How they describe themselves: Clarista unifies structured and unstructured data-documents, emails, transcripts, and more-into decision-ready intelligence. It turns fragmented content into trusted, traceable, and policy-aware data assets so that teams can move faster with less guesswork. Whether you’re approving loans, investigating risk, or enabling AI copilots, Clarista delivers the context your business needs to make confident, explainable decisions.

How they describe their product/innovation: We’re showcasing how Clarista transforms messy SMB loan applications into clean, structured files in seconds. From tax returns to emails, Clarista auto-extracts key fields, flags risk signals, and generates trusted synthesis-no templates, no training required. It’s a faster, smarter way to move from document piles to approved loans.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Clay Karges (Head of Product), [email protected], 315-717-9924
Press: Katherine Fleming (Marketing Lead), [email protected], 917-717-1591

How they describe themselves: Castellum.AI is trusted by AML and fraud teams to accelerate risk decisions so institutions can take on business with confidence. We are the only financial crimes compliance platform with in-house risk data, AML/KYC screening, and explainable AI agents. Our platform integrates into onboarding, transaction monitoring, and other workflows, enabling teams to scale operations while maintaining precision and oversight.

The result? We eliminate 94% of false positives and reduce alert review time by 83%.

How they describe their product/innovation: We deploy explainable AI agents for AML/KYC that cut down compliance review times by 83% and reduce false positives by 94%. We will demonstrate how compliance teams leverage our AI agents to accelerate risk decisions to reduce backlogs that slow down operations across onboarding, payments, fraud investigations, and regulatory reporting. Our AI agents incorporate context from AML alerts, investigate cases, and create audit-ready adjudications for real-time compliance.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms, Licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Peter Piatetsky (CEO), [email protected], 646-578-1450
Press: Spencer Vuksic (VP, Growth), [email protected], 971-244-2541

How they describe themselves: Debbie is the first rewards platform for good money habits, where consumers can earn points for saving, paying off debt, and making on time payments. Through our user network, we help our bank partners acquire thousands of new consumers per month for half the cost, as well as retain them with rewards.

How they describe their product/innovation: Debbie is launching its new AI-matching capabilities as well as Rewards 2.0. Our algorithm will ensure every user is matched with the most compatible partner based on their goals, and users will be able to earn 1:1 points on their positive transactions. They will be able to redeem those points for bonuses when transferring to select financial products and services, as well as everyday merchants.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Rachel Lauren (Co-Founder & COO), [email protected], 201-562-5896

How they describe themselves: Decisionly unlocks AI-powered dispute resolution and first-party-fraud deflection for enterprise-grade card issuers. Decisionly is built by the founders of Chargehound, the first automated dispute solution for merchants. Chargehound (backed by Y Combinator, Reid Hoffman, Khosla Ventures) powered over $1B in disputes for the biggest tech merchants of the past decade – Uber, Shopify, Doordash, Airbnb. Chargehound was acquired by PayPal and powers PayPal global disputes infrastructure.

How they describe their product/innovation: Decisionly unlocks AI-powered dispute resolution and first-party-fraud deflection for card issuers, driving scalable, compliant, and cost-effective dispute operations. Decisionly’s next-gen technology automates disputes end-to-end, from intelligent intake solutions to custom investigation workflows and rapid resolution. The solution combines deep domain expertise with advanced technology to solve complex challenges like first-party fraud – enabling issuers to make faster, smarter decisions while reducing operational risk.

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: Pallavi Kuppa-Apte (CEO), [email protected]

How they describe themselves: Founded in 2020 and headquartered in Ireland, Dimply operates across Europe, the UK, and Australia. We help financial services providers shift from generic, static interactions to dynamic, AI-powered experiences. Our no-code experience engine lets teams closest to the customer design, deploy, and optimise embedded journeys instantly, without relying on developers. Built for regulated institutions, Dimply combines data orchestration, personalization, and seamless integration to boost engagement, trust, and customer value.

How they describe their product/innovation: The Dimply Hub is an intuitive AI experience engine for financial services. It empowers non-technical teams to turn any data into hyper-personalized, embedded journeys – live in your apps, sites, and portals. Orchestrate APIs in real time, adapt experiences instantly, and deliver measurable business outcomes without long development cycles. Designed for regulated markets, it enables banks, insurers, pension providers, and wealth managers to create trusted, high-impact customer interactions at scale.

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.: Jac Dunne (CEO), [email protected], +353 87 359 2413
Press: Eoin O Shea (Director of Operations & Talent), [email protected], 0830323479

How they describe themselves: CD Valet is a digital marketplace connecting consumers to financial institutions to compare and open Certificates of Deposit (CDs) with the best rates and terms nationwide. A fintech spinoff of Seattle Bank, CD Valet enables banks and credit unions to digitally compete against the biggest financial brands for retail deposits. More than three million savvy savers have shopped for and opened CDs through over 50 financial institution partners that actively use the marketplace to efficiently and cost effectively raise new deposits.

How they describe their product/innovation: CD Valet’s Market Intelligence Tool (MIT) is a data analysis platform designed for financial institutions to monitor and analyze the competitive landscape of Certificate of Deposit (CD) rates. Providing insights into competitor offerings, historical rate trends, and consumer CD preferences, the MIT enables banks and credit unions to make informed decisions about pricing, marketing, and asset/liability management. Using 30,000 CD rates from over 4,000 banks and credit unions, the MIT delivers real-time data to compete and win in the deposit marketplace.

