Compare Payment Processing Products
Compare all Payment Processing software products side by side. Every product compared to every other product in this category.
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| Rating |
4.5
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4.4
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| Reviews | 15 | 12 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
| Website | https://centralhq.com | https://www.getcleva.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.4
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| Reviews | 15 | 8 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
| Website | https://centralhq.com | https://blaze.money |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.3
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| Reviews | 15 | 7 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
| Website | https://centralhq.com | https://www.formulainsight.io/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Missing important features we need for our workflow."
Effie Ernser - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.3
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| Reviews | 15 | 11 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
NowHouse helps stock brokerages settle trades instantly. |
| Website | https://centralhq.com | https://www.nowhouse.io |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.2
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| Reviews | 15 | 9 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
| Website | https://centralhq.com | https://newmoneycompany.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.5
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4.2
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| Reviews | 15 | 15 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
| Website | https://centralhq.com | https://www.joinforge.app/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Great price point for the features offered."
Elyse Schiller - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"The interface is confusing and needs improvement."
Annabell Huels - 1/5
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| Details | View Full Review → | View Full Review → |
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C
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| Rating |
4.5
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4.2
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| Reviews | 15 | 11 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://centralhq.com | https://double.finance/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"The interface is confusing and needs improvement."
Eunice Russel - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.1
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| Reviews | 15 | 14 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://centralhq.com | https://www.finosu.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.1
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| Reviews | 15 | 8 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://centralhq.com | https://www.rysemarket.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
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| Details | View Full Review → | View Full Review → |
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A
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| Rating |
4.5
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4.1
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| Reviews | 15 | 10 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://centralhq.com | https://www.arva.ai |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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| Details | View Full Review → | View Full Review → |
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C
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| Rating |
4.5
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4.1
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| Reviews | 15 | 11 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://centralhq.com | https://clarum.ai |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.5
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4.1
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| Reviews | 15 | 15 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://centralhq.com | http://www.miden.co |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.0
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| Reviews | 15 | 14 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://centralhq.com | https://squareup.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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4.0
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| Reviews | 15 | 13 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://centralhq.com | https://www.infinityapp.in/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.5
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4.0
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| Reviews | 15 | 12 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://centralhq.com | https://joinswift.app |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Really impressed with the features and ease of use."
Della Smith - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.5
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4.0
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| Reviews | 15 | 11 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://centralhq.com | https://paasa.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Well-designed interface and powerful features."
Lelah Morissette - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.5
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4.0
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| Reviews | 15 | 9 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://centralhq.com | https://surebright.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Outstanding performance and great documentation."
April Kessler - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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R
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| Rating |
4.5
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4.0
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| Reviews | 15 | 9 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://centralhq.com | https://getroe.ai |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Great price point for the features offered."
Ramona Toy - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.5
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4.0
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| Reviews | 15 | 8 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://centralhq.com | https://yenmo.in/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Great price point for the features offered."
Lucas Pouros - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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3.9
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| Reviews | 15 | 14 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://centralhq.com | https://joinpap.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.9
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| Reviews | 15 | 12 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://centralhq.com | https://villagelabs.app/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.9
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| Reviews | 15 | 11 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://centralhq.com | https://riskcube.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.9
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| Reviews | 15 | 9 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://centralhq.com | https://www.therentflow.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.9
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| Reviews | 15 | 8 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://centralhq.com | https://moretapay.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.9
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| Reviews | 15 | 14 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://centralhq.com | https://suretynow.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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3.8
|
| Reviews | 15 | 9 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://centralhq.com | https://stripe.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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3.8
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| Reviews | 15 | 12 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://centralhq.com | https://www.fazeshift.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.7
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| Reviews | 15 | 7 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://centralhq.com | https://bayesline.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.7
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| Reviews | 15 | 7 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://centralhq.com | http://rovecard.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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3.7
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| Reviews | 15 | 9 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://centralhq.com | https://www.goldenbasis.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
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3.7
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| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://centralhq.com | https://getlumen.dev |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.7
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| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://centralhq.com | https://luciblefi.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.6
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| Reviews | 15 | 8 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://centralhq.com | https://business.triply.co/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.6
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| Reviews | 15 | 5 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://centralhq.com | http://www.fuseinsight.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.5
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| Reviews | 15 | 4 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://centralhq.com | https://www.hellosunset.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.5
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| Reviews | 15 | 4 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://centralhq.com | https://www.SaturnOS.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.4
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| Reviews | 15 | 7 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://centralhq.com | https://www.finnyai.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.3
|
| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://centralhq.com | https://www.tradeflowai.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.3
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| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://centralhq.com | https://assemblyhoa.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
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4.5
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3.2
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| Reviews | 15 | 5 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://centralhq.com | https://prosights.co/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
|
3.0
|
| Reviews | 15 | 4 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://centralhq.com | https://www.elayne.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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4.5
|
3.0
|
| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://centralhq.com | https://www.meetthyme.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
|
2.7
|
| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://centralhq.com | https://corgi.insure |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
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| Rating |
4.5
|
2.7
|
| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://centralhq.com | https://offdeal.io |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
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C
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| Rating |
4.5
|
2.0
|
| Reviews | 15 | 3 |
| Description |
Central kills back-office work for startups. While HR/payroll platforms give you software to figure it out, Central actually does all the work using AI agents and human experts: payroll, benefits, compliance, accounting, taxes, and more. That's 10+ hours back every month. Thousands of founders trust Central, including high-growth companies like Magic Patterns, Wordware, and Bitesight. Learn more and start for free at centralhq.com |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://centralhq.com | https://www.taxgpt.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Lue Emard - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Prof. Kim Fisher - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.4
|
| Reviews | 12 | 8 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
| Website | https://www.getcleva.com | https://blaze.money |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.3
|
| Reviews | 12 | 7 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
| Website | https://www.getcleva.com | https://www.formulainsight.io/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.4
|
4.3
|
| Reviews | 12 | 11 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
NowHouse helps stock brokerages settle trades instantly. |
| Website | https://www.getcleva.com | https://www.nowhouse.io |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.2
|
| Reviews | 12 | 9 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
| Website | https://www.getcleva.com | https://newmoneycompany.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.2
|
| Reviews | 12 | 15 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
| Website | https://www.getcleva.com | https://www.joinforge.app/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great price point for the features offered."
Elyse Schiller - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.2
|
| Reviews | 12 | 11 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://www.getcleva.com | https://double.finance/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 12 | 14 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://www.getcleva.com | https://www.finosu.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.4
|
4.1
|
| Reviews | 12 | 8 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://www.getcleva.com | https://www.rysemarket.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.4
|
4.1
|
| Reviews | 12 | 10 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://www.getcleva.com | https://www.arva.ai |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.4
|
4.1
|
| Reviews | 12 | 11 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.getcleva.com | https://clarum.ai |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 12 | 15 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.getcleva.com | http://www.miden.co |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 12 | 14 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.getcleva.com | https://squareup.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 12 | 13 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.getcleva.com | https://www.infinityapp.in/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 12 | 12 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.getcleva.com | https://joinswift.app |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 12 | 11 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.getcleva.com | https://paasa.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Cleva vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 12 | 9 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.getcleva.com | https://surebright.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.4
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4.0
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| Reviews | 12 | 9 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.getcleva.com | https://getroe.ai |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 12 | 8 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.getcleva.com | https://yenmo.in/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
P
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|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 12 | 14 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.getcleva.com | https://joinpap.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 12 | 12 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.getcleva.com | https://villagelabs.app/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 12 | 11 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.getcleva.com | https://riskcube.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 12 | 9 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.getcleva.com | https://www.therentflow.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
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| Rating |
4.4
|
3.9
|
| Reviews | 12 | 8 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.getcleva.com | https://moretapay.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 12 | 14 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.getcleva.com | https://suretynow.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.8
|
| Reviews | 12 | 9 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.getcleva.com | https://stripe.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.8
|
| Reviews | 12 | 12 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.getcleva.com | https://www.fazeshift.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 12 | 7 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.getcleva.com | https://bayesline.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 12 | 7 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.getcleva.com | http://rovecard.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Cleva vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 12 | 9 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.getcleva.com | https://www.goldenbasis.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.getcleva.com | https://getlumen.dev |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.getcleva.com | https://luciblefi.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.6
|
| Reviews | 12 | 8 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.getcleva.com | https://business.triply.co/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.6
|
| Reviews | 12 | 5 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.getcleva.com | http://www.fuseinsight.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|
|---|---|---|
| Rating |
4.4
|
3.5
|
| Reviews | 12 | 4 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.getcleva.com | https://www.hellosunset.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.4
|
3.5
|
| Reviews | 12 | 4 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.getcleva.com | https://www.SaturnOS.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.4
|
| Reviews | 12 | 7 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.getcleva.com | https://www.finnyai.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.3
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.getcleva.com | https://www.tradeflowai.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.3
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.getcleva.com | https://assemblyhoa.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.2
|
| Reviews | 12 | 5 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.getcleva.com | https://prosights.co/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
4.4
|
3.0
|
| Reviews | 12 | 4 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.getcleva.com | https://www.elayne.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
4.4
|
3.0
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.getcleva.com | https://www.meetthyme.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
4.4
|
2.7
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.getcleva.com | https://corgi.insure |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
4.4
|
2.7
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.getcleva.com | https://offdeal.io |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
4.4
|
2.0
|
| Reviews | 12 | 3 |
| Description |
Cleva enables African freelancers and businesses to receive international payment for their service, while protecting themselves from local currency volatility. With a Cleva USD account, one can easily receive USD payment from anywhere in the world, spend via a card, pay bills, convert to local currency, and save in USD to hedge against local currency volatility. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.getcleva.com | https://www.taxgpt.com |
| Positives |
"The team uses it daily. Essential for our operations."
Nina Ebert MD - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Prof. Nathanael Hagenes - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.3
|
| Reviews | 8 | 7 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
| Website | https://blaze.money | https://www.formulainsight.io/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
|
|
|---|---|---|
| Rating |
4.4
|
4.3
|
| Reviews | 8 | 11 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
NowHouse helps stock brokerages settle trades instantly. |
| Website | https://blaze.money | https://www.nowhouse.io |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.2
|
| Reviews | 8 | 9 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
| Website | https://blaze.money | https://newmoneycompany.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.2
|
| Reviews | 8 | 15 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
| Website | https://blaze.money | https://www.joinforge.app/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great price point for the features offered."
Elyse Schiller - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.2
|
| Reviews | 8 | 11 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://blaze.money | https://double.finance/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 8 | 14 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://blaze.money | https://www.finosu.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 8 | 8 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://blaze.money | https://www.rysemarket.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
A
|
|
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 8 | 10 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://blaze.money | https://www.arva.ai |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 8 | 11 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://blaze.money | https://clarum.ai |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.1
|
| Reviews | 8 | 15 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://blaze.money | http://www.miden.co |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 14 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://blaze.money | https://squareup.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 13 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://blaze.money | https://www.infinityapp.in/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 12 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://blaze.money | https://joinswift.app |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 11 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://blaze.money | https://paasa.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Blaze vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 9 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://blaze.money | https://surebright.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 9 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://blaze.money | https://getroe.ai |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
4.0
|
| Reviews | 8 | 8 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://blaze.money | https://yenmo.in/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 8 | 14 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://blaze.money | https://joinpap.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 8 | 12 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://blaze.money | https://villagelabs.app/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 8 | 11 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://blaze.money | https://riskcube.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 8 | 9 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://blaze.money | https://www.therentflow.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
|
|
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 8 | 8 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://blaze.money | https://moretapay.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.9
|
| Reviews | 8 | 14 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://blaze.money | https://suretynow.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.8
|
| Reviews | 8 | 9 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://blaze.money | https://stripe.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.8
|
| Reviews | 8 | 12 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://blaze.money | https://www.fazeshift.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 8 | 7 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://blaze.money | https://bayesline.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 8 | 7 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://blaze.money | http://rovecard.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Blaze vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 8 | 9 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://blaze.money | https://www.goldenbasis.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://blaze.money | https://getlumen.dev |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
4.4
|
3.7
|
| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://blaze.money | https://luciblefi.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
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4.4
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3.6
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| Reviews | 8 | 8 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://blaze.money | https://business.triply.co/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.4
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3.6
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| Reviews | 8 | 5 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://blaze.money | http://www.fuseinsight.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.4
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3.5
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| Reviews | 8 | 4 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://blaze.money | https://www.hellosunset.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
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4.4
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3.5
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| Reviews | 8 | 4 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://blaze.money | https://www.SaturnOS.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.4
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3.4
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| Reviews | 8 | 7 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://blaze.money | https://www.finnyai.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.4
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3.3
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| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://blaze.money | https://www.tradeflowai.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.4
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3.3
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| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://blaze.money | https://assemblyhoa.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.4
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3.2
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| Reviews | 8 | 5 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://blaze.money | https://prosights.co/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
E
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| Rating |
4.4
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3.0
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| Reviews | 8 | 4 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://blaze.money | https://www.elayne.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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T
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| Rating |
4.4
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3.0
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| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://blaze.money | https://www.meetthyme.com/ |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.4
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2.7
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| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://blaze.money | https://corgi.insure |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.4
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2.7
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| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://blaze.money | https://offdeal.io |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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T
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| Rating |
4.4
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2.0
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| Reviews | 8 | 3 |
| Description |
Blaze (YC S24) is global Venmo for cross border payments. It's a peer to peer payments app that uses USDC to make payments fast and cheap between any two people anywhere in the world. The founders scaled their last startup to $1M in ARR, studied mathematics and engineering at Duke, NYU, and Cornell, and have led teams at Spotify, Artsy, and Bitpanda. They're live in the US and Mexico, available for download on iOS and Android: https://blaze.money |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://blaze.money | https://www.taxgpt.com |
| Positives |
"Switched from our old tool and never looked back."
