How they describe themselves: Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks®, Quicken® and TurboTax®, simplify small business management and payroll processing, personal finance, and tax preparation and filing. ProSeries® and Lacerte® are Intuit’s leading tax preparation offerings for professional accountants. The company’s financial institutions division, anchored by Digital Insight, provides on-demand banking services to help banks and credit unions serve businesses and consumers with innovative solutions. More information can be found at www.intuit.com

What they think makes them better: Mint.com is a leading online personal finance service from Intuit Inc., providing over 2 million users a fresh, easy and intelligent way to manage their money. And it’s free. Launched in September 2007, Mint.com has quickly grown to track nearly $200 billion in transactions and $50 billion in assets and has identified more than $300 million in potential savings for its users.

Contacts:

Bus. Dev.: Carrie Cronkey, Director, Business Development and Strategy, [email protected]
Sales: [email protected], 888-344-4674, Option 6
Press: Martha Shaughnessy, VP, Atomic PR, 415-593-1400 x235, [email protected]

How they describe themselves: MoneyAisle provides consumers with great rates on auto refinancing, new and used auto loans, CDs, and high-yield savings accounts while simultaneously helping banks and credit unions attract new customers. MoneyAisle’s methodology is simple: have participating financial institutions compete with each other in live auctions for each individual consumer request on demand, 24/7. MoneyAisle’s patent-pending technology creates a safe, transparent platform for consumers to get great rates on deposits, auto loans, and additional soon-to-be-released lending products.

What they think makes them better: MoneyAisle differs from other online auction sites,
which are seller-centric, by providing buyer-centric auctions to consumers: sellers bid for the buyer’s business. MoneyAisle eliminates the buyer’s burden of time-consuming comparison-shopping by providing free, live, on-demand auctions, 24/7.

Contacts:

Bus. Dev.: Gretchen Saegh, Sr. Mkt. Dev. Mgr., 781-272-1774×257, [email protected]
Press: Kevin Cafferty, 781-272-1774×248, [email protected],
Sales: Bob Watterson, VP, Institutional Partnerships, 781-272-1774×223, [email protected]

How they describe themselves: MPOWER Mobile is an international mobile payments company dedicated to empowering consumers worldwide. By harnessing the mobile phone’s ubiquity and universal functionality like SMS, MPOWER Mobile delivers financial services through the mobile handset – including the ability to send money, accept payments and make purchases. Based in Austin, Texas, MPOWER Mobile is backed by MPOWER Ventures.

What they think makes them better: The new YAP Gift MasterCard from MPOWER Mobile is the world’s first universal mobile gift card. With YAP Gift, consumers can send gifts anywhere in the world, instantly from the handset, and recipients can use the gift card to buy virtually anything they want online, by phone or by mail, any place they choose that accepts MasterCard debit cards and U.S. dollars. Funding, sending or spending a YAP Gift requires no bank account, account setup or currency conversion fees, and recipients can enjoy YAP Gift from any mobile handset or email account. The only gift card designed for the mobile handset, YAP Gift opens up a world of new giving possibilities for today’s mobile lifestyles. YAP Gift MasterCard for iPhone will soon be available for download from the iTunes app store.

Contacts:

Bus. Dev.: Neeraj Bansal, 512-485-2560, [email protected]
Press: Meredith DeSpain Kelsey, 512-531-1191, [email protected]

How they describe themselves: Paperless. Efficient. Easy.

oFlows totally eliminates paper for the application and processing of loans, deposits, credit cards, insurance products, etc. by making it all digital. We support online, branch and call-center origination channels for banks, credit unions, insurance and government entities.

What they think makes them better: oFlows is the first truly paperless end-to-end SaaS originations technology platform that handles every type of file from “apply now” to final decision. And because oFlows is a single-system solution that was built from scratch using today’s latest-and-greatest technology, everything works the way it is supposed to work, with no frustrating legacy systems or paper-based choke points. Every aspect of the solution is customizable – from total look/feel using your style sheet to fully customized business rules and decision engines to digitizing your existing documents and disclosures.

