How they describe themselves: Eko enables 10,000 banks and credit unions to offer a digital investing solution, directly on their existing banking platforms via our white-label solution. This way, financial institutions can offer investments to all their clients instead of only serving the top 1% via financial advisors – all without having to build anything and hire anyone.

How they describe their product/innovation: Financial institutions use Eko’s digital investment platform to offer digital investing directly on their existing banking platforms via our white-label solution. This way, financial institutions can offer digital investing as simple as they offer digital banking.

Product distribution strategy: Through financial institutions

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

Contacts:

Bus. Dev.: Mart Vos (CEO), [email protected], 917-744-9432
Press: Mart Vos (CEO), [email protected], 917-744-9432

How they describe themselves: Fizen Technology excels in Enterprise IT Outsourcing, serving as a trusted Technology Partner globally. Our mission is to seamlessly integrate as an extension of your IT Department, offering specialized support and expertise. We also provide Software as a Service (SaaS) based compliance screening technologies and deploy experienced consultants attuned to industry nuances. Our dedicated team prioritizes customer service and quality, forming the foundation for executive decisions.

How they describe their product/innovation: Fizen’s all-in-one compliance screening platform, Verify, consolidates essential due diligence checks for banks and financial institutions. Our centralized system streamlines critical processes like KYC, OFAC, Restricted Industries, Beneficial Ownership, and more, providing clients a comprehensive solution to efficiently screen and monitor customers and business partners. By bringing key compliance tools into one intuitive platform, Fizen enables institutions to simplify compliance, reduce risk, and focus on core business priorities.

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.: Julia Concolino (Director of Marketing), [email protected], 412-525-1709
Press: Julia Concolino (Director of Marketing), [email protected], 412-525-1709

How they describe themselves: Nana (GetGrant) is a burgeoning company that recently launched its initial product, marking the first milestone of a larger vision. Within just 10 weeks, it has already attracted significant traffic, demonstrating a strong market demand for its offerings.

How they describe their product/innovation: Nana is an all-in-one platform designed to provide SMBs with rapid access to non-diluted funding. Leveraging advanced AI technology, Nana aims to eliminate the need for costly and opaque middlemen, consolidating these services into one efficient platform.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev. & Press: Yaryna Hotlib (CEO), [email protected]

How they describe themselves: Foresight is the operating system for the private market. They’re on a mission to help lenders, buyers, and investors make the right decisions faster about private companies. They do this by providing software that unifies every type of data about private companies and integrates it into powerful visualization, analysis and modeling tools for sourcing, diligence, and portfolio management. Learn more at foresightdata.com.

How they describe their product/innovation: Foresight offers three connected products that cover the private market lifecycle: sourcing, diligence, and portfolio management. Foresight’s infrastructure uses AI to integrate and unify disparate sources of critical private company data – third-party data, company KPIs, cap table, CRM, and fund accounting. Foresight integrates this unified data into software modules that let customers filter the universe of private companies, do data-driven diligence, and manage and maximize the value of their investments.

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

Contacts:

Bus. Dev. & Press: Adam Devine (CRO & Co-Founder), [email protected], 917-331-4375

How they describe themselves: FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing the digital banking offerings from banks, CUs, and fintechs, FinTech Insights allows its users to innovate faster, speed up their product releases, and de-risk their product strategy.

FinTech Insights empowers organizations such as Citi, Wells Fargo, US Bank, Fifth Third, America First CU, UBS, Backbase, Q2, and many more, to uncover fast unmet customer needs and go behind competitor’s login screens.

How they describe their product/innovation: In Q3 2023, FinTech Insights released its brand new GenAI module (FinTech Insights GPT) which runs advanced queries through their database using natural language and answers complex questions.

Now, they’ll present how FinTech Insights GPT can analyze each bank’s competitive landscape in depth and provide actual and actionable insights in a matter of seconds. Product research processes that could take months to complete can now be performed in less than a minute, with immense accuracy.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: Nickolas Belesis (VP of Growth), [email protected], +1 332-330-0981
Press: Domniki Athanasiadou (VP of Marketing), [email protected], +1 845-709-8353

How they describe themselves: Finalytics.ai revolutionizes how credit unions connect with their members by leveraging advanced analytics to provide personalized digital experiences.

How they describe their product/innovation: The Finalytics Platform uses real-time data and AI to personalize user experiences on credit union websites, increasing engagement and member satisfaction.

Product distribution strategy: Through financial institutions

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: John McKenna (VP of Sales), [email protected], 848-287-8518
Press: Michael Carter (CMO), [email protected], 901-907-2359

How they describe themselves: With $70B in assets under administration (AuA) and a user base of 17,000 companies, Eqvista has a solid foundation. With monthly valuations of $2B in client assets, they’re in a prime position to keep accumulating AuA and capitalize on opportunities to upsell equity and financial services.