Product distribution strategy: Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Josh Williams (Head of Partnerships), [email protected], 206-579-9547
Press: Mary Grace Roske (Head of Marketing & Communications), [email protected], 206-235-8518

How they describe themselves: AirKey, powered by Capital One’s proprietary technology, is an identity verification solution backed by over 700 patents. Invented in 2017 and launched in 2020, AirKey has become the market leader in one-tap authentication, with over 100 million AirKey-enabled cards active today. Purpose-built to protect consumers, merchants and banks, AirKey proactively mitigates fraud and instills confidence across the entire payments ecosystem.

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.: Brigid Beitel (Director, Partnerships), [email protected], 914-262-1671
Press: Caroline Finnell (Communications Manager), [email protected], 202-209-0820

How they describe themselves: Covet transforms estate planning into a growth engine for advisors. As $84 trillion shifts generations, Covet helps you stay at the center-by connecting families, organizing assets, and making wealth transfer seamless. It’s built for multigenerational households: every client, every heir, one shared experience. Covet reveals hidden AUM, strengthens emotional ties, and ensures you’re not “mom and dad’s advisor”-you’re the family’s advisor, now and for decades to come.

How they describe their product/innovation: Covet is a client-facing estate platform that helps advisors grow AUM, deepen relationships, and retain assets across generations. Families can organize accounts, personal property, and digital files-and easily assign assets to beneficiaries. Each heir receives their own vault and balance sheet, making wealth transfer clear and personal. Covet transforms estate planning into a collaborative, multigenerational experience that keeps advisors connected to the entire household-before, during, and after wealth transitions.

Product distribution strategy: B2C, B2B, through financial institutions, other fintech companies & platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Christy Wong (VP of Business Development), [email protected], 929-284-5249
Press: Rob Bucher (Head of Marketing), [email protected], 612-877-0462

How they describe themselves: Auditive is a Third-Party Risk Management platform with continuous monitoring, empowering financial institutions to engage with their third parties confidently. Businesses can onboard vendors 4x faster and measure their enterprise risk at scale – leveraging AI and the Auditive Network. The Auditive Network is the first risk network of its kind; it enables businesses to showcase their risk posture seamlessly and continuously, to build trust with their partners.

How they describe their product/innovation:

• Third-Party Risk Management Solution: Purchasers can automate 80%+ of their vendor risk review process and evaluate third-party risk much faster, leveraging Auditive AI.
• Auditive Network: Vendors can expedite the RFP process and build trust by showcasing their risk posture to customers on the network.

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: Daniel Faddoul (Founder, CEO), [email protected], 347-791-6935

How they describe themselves: Contour is an AI-powered customer support platform that transforms banking experiences through intelligent voice and chat agents that can take real-time actions on behalf of customers. Built specifically for financial institutions, our platform seamlessly integrates with your existing systems to deliver personalized service while maintaining bank-grade security. With zero-lift implementation, Contour helps deliver exceptional service 24/7 without adding headcount, turning support from required overhead to competitive advantage.

How they describe their product/innovation: Contour’s AI Voice Agent delivers remarkably human-like conversations while performing real banking actions on customers’ behalf. Unlike traditional voice systems, our agent understands complex financial requests, securely accesses customer accounts, and completes customer requests, all while maintaining a natural, empathetic conversation flow. Experience the future of financial support: an AI assistant that doesn’t just sound human, but solves problems like your best human agent would.

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: Arvind Subramanian (CEO), [email protected]

How they describe themselves: Accend helps financial institutions underwrite faster-with trust and accuracy built in.

We combine AI with expert human review to spread financials and turn them into clean, decision-ready data. Customers like Brex, Rippling, and Slope have achieved 100% accuracy and 80% reduction in application processing time with Accend.

Before starting Accend, the founders led Product & Engineering on the Risk team at Brex as well as at Deutsche Bank and Credit Suisse so they have experienced firsthand the issues with operational efficiency in credit and underwriting teams.

How they describe their product/innovation: Accend is an AI-powered, human-verified financial spreading platform that transforms how financial institutions analyze borrower financials.

We extract structured data from any format-PDFs, Excel-and deliver accurate, audit-ready spreads with calculated ratios, credit memos, footnote summaries, and portfolio insights.

Our human-in-the-loop review ensures full trust in every case.

Commercial teams at financial institutions use Accend to reduce turnaround times, improve consistency, and expand access to credit across a broader customer base.

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: Pranjal Daga (Co-Founder & CEO), [email protected], 765-409-4403

How they describe themselves: CoHome is reimagining student housing as a high-impact investment class – by turning renters into co-owners. Our platform enables families and investors to co-own student housing properties near major universities, unlocking access to appreciating real estate, steady rental income, and reduced volatility compared to traditional rentals. Rather than pay rent with no return, students (and their families) can now build equity during college years.

How they describe their product/innovation: CoHome is showcasing how demand from our platform translates into loan origination requests for our partner banks.

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: Mao Du (CEO), [email protected], 415-940-8999