy, Mercator Advisory Group and Western Independent Bankers.


Apply to Demo Your Latest FinTech Innovation at FinovateSpring 2015!

btn3_ov.pngWith the presenter roster set for FinovateEurope, we’ve begun our global search for the financial technology innovations that will be showcased at FinovateSpring in Silicon Valley on May 12 & 13.  

Last year, FinovateSpring welcomed a record crowd of 1,300 executives who witnessed 70+ new fintech innovations debut via our signature demo-only format.

This year, based on the early interest, we expect the event to grow significantly and to showcase even more great innovations than last year.

If your company is interested in debuting your latest and greatest at the premier event for fintech innovation, please email us at for more details.

If you’re interested in attending FinovateSpring to watch the future of fintech unfold live on stage, tickets are on sale for the event at the affordable super early-bird price through this Friday only.

We’ll see you in Silicon Valley in May (or London in a few weeks)!

FinovateSpring 2015 is sponsored by: The Bancorp, CapitalSource, Envestnet, Financial Technology Partners, Hudson Cook LLP and Life.SREDA.

FinovateSpring 2015 is partners with: Aite, Bank Innovators Council, BankersHub, Bobsguide, BreakingBanks, California Bankers Association, Canada, Celent,, Filene Research Institute, Hotwire PR, Javelin Strategy, Mercator Advisory Group and Western Independent Bankers.