Contacts:

Bus. Dev.: Scott Pitts, 415-480-4515, [email protected]
Sales & Press: Jeff Kukesh, 415-894-9550, [email protected]

How they describe themselves: Pageonce is the largest mobile personal finance service in the US with more than two million customers. Pageonce is free, always available and incredibly easy to use. With Pageonce you will easily manage your money anytime anywhere, track all your bank, credit cards, bills, investment and travel accounts in one place on your phone, understand where your money goes and how your investments are doing in real time. We’ll even alert you with emails and notifications directly to your phone about upcoming bills, suspicious account activity, credit card limits, low checking balances, overdraft fees and more. Pageonce is live on all major Smartphone platforms, including the iPhone, Android, Blackberry and Windows Mobile.

We encourage you all to check us out and see why we’ve earned top ratings and awards from New York Times, Fox News, CNN, USA Today, PC Magazine, PC World, TechCrunch, Gizmodo, Cnet and others.

What they think makes them better: Pageonce focuses on creating the best experience for the consumer on the smartphone. Pageonce is also the only personal finance company that is live on all major smartphones. And, the company’s proprietary technologies enable Pageonce to provide broader, accurate and safer services.

Executives: Guy Goldstein (Co-Founder and CEO), Nissim Tapiro (VP of Research and Development), Jim Scheinman (Chief Operations Officer), Dan Blumenfeld (Chief Marketing Officer)

Board Members: Liron Petrushka (Chairman), Eitan Bek (Pitango Venture Capital), Guy Goldstein (Pageonce)

Customers: US, Canadian and UK members.

Partners: Leading banks, investment firms, financial institutions, and other similar companies

Contacts:

Biz Dev & Sales: [email protected]
Press: Eric Sokolsky, Sparkpr – [email protected]

How they describe themselves: Point of Wealth Systems, Inc. (POWR) provides affordable and convenient financial services to the millions of people who are compensated in cash or don’t have bank accounts. Cash can be applied towards a wide range of options including:

• An IRA account
• A checking or savings account
• Bill Pay
• An Educational Savings Account
• Prepaid cards and other card top offs
• Gift cards
• A Charitable donation
• Sending money to Mexico
• Contribution to a POWR Save Account to save money towards the purchase of large items such as vacations or big screen TV’s
• Payday loan disbursement
• Deals of the day of $50 or less from affiliate vendors

What they think makes them better: We accept cash, we do not dispense it. Our small footprint, inexpensive kiosk allows placement almost anywhere. The amount of currency in circulation has grown by 13.3% in the last two years to over $900 billion dollars even with the increasing automation of the financial services industry. Combine this with the fact that over 25% of all American households or 60 million adults are unbanked or under-banked and it becomes clear that the cash-based economy in the U.S. is enormous and growing. Our machines digitize cash allowing this demographic the cost savings and convenience the digital realm affords the rest of us.

Executives: Doug Lindstrom (CEO), David Prehn (President), Mark Dybvig (CFO)

Contacts:

Bus. Dev., Sales & Press: Dave Prehn, President, 503-293-8349, [email protected]

How they describe themselves: Mint.com is America’s #1 online personal finance service, providing more than 1.5 million users a fresh, easy and intelligent approach to money management. And it’s free. Mint is tracking over $200 billion in transactions, $50 billion in assets and has identified more than $300 million in potential savings for its users. Mint.com takes less than five minutes to set up and Mint does the rest, securely downloading transaction data from more than 8,000 bank, credit card and investment accounts on a daily basis. Users never need to import or synch data. Patent-pending technology and proprietary algorithms categorize transactions; provide one view of all account activity; alert users to low balances, bank fees, upcoming bills, and unusual activity; and give personalized suggestions for significant savings opportunities.

What they think makes them better: Mint.com is rated top in its category by Kiplinger, Money, PC World and PC magazines, was named one of the 50 Best Websites of 2008 and 2009 by Time magazine, and has received four Webby awards, an American Business Award and accolades from the Wall Street Journal, BusinessWeek, TechCrunch, and Lifehacker, since its September, 2007 launch. The company was named one of 34 international Technology Pioneers by the World Economic Forum in 2008 and publishes an award-winning personal finance blog at http://www.mint.com/blog. Mint’s management team includes industry veterans drawn from Charles Schwab, eBay, Expedia, Intuit, PGP and other leaders in the finance, security and software industries.

