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FinovateFall 2014 Sneak Peek: Part 3


Last week we took a look at 12 companies that will present at FinovateFall this September 23 and 24 in New York:

Today, we’re covering six more companies who will hint at what their 7-minute demo will reveal on stage. If you’re interested in seeing the full live demo, get your FinovateFall ticket here.



    • Aimed at financial markets trading
    • Finds trade opportunities on hard-to-trade items through its smart network
    • Connects the right organizations around trades 
    • Does not disclose sensitive franchise data
Why it’s great:

It’s a B2B inter-firm trading social network in high-value, professional financial markets


1) Stu Taylor, CEO
Named as one of the 40 most influential individuals in Fintech 2014 by the Wall Street Journal eFinancial News. Previously a managing director in trading at UBS.


2) Usman Khan, CTO

Before co-founding Algomi, Khan was managing director at CapXD, a company he founded that sells technology solutions to investment banks.

Flexscorelogo.jpgFlexScore is the industry’s first personal financial health score that uses a patented algorithm and gamification to analyze your entire financial life and suggests ways to improve.

    • Sets up automated financial advice beyond budgeting and investing
    • Integrates with your financial institution’s products and solutions
    • Offers a digital engagement platform for customers and advisors
Why it’s great:
FlexScore simplifies financial planning for everyone and offers institutions a digital engagement platform that drives customer loyalty and profits higher.



1) Jason Gordo, CEO
Jason worked as a financial advisor for thirteen years and co-founded an advisory firm that was recognized by Forbes as a top-fifty emerging RIA.

2) Jeff Burrow, President and COO

Jeff spent fourteen years as a financial advisor, working with foundations, retirement plan participants, and high-net-worth individuals. He co-founded an advisory firm with Jason Gordo.


HedgeCo Networks’ HedgeCoVest is the first investment platform to allow investors and advisors to mirror actual hedge fund portfolios into their individual brokerage accounts in real time.


    • Real-time performance and portfolio-monitoring tools
    • Easy-to-use platform to analyze hedge fund’s portfolios
    • Allocate/liquidate intraday with the ability to lever portfolios up or down
Why it’s great:
HedgeCoVest provides an easy-to-use, secure platform for investors to mirror actual hedge fund portfolios in real-time with liquidity, transparency, and simple flat fees.


1) Evan Rapoport, Founder & CEO
Rapoport is the CEO/Founder of HedgeCo Networks who has been featured as a hedge fund expert on CNBC, MSNBC, FOX and leading publications.

2) Aaron Wormus, CTO

Wormus is the CTO of HedgeCoVest. Prior to HedgeCoVest, Mr. Wormus was the director of technical operations for HedgeCo websites & chief architect of the analytics suite, Hedge Fund Calculator.


Linqto lets you talk to your neighborhood banker, anytime, anywhere. Linqto’s Personal Banker delivers video-based, face-to-face transaction processing and communication with remote customers from any device.

    • Instant, easy video connection from any device, website, or kiosk
    • Do-it-for-me transactions add security to mobile banking
    • One-to-many video feature provides cross-sell and social opportunities
Why it’s great:

Consumer trust in banks is at record lows. Linqto’s Personal Banker delivers the essential face-to-face human connectivity and relationship-building benefits your remote customers are missing.


1) Dune Thomas, Vice President of Mobile Banking Solutions
The innovation leader behind Personal Banker, Dune is also currently leading automation efforts for Linqto clients Digital Insight and NCR in the financial mobile-apps sector.

2) Bill Sarris, CEO

A recognized expert in the field of streaming and collaborative technology, Bill has delivered major enterprise software applications for Microsoft, Intuit, Digital Insight, NCR, Google and Stanford.


Malauzai is designed for an exceptional user experience with superior economic value. SmartwebApps deliver the next generation of mobile banking by leveraging the power of an app-like experience on any device.

    • An app-like experience on any device, even the desktop
    • Responsive design and consistency across channels
    • More efficient and faster implementation
Why it’s great:

Internet banking is dead as you know it.


1) Robb Gaynor, Chief Product Officer and Founder
Gaynor heads up the product development and marketing for Malauzai, focused on ensuring the company has solutions at the cutting-edge of mobile innovation.
2) Danny Piangerelli, Chief Technology Officer and Founder
Piangerelli leads the technology team and is responsible for all aspects of Malauzai’s technology infrastructure.


Virtual StrongBox is an online safe deposit box. Customers store important information for record keeping and disaster recovery. Nothing’s more important than trust.

    • Encryption-at-rest for stored documents
    • Easy-to-use interface
    • Enterprise file exchange
Why it’s great:
Secure storage solutions are a valuable addition to the customer experience. Help your customers protect their important personal information with My Virtual StrongBox.


Ron Daly, President and CEO
Daly knows a thing or two about digital communication and bottom-line performance. He is President/CEO of Virtual StrongBox and a former CFO of a $1.5 billion financial institution.

We’ll feature 6 more companies this Thursday in Sneak Peek: Part 4 so stay tuned.