FinovateSpring Sneak Peek: Project Finance

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

Project Finance is a personal finance management and decision-making application that shows you the future of your finances based on the spending and saving choices you’re making today.


  • See the future of your bank account based on your spending and saving behavior
  • Explore the scenarios and tradeoffs you can make with your money
  • Get insight designed to maximize your wealth

Why it’s great
Good spending and saving behavior starts with being confident in your ability to meet future obligations. Project Finance is designed to help you understand your future and the actions you can take today.


Colby Ross, Co-Founder & CEO
Ross is a finance geek and product designer, and he’s building a company he’s always wished existed.

FinovateSpring Sneak Peek: Covered Security

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

In a world of constant breaches, what if protecting your online life was easy and rewarding? Covered Security motivates and empowers consumers to improve security – and creates a digital opportunity for banks.


  • Gamified identity theft risk assessment and education
  • Personal assistant for online security and alerts
  • Simple, automated guidance to reduce your risk of identity theft

Why it’s great
In the face of skyrocketing cybercrime, you are not powerless. Covered helps you take control of your digital identity to avoid the time and hassle of identity theft.


Christopher Zannetos, CEO
Zannetos has founded and led security companies to be profitable, visionary leaders – generating more than $300 million in revenue. He’s also a passionate supporter of STEM education to battle poverty.

Brian Milas, CTO
Milas has architected market-leading products that serve tens of millions of users worldwide, making security simple and fast. Though far from his roots, he retains his Midwestern good nature.

FinovateSpring Sneak Peek: 280 CapMarkets

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

280 CapMarkets‘ BondNav technology platform provides a fully transparent, modern way for investment advisors to search, compare, and transact from a broad universe of bonds.


  • Has access to thousands of wholesale bond offerings
  • Offers pre-trade price transparency that helps advisors compare and trade with confidence
  • Supports the best execution requirements with 280 Best X documentation

Why it’s great
BondNav levels the playing field for independent investment advisors in the fixed income markets, providing a simpler way to buy, sell, and manage bonds.


Gurinder S. Ahluwalia, CEO
Ahluwalia has 25+ years of operating and financial services experience, most recently in wealth management. Previously, he was President and CEO of AssetMark.

Prescott Nasser, Chief Technology Officer
Nasser has more than 15 years of technology experience, building financial services software and teams. He was previously VP of Engineering at Vouch Financial.

Dave Rudd, Managing Director, Co-Head of Institutional Sales Rudd is a 20-year veteran of institutional fixed income sales and trading, and one of the visionaries behind 280 CapMarkets.

FinovateSpring Sneak Peek: Eltropy

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

Eltropy empowers financial firms to engage clients across messaging apps such as iMessage, Facebook Messenger, WhatsApp, and WeChat, to grow revenue rapidly.


  • Offers a messaging-based customer engagement and sales solution
  • Uses AI to predict client buying behavior
  • Provides predictions banks can leverage to follow-up with the right clients at the right time with the right product

Why it’s great
Messaging + AI is the future of customer communication for financial institutions. And that’s where Eltropy comes in – they enable financial firms to engage their clients over messaging.


Ashish Garg, CEO and Founder
An MBA graduate from the Wharton School and BITS Pilani, Garg has spent his career in defining and launching technology products that grow revenue.

Troy Pittock, VP Financial Services
Pittock leverages his deep background in sales and marketing leadership to help customers drive and increase revenues through Eltropy’s messaging-based sales engagement platform.

FinovateSpring Sneak Peek: SynapseFI

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

Synapse Financial Technologies has built an intuitively designed bank with automated back office and servicing. This results in reduced costs and offers best-in-class financial products to all, regardless of their bank balance. The White Label Loan Issuance originates and services unsecured consumer or business loans to customers.


  • Customizable decisioning
  • Automated compliance
  • An origination and servicing UI

Why it’s great
SynapseFI has truly simplified banking. They make banking truly accessible for all Americans by enabling other companies and fintech platforms to build and deliver innovative financial products.


Sankaet Pathak, CEO & Founder
Pathak’s passion for cognitive science, AI, and machine learning in the fintech space and how to use this technology for back office automation has lead him to build an intuitive bank, accessible to all.

FinovateSpring Sneak Peek: Q2

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

Q2 Biller Direct is a new billpay solution that enables card payments to dramatically improve the user experience and economic model of billpay.