Contacts:

Biz Dev and Sales: Ksenia Kouchnirenko, VP of Bus. Dev., [email protected], 415-254-4457
Press: Martha Shaughnessy, Director, Atomic Public Relations, [email protected], 415-987-0285

How they describe themselves: In 2009, The Mobile Internet is prevalent in the United States. With over 200 Banks and Credit Unions in America using MShift technologies as the prime basis to deploy their mobile banking applications, MShift is the undisputed leader in the mobile banking sector. MShift technology has international reach: tested and vetted in Japan, MShift deployments, in banking as well as other verticals, have spanned the globe. Carrier Independent, Device Independent, MShift technology converts data on the fly for delivery and dynamic configuration on iPhones, Blackberries, Android smartphones, as well as over 20,000 unique types of handsets across the globe.

What they think makes them better:

• Patented Technology: In 2005, MShift received USPTO approval for its process of automatic conversion of data from the web and other data sources, for configuration and delivery on mobile internet devices.
• Expedited Development Cycle: MShift deployment cycle is measured in days and weeks, vs. competitors which discuss their time lines in months and quarters.
• MShift’s has designed its pricing structure to promote adoption: They earn revenues from active use, and cover their costs in installation & development fees.
• All mobile delivery channels supported in a single price structure: MShift mobile banking incorporates Mobile Browser, SMS, and downloadable applications
• History of accomplishment: MShift has current customers leading back to 2001, and its technology has been tested and vetted in Asian markets which demand the highest quality control in order to compete and succeed.

Contacts:

Biz Dev: Jacqueline Snell, [email protected], 408-775-5270 & Jeffrey Chen, [email protected],
408-451-3954;
Sales:Jacqueline Snell, [email protected], 408-775-5270
Press: Catherine Ptak, [email protected], 612-605-6233

Contacts:

Biz Dev: Russ Cutler, [email protected], 212-876-8600 x114 or Noah Breslow,
[email protected], 212-876-8600 x101
Sales: David Sappupo, [email protected], 212-876-8600 x110
Press: Jonathan Cutler, 818-981-3023, [email protected]

How they describe themselves: Outright.com provides free, dead-simple online bookkeeping for the 20 million US small businesses that work for themselves. We drastically reduce the pains of running a micro-business by giving entrepreneurs everything they need to manage their business finances (income and expense tracking, quarterly and yearly taxes, etc) and nothing they don’t.

What they think makes them better:
Unlike traditional accounting and bookkeeping applications, any business owner can use Outright.com. There are no accounting jargon or concepts to learn – no accrual accounting, no chart of accounts, no debits and credit. Outright.com is also completely free to use and integrates seamlessly with other popular small business platforms like eBay, Paypal and FreshBooks.

Contacts:

Biz Dev: Kevin Reeth, CEO and Co-Founder, [email protected]
Sales and Press: Paul O’Brien, VP Marketing, [email protected]

How they describe themselves: payByMobile is a mobile wallet that makes online shopping easier. Shoppers simply text to pay. It enables anyone to shop online as it works on any cell phone, irrespective of carrier. Shoppers load CASH on their wallet at local stores or by card at the ATM, and then just text to pay when shopping online.

What they think makes them better: Card payment options are well covered online, as are card funded e-wallets, e.g. PayPal. We use the cell phone as the gateway to bring cash spending and ATM payments online.

Contacts:

Biz Dev: Liam Lowe, CEO, [email protected]
Sales: Liam Lowe, CEO, [email protected]
Press: Charles Hogan, MKC Communications, [email protected], (00 353) 1 703 8609

How they describe themselves: People Capital is a student loan marketplace addressing the $115 billion annual education funding gap in the US, by leveraging innovations in credit risk and loan origination. With our proprietary Human Capital Score, lenders have a risk management tool that underwrites a student based on merit and projected income. With our peer lending platform, we originate student loans with fractional lender participation helping them diversify risk. We utilize automatic or manual portfolio screening for lenders to better carve up the borrower base. Additionally our loan bid auction method can lower interest rates for borrowers as well.

What they think makes them better: Unlike other student or consumer lenders, we offer innovative risk management and cutting edge risk diversification. The Human Capital Score changes the way we manage student credit risk, by analyzing the student’s ability to service debt, rather than the nominal need for tuition. The peer lending platform opens the doors for origination, in an industry that has lagged innovation for many years. The platform allows lenders to screen borrowers by university, major, region, HCS Score, etc and they can fractionally participate in loans, thus diversifying risk.

Contacts:

Biz Dev: Jacques Tohme, VP – Corporate Development, 212-401-1216 x38;
Sales: Amie Dorman, VP – Business Development, 917-528-0139;
Press: Alan Samuels, CPO, 212-401-1216 x11