Meet 5 Companies Demoing at FinovateSpring That Promote Financial Literacy

Meet 5 Companies Demoing at FinovateSpring That Promote Financial Literacy

April is Financial Literacy Month. While we are all getting an education in trade policy these days, making sure we’re up to speed when it comes to financial wellness is just as important.

With that in mind—and with FinovateSpring less than one month away (May 7 – 9)—we wanted to highlight those demoing companies that have financial literacy and inclusion at the heart of their mission.


CoHome

Based in San Francisco and founded in 2025, CoHome offers a real estate co-ownership marketplace and management app that makes owning property more accessible for college students and their parents, reducing rent to zero.

How they support financial literacy: CoHome introduces parents to the concept of co-investing in student housing for their child.

Express Wages

Founded in 2023 and headquartered in Memphis, Tennessee, Express Wages offers Earned Wage Access (EWA) services to enable employees to receive some or all of their wages as they earn them.

How Express Wages supports financial literacy: Express Wages features a Financial Literacy blog on its website with articles and guides on budget-making, saving for a first home, and strategies to pay back student loans.

Kaian

Los Angeles, California-based Kaian provides a billpay support system that ensures that credit union members never have to worry about missing a payment due to temporary cash flow issues. The company was founded in 2022.

How Kaian supports financial literacy: Kaian’s AI-powered assistance provides personalized, on-demand financial guidance, including insights on budgeting, saving, and long-term financial planning.

Penny Finance

Founded in 2020 and based in Boston, Massachusetts, Penny Finance describes its mission as “closing the wealth gap.” The company offers an online financial planning engagement engine for credit unions and small banks.

How Penny Finance supports financial literacy: Penny Finance provides tailored education, resources, and perks to credit union members and customers of small banks.

Supermoney

Headquartered in Santa Ana, California and founded in 2013, SuperMoney offers a comprehensive financial services comparison website providing recommendations on products from personal loans and savings accounts to tax preparation firms and brokerages.

How SuperMoney supports financial literacy: SuperMoney offers financial tools and resources—as well as industry studies—to help individuals make better financial decisions.

FinovateSpring 2025 Sneak Peek Series: Part 1

FinovateSpring 2025 Sneak Peek Series: Part 1

A look at the companies demoing at FinovateSpring in San Diego on May 7 – 9. Register today using this link and save 20%.

Cinareo Solutions

Cinareo is a SaaS solution designed for scenario-based capacity planning for both agents and support staff at a contact center, including financial analysis and recruitment and training planning.

Features

  • 50% time savings for workforce planners adopting cloud-based planning
  • 20% cost reduction while keeping high service levels and productivity
  • 25% improvement in service efficiency and customer satisfaction

Who’s it for?

Any financial institution with a contact center that has over 100 seats.

Covet

Covet transforms estate organization by consolidating financial, physical, and digital assets into a real-time estate summary—unlocking insights for advisors and financial institutions.

Features

  • Provides complete estate visibility across financial, physical, and digital assets
  • Automates estate documents that are generated and updated seamlessly
  • Delivers scalable, automated updates for assets and family changes

Who’s it for?

Financial advisors, wealth management firms, family offices, credit unions, investors, and individual clients seeking seamless estate organization, automated updates, and multigenerational insights.

Kaian

Kaian’s white-label solution helps banks and credit unions support customers and members.

Features

  • Supports bill payment challenges for customers and members
  • Rewards smart spending habits to improve financial behavior
  • Drives loyalty and increases lifetime value for banks and credit unions

Who’s it for?

Credit unions and community banks.

TAPP Engine

TAPP Engine bridges the gap between banking and wealth, helping financial institutions grow by embedding white-labeled investment solutions that enhance engagement, drive revenue, and strengthen loyalty.

Features

  • Delivers an intuitive design, educational resources, and accessibility
  • Provides access to self-directed, automated, and practice investing experiences
  • Offers institutional-grade connectivity with data-driven personalization

Who’s it for?

Credit unions, banks, fintechs, RIAs, independent broker dealers, and more.

Winnow

Winnow is an award-winning regulatory change management platform that allows customers to build customized state and federal compliance surveys.

Features

  • Pay-As-You-Go Surveys: Generate a-la-carte compliance surveys
  • Bills: View bills linked to relevant requirements and defined terms
  • Historical Surveys: Build compliance surveys based on a past date

Who’s it for?

Banks, credit unions, fintechs, lenders, and law firms.