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
How they describe themselves: Engage People is the only loyalty network that enables program members to pay with points directly at checkout. A global technology provider connecting loyalty programs with global payment systems and retailers, covering 100% of the top purchase categories in North America. Leading banks and retailers rely on Engage People for its pay-with-points capabilities and first-of-its-kind loyalty network, which has facilitated the redemption of more than 44 billion points to date. The company has 100+ employees and is headquartered in Ontario, Canada.
How they describe their product/innovation: Access Plus is the evolution of Engage’s Pay with Points technology enabling Loyalty Program members to use their points as currency in real-time on participating ecommerce sites or in-store. Designed to secure additional program partners and retailers through a simple API integration, existing partners benefit from the growing network without expending additional technical resources. This platform connects loyalty programs with global payment systems, payments aggregators, and online retailers covering 100% of the top purchase categories in North America.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Rusty Ware (VP Strategic Partnerships), [email protected], direct: 416-775-9119, mobile: 615-424-6882
Press: Nick Relph (Head of Marketing), [email protected], 905-301-3329
How they describe themselves: eSelf is bringing face to face communication to large language models. Our virtual agents communicate effectively, providing a human-like experience, streamlining the sales process and minimizing human involvement. Currently, chatbots are text based and limited in possible reactions – whereas with eSelf the options are near infinite. Using our technology, banks and lenders will provide a positive and engaging user journey for all users – from young professionals in a rush, to elders struggling to fill e-forms.
How they describe their product/innovation: Large financial institutions are finding it difficult to give all their clients high level service. Our virtual agents are designed to act as additional workforce to your sales and customer success team, providing a positive user journey and personal touch to every call. Now, your teams are available to address the complex and premium clients, while our agents take care of all other cases around the clock, 24/7.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Jonathan Carmeli (VP Business Development), [email protected], +972-526906031
Press: Alan Bekker (CEO), [email protected], +972-525159256
How they describe themselves: Flybits is a context-aware digital experience design platform, delivering personalization at scale. Core to this is our expertise and IP in orchestrating and augmenting customer data with other datasets without interoperability or data movement concerns and complexities. With Flybits, enterprises are able to design, launch, and measure data-driven consumer experiences that deliver the right information to the right customer at the right time, while preserving their privacy. For more information, visit flybits.com.
How they describe their product/innovation: Market leaders in the financial services industry understand the importance of one-to-one marketing and creating a hyper-personalized experience for their customers. With the evolving needs of consumers, the need to be present in all spaces where your customers interact is present more than ever. Flybits’ OpenDome is a completely new way to learn, interact and transact, from everyday banking tools and offers, to personalized financial advice and virtual wealth planning, to gamified financial literacy in a 3D/virtual reality space.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Chris Pinkerton (CGO), [email protected]
Press: Ali Rahnema (CCO), [email protected]
How they describe themselves: Founded in 2017, Fundica is an award-winning, AI-powered funding search engine licensed by some of the largest financial institutions in North America. With our solution, an FI enables SMBs to easily identify, organize, and apply for the most relevant government funding available on its site. At the same time, the FI attracts, acquires, and retains business clients, promotes inclusion, captures firmographics, and becomes a more complete funding advisor.
How they describe their product/innovation: We intend to showcase some enhancements to both the front-end and back-end of our funding search solution. In particular, we have implemented a traffic augmentation solution (through SEO syndication of personalized funding content), improved traffic conversion (through optimized user journeys), and increased user engagement and satisfaction (through an expanded funding program database and refined program matching algorithm ). Collectively, these enhancements have optimized user traffic and experience across financial institution websites.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Scott Rogalski (Business Development & Partnerships), [email protected]
Press: Jacob Ma (Head of Growth), [email protected]
How they describe themselves: Silicon Valley-based Finalytics.ai is the first platform to apply real-time big data and machine learning to create a segment of one experience that addresses the unique needs of prospective and existing clients of community financial institutions. The Finalytics.ai platform dynamically segments incoming information from multiple sources concerning an individual then presents curated content unique to that person in real time. This allows institutions to compete more effectively, drive member/customer acquisition, and improve retention.
How they describe their product/innovation: The Finalytics.ai platform humanizes the digital experience, enabling community financial institutions to instantly unleash the power of AI by offering a segment of one digital experiences for consumers. The AI machine learning engine continuously analyzes multifaceted data and dynamically curated content for the individual prospect or client delivering messaging and offerings specific to their needs at that moment. Because the architecture of our platform was built to integrate with your existing IT infrastructure, you get results in weeks, not months.
Product distribution strategy: Direct to Business (B2B), Licensed
Contacts:
Bus. Dev.: John McKenna (VP, Sales), [email protected]
Press: Michael Carter (CMO), [email protected]
How they describe themselves: HappyNest’s mission is to make real estate investing accessible, engaging and rewarding for everyone. The company offers a unique combination of investment opportunities and gamified experiences within commercial real estate through a mobile app, while simultaneously providing valuable data on spending behaviours and brand affinity to management.
How they describe their product/innovation: The product being demoed is called HappyNest, a revolutionary commercial real estate investing and savings mobile app that grants access to quality real estate projects to all Americans with a minimum investment of $10. Looking ahead, there will be updates to the app, including a brand-new user interface, that we’ll include in our demo.
Product distribution strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev.: Jesse Prince (Founder & CEO), [email protected]
Press: [email protected]