Declan Raynor - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
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| Negatives |
"Performance issues during peak usage times."
Miss Albina Lockman IV - 1/5
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"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.3
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4.3
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| Reviews | 7 | 11 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
NowHouse helps stock brokerages settle trades instantly. |
| Website | https://www.formulainsight.io/ | https://www.nowhouse.io |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
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"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
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| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
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4.2
|
| Reviews | 7 | 9 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
| Website | https://www.formulainsight.io/ | https://newmoneycompany.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
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4.2
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| Reviews | 7 | 15 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
| Website | https://www.formulainsight.io/ | https://www.joinforge.app/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
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"Great price point for the features offered."
Elyse Schiller - 5/5
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| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.3
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4.2
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| Reviews | 7 | 11 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://www.formulainsight.io/ | https://double.finance/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.3
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4.1
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| Reviews | 7 | 14 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://www.formulainsight.io/ | https://www.finosu.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
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"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
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| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
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"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.3
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4.1
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| Reviews | 7 | 8 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://www.formulainsight.io/ | https://www.rysemarket.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.3
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4.1
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| Reviews | 7 | 10 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://www.formulainsight.io/ | https://www.arva.ai |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.3
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4.1
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| Reviews | 7 | 11 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.formulainsight.io/ | https://clarum.ai |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.1
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| Reviews | 7 | 15 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.formulainsight.io/ | http://www.miden.co |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
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"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 7 | 14 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.formulainsight.io/ | https://squareup.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 7 | 13 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.formulainsight.io/ | https://www.infinityapp.in/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 7 | 12 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.formulainsight.io/ | https://joinswift.app |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 7 | 11 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.formulainsight.io/ | https://paasa.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 7 | 9 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.formulainsight.io/ | https://surebright.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.3
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4.0
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| Reviews | 7 | 9 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.formulainsight.io/ | https://getroe.ai |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 7 | 8 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.formulainsight.io/ | https://yenmo.in/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 7 | 14 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.formulainsight.io/ | https://joinpap.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 7 | 12 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.formulainsight.io/ | https://villagelabs.app/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 7 | 11 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.formulainsight.io/ | https://riskcube.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 7 | 9 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.formulainsight.io/ | https://www.therentflow.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
M
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| Rating |
4.3
|
3.9
|
| Reviews | 7 | 8 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.formulainsight.io/ | https://moretapay.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 7 | 14 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.formulainsight.io/ | https://suretynow.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.8
|
| Reviews | 7 | 9 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.formulainsight.io/ | https://stripe.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.8
|
| Reviews | 7 | 12 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.formulainsight.io/ | https://www.fazeshift.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.7
|
| Reviews | 7 | 7 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.formulainsight.io/ | https://bayesline.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.7
|
| Reviews | 7 | 7 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.formulainsight.io/ | http://rovecard.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.7
|
| Reviews | 7 | 9 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.formulainsight.io/ | https://www.goldenbasis.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.7
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.formulainsight.io/ | https://getlumen.dev |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
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|
|---|---|---|
| Rating |
4.3
|
3.7
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.formulainsight.io/ | https://luciblefi.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.6
|
| Reviews | 7 | 8 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.formulainsight.io/ | https://business.triply.co/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.6
|
| Reviews | 7 | 5 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.formulainsight.io/ | http://www.fuseinsight.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|---|---|---|
| Rating |
4.3
|
3.5
|
| Reviews | 7 | 4 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.formulainsight.io/ | https://www.hellosunset.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|---|---|---|
| Rating |
4.3
|
3.5
|
| Reviews | 7 | 4 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.formulainsight.io/ | https://www.SaturnOS.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.4
|
| Reviews | 7 | 7 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.formulainsight.io/ | https://www.finnyai.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.3
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.formulainsight.io/ | https://www.tradeflowai.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.3
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.formulainsight.io/ | https://assemblyhoa.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.3
|
3.2
|
| Reviews | 7 | 5 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.formulainsight.io/ | https://prosights.co/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
4.3
|
3.0
|
| Reviews | 7 | 4 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.formulainsight.io/ | https://www.elayne.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
4.3
|
3.0
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.formulainsight.io/ | https://www.meetthyme.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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|
|---|---|---|
| Rating |
4.3
|
2.7
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.formulainsight.io/ | https://corgi.insure |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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|---|---|---|
| Rating |
4.3
|
2.7
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.formulainsight.io/ | https://offdeal.io |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|---|---|---|
| Rating |
4.3
|
2.0
|
| Reviews | 7 | 3 |
| Description |
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.formulainsight.io/ | https://www.taxgpt.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Effie Ernser - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
|
4.2
|
| Reviews | 11 | 9 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
| Website | https://www.nowhouse.io | https://newmoneycompany.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
4.2
|
| Reviews | 11 | 15 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
| Website | https://www.nowhouse.io | https://www.joinforge.app/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great price point for the features offered."
Elyse Schiller - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
|
4.2
|
| Reviews | 11 | 11 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://www.nowhouse.io | https://double.finance/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
|
4.1
|
| Reviews | 11 | 14 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://www.nowhouse.io | https://www.finosu.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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R
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| Rating |
4.3
|
4.1
|
| Reviews | 11 | 8 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://www.nowhouse.io | https://www.rysemarket.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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A
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| Rating |
4.3
|
4.1
|
| Reviews | 11 | 10 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://www.nowhouse.io | https://www.arva.ai |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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C
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| Rating |
4.3
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4.1
|
| Reviews | 11 | 11 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.nowhouse.io | https://clarum.ai |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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4.1
|
| Reviews | 11 | 15 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.nowhouse.io | http://www.miden.co |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 11 | 14 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.nowhouse.io | https://squareup.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 11 | 13 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.nowhouse.io | https://www.infinityapp.in/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
|
4.0
|
| Reviews | 11 | 12 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.nowhouse.io | https://joinswift.app |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 11 | 11 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.nowhouse.io | https://paasa.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
|
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|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 11 | 9 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.nowhouse.io | https://surebright.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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R
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|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 11 | 9 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.nowhouse.io | https://getroe.ai |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
4.0
|
| Reviews | 11 | 8 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.nowhouse.io | https://yenmo.in/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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P
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|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 11 | 14 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.nowhouse.io | https://joinpap.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
|
|
|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 11 | 12 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.nowhouse.io | https://villagelabs.app/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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R
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|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 11 | 11 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.nowhouse.io | https://riskcube.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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R
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|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 11 | 9 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.nowhouse.io | https://www.therentflow.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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M
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| Rating |
4.3
|
3.9
|
| Reviews | 11 | 8 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.nowhouse.io | https://moretapay.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
|
|
|---|---|---|
| Rating |
4.3
|
3.9
|
| Reviews | 11 | 14 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.nowhouse.io | https://suretynow.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
3.8
|
| Reviews | 11 | 9 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.nowhouse.io | https://stripe.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
|
3.8
|
| Reviews | 11 | 12 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.nowhouse.io | https://www.fazeshift.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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|---|---|---|
| Rating |
4.3
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3.7
|
| Reviews | 11 | 7 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.nowhouse.io | https://bayesline.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.7
|
| Reviews | 11 | 7 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.nowhouse.io | http://rovecard.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.7
|
| Reviews | 11 | 9 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.nowhouse.io | https://www.goldenbasis.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.7
|
| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.nowhouse.io | https://getlumen.dev |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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L
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| Rating |
4.3
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3.7
|
| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.nowhouse.io | https://luciblefi.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.6
|
| Reviews | 11 | 8 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.nowhouse.io | https://business.triply.co/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.6
|
| Reviews | 11 | 5 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.nowhouse.io | http://www.fuseinsight.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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S
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| Rating |
4.3
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3.5
|
| Reviews | 11 | 4 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.nowhouse.io | https://www.hellosunset.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
N
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S
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| Rating |
4.3
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3.5
|
| Reviews | 11 | 4 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.nowhouse.io | https://www.SaturnOS.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.3
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3.4
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| Reviews | 11 | 7 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.nowhouse.io | https://www.finnyai.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.3
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3.3
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| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.nowhouse.io | https://www.tradeflowai.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
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N
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| Rating |
4.3
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3.3
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| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.nowhouse.io | https://assemblyhoa.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.2
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| Reviews | 11 | 5 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.nowhouse.io | https://prosights.co/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.3
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3.0
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| Reviews | 11 | 4 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.nowhouse.io | https://www.elayne.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
N
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| Rating |
4.3
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3.0
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| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.nowhouse.io | https://www.meetthyme.com/ |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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C
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| Rating |
4.3
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2.7
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| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.nowhouse.io | https://corgi.insure |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
N
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O
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| Rating |
4.3
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2.7
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| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.nowhouse.io | https://offdeal.io |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.3
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2.0
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| Reviews | 11 | 3 |
| Description |
NowHouse helps stock brokerages settle trades instantly. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.nowhouse.io | https://www.taxgpt.com |
| Positives |
"Customer service is responsive and helpful."
Elva Walker Sr. - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Deborah Crona - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
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4.2
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| Reviews | 9 | 15 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
| Website | https://newmoneycompany.com | https://www.joinforge.app/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great price point for the features offered."
Elyse Schiller - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.2
|
| Reviews | 9 | 11 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://newmoneycompany.com | https://double.finance/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
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4.1
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| Reviews | 9 | 14 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://newmoneycompany.com | https://www.finosu.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.2
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4.1
|
| Reviews | 9 | 8 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://newmoneycompany.com | https://www.rysemarket.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.2
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4.1
|
| Reviews | 9 | 10 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://newmoneycompany.com | https://www.arva.ai |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.2
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4.1
|
| Reviews | 9 | 11 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://newmoneycompany.com | https://clarum.ai |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 9 | 15 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://newmoneycompany.com | http://www.miden.co |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 14 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://newmoneycompany.com | https://squareup.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 13 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://newmoneycompany.com | https://www.infinityapp.in/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 12 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://newmoneycompany.com | https://joinswift.app |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 11 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://newmoneycompany.com | https://paasa.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 9 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://newmoneycompany.com | https://surebright.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 9 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://newmoneycompany.com | https://getroe.ai |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 9 | 8 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://newmoneycompany.com | https://yenmo.in/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
4.2
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3.9
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| Reviews | 9 | 14 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://newmoneycompany.com | https://joinpap.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 9 | 12 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://newmoneycompany.com | https://villagelabs.app/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 9 | 11 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://newmoneycompany.com | https://riskcube.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 9 | 9 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://newmoneycompany.com | https://www.therentflow.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
M
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|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 9 | 8 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://newmoneycompany.com | https://moretapay.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 9 | 14 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://newmoneycompany.com | https://suretynow.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.8
|
| Reviews | 9 | 9 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://newmoneycompany.com | https://stripe.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.8
|
| Reviews | 9 | 12 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://newmoneycompany.com | https://www.fazeshift.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 9 | 7 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://newmoneycompany.com | https://bayesline.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 9 | 7 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://newmoneycompany.com | http://rovecard.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 9 | 9 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://newmoneycompany.com | https://www.goldenbasis.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://newmoneycompany.com | https://getlumen.dev |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
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|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://newmoneycompany.com | https://luciblefi.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.6
|
| Reviews | 9 | 8 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://newmoneycompany.com | https://business.triply.co/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.6
|
| Reviews | 9 | 5 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://newmoneycompany.com | http://www.fuseinsight.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|
|---|---|---|
| Rating |
4.2
|
3.5
|
| Reviews | 9 | 4 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://newmoneycompany.com | https://www.hellosunset.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|
|---|---|---|
| Rating |
4.2
|
3.5
|
| Reviews | 9 | 4 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://newmoneycompany.com | https://www.SaturnOS.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.4
|
| Reviews | 9 | 7 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://newmoneycompany.com | https://www.finnyai.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.3
|
| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://newmoneycompany.com | https://www.tradeflowai.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.3
|
| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://newmoneycompany.com | https://assemblyhoa.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.2
|
| Reviews | 9 | 5 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://newmoneycompany.com | https://prosights.co/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
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|---|---|---|
| Rating |
4.2
|
3.0
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| Reviews | 9 | 4 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://newmoneycompany.com | https://www.elayne.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.2
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3.0
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| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://newmoneycompany.com | https://www.meetthyme.com/ |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.2
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2.7
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| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://newmoneycompany.com | https://corgi.insure |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
O
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| Rating |
4.2
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2.7
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| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://newmoneycompany.com | https://offdeal.io |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.2
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2.0
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| Reviews | 9 | 3 |
| Description |
The New Money Company protects invoices with insurance. We help businesses expand to buyers in new markets or industries by offloading the risk of buyers not paying their bill. Support number: +18889975745. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://newmoneycompany.com | https://www.taxgpt.com |
| Positives |
"Excellent customer support and reliable service."