  • Card payments generate interchange revenue for every bill paid
  • Modern user experience features bill aggregation and push notifications
  • API allows ultimate flexibility for development and integration

Why it’s great
Biller Direct uses card payments to turn billpay from a cost center to a revenue generator.


Rahm McDaniel, VP of Strategic Solutions
McDaniel is an entrepreneurial sales and marketing executive with 19 years of experience leading complex, cross-functional initiatives. He currently serves as Q2 Open’s VP of Strategic Solutions.

FinovateSpring Sneak Peek: CUCollaborate

A look at the companies demoing live at FinovateSpring on May 8 through 11, 2018 in Santa Clara, California. Register today and save your spot.

Credit unions offer the best rates but figuring out which ones you can use is nearly impossible. CUCollaborate’s new product, JoinCU, makes it easy to find, join, and borrow from credit unions.


  • Prequalifies consumers’ eligibility for every U.S. credit union
  • Increases credit unions’ online application conversion rate
  • Establishes referral network of and between credit unions

Why it’s great
CUCollaborate works with both credit unions and companies that connect consumers with products offered by credit unions (financial products, insurance, etc.). JoinCU can be implemented as an API.


Sam Brownell, founder
Brownell has worked in the credit union industry for more than 10 years, bringing multiple solutions for credit unions and their partners to market. Before CUCollaborate, he worked at Callahan & Associates.

Jason Hishmeh, CTO
Hishmeh has more than 15 years of experience in application development and cyber-security and more than eight years of technology experience on Wall Street within the financial services industry.

The Analysts are Up & the Pressure is On

After the final fintech demo at FinovateSpring next month, the next highlight to take the stage will be a committee of six fintech experts. Each analyst will have seven minutes to make their case for what they see as the hottest trend and opportunity in financial services.

The pressure is on for this group. Here’s who will be in the hot seat at FinovateSpring next month:

Jacob Jegher

Jegher is an experienced fintech executive and digital banking thought leader. He advises clients on emerging technologies and business strategies related to retail, small business, and corporate digital banking. Jegher provides strategic consulting to financial institutions and solution providers on issues ranging from digital strategy to vendor selection. In addition to his client-facing responsibilities, Jacob leads Javelin’s overall strategy, marketing, and product development efforts.

Most recently, Jegher was Vice President of Global Solution Marketing and Head of Analyst Relations at FIS, where he was responsible for marketing strategy efforts across all business units and solutions. He also brings extensive expertise in the banking research and consulting field, having spent over 10 years as a Research Director at Celent.

Tiffani Montez

Montez is a Retail Banking senior analyst at Aite Group covering card issuance for prepaid, credit, and debit cards. She has deep experience in global financial services with more than 20 years of experience in strategic planning, strategic execution, and consumer experience design. Montez has the unique ability to not only build strategies but also provide the strategic guidelines for executing complex strategic plans to deliver results.

Prior to joining Aite Group, Montez held executive-level positions at Wells Fargo, building digital experiences for various product groups such as home lending, personal credit, wealth, brokerage, and retirement, and was a principal analyst at Forrester Research, covering topics such as mobile banking, digital financial management, multichannel banking, and next-generation sales strategies. Most recently, she was the VP of operations at Terafina, helping banks and credit unions transform their customer experience through an omnichannel strategy. Her unique blend of experience as a practitioner, analyst, and vendor solution provider gives her the foundation to be able to provide thought leadership to clients through all lenses of the financial services ecosystem.

Ron Shevlin

Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including the Insight Vault service. Shevlin is the author of the book, Smarter Bank, and is the purveyor of fine snark on his Snarketing blog and the Fintech Snark Tank podcast. Shevlin’s experience includes research and consulting for Aite Group, Forrester Research, and KPMG.

Shane Hubbell

Hubbell is a Vice President at Arbor Advisors and has more than 10 years of experience as an investment banker, business operations manager, and entrepreneur. In his role at Arbor, Hubbell is responsible for driving the firm’s business development efforts to source new clients as well as helping clients execute successful transactions. He has executed over $600 million of M&A and capital raising transactions over his career.

Prior to joining Arbor, Hubbell helped drive the strategic development of Goldman Sachs’ derivative trading systems. Previous to this, he was co-founder and CFO of a biotechnology company that developed a safer device for a cricothyrotomy.