Eqvista’s current pace is to accumulate $500B in AuA by 2026 and develop multiple financial products:

• Equity management: cap table/409a/investment valuation/compliance
• Secondaries: lending and marketplace
• Equity financing: revenue-based financing or debt

How they describe their product/innovation: Stock issuance in less than 10 minutes.

It’s tough for startups to manage stocks and set up a cap table hassle-free. There’s no straightforward stock management system available without aggressive sales tactics or complex customer onboarding processes – just a simple “leave your contact and we’ll get back to you” page.

Eqvista is the solution. With Eqvista, users can build a cap table in a matter of minutes, issue stocks to founders, set up ESOPs, create SAFEs, or simply record all funding rounds from pre-seed to pre-IPO.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: Tomas Milar (CEO), [email protected], 702-680-8879
Press: Jakub Vele (Head of Marketing), [email protected], 702-751-6738

How they describe themselves: Endaoment is the smartest way to give. They are a next-generation DAF provider, specializing in complex asset donations, and operating transparently onchain.

How they describe their product/innovation: Endaoment is showcasing their innovative Donor-Advised Fund (DAF), designed for simplicity and ethical engagement. Donors can contribute crypto, stock or complex assets easily, minimizing paperwork. The Endaoment protocol ensures compliance and transparency through their unique smart contract suite, providing instant onchain receipts. Donors have access to diverse investment options across traditional, impact, and blockchain portfolios. High-value donors can utilize bespoke investment strategies, at one of the industry’s lowest entry points.

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, Community Banks

Contacts:

Bus. Dev.: Alexis Miller (Partnerships & Donor Relations), [email protected]
Press: Dae Moyer (Communications & Programs), [email protected]

How they describe themselves: FRNZX, founded by crypto, AML, and intelligence experts, revolutionizes AML compliance in the cryptocurrency sector.

Our flagship product, a holistic crypto AML navigator, simplifies the integration of crypto transactions into banks’ AML frameworks, addressing the challenges of fragmented data and enhancing risk identification. FRNZX is committed to making regulatory compliance straightforward for financial institutions, ensuring they meet standards efficiently without getting lost in the complexity of digital currencies.

How they describe their product/innovation: FRNZX’s holistic crypto AML navigator is designed for banks struggling with cryptocurrency compliance. It streamlines the management of anti-money laundering duties throughout the customer journey-from onboarding to monitoring and reporting suspicious activities. By aggregating and analyzing customer financial behaviors and aligning them with a bank’s AML policies, our platform identifies risks and concerns efficiently. We aim to simplify compliance, helping banks meet regulations easily without getting lost in complexities.

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

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev. & Press: Nevo Lapidot (CEO), [email protected], +972-508447179

How they describe themselves: Eleos partners with consumer brands to embed income protection and life insurance into their online journeys. Using the data they hold, Eleos raises awareness, provides quotes, and expedites the application process.

How they describe their product/innovation: Embedded life and income protection insurance.

Product distribution strategy: Direct to Consumer (B2C), Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev. & Press: Kiruba Shankar Eswaran (CEO), [email protected], 07482269495

How they describe themselves: Finerative is a Gen-AI native startup bringing generative technology to the financial space. They are a transformative ally for the wealth management entities of the future, striving for enhanced efficiency and a captivating client experience.

How they describe their product/innovation: GPTadvisor is a generative AI platform specifically designed to boost wealth management entities productivity and client engagement.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Press: Isabel Forniés (COO), [email protected], 34620886789

How they describe themselves: EasyLodge is an Australian credit industry specific software provider, now launching on the world stage. EasyLodge markets the EasyLodge® Credit Lifecycle platform, which has been in operation for 16 years, having processed over 940,000 finance applications across all asset classes, across the entire credit lifecycle.

EasyLodge® allows small-to-medium-sized lenders to enjoy the same high level of functionality and cost benefits of a complete credit lifecycle platform, but without the exorbitant cost of implementation.

How they describe their product/innovation: EasyLodge® will be demonstrating the latest version of their consumer mortgage application process, which incorporates third party information integrations as part of their “5 minute mortgage application”.

They will demonstrate their renown instant decision and instant contract, which allows lenders to credit decision and provide a mortgage loan contract in 30 seconds.

This functionality is available across essentially any consumer and commercial asset class. This is currently available in Australia, and will be available in the United Kingdom by May.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev. & Press: Kosta Patsan (Managing Director), [email protected], +61 419 20 60 60