Vicenta Lowe - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Dortha Rowe - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.2
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4.2
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| Reviews | 15 | 11 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
| Website | https://www.joinforge.app/ | https://double.finance/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 15 | 14 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://www.joinforge.app/ | https://www.finosu.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.2
|
4.1
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| Reviews | 15 | 8 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://www.joinforge.app/ | https://www.rysemarket.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.2
|
4.1
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| Reviews | 15 | 10 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://www.joinforge.app/ | https://www.arva.ai |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.2
|
4.1
|
| Reviews | 15 | 11 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.joinforge.app/ | https://clarum.ai |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 15 | 15 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.joinforge.app/ | http://www.miden.co |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 14 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.joinforge.app/ | https://squareup.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 13 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.joinforge.app/ | https://www.infinityapp.in/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 12 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.joinforge.app/ | https://joinswift.app |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 11 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.joinforge.app/ | https://paasa.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 9 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.joinforge.app/ | https://surebright.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
Forge Rewards vs ROE
| Feature |
R
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|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 9 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.joinforge.app/ | https://getroe.ai |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 15 | 8 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.joinforge.app/ | https://yenmo.in/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
4.2
|
3.9
|
| Reviews | 15 | 14 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.joinforge.app/ | https://joinpap.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 15 | 12 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.joinforge.app/ | https://villagelabs.app/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 15 | 11 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.joinforge.app/ | https://riskcube.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 15 | 9 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.joinforge.app/ | https://www.therentflow.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
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|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 15 | 8 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.joinforge.app/ | https://moretapay.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 15 | 14 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.joinforge.app/ | https://suretynow.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.8
|
| Reviews | 15 | 9 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.joinforge.app/ | https://stripe.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.8
|
| Reviews | 15 | 12 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.joinforge.app/ | https://www.fazeshift.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 15 | 7 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.joinforge.app/ | https://bayesline.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 15 | 7 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.joinforge.app/ | http://rovecard.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 15 | 9 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.joinforge.app/ | https://www.goldenbasis.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.joinforge.app/ | https://getlumen.dev |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
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|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.joinforge.app/ | https://luciblefi.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.6
|
| Reviews | 15 | 8 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.joinforge.app/ | https://business.triply.co/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.6
|
| Reviews | 15 | 5 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.joinforge.app/ | http://www.fuseinsight.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|---|---|---|
| Rating |
4.2
|
3.5
|
| Reviews | 15 | 4 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.joinforge.app/ | https://www.hellosunset.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|---|---|---|
| Rating |
4.2
|
3.5
|
| Reviews | 15 | 4 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.joinforge.app/ | https://www.SaturnOS.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.4
|
| Reviews | 15 | 7 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.joinforge.app/ | https://www.finnyai.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.3
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.joinforge.app/ | https://www.tradeflowai.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.3
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.joinforge.app/ | https://assemblyhoa.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.2
|
| Reviews | 15 | 5 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.joinforge.app/ | https://prosights.co/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
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|---|---|---|
| Rating |
4.2
|
3.0
|
| Reviews | 15 | 4 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.joinforge.app/ | https://www.elayne.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
4.2
|
3.0
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.joinforge.app/ | https://www.meetthyme.com/ |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.2
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2.7
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.joinforge.app/ | https://corgi.insure |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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|---|---|---|
| Rating |
4.2
|
2.7
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.joinforge.app/ | https://offdeal.io |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|---|---|---|
| Rating |
4.2
|
2.0
|
| Reviews | 15 | 3 |
| Description |
Forge Rewards is a SaaS solution focused on Artificial Intelligence, Fintech, Food Tech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Forge Rewards offers scalable solutions for teams of all sizes. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.joinforge.app/ | https://www.taxgpt.com |
| Positives |
"Great price point for the features offered."
Elyse Schiller - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Annabell Huels - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 11 | 14 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
| Website | https://double.finance/ | https://www.finosu.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 11 | 8 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://double.finance/ | https://www.rysemarket.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
A
|
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|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 11 | 10 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://double.finance/ | https://www.arva.ai |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 11 | 11 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://double.finance/ | https://clarum.ai |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.1
|
| Reviews | 11 | 15 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://double.finance/ | http://www.miden.co |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 14 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://double.finance/ | https://squareup.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 13 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://double.finance/ | https://www.infinityapp.in/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 12 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://double.finance/ | https://joinswift.app |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 11 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://double.finance/ | https://paasa.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Double vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 9 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://double.finance/ | https://surebright.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 9 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://double.finance/ | https://getroe.ai |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
4.0
|
| Reviews | 11 | 8 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://double.finance/ | https://yenmo.in/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 11 | 14 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://double.finance/ | https://joinpap.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 11 | 12 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://double.finance/ | https://villagelabs.app/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
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|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 11 | 11 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://double.finance/ | https://riskcube.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 11 | 9 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://double.finance/ | https://www.therentflow.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
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|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 11 | 8 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://double.finance/ | https://moretapay.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.9
|
| Reviews | 11 | 14 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://double.finance/ | https://suretynow.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.8
|
| Reviews | 11 | 9 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://double.finance/ | https://stripe.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.8
|
| Reviews | 11 | 12 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://double.finance/ | https://www.fazeshift.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 11 | 7 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://double.finance/ | https://bayesline.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 11 | 7 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://double.finance/ | http://rovecard.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 11 | 9 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://double.finance/ | https://www.goldenbasis.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://double.finance/ | https://getlumen.dev |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
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|
|---|---|---|
| Rating |
4.2
|
3.7
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://double.finance/ | https://luciblefi.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.6
|
| Reviews | 11 | 8 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://double.finance/ | https://business.triply.co/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.6
|
| Reviews | 11 | 5 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://double.finance/ | http://www.fuseinsight.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.2
|
3.5
|
| Reviews | 11 | 4 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://double.finance/ | https://www.hellosunset.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.2
|
3.5
|
| Reviews | 11 | 4 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://double.finance/ | https://www.SaturnOS.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.4
|
| Reviews | 11 | 7 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://double.finance/ | https://www.finnyai.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.3
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://double.finance/ | https://www.tradeflowai.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.3
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://double.finance/ | https://assemblyhoa.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.2
|
| Reviews | 11 | 5 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://double.finance/ | https://prosights.co/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
4.2
|
3.0
|
| Reviews | 11 | 4 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://double.finance/ | https://www.elayne.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
4.2
|
3.0
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://double.finance/ | https://www.meetthyme.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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|
|---|---|---|
| Rating |
4.2
|
2.7
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://double.finance/ | https://corgi.insure |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
4.2
|
2.7
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://double.finance/ | https://offdeal.io |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
4.2
|
2.0
|
| Reviews | 11 | 3 |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://double.finance/ | https://www.taxgpt.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Sandra Hirthe - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
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| Rating |
4.1
|
4.1
|
| Reviews | 14 | 8 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
| Website | https://www.finosu.com | https://www.rysemarket.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
A
|
|
|---|---|---|
| Rating |
4.1
|
4.1
|
| Reviews | 14 | 10 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://www.finosu.com | https://www.arva.ai |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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|
|---|---|---|
| Rating |
4.1
|
4.1
|
| Reviews | 14 | 11 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.finosu.com | https://clarum.ai |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.1
|
| Reviews | 14 | 15 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.finosu.com | http://www.miden.co |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
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4.0
|
| Reviews | 14 | 14 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.finosu.com | https://squareup.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 14 | 13 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.finosu.com | https://www.infinityapp.in/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 14 | 12 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.finosu.com | https://joinswift.app |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 14 | 11 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.finosu.com | https://paasa.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Finosu vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 14 | 9 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.finosu.com | https://surebright.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 14 | 9 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.finosu.com | https://getroe.ai |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 14 | 8 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.finosu.com | https://yenmo.in/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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|
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 14 | 14 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.finosu.com | https://joinpap.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 14 | 12 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.finosu.com | https://villagelabs.app/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
|
3.9
|
| Reviews | 14 | 11 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.finosu.com | https://riskcube.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 14 | 9 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.finosu.com | https://www.therentflow.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
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| Rating |
4.1
|
3.9
|
| Reviews | 14 | 8 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.finosu.com | https://moretapay.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 14 | 14 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.finosu.com | https://suretynow.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.1
|
3.8
|
| Reviews | 14 | 9 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.finosu.com | https://stripe.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.8
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| Reviews | 14 | 12 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.finosu.com | https://www.fazeshift.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 14 | 7 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.finosu.com | https://bayesline.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 14 | 7 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.finosu.com | http://rovecard.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 14 | 9 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.finosu.com | https://www.goldenbasis.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.finosu.com | https://getlumen.dev |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
L
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| Rating |
4.1
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3.7
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| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.finosu.com | https://luciblefi.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.6
|
| Reviews | 14 | 8 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.finosu.com | https://business.triply.co/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.6
|
| Reviews | 14 | 5 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.finosu.com | http://www.fuseinsight.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
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| Rating |
4.1
|
3.5
|
| Reviews | 14 | 4 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.finosu.com | https://www.hellosunset.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.1
|
3.5
|
| Reviews | 14 | 4 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.finosu.com | https://www.SaturnOS.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.4
|
| Reviews | 14 | 7 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.finosu.com | https://www.finnyai.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.finosu.com | https://www.tradeflowai.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.finosu.com | https://assemblyhoa.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.2
|
| Reviews | 14 | 5 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.finosu.com | https://prosights.co/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.0
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| Reviews | 14 | 4 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.finosu.com | https://www.elayne.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.0
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| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.finosu.com | https://www.meetthyme.com/ |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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2.7
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| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.finosu.com | https://corgi.insure |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
O
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| Rating |
4.1
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2.7
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| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.finosu.com | https://offdeal.io |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
4.1
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2.0
|
| Reviews | 14 | 3 |
| Description |
Hi - Mark and Gab here! We met while working at Alt, a marketplace for collectibles, where we built a $200 million specialty finance business line. At Alt, we faced the complex challenges that come with servicing consumer loans. We spent countless hours and resources developing internal tools to manage loan payments, communicate with borrowers, and keep track of loan performance—all while ensuring a positive experience for our customers. However, after dealing with the headaches of manual data entry, fragmented systems, delayed payments, lack of personalized borrower engagement, and the stress of maintaining accurate records, we knew there had to be a better way to service consumer loans. So, we started Finosu to build the servicer we wish we had—an AI-powered consumer loan servicer designed to streamline and enhance every aspect of the loan servicing process. Our mission is to transform loan servicing into a seamless, efficient, and customer-centric experience. The operational cost of servicing loans reaches into the tens of billions a year and that is money out of the pocket of lenders, borrowers, investors, and ultimately the consumers as a cost of doing business – we are changing that. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.finosu.com | https://www.taxgpt.com |
| Positives |
"Love the integration options. Works perfectly with our stack."