Daniel Latimore

Latimore, CFA, is the Senior Vice President of Celent’s Banking group and is based in the firm’s Boston office. Latimore’s areas of focus include the banking ecosystem, digital and omnichannel banking, and innovation. Underlying each is a keen interest in consumer behavior and technology-enabled strategy. Latimore is a frequent speaker at industry conferences and client gatherings, having addressed audiences ranging from intimate meetings of CEOs and central banks to conference keynotes in more than a dozen countries. He led research groups at Deloitte and IBM, worked in industry Liberty Mutual and Merrill Lynch (where he lived in New York, Tokyo and London), and was a consultant at McKinsey & Co.

Jerry Silva

Jerry Silva is research director for IDC Financial Insights responsible for the global retail banking practice. Jerry’s research focuses on technology trends and customer expectations and behaviors in retail banking worldwide. Jerry draws upon over 25 years experience in the financial services industry to cover a variety of topics, from the back office, to customer channels, to governance in the technology shops at financial institutions. His work for both institutions and vendors gives Jerry a broad perspective in technology strategies.

Join us on May 8 through 11 at the Santa Clara convention center to hear the experts talk about the latest in fintech. Register by April 27 and save.

The Faves of FinovateSpring: A Brief History of Best of Show Winners

Since the first spring fintech conference in 2008, a total of six companies have won Best of Show honors more than once. These companies range from some of our earlier innovators like oflows and Wikinvest that have since gone on to bigger and better things, as well as more recent multiple-time winners like MX and SaleMove that have picked up Best of Show awards at our other events in London and New York.

With FinovateSpring just over a month away, we thought we’d give a tip of the hat to the companies that have helped make our Spring shows especially memorable with their demonstrations of audience-pleasing, Best of Show-winning fintech. Below the six, two-time FinovateSpring Best of Show winners, we’ve also included a complete history of FinovateSpring Best of Show winners. It’s all designed to whet your appetite for the cutting-edge fintech you’ll see on stage on May 8-9 in Santa Clara, California for FinovateSpring 2018.

SaleMove (2017, 2016) – Dedicated to bringing the in-person customer experience online, New York City-based SaleMove leverages its engagement platform to give clients in wealth management, banking, insurance, and other verticals the ability to interact with their customers in the channel – or channels – they prefer. With live video, voice, live chat, and co-browsing, SaleMove’s platform helps financial services businesses communicate better and more effectively with their customers, leading to more sales, more conversations, and improved customer service. The company was founded in 2012, and has raised more than $5 million in funding.

Money Desktop/MX (2013, 2012) – In rebranding to MX in 2014, the multiple-time Finovate Best of Show winner signaled it was ready to maximize its expertise in financial data acquisition, cleansing, and visualization to help financial service providers make the most of their underused and unused data. Founded in 2010 and headquartered in Lehi, Utah, MX has raised $75 million in funding, and began the year with news that Coast Capital Savings – Canada’s largest credit union by membership with more than $20 billion in assets –  would deploy a next-generation PFM solution developed by MX.

PayNearMe (2013, 2011) – With more than $90 million in funding, PayNearMe operates a real time, cash transaction network that gives consumers without bank accounts or access to automatic payments the ability to pay with cash. Founded in 2009 and based in Sunnyvale, California, the company acquired Prism Money in 2016 and shortly afterwards reorganized itself as Handle Financial to better communicate its various brands to consumers.

Dwolla (2012, 2011) – Enterprise payments platform Dwolla is headquartered in Des Moines, Iowa and was founded in 2008 by Ben Milne. The company’s white-label payments API enables businesses to credit or debit user-connected accounts, and its technology is also used for verification and user discovery. With more than $51 million in funding, Dwolla recently announced it would power identity verification for Yahoo!’s Tanda savings app.

oflows (2011, 2010) – Founded in 2009 and acquired by fellow Finovate alum Andera in the fall of 2011, oflows specialized in multi-channel paperless account opening solutions. The company was named a Top 10 Company to Watch in 2011 by Bank Technology News. Andera itself was the subject of an acquisition in 2014, when it was purchased by Bottomline Technologies for $48 million.

Wikinvest/SigFig (2011, 2010) – Known today as SigFig, the company was founded in 2007 as a consumer finance portal called Wikinvest. Picking up a pair of Best of Show awards in the early days of Finovate, the company has since grown into one of wealthtech’s biggest success stories as a wealth management services provider with more than $114 million in assets under management.