Kristy King - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Prof. Judah Bernhard II - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.1
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| Reviews | 8 | 10 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
| Website | https://www.rysemarket.com/ | https://www.arva.ai |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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C
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| Rating |
4.1
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4.1
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| Reviews | 8 | 11 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.rysemarket.com/ | https://clarum.ai |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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4.1
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| Reviews | 8 | 15 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.rysemarket.com/ | http://www.miden.co |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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4.0
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| Reviews | 8 | 14 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.rysemarket.com/ | https://squareup.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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4.0
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| Reviews | 8 | 13 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.rysemarket.com/ | https://www.infinityapp.in/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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4.0
|
| Reviews | 8 | 12 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.rysemarket.com/ | https://joinswift.app |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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4.0
|
| Reviews | 8 | 11 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.rysemarket.com/ | https://paasa.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Ryse vs SureBright
| Feature |
R
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| Rating |
4.1
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4.0
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| Reviews | 8 | 9 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.rysemarket.com/ | https://surebright.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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R
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|---|---|---|
| Rating |
4.1
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4.0
|
| Reviews | 8 | 9 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.rysemarket.com/ | https://getroe.ai |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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4.0
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| Reviews | 8 | 8 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.rysemarket.com/ | https://yenmo.in/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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P
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| Rating |
4.1
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3.9
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| Reviews | 8 | 14 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.rysemarket.com/ | https://joinpap.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
Ryse vs Village Labs
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| Rating |
4.1
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3.9
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| Reviews | 8 | 12 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.rysemarket.com/ | https://villagelabs.app/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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R
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| Rating |
4.1
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3.9
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| Reviews | 8 | 11 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.rysemarket.com/ | https://riskcube.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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R
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| Rating |
4.1
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3.9
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| Reviews | 8 | 9 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.rysemarket.com/ | https://www.therentflow.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.9
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| Reviews | 8 | 8 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.rysemarket.com/ | https://moretapay.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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3.9
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| Reviews | 8 | 14 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.rysemarket.com/ | https://suretynow.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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3.8
|
| Reviews | 8 | 9 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.rysemarket.com/ | https://stripe.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
|
3.8
|
| Reviews | 8 | 12 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.rysemarket.com/ | https://www.fazeshift.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
|
3.7
|
| Reviews | 8 | 7 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.rysemarket.com/ | https://bayesline.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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3.7
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| Reviews | 8 | 7 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.rysemarket.com/ | http://rovecard.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Ryse vs GoldenBasis
| Feature |
R
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| Rating |
4.1
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3.7
|
| Reviews | 8 | 9 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.rysemarket.com/ | https://www.goldenbasis.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.1
|
3.7
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| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.rysemarket.com/ | https://getlumen.dev |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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L
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|---|---|---|
| Rating |
4.1
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3.7
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| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.rysemarket.com/ | https://luciblefi.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.1
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3.6
|
| Reviews | 8 | 8 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.rysemarket.com/ | https://business.triply.co/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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3.6
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| Reviews | 8 | 5 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.rysemarket.com/ | http://www.fuseinsight.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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S
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|---|---|---|
| Rating |
4.1
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3.5
|
| Reviews | 8 | 4 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.rysemarket.com/ | https://www.hellosunset.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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S
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| Rating |
4.1
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3.5
|
| Reviews | 8 | 4 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.rysemarket.com/ | https://www.SaturnOS.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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3.4
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| Reviews | 8 | 7 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.rysemarket.com/ | https://www.finnyai.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
|
3.3
|
| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.rysemarket.com/ | https://www.tradeflowai.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
Ryse vs Assembly HOA
| Feature |
R
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| Rating |
4.1
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3.3
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| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.rysemarket.com/ | https://assemblyhoa.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.1
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3.2
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| Reviews | 8 | 5 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.rysemarket.com/ | https://prosights.co/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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E
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| Rating |
4.1
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3.0
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| Reviews | 8 | 4 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.rysemarket.com/ | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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T
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| Rating |
4.1
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3.0
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| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.rysemarket.com/ | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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C
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| Rating |
4.1
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2.7
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| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.rysemarket.com/ | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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O
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| Rating |
4.1
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2.7
|
| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.rysemarket.com/ | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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T
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| Rating |
4.1
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2.0
|
| Reviews | 8 | 3 |
| Description |
Ryse is the only marketplace where investors who want to buy leases can trade with real estate operators who want to sell leases. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.rysemarket.com/ | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Wyman Fay PhD - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Myles Stracke Sr. - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
A
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C
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| Rating |
4.1
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4.1
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| Reviews | 10 | 11 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
| Website | https://www.arva.ai | https://clarum.ai |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.1
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| Reviews | 10 | 15 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://www.arva.ai | http://www.miden.co |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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| Details | View Full Review → | View Full Review → |
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A
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| Rating |
4.1
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4.0
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| Reviews | 10 | 14 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://www.arva.ai | https://squareup.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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| Details | View Full Review → | View Full Review → |
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A
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| Rating |
4.1
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4.0
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| Reviews | 10 | 13 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://www.arva.ai | https://www.infinityapp.in/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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4.0
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| Reviews | 10 | 12 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.arva.ai | https://joinswift.app |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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4.0
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| Reviews | 10 | 11 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.arva.ai | https://paasa.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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4.0
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| Reviews | 10 | 9 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.arva.ai | https://surebright.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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R
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| Rating |
4.1
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4.0
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| Reviews | 10 | 9 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.arva.ai | https://getroe.ai |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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4.0
|
| Reviews | 10 | 8 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.arva.ai | https://yenmo.in/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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P
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| Rating |
4.1
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3.9
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| Reviews | 10 | 14 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.arva.ai | https://joinpap.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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3.9
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| Reviews | 10 | 12 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.arva.ai | https://villagelabs.app/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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3.9
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| Reviews | 10 | 11 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.arva.ai | https://riskcube.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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R
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| Rating |
4.1
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3.9
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| Reviews | 10 | 9 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.arva.ai | https://www.therentflow.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
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M
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| Rating |
4.1
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3.9
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| Reviews | 10 | 8 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.arva.ai | https://moretapay.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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3.9
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| Reviews | 10 | 14 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.arva.ai | https://suretynow.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.1
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3.8
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| Reviews | 10 | 9 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.arva.ai | https://stripe.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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3.8
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| Reviews | 10 | 12 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.arva.ai | https://www.fazeshift.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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3.7
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| Reviews | 10 | 7 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.arva.ai | https://bayesline.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Excellent customer support and reliable service."
Thea Cole - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
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4.1
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3.7
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| Reviews | 10 | 7 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.arva.ai | http://rovecard.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
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4.1
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3.7
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| Reviews | 10 | 9 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.arva.ai | https://www.goldenbasis.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.7
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.arva.ai | https://getlumen.dev |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.7
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.arva.ai | https://luciblefi.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.6
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| Reviews | 10 | 8 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.arva.ai | https://business.triply.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.6
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| Reviews | 10 | 5 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.arva.ai | http://www.fuseinsight.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.5
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| Reviews | 10 | 4 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.arva.ai | https://www.hellosunset.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.5
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| Reviews | 10 | 4 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.arva.ai | https://www.SaturnOS.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.4
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| Reviews | 10 | 7 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.arva.ai | https://www.finnyai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
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"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.3
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.arva.ai | https://www.tradeflowai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
A
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| Rating |
4.1
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3.3
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.arva.ai | https://assemblyhoa.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.2
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| Reviews | 10 | 5 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.arva.ai | https://prosights.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.0
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| Reviews | 10 | 4 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.arva.ai | https://www.elayne.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.0
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.arva.ai | https://www.meetthyme.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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2.7
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.arva.ai | https://corgi.insure |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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2.7
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.arva.ai | https://offdeal.io |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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2.0
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| Reviews | 10 | 3 |
| Description |
Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.arva.ai | https://www.taxgpt.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Shanel Bergnaum - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Grayce Spinka MD - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
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4.1
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4.1
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| Reviews | 11 | 15 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
| Website | https://clarum.ai | http://www.miden.co |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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| Details | View Full Review → | View Full Review → |
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4.1
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4.0
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| Reviews | 11 | 14 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | https://clarum.ai | https://squareup.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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| Details | View Full Review → | View Full Review → |
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4.1
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4.0
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| Reviews | 11 | 13 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://clarum.ai | https://www.infinityapp.in/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.0
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| Reviews | 11 | 12 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://clarum.ai | https://joinswift.app |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Really impressed with the features and ease of use."
Della Smith - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.0
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| Reviews | 11 | 11 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://clarum.ai | https://paasa.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Well-designed interface and powerful features."
Lelah Morissette - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
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| Details | View Full Review → | View Full Review → |
Clarum vs SureBright
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| Rating |
4.1
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4.0
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| Reviews | 11 | 9 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://clarum.ai | https://surebright.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
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| Details | View Full Review → | View Full Review → |
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R
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| Rating |
4.1
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4.0
|
| Reviews | 11 | 9 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://clarum.ai | https://getroe.ai |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.1
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4.0
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| Reviews | 11 | 8 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://clarum.ai | https://yenmo.in/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Great price point for the features offered."
Lucas Pouros - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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P
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| Rating |
4.1
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3.9
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| Reviews | 11 | 14 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://clarum.ai | https://joinpap.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.9
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| Reviews | 11 | 12 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://clarum.ai | https://villagelabs.app/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Great value for money. Worth every penny."
Maya Wisoky - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.9
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| Reviews | 11 | 11 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://clarum.ai | https://riskcube.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.1
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3.9
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| Reviews | 11 | 9 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://clarum.ai | https://www.therentflow.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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M
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| Rating |
4.1
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3.9
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| Reviews | 11 | 8 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://clarum.ai | https://moretapay.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.1
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3.9
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| Reviews | 11 | 14 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://clarum.ai | https://suretynow.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.8
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| Reviews | 11 | 9 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://clarum.ai | https://stripe.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.8
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| Reviews | 11 | 12 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://clarum.ai | https://www.fazeshift.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.7
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| Reviews | 11 | 7 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://clarum.ai | https://bayesline.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.1
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3.7
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| Reviews | 11 | 7 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://clarum.ai | http://rovecard.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.1
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3.7
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| Reviews | 11 | 9 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://clarum.ai | https://www.goldenbasis.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://clarum.ai | https://getlumen.dev |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://clarum.ai | https://luciblefi.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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3.6
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| Reviews | 11 | 8 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://clarum.ai | https://business.triply.co/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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3.6
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| Reviews | 11 | 5 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://clarum.ai | http://www.fuseinsight.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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3.5
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| Reviews | 11 | 4 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://clarum.ai | https://www.hellosunset.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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3.5
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| Reviews | 11 | 4 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://clarum.ai | https://www.SaturnOS.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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3.4
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| Reviews | 11 | 7 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://clarum.ai | https://www.finnyai.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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3.3
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://clarum.ai | https://www.tradeflowai.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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3.3
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://clarum.ai | https://assemblyhoa.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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3.2
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| Reviews | 11 | 5 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://clarum.ai | https://prosights.co/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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3.0
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| Reviews | 11 | 4 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://clarum.ai | https://www.elayne.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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3.0
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://clarum.ai | https://www.meetthyme.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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2.7
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://clarum.ai | https://corgi.insure |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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2.7
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://clarum.ai | https://offdeal.io |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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2.0
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| Reviews | 11 | 3 |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://clarum.ai | https://www.taxgpt.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
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4.1
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4.0
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| Reviews | 15 | 14 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
| Website | http://www.miden.co | https://squareup.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.0
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| Reviews | 15 | 13 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | http://www.miden.co | https://www.infinityapp.in/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
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| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.0
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| Reviews | 15 | 12 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | http://www.miden.co | https://joinswift.app |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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"Really impressed with the features and ease of use."
Della Smith - 5/5
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| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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4.0
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| Reviews | 15 | 11 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | http://www.miden.co | https://paasa.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Miden vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 15 | 9 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | http://www.miden.co | https://surebright.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 15 | 9 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | http://www.miden.co | https://getroe.ai |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
4.0
|
| Reviews | 15 | 8 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | http://www.miden.co | https://yenmo.in/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 15 | 14 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | http://www.miden.co | https://joinpap.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 15 | 12 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | http://www.miden.co | https://villagelabs.app/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 15 | 11 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | http://www.miden.co | https://riskcube.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 15 | 9 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | http://www.miden.co | https://www.therentflow.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
|
|
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 15 | 8 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | http://www.miden.co | https://moretapay.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.9
|
| Reviews | 15 | 14 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | http://www.miden.co | https://suretynow.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.8
|
| Reviews | 15 | 9 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | http://www.miden.co | https://stripe.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.8
|
| Reviews | 15 | 12 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | http://www.miden.co | https://www.fazeshift.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 15 | 7 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | http://www.miden.co | https://bayesline.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 15 | 7 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | http://www.miden.co | http://rovecard.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Miden vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 15 | 9 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | http://www.miden.co | https://www.goldenbasis.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | http://www.miden.co | https://getlumen.dev |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | http://www.miden.co | https://luciblefi.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.6
|
| Reviews | 15 | 8 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | http://www.miden.co | https://business.triply.co/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.6
|
| Reviews | 15 | 5 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | http://www.miden.co | http://www.fuseinsight.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.1
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3.5
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| Reviews | 15 | 4 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | http://www.miden.co | https://www.hellosunset.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.1
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3.5
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| Reviews | 15 | 4 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | http://www.miden.co | https://www.SaturnOS.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.1
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3.4
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| Reviews | 15 | 7 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | http://www.miden.co | https://www.finnyai.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.3
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | http://www.miden.co | https://www.tradeflowai.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.3
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | http://www.miden.co | https://assemblyhoa.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.2
|
| Reviews | 15 | 5 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | http://www.miden.co | https://prosights.co/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
E
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|---|---|---|
| Rating |
4.1
|
3.0
|
| Reviews | 15 | 4 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | http://www.miden.co | https://www.elayne.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
4.1
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3.0
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | http://www.miden.co | https://www.meetthyme.com/ |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.1
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2.7
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| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | http://www.miden.co | https://corgi.insure |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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|---|---|---|
| Rating |
4.1
|
2.7
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | http://www.miden.co | https://offdeal.io |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
4.1
|
2.0
|
| Reviews | 15 | 3 |
| Description |
Miden is building a modern infrastructure that facilitates the launch of card programs and various financial products for businesses in Sub-Sahran Africa. Just by reducing integration time, card fraud, improving stability, and being customer focused we quickly rose to top 5 in TPV among card issuing Fintechs in Sub-Saharan Africa within 8 months of launch. We’re going to build the first comprehensive fintech and banking software stack for Africa, based on modern technology. We’re starting with a card issuer-processor. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | http://www.miden.co | https://www.taxgpt.com |
| Positives |
"Has significantly improved our team's productivity."
Prof. Corrine Kreiger III - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Stanton Graham IV - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 14 | 13 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
| Website | https://squareup.com | https://www.infinityapp.in/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 14 | 12 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://squareup.com | https://joinswift.app |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 14 | 11 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://squareup.com | https://paasa.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Square vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 14 | 9 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://squareup.com | https://surebright.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 14 | 9 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://squareup.com | https://getroe.ai |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 14 | 8 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://squareup.com | https://yenmo.in/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 14 | 14 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://squareup.com | https://joinpap.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.9
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| Reviews | 14 | 12 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://squareup.com | https://villagelabs.app/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Great value for money. Worth every penny."
Maya Wisoky - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.9
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| Reviews | 14 | 11 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://squareup.com | https://riskcube.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.9
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| Reviews | 14 | 9 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://squareup.com | https://www.therentflow.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.9
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| Reviews | 14 | 8 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://squareup.com | https://moretapay.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.9
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| Reviews | 14 | 14 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://squareup.com | https://suretynow.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Great price point for the features offered."
Gerda Roob - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.8
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| Reviews | 14 | 9 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://squareup.com | https://stripe.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.8
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| Reviews | 14 | 12 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://squareup.com | https://www.fazeshift.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.7
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| Reviews | 14 | 7 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://squareup.com | https://bayesline.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Excellent customer support and reliable service."
Thea Cole - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.7
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| Reviews | 14 | 7 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://squareup.com | http://rovecard.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
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3.7
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| Reviews | 14 | 9 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://squareup.com | https://www.goldenbasis.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.7
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| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://squareup.com | https://getlumen.dev |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.7
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| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://squareup.com | https://luciblefi.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.6
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| Reviews | 14 | 8 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://squareup.com | https://business.triply.co/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.6
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| Reviews | 14 | 5 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://squareup.com | http://www.fuseinsight.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.5
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| Reviews | 14 | 4 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://squareup.com | https://www.hellosunset.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.5
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| Reviews | 14 | 4 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://squareup.com | https://www.SaturnOS.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.4
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| Reviews | 14 | 7 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://squareup.com | https://www.finnyai.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
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| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://squareup.com | https://www.tradeflowai.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://squareup.com | https://assemblyhoa.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.2
|
| Reviews | 14 | 5 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://squareup.com | https://prosights.co/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
E
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|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 14 | 4 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://squareup.com | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
T
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|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://squareup.com | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://squareup.com | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://squareup.com | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
4.0
|
2.0
|
| Reviews | 14 | 3 |
| Description |
Square made payment processing accessible to small businesses by offering transparent pricing and hardware that works seamlessly with smartphones and tablets. The platform eliminates traditional barriers to accepting card payments, allowing anyone with a mobile device to start accepting payments immediately. Square's point-of-sale system provides inventory management, employee management, and analytics that help small businesses operate more efficiently. The platform's ecosystem extends beyond payments to include payroll services, appointment scheduling, customer engagement tools, and business financing. Square excels in retail and service businesses where transactions happen in-person and online, providing unified commerce solutions that track sales across all channels. The platform's simplicity and transparent pricing have made it particularly popular among small businesses, restaurants, and service providers who want professional payment capabilities without complex contracts or hidden fees. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://squareup.com | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
Miss Hailie Gaylord - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Jasmin Reilly - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 13 | 12 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
| Website | https://www.infinityapp.in/ | https://joinswift.app |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 13 | 11 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://www.infinityapp.in/ | https://paasa.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 13 | 9 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://www.infinityapp.in/ | https://surebright.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.0
|
4.0
|
| Reviews | 13 | 9 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.infinityapp.in/ | https://getroe.ai |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 13 | 8 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.infinityapp.in/ | https://yenmo.in/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
4.0
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3.9
|
| Reviews | 13 | 14 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://www.infinityapp.in/ | https://joinpap.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 13 | 12 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://www.infinityapp.in/ | https://villagelabs.app/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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| Details | View Full Review → | View Full Review → |
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R
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| Rating |
4.0
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3.9
|
| Reviews | 13 | 11 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://www.infinityapp.in/ | https://riskcube.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.0
|
3.9
|
| Reviews | 13 | 9 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://www.infinityapp.in/ | https://www.therentflow.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
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M
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| Rating |
4.0
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3.9
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| Reviews | 13 | 8 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.infinityapp.in/ | https://moretapay.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 13 | 14 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.infinityapp.in/ | https://suretynow.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
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3.8
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| Reviews | 13 | 9 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.infinityapp.in/ | https://stripe.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 13 | 12 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.infinityapp.in/ | https://www.fazeshift.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 13 | 7 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.infinityapp.in/ | https://bayesline.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
|
3.7
|
| Reviews | 13 | 7 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.infinityapp.in/ | http://rovecard.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 13 | 9 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.infinityapp.in/ | https://www.goldenbasis.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
|
3.7
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| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.infinityapp.in/ | https://getlumen.dev |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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L
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| Rating |
4.0
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3.7
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| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.infinityapp.in/ | https://luciblefi.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.6
|
| Reviews | 13 | 8 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.infinityapp.in/ | https://business.triply.co/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
|
3.6
|
| Reviews | 13 | 5 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.infinityapp.in/ | http://www.fuseinsight.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.5
|
| Reviews | 13 | 4 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.infinityapp.in/ | https://www.hellosunset.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
4.0
|
3.5
|
| Reviews | 13 | 4 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.infinityapp.in/ | https://www.SaturnOS.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
|
3.4
|
| Reviews | 13 | 7 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.infinityapp.in/ | https://www.finnyai.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
|
3.3
|
| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.infinityapp.in/ | https://www.tradeflowai.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.3
|
| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.infinityapp.in/ | https://assemblyhoa.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
4.0
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3.2
|
| Reviews | 13 | 5 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.infinityapp.in/ | https://prosights.co/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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E
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| Rating |
4.0
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3.0
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| Reviews | 13 | 4 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.infinityapp.in/ | https://www.elayne.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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3.0
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| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.infinityapp.in/ | https://www.meetthyme.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
4.0
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2.7
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| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.infinityapp.in/ | https://corgi.insure |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.0
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2.7
|
| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.infinityapp.in/ | https://offdeal.io |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
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|---|---|---|
| Rating |
4.0
|
2.0
|
| Reviews | 13 | 3 |
| Description |
Infinity is a banking and payments platform for cross-border businesses in India. We help our customers make cross-border payments that are 70% cheaper than traditional methods and earn income on idle cash by investing in government securities. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.infinityapp.in/ | https://www.taxgpt.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Jasen Goldner - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Bertha Casper - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 12 | 11 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
| Website | https://joinswift.app | https://paasa.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
| Details | View Full Review → | View Full Review → |
Swift vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 12 | 9 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://joinswift.app | https://surebright.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 12 | 9 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://joinswift.app | https://getroe.ai |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 12 | 8 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://joinswift.app | https://yenmo.in/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 12 | 14 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://joinswift.app | https://joinpap.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 12 | 12 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://joinswift.app | https://villagelabs.app/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 12 | 11 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://joinswift.app | https://riskcube.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 12 | 9 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://joinswift.app | https://www.therentflow.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
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|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 12 | 8 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://joinswift.app | https://moretapay.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 12 | 14 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://joinswift.app | https://suretynow.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 12 | 9 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://joinswift.app | https://stripe.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 12 | 12 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://joinswift.app | https://www.fazeshift.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 12 | 7 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://joinswift.app | https://bayesline.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 12 | 7 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://joinswift.app | http://rovecard.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Swift vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 12 | 9 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://joinswift.app | https://www.goldenbasis.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://joinswift.app | https://getlumen.dev |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
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| Rating |
4.0
|
3.7
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://joinswift.app | https://luciblefi.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 12 | 8 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://joinswift.app | https://business.triply.co/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 12 | 5 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://joinswift.app | http://www.fuseinsight.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
4.0
|
3.5
|
| Reviews | 12 | 4 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://joinswift.app | https://www.hellosunset.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
4.0
|
3.5
|
| Reviews | 12 | 4 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://joinswift.app | https://www.SaturnOS.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.4
|
| Reviews | 12 | 7 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://joinswift.app | https://www.finnyai.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://joinswift.app | https://www.tradeflowai.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://joinswift.app | https://assemblyhoa.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.2
|
| Reviews | 12 | 5 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://joinswift.app | https://prosights.co/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 12 | 4 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://joinswift.app | https://www.elayne.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://joinswift.app | https://www.meetthyme.com/ |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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|
|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://joinswift.app | https://corgi.insure |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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|
|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://joinswift.app | https://offdeal.io |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|
|---|---|---|
| Rating |
4.0
|
2.0
|
| Reviews | 12 | 3 |
| Description |
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Our first product is an all-in-one embedded finance platform for online merchants. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://joinswift.app | https://www.taxgpt.com |
| Positives |
"Really impressed with the features and ease of use."
Della Smith - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Erica Langosh DDS - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
Paasa vs SureBright
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 11 | 9 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
| Website | https://paasa.com | https://surebright.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Outstanding performance and great documentation."