And here’s the full list of FinovateSpring Best of Show winners.

FinovateSpring 2017

  • Alpharank
  • Hedgeable AI Lab
  • Microblink
  • Neener Analytics
  • SaleMove
  • SpeechPro
  • Unison

FinovateSpring 2016

  • BanQu
  • LendingRobot
  • PayActiv
  • Quid
  • SaleMove
  • Silver6

FinovateSpring 2015

  • Alpha Payments Cloud
  • Avoka
  • Money Amigo
  • Moven
  • NAMU Systems
  • Shoeboxed
  • Stratos

FinovateSpring 2014

  • EyeVerify
  • Loop
  • Interactions
  • Motif Investing
  • Ondot Systems
  • PrivatBank
  • SaveUp
  • Stockpile

FinovateSpring 2013

  • FamZoo
  • LendUp
  • MoneyDesktop
  • PayNearMe
  • TipRanks

FinovateSpring 2012

  • BehavioSec
  • BillGuard
  • Dwolla
  • iQuantifi
  • MoneyDesktop
  • Personal Capital
  • SoMoLend

FinovateSpring 2011

  • BancVue
  • BankOns
  • Dwolla
  • oFlows
  • Mitek Systems
  • PayNearMe
  • Wikinvest

FinovateSpring 2010

  • Bobber Interactive
  • Expensify
  • oFlows
  • Wikinvest

FinovateStartup 2009

  • BillShrink (now Truaxis)
  • Prosper
  • Silver Tail Systems
  • SimpliFi

FinovateStartup 2008

  • First ROI (now BancVue)
  • Jwaala
  • Zecco
  • Zopa

Your Sneak Peek into FinovateSpring Begins Next Week

Spring is officially here and it’s time for a fresh look at the dozens of companies that will take the stage at FinovateSpring at the Santa Clara Convention Center on May 8 through 11. New this year, we’ve expanded the show to four to include discussions and analyses of a range of fintech topics.

If you haven’t registered yet, there’s still time to save on your ticket.

Your sneak peek into the demos

Finovate’s demo-only format will take center stage on the first two days, highlighting a range of fintech startups who will demo their newest offerings.

To get ready for what’s to come, we’re featuring a series of sneak peeks of some of the demoing companies. Stay tuned on the blog throughout the next few weeks as we reveal what each company is working on and why it’s worth paying attention to. As FinovateSpring draws near, we’ll also highlight notable speakers and keynote addresses that will take place later on in the conference.

For more of what to expect, check out the agenda, view the list of demoing companies, and plan your visit.

A to Z Demoing at FinovateSpring this May

Hot on the heels of FinovateEurope is our West Coast flagship event, FinovateSpring this May. As the first wave of demoing companies are unveiled, half are new to Finovate, half are returning alums, all have something new and exciting to show on stage.

We’ll share additional information on these companies and the rest of our speakers in the next few weeks. For now, here’s a look at the first wave of demoing companies for FinovateSpring 2018.

Make sure to book your ticket by the end of this month to save with early-bird rates!

New Year. New Venue. New Format. New FinovateSpring.

2018. Santa Clara. 4 days of demos & discussions.

Less than two weeks into 2018, most of us are already running to catch up. But there are a couple deadlines you should not let pass you by: demo application deadline this Friday, January 12 and ticket deadline next Friday, January 19 ($800 savings).

With its expansion to four days this year, FinovateSpring moves to the Santa Clara Convention Center on May 8-11. The first two days will continue featuring Finovate’s signature single-track demo format, while the next two days will focus on deeper dives and insights from keynotes, panels, breakout sessions and more. All the fintech bang for your buck consolidated into just four days.

Companies selected to demo on May 8-9 will receive 7 minutes on stage to demo their latest fintech innovation, a booth in the exhibition area, ability to connect with 1,500+ C-level financial execs, venture capitalists, entrepreneurs, and influential press, analysts, and bloggers, plus many other perks.

If you’re thinking about applying to demo, now is the time. Earlier applicants may receive faster selection and are also eligible for lower pricing. This next deadline, which guarantees you the lower cost, is this Friday, January 12. More information on demoing is available here.

And if you would rather check out the event with an eye towards applying next year, get your ticket before Friday, January 19 and save $800.

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