April Kessler - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 11 | 9 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://paasa.com | https://getroe.ai |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 11 | 8 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://paasa.com | https://yenmo.in/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 11 | 14 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://paasa.com | https://joinpap.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 11 | 12 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://paasa.com | https://villagelabs.app/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 11 | 11 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://paasa.com | https://riskcube.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 11 | 9 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://paasa.com | https://www.therentflow.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
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|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 11 | 8 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://paasa.com | https://moretapay.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 11 | 14 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://paasa.com | https://suretynow.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 11 | 9 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://paasa.com | https://stripe.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 11 | 12 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://paasa.com | https://www.fazeshift.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 11 | 7 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://paasa.com | https://bayesline.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 11 | 7 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://paasa.com | http://rovecard.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Paasa vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 11 | 9 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://paasa.com | https://www.goldenbasis.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://paasa.com | https://getlumen.dev |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://paasa.com | https://luciblefi.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 11 | 8 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://paasa.com | https://business.triply.co/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 11 | 5 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://paasa.com | http://www.fuseinsight.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 11 | 4 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://paasa.com | https://www.hellosunset.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 11 | 4 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://paasa.com | https://www.SaturnOS.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.4
|
| Reviews | 11 | 7 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://paasa.com | https://www.finnyai.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://paasa.com | https://www.tradeflowai.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://paasa.com | https://assemblyhoa.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.2
|
| Reviews | 11 | 5 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://paasa.com | https://prosights.co/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 11 | 4 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://paasa.com | https://www.elayne.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://paasa.com | https://www.meetthyme.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://paasa.com | https://corgi.insure |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://paasa.com | https://offdeal.io |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|
|---|---|---|
| Rating |
4.0
|
2.0
|
| Reviews | 11 | 3 |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://paasa.com | https://www.taxgpt.com |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs ROE
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 9 | 9 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://surebright.com/ | https://getroe.ai |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Yenmo
| Feature | ||
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 9 | 8 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://surebright.com/ | https://yenmo.in/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs pap!
| Feature |
P
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 14 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://surebright.com/ | https://joinpap.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 12 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://surebright.com/ | https://villagelabs.app/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 11 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://surebright.com/ | https://riskcube.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 9 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://surebright.com/ | https://www.therentflow.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Moreta
| Feature |
M
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 8 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://surebright.com/ | https://moretapay.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 14 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://surebright.com/ | https://suretynow.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Stripe
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 9 | 9 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://surebright.com/ | https://stripe.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 9 | 12 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://surebright.com/ | https://www.fazeshift.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 7 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://surebright.com/ | https://bayesline.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Rove
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 7 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://surebright.com/ | http://rovecard.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 9 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://surebright.com/ | https://www.goldenbasis.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://surebright.com/ | https://getlumen.dev |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://surebright.com/ | https://luciblefi.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Triply
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 9 | 8 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://surebright.com/ | https://business.triply.co/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Fuse
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 9 | 5 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://surebright.com/ | http://www.fuseinsight.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Sunset
| Feature |
S
|
|
|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 9 | 4 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://surebright.com/ | https://www.hellosunset.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Saturn
| Feature |
S
|
|
|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 9 | 4 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://surebright.com/ | https://www.SaturnOS.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.4
|
| Reviews | 9 | 7 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://surebright.com/ | https://www.finnyai.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://surebright.com/ | https://www.tradeflowai.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://surebright.com/ | https://assemblyhoa.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.2
|
| Reviews | 9 | 5 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://surebright.com/ | https://prosights.co/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Elayne
| Feature |
E
|
|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 9 | 4 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://surebright.com/ | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Thyme
| Feature |
T
|
|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://surebright.com/ | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs Corgi
| Feature |
C
|
|
|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://surebright.com/ | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
4.0
|
2.7
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://surebright.com/ | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
SureBright vs TaxGPT
| Feature |
T
|
|
|---|---|---|
| Rating |
4.0
|
2.0
|
| Reviews | 9 | 3 |
| Description |
SureBright lets e-commerce merchants embed "Apple Care” like product warranties into their checkout flows in less than 10 minutes. Our AI-powered warranty platform generates incremental revenue and boosts customer loyalty at zero cost to the merchant. Sanket led engineering at PolicyBazar, an insurance tech company that IPOed and is valued at over $8B. Manish worked at Amazon and has built $100M ARR products, handling over 180B requests per day. Until now, finding the right policy for any product and pricing it at the right price wasn’t possible at scale. We automated this process using LLM and have unlocked a $50B+ opportunity. Each month, over 5 million consumers view SureBright warranty offers. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://surebright.com/ | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
April Kessler - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Ed Zemlak - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
4.0
|
| Reviews | 9 | 8 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://getroe.ai | https://yenmo.in/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
P
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 14 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://getroe.ai | https://joinpap.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
ROE vs Village Labs
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 12 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://getroe.ai | https://villagelabs.app/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
R
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 11 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://getroe.ai | https://riskcube.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
R
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 9 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://getroe.ai | https://www.therentflow.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
M
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 9 | 8 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://getroe.ai | https://moretapay.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.0
|
3.9
|
| Reviews | 9 | 14 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://getroe.ai | https://suretynow.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 9 | 9 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://getroe.ai | https://stripe.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 9 | 12 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://getroe.ai | https://www.fazeshift.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 7 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://getroe.ai | https://bayesline.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 7 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://getroe.ai | http://rovecard.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
ROE vs GoldenBasis
| Feature |
R
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|---|---|---|
| Rating |
4.0
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3.7
|
| Reviews | 9 | 9 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://getroe.ai | https://www.goldenbasis.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://getroe.ai | https://getlumen.dev |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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L
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|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://getroe.ai | https://luciblefi.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 9 | 8 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://getroe.ai | https://business.triply.co/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 9 | 5 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://getroe.ai | http://www.fuseinsight.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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S
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|---|---|---|
| Rating |
4.0
|
3.5
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| Reviews | 9 | 4 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://getroe.ai | https://www.hellosunset.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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S
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|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 9 | 4 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://getroe.ai | https://www.SaturnOS.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.0
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3.4
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| Reviews | 9 | 7 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://getroe.ai | https://www.finnyai.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.0
|
3.3
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| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://getroe.ai | https://www.tradeflowai.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
ROE vs Assembly HOA
| Feature |
R
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| Rating |
4.0
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3.3
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| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://getroe.ai | https://assemblyhoa.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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| Rating |
4.0
|
3.2
|
| Reviews | 9 | 5 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://getroe.ai | https://prosights.co/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
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E
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|---|---|---|
| Rating |
4.0
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3.0
|
| Reviews | 9 | 4 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://getroe.ai | https://www.elayne.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.0
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3.0
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| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://getroe.ai | https://www.meetthyme.com/ |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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R
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C
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| Rating |
4.0
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2.7
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| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://getroe.ai | https://corgi.insure |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
R
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O
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| Rating |
4.0
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2.7
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| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://getroe.ai | https://offdeal.io |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
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T
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| Rating |
4.0
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2.0
|
| Reviews | 9 | 3 |
| Description |
ROE AI solve risks and compliance problems for financial industry. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://getroe.ai | https://www.taxgpt.com |
| Positives |
"Great price point for the features offered."
Ramona Toy - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
4.0
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3.9
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| Reviews | 8 | 14 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
| Website | https://yenmo.in/ | https://joinpap.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 8 | 12 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://yenmo.in/ | https://villagelabs.app/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 8 | 11 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://yenmo.in/ | https://riskcube.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
R
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 8 | 9 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://yenmo.in/ | https://www.therentflow.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
M
|
|
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 8 | 8 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://yenmo.in/ | https://moretapay.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.9
|
| Reviews | 8 | 14 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://yenmo.in/ | https://suretynow.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 8 | 9 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://yenmo.in/ | https://stripe.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.8
|
| Reviews | 8 | 12 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://yenmo.in/ | https://www.fazeshift.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 8 | 7 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://yenmo.in/ | https://bayesline.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 8 | 7 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://yenmo.in/ | http://rovecard.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
Yenmo vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 8 | 9 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://yenmo.in/ | https://www.goldenbasis.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://yenmo.in/ | https://getlumen.dev |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
4.0
|
3.7
|
| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://yenmo.in/ | https://luciblefi.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 8 | 8 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://yenmo.in/ | https://business.triply.co/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.6
|
| Reviews | 8 | 5 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://yenmo.in/ | http://www.fuseinsight.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 8 | 4 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://yenmo.in/ | https://www.hellosunset.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
4.0
|
3.5
|
| Reviews | 8 | 4 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://yenmo.in/ | https://www.SaturnOS.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.4
|
| Reviews | 8 | 7 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://yenmo.in/ | https://www.finnyai.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://yenmo.in/ | https://www.tradeflowai.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.3
|
| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://yenmo.in/ | https://assemblyhoa.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.2
|
| Reviews | 8 | 5 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://yenmo.in/ | https://prosights.co/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 8 | 4 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://yenmo.in/ | https://www.elayne.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.0
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3.0
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| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://yenmo.in/ | https://www.meetthyme.com/ |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
4.0
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2.7
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| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://yenmo.in/ | https://corgi.insure |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
O
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| Rating |
4.0
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2.7
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| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://yenmo.in/ | https://offdeal.io |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
4.0
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2.0
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| Reviews | 8 | 3 |
| Description |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://yenmo.in/ | https://www.taxgpt.com |
| Positives |
"Great price point for the features offered."
Lucas Pouros - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
pap! vs Village Labs
| Feature |
P
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| Rating |
3.9
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3.9
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| Reviews | 14 | 12 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
| Website | https://joinpap.com/ | https://villagelabs.app/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
R
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|---|---|---|
| Rating |
3.9
|
3.9
|
| Reviews | 14 | 11 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://joinpap.com/ | https://riskcube.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
P
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R
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|---|---|---|
| Rating |
3.9
|
3.9
|
| Reviews | 14 | 9 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://joinpap.com/ | https://www.therentflow.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
P
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M
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|---|---|---|
| Rating |
3.9
|
3.9
|
| Reviews | 14 | 8 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://joinpap.com/ | https://moretapay.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
3.9
|
3.9
|
| Reviews | 14 | 14 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://joinpap.com/ | https://suretynow.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
3.9
|
3.8
|
| Reviews | 14 | 9 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://joinpap.com/ | https://stripe.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
3.9
|
3.8
|
| Reviews | 14 | 12 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://joinpap.com/ | https://www.fazeshift.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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| Rating |
3.9
|
3.7
|
| Reviews | 14 | 7 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://joinpap.com/ | https://bayesline.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
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|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 7 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://joinpap.com/ | http://rovecard.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
pap! vs GoldenBasis
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 9 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://joinpap.com/ | https://www.goldenbasis.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://joinpap.com/ | https://getlumen.dev |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
L
|
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://joinpap.com/ | https://luciblefi.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.6
|
| Reviews | 14 | 8 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://joinpap.com/ | https://business.triply.co/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.6
|
| Reviews | 14 | 5 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://joinpap.com/ | http://www.fuseinsight.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
S
|
|---|---|---|
| Rating |
3.9
|
3.5
|
| Reviews | 14 | 4 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://joinpap.com/ | https://www.hellosunset.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
S
|
|---|---|---|
| Rating |
3.9
|
3.5
|
| Reviews | 14 | 4 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://joinpap.com/ | https://www.SaturnOS.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.4
|
| Reviews | 14 | 7 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://joinpap.com/ | https://www.finnyai.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://joinpap.com/ | https://www.tradeflowai.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
pap! vs Assembly HOA
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://joinpap.com/ | https://assemblyhoa.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
|
|---|---|---|
| Rating |
3.9
|
3.2
|
| Reviews | 14 | 5 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://joinpap.com/ | https://prosights.co/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
P
|
E
|
|---|---|---|
| Rating |
3.9
|
3.0
|
| Reviews | 14 | 4 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://joinpap.com/ | https://www.elayne.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
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3.0
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| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://joinpap.com/ | https://www.meetthyme.com/ |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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2.7
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| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://joinpap.com/ | https://corgi.insure |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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2.7
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| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://joinpap.com/ | https://offdeal.io |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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2.0
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| Reviews | 14 | 3 |
| Description |
Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://joinpap.com/ | https://www.taxgpt.com |
| Positives |
"Great tool! Exactly what we needed for our workflow."
Myrtis Mann - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Dr. Dawson Muller - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.9
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| Reviews | 12 | 11 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
| Website | https://villagelabs.app/ | https://riskcube.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.9
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| Reviews | 12 | 9 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://villagelabs.app/ | https://www.therentflow.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.9
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| Reviews | 12 | 8 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://villagelabs.app/ | https://moretapay.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.9
|
| Reviews | 12 | 14 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://villagelabs.app/ | https://suretynow.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Great price point for the features offered."
Gerda Roob - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.8
|
| Reviews | 12 | 9 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://villagelabs.app/ | https://stripe.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.8
|
| Reviews | 12 | 12 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://villagelabs.app/ | https://www.fazeshift.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 12 | 7 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://villagelabs.app/ | https://bayesline.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
Village Labs vs Rove
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 12 | 7 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://villagelabs.app/ | http://rovecard.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 12 | 9 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://villagelabs.app/ | https://www.goldenbasis.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://villagelabs.app/ | https://getlumen.dev |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://villagelabs.app/ | https://luciblefi.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.6
|
| Reviews | 12 | 8 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://villagelabs.app/ | https://business.triply.co/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
Village Labs vs Fuse
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.6
|
| Reviews | 12 | 5 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://villagelabs.app/ | http://www.fuseinsight.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.9
|
3.5
|
| Reviews | 12 | 4 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://villagelabs.app/ | https://www.hellosunset.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.9
|
3.5
|
| Reviews | 12 | 4 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://villagelabs.app/ | https://www.SaturnOS.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.4
|
| Reviews | 12 | 7 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://villagelabs.app/ | https://www.finnyai.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.3
|
| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://villagelabs.app/ | https://www.tradeflowai.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.3
|
| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://villagelabs.app/ | https://assemblyhoa.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.2
|
| Reviews | 12 | 5 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://villagelabs.app/ | https://prosights.co/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.9
|
3.0
|
| Reviews | 12 | 4 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://villagelabs.app/ | https://www.elayne.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.9
|
3.0
|
| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://villagelabs.app/ | https://www.meetthyme.com/ |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.9
|
2.7
|
| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://villagelabs.app/ | https://corgi.insure |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.9
|
2.7
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| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://villagelabs.app/ | https://offdeal.io |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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2.0
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| Reviews | 12 | 3 |
| Description |
At Village Labs, we help America's businesses become employee owned by helping them set up and manage an employee stock ownership plan (ESOP). ESOPs are a federal retirement plan that enable businesses to give their employees a stake in the company in exchange for significant tax benefits. With 2.9M Baby Boomer business owners set to retire in the coming years, there's a growing "Silver Tsunami" of businesses across the country in search of new ownership. For many of these owners, selling to their employees is a socially-minded yet financially pragmatic solution. By selling ownership of their business to an ESOP, owners get a fair price, tax benefits, and the satisfaction of knowing their employees and legacy will be taken care of — things not guaranteed with traditional buyers like private equity. In turn, employees retain their jobs and get shares in the business that can help them create life changing wealth by the time they retire — imagine an office secretary retiring as a millionaire. Thousands of businesses across America like Bob's Red Mill, Harpoon Brewery, and Recology already have an ESOP, benefiting over 14 million workers and creating 2.1 trillion in employee wealth. We're excited about the opportunity to massively grow these numbers by making it simple for every business to become employee owned. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://villagelabs.app/ | https://www.taxgpt.com |
| Positives |
"Great value for money. Worth every penny."
Maya Wisoky - 5/5
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"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Prof. Alexander Ritchie V - 2/5
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"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.9
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| Reviews | 11 | 9 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
| Website | https://riskcube.com | https://www.therentflow.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.9
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| Reviews | 11 | 8 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://riskcube.com | https://moretapay.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.9
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| Reviews | 11 | 14 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://riskcube.com | https://suretynow.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Great price point for the features offered."
Gerda Roob - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.8
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| Reviews | 11 | 9 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://riskcube.com | https://stripe.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.8
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| Reviews | 11 | 12 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://riskcube.com | https://www.fazeshift.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.7
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| Reviews | 11 | 7 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://riskcube.com | https://bayesline.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Excellent customer support and reliable service."
Thea Cole - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.7
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| Reviews | 11 | 7 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://riskcube.com | http://rovecard.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.7
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| Reviews | 11 | 9 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://riskcube.com | https://www.goldenbasis.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.7
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://riskcube.com | https://getlumen.dev |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.7
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://riskcube.com | https://luciblefi.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.6
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| Reviews | 11 | 8 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://riskcube.com | https://business.triply.co/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.6
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| Reviews | 11 | 5 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://riskcube.com | http://www.fuseinsight.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.5
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| Reviews | 11 | 4 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://riskcube.com | https://www.hellosunset.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.5
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| Reviews | 11 | 4 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://riskcube.com | https://www.SaturnOS.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.4
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| Reviews | 11 | 7 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://riskcube.com | https://www.finnyai.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.3
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://riskcube.com | https://www.tradeflowai.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.3
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://riskcube.com | https://assemblyhoa.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.9
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3.2
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| Reviews | 11 | 5 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://riskcube.com | https://prosights.co/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.0
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| Reviews | 11 | 4 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://riskcube.com | https://www.elayne.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Reviews | 11 | 3 |
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Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://riskcube.com | https://www.meetthyme.com/ |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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2.7
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://riskcube.com | https://corgi.insure |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://riskcube.com | https://offdeal.io |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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2.0
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| Reviews | 11 | 3 |
| Description |
Our platform makes it simple for small businesses to compare top-rated business insurance providers, buy the right coverage online, and manage policies all in one place. If you're a carrier interested in partnering, send us a DM. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://riskcube.com | https://www.taxgpt.com |
| Positives |
"Saves us hours every week. Highly recommended!"
Kayli Champlin Sr. - 5/5
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"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dr. Carmine Swift - 1/5
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"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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3.9
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| Reviews | 9 | 8 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
| Website | https://www.therentflow.com | https://moretapay.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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3.9
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3.9
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| Reviews | 9 | 14 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://www.therentflow.com | https://suretynow.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Great price point for the features offered."
Gerda Roob - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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3.9
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3.8
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| Reviews | 9 | 9 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://www.therentflow.com | https://stripe.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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3.9
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3.8
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| Reviews | 9 | 12 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://www.therentflow.com | https://www.fazeshift.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.7
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| Reviews | 9 | 7 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.therentflow.com | https://bayesline.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Excellent customer support and reliable service."
Thea Cole - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.7
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| Reviews | 9 | 7 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.therentflow.com | http://rovecard.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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3.9
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3.7
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| Reviews | 9 | 9 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.therentflow.com | https://www.goldenbasis.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.7
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.therentflow.com | https://getlumen.dev |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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3.7
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.therentflow.com | https://luciblefi.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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3.9
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3.6
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| Reviews | 9 | 8 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.therentflow.com | https://business.triply.co/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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3.9
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3.6
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| Reviews | 9 | 5 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.therentflow.com | http://www.fuseinsight.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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3.9
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3.5
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| Reviews | 9 | 4 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.therentflow.com | https://www.hellosunset.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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3.9
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3.5
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| Reviews | 9 | 4 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.therentflow.com | https://www.SaturnOS.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.therentflow.com | https://www.finnyai.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Details | View Full Review → | View Full Review → |
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3.3
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.therentflow.com | https://www.tradeflowai.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
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3.3
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.therentflow.com | https://assemblyhoa.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
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3.2
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| Reviews | 9 | 5 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.therentflow.com | https://prosights.co/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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3.0
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| Reviews | 9 | 4 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.therentflow.com | https://www.elayne.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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3.0
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.therentflow.com | https://www.meetthyme.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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2.7
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.therentflow.com | https://corgi.insure |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
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| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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2.7
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.therentflow.com | https://offdeal.io |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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2.0
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| Reviews | 9 | 3 |
| Description |
RentFlow is the first ‘Buy Now Pay Later’ rent collection platform. In the US alone, ~ 50% of small & medium businesses, and ~ 15% of residents are behind on their rent. RentFlow’s mission is to decrease the financial and administrative burden of late rent for everyone. Thanks to our partner bank, we automatically pay property managers upfront for their rent & fees on the 1st of the month. Meanwhile, business owners and residents have the possibility to pay their rent in flexible installments that adapt to their cash flow needs. We also report timely installments to all major credit bureaus to help renters build their credit score fast while paying on their own schedule. RentFlow leverages Generative AI to provide a built-in rent collection agent and to unlock installment plans on an ongoing basis based on each tenant’s risk profile. With RentFlow, say goodbye to late rent once and for all. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.therentflow.com | https://www.taxgpt.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Mr. Grady Watsica III - 5/5
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"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Brett Dicki V - 2/5
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"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
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3.9
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3.9
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| Reviews | 8 | 14 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
| Website | https://moretapay.com | https://suretynow.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Great price point for the features offered."
Gerda Roob - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
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3.9
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3.8
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| Reviews | 8 | 9 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://moretapay.com | https://stripe.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Had some issues with reliability and uptime."
Hyman Towne - 2/5
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3.9
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3.8
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| Reviews | 8 | 12 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://moretapay.com | https://www.fazeshift.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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| Details | View Full Review → | View Full Review → |
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3.7
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| Reviews | 8 | 7 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://moretapay.com | https://bayesline.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
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3.7
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| Reviews | 8 | 7 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://moretapay.com | http://rovecard.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
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| Reviews | 8 | 9 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://moretapay.com | https://www.goldenbasis.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://moretapay.com | https://getlumen.dev |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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| Reviews | 8 | 3 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://moretapay.com | https://luciblefi.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"The best solution we've tried for this use case."
Janae Nolan - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
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| Reviews | 8 | 8 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://moretapay.com | https://business.triply.co/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Outstanding performance and great documentation."
Vince Ruecker - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
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| Reviews | 8 | 5 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://moretapay.com | http://www.fuseinsight.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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3.5
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| Reviews | 8 | 4 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://moretapay.com | https://www.hellosunset.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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3.5
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| Reviews | 8 | 4 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://moretapay.com | https://www.SaturnOS.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
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| Details | View Full Review → | View Full Review → |
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3.4
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://moretapay.com | https://www.finnyai.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Customer service is responsive and helpful."
Alvena Feil - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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| Reviews | 8 | 3 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://moretapay.com | https://www.tradeflowai.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |
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3.3
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| Reviews | 8 | 3 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://moretapay.com | https://assemblyhoa.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
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| Details | View Full Review → | View Full Review → |
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3.2
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| Reviews | 8 | 5 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://moretapay.com | https://prosights.co/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
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| Reviews | 8 | 4 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://moretapay.com | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Reviews | 8 | 3 |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://moretapay.com | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |
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2.7
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| Reviews | 8 | 3 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://moretapay.com | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
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At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://moretapay.com | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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| Reviews | 8 | 3 |
| Description |
At Moreta, we simplify payments for international travelers, letting you pay for anything using just your phone. Say goodbye to the hassle of searching for the best cash exchange rates or ATMs on your next trip. With Moreta, paying local merchants is easy, and the best part? Transparent fees. We came up with Moreta while on our own backpacking adventures. Watching locals pay with a simple scan while we fumbled with cards and cash. So, we created a solution. By syncing with local payment networks, Moreta lets you pay like a local securely and digitally, without needing a bank account in every country. We’re starting in Asia, where QR code digital wallets are taking over and are now the top choice at checkout. As these wallets start to join forces for cross-border payments, Moreta will be the first to bridge the gap for international travelers from card-centric markets to seamlessly tap into these local networks. Moreta will target 67 million travelers arriving in the region each year, who together have $127 billion in everyday expenditure. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://moretapay.com | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
Carmela Blanda PhD - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Remington Ryan - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.8
|
| Reviews | 14 | 9 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
| Website | https://suretynow.com/ | https://stripe.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
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3.8
|
| Reviews | 14 | 12 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://suretynow.com/ | https://www.fazeshift.com/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 7 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://suretynow.com/ | https://bayesline.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 7 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://suretynow.com/ | http://rovecard.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 9 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://suretynow.com/ | https://www.goldenbasis.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.7
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://suretynow.com/ | https://getlumen.dev |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
L
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| Rating |
3.9
|
3.7
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| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://suretynow.com/ | https://luciblefi.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.6
|
| Reviews | 14 | 8 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://suretynow.com/ | https://business.triply.co/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.6
|
| Reviews | 14 | 5 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://suretynow.com/ | http://www.fuseinsight.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
3.9
|
3.5
|
| Reviews | 14 | 4 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://suretynow.com/ | https://www.hellosunset.com/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
3.9
|
3.5
|
| Reviews | 14 | 4 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://suretynow.com/ | https://www.SaturnOS.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.4
|
| Reviews | 14 | 7 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://suretynow.com/ | https://www.finnyai.com/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://suretynow.com/ | https://www.tradeflowai.com/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.3
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://suretynow.com/ | https://assemblyhoa.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.9
|
3.2
|
| Reviews | 14 | 5 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://suretynow.com/ | https://prosights.co/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
E
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| Rating |
3.9
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3.0
|
| Reviews | 14 | 4 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://suretynow.com/ | https://www.elayne.com/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
3.9
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3.0
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://suretynow.com/ | https://www.meetthyme.com/ |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
3.9
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2.7
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://suretynow.com/ | https://corgi.insure |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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| Rating |
3.9
|
2.7
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://suretynow.com/ | https://offdeal.io |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
3.9
|
2.0
|
| Reviews | 14 | 3 |
| Description |
Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://suretynow.com/ | https://www.taxgpt.com |
| Positives |
"Great price point for the features offered."
Gerda Roob - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Arnaldo Hilpert - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.8
|
| Reviews | 9 | 12 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
| Website | https://stripe.com | https://www.fazeshift.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 9 | 7 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://stripe.com | https://bayesline.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 9 | 7 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://stripe.com | http://rovecard.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 9 | 9 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://stripe.com | https://www.goldenbasis.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://stripe.com | https://getlumen.dev |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
L
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|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://stripe.com | https://luciblefi.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.6
|
| Reviews | 9 | 8 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://stripe.com | https://business.triply.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.6
|
| Reviews | 9 | 5 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://stripe.com | http://www.fuseinsight.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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|---|---|---|
| Rating |
3.8
|
3.5
|
| Reviews | 9 | 4 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://stripe.com | https://www.hellosunset.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
S
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|
|---|---|---|
| Rating |
3.8
|
3.5
|
| Reviews | 9 | 4 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://stripe.com | https://www.SaturnOS.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.4
|
| Reviews | 9 | 7 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://stripe.com | https://www.finnyai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.3
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://stripe.com | https://www.tradeflowai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.3
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://stripe.com | https://assemblyhoa.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.2
|
| Reviews | 9 | 5 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://stripe.com | https://prosights.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
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|---|---|---|
| Rating |
3.8
|
3.0
|
| Reviews | 9 | 4 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://stripe.com | https://www.elayne.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
3.8
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3.0
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://stripe.com | https://www.meetthyme.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
3.8
|
2.7
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://stripe.com | https://corgi.insure |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
3.8
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2.7
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://stripe.com | https://offdeal.io |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.8
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2.0
|
| Reviews | 9 | 3 |
| Description |
Stripe revolutionized online payment processing by providing developer-friendly APIs that make accepting payments as straightforward as integrating any other web service. The platform handles the complex compliance, security, and infrastructure challenges of payment processing, allowing businesses to focus on their products rather than payment logistics. Stripe's API-first design makes it flexible enough to power everything from simple e-commerce checkout flows to sophisticated marketplace platforms that split payments between multiple parties. The platform supports global payment methods including credit cards, digital wallets, bank transfers, and local payment methods across hundreds of countries. Stripe's suite of financial products extends beyond payments to include invoicing, billing subscriptions, fraud prevention, and business banking. The platform has become the foundation for thousands of online businesses, from startups to enterprises, who need reliable, scalable payment infrastructure. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://stripe.com | https://www.taxgpt.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Paxton Keebler - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Hyman Towne - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 12 | 7 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
| Website | https://www.fazeshift.com/ | https://bayesline.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 12 | 7 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://www.fazeshift.com/ | http://rovecard.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 12 | 9 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://www.fazeshift.com/ | https://www.goldenbasis.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.7
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.fazeshift.com/ | https://getlumen.dev |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
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L
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| Rating |
3.8
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3.7
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| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.fazeshift.com/ | https://luciblefi.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
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| Rating |
3.8
|
3.6
|
| Reviews | 12 | 8 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.fazeshift.com/ | https://business.triply.co/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.6
|
| Reviews | 12 | 5 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.fazeshift.com/ | http://www.fuseinsight.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
3.8
|
3.5
|
| Reviews | 12 | 4 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.fazeshift.com/ | https://www.hellosunset.com/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
3.8
|
3.5
|
| Reviews | 12 | 4 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.fazeshift.com/ | https://www.SaturnOS.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.4
|
| Reviews | 12 | 7 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.fazeshift.com/ | https://www.finnyai.com/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.3
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.fazeshift.com/ | https://www.tradeflowai.com/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.3
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.fazeshift.com/ | https://assemblyhoa.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.2
|
| Reviews | 12 | 5 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.fazeshift.com/ | https://prosights.co/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
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| Rating |
3.8
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3.0
|
| Reviews | 12 | 4 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.fazeshift.com/ | https://www.elayne.com/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
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T
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| Rating |
3.8
|
3.0
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.fazeshift.com/ | https://www.meetthyme.com/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
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| Rating |
3.8
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2.7
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.fazeshift.com/ | https://corgi.insure |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.8
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2.7
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.fazeshift.com/ | https://offdeal.io |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |
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| Rating |
3.8
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2.0
|
| Reviews | 12 | 3 |
| Description |
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.fazeshift.com/ | https://www.taxgpt.com |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
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3.7
|
| Reviews | 7 | 7 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
| Website | https://bayesline.com | http://rovecard.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 7 | 9 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://bayesline.com | https://www.goldenbasis.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://bayesline.com | https://getlumen.dev |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
L
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| Rating |
3.7
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3.7
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| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://bayesline.com | https://luciblefi.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 7 | 8 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://bayesline.com | https://business.triply.co/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 7 | 5 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://bayesline.com | http://www.fuseinsight.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
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| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
3.7
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3.5
|
| Reviews | 7 | 4 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://bayesline.com | https://www.hellosunset.com/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
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| Rating |
3.7
|
3.5
|
| Reviews | 7 | 4 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://bayesline.com | https://www.SaturnOS.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.4
|
| Reviews | 7 | 7 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://bayesline.com | https://www.finnyai.com/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://bayesline.com | https://www.tradeflowai.com/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://bayesline.com | https://assemblyhoa.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.2
|
| Reviews | 7 | 5 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://bayesline.com | https://prosights.co/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
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| Rating |
3.7
|
3.0
|
| Reviews | 7 | 4 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://bayesline.com | https://www.elayne.com/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
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| Details | View Full Review → | View Full Review → |
| Feature |
T
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| Rating |
3.7
|
3.0
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| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://bayesline.com | https://www.meetthyme.com/ |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
3.7
|
2.7
|
| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://bayesline.com | https://corgi.insure |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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| Rating |
3.7
|
2.7
|
| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://bayesline.com | https://offdeal.io |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.7
|
2.0
|
| Reviews | 7 | 3 |
| Description |
Bayesline is building a GPU-powered financial analytics suite for institutional investors, like hedge funds. Clients use our cloud deployed solution to build custom analytics in seconds, having previously been frustrated with off the shelf solutions that don't generate any alpha. What used to take weeks or months now happens near instantly. Sebastian, CFA (ex Bloomberg Quant & AI Research) and Misha, PhD (ex BlackRock Managing Director) met while working at BlackRock in 2016. With a combined 20 years of experience in the space they set out to change the way the industry uses analytics - from one size doesn't fit all to truly tailored to clients' needs. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://bayesline.com | https://www.taxgpt.com |
| Positives |
"Excellent customer support and reliable service."
Thea Cole - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Miss Millie Barrows IV - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
Rove vs GoldenBasis
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 7 | 9 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | http://rovecard.com | https://www.goldenbasis.com |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | http://rovecard.com | https://getlumen.dev |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | http://rovecard.com | https://luciblefi.com |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 7 | 8 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | http://rovecard.com | https://business.triply.co/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 7 | 5 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | http://rovecard.com | http://www.fuseinsight.com |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 7 | 4 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | http://rovecard.com | https://www.hellosunset.com/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 7 | 4 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | http://rovecard.com | https://www.SaturnOS.com |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.4
|
| Reviews | 7 | 7 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | http://rovecard.com | https://www.finnyai.com/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | http://rovecard.com | https://www.tradeflowai.com/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
Rove vs Assembly HOA
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | http://rovecard.com | https://assemblyhoa.com |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.2
|
| Reviews | 7 | 5 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | http://rovecard.com | https://prosights.co/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 7 | 4 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | http://rovecard.com | https://www.elayne.com/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | http://rovecard.com | https://www.meetthyme.com/ |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | http://rovecard.com | https://corgi.insure |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | http://rovecard.com | https://offdeal.io |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.7
|
2.0
|
| Reviews | 7 | 3 |
| Description |
Rove is building the first accessible and universal airline mile, redeemable across dozens of international airlines and hotel chains worldwide. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | http://rovecard.com | https://www.taxgpt.com |
| Positives |
"The best solution we've tried for this use case."
Tatyana VonRueden - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Too complex for our needs. Not user-friendly."
Dr. Darrel Hand I - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
| Website | https://www.goldenbasis.com | https://getlumen.dev |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://www.goldenbasis.com | https://luciblefi.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 9 | 8 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://www.goldenbasis.com | https://business.triply.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
GoldenBasis vs Fuse
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 9 | 5 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://www.goldenbasis.com | http://www.fuseinsight.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 9 | 4 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.goldenbasis.com | https://www.hellosunset.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 9 | 4 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.goldenbasis.com | https://www.SaturnOS.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.4
|
| Reviews | 9 | 7 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.goldenbasis.com | https://www.finnyai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.goldenbasis.com | https://www.tradeflowai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.goldenbasis.com | https://assemblyhoa.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.2
|
| Reviews | 9 | 5 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.goldenbasis.com | https://prosights.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 9 | 4 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.goldenbasis.com | https://www.elayne.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
GoldenBasis vs Thyme
| Feature |
T
|
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.goldenbasis.com | https://www.meetthyme.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
GoldenBasis vs Corgi
| Feature |
C
|
|
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.goldenbasis.com | https://corgi.insure |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.goldenbasis.com | https://offdeal.io |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.7
|
2.0
|
| Reviews | 9 | 3 |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.goldenbasis.com | https://www.taxgpt.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.7
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
| Website | https://getlumen.dev | https://luciblefi.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 3 | 8 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://getlumen.dev | https://business.triply.co/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 3 | 5 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://getlumen.dev | http://www.fuseinsight.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 3 | 4 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://getlumen.dev | https://www.hellosunset.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 3 | 4 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://getlumen.dev | https://www.SaturnOS.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.4
|
| Reviews | 3 | 7 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://getlumen.dev | https://www.finnyai.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://getlumen.dev | https://www.tradeflowai.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://getlumen.dev | https://assemblyhoa.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.2
|
| Reviews | 3 | 5 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://getlumen.dev | https://prosights.co/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 3 | 4 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://getlumen.dev | https://www.elayne.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://getlumen.dev | https://www.meetthyme.com/ |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
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| Rating |
3.7
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://getlumen.dev | https://corgi.insure |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
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|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://getlumen.dev | https://offdeal.io |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
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|---|---|---|
| Rating |
3.7
|
2.0
|
| Reviews | 3 | 3 |
| Description |
Lumen let's you implement complex pricing models in under 10 minutes. Lumen will take care of webhooks, user credits, tracking usage in real-time, usage based billing, taxes and more so you can focus on your product. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://getlumen.dev | https://www.taxgpt.com |
| Positives |
"Best investment we made this year. Highly satisfied."
Jammie Murray - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Georgiana Gorczany - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 3 | 8 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
| Website | https://luciblefi.com | https://business.triply.co/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.6
|
| Reviews | 3 | 5 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://luciblefi.com | http://www.fuseinsight.com |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
S
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 3 | 4 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://luciblefi.com | https://www.hellosunset.com/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
S
|
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 3 | 4 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://luciblefi.com | https://www.SaturnOS.com |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.4
|
| Reviews | 3 | 7 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://luciblefi.com | https://www.finnyai.com/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 3 | 3 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://luciblefi.com | https://www.tradeflowai.com/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.3
|
| Reviews | 3 | 3 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://luciblefi.com | https://assemblyhoa.com |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
|
|---|---|---|
| Rating |
3.7
|
3.2
|
| Reviews | 3 | 5 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://luciblefi.com | https://prosights.co/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
E
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 3 | 4 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://luciblefi.com | https://www.elayne.com/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
T
|
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 3 | 3 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://luciblefi.com | https://www.meetthyme.com/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
C
|
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://luciblefi.com | https://corgi.insure |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
O
|
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://luciblefi.com | https://offdeal.io |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
L
|
T
|
|---|---|---|
| Rating |
3.7
|
2.0
|
| Reviews | 3 | 3 |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://luciblefi.com | https://www.taxgpt.com |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.6
|
| Reviews | 8 | 5 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
| Website | https://business.triply.co/ | http://www.fuseinsight.com |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.6
|
3.5
|
| Reviews | 8 | 4 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://business.triply.co/ | https://www.hellosunset.com/ |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.6
|
3.5
|
| Reviews | 8 | 4 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://business.triply.co/ | https://www.SaturnOS.com |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.4
|
| Reviews | 8 | 7 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://business.triply.co/ | https://www.finnyai.com/ |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.3
|
| Reviews | 8 | 3 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://business.triply.co/ | https://www.tradeflowai.com/ |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.3
|
| Reviews | 8 | 3 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://business.triply.co/ | https://assemblyhoa.com |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.2
|
| Reviews | 8 | 5 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://business.triply.co/ | https://prosights.co/ |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.6
|
3.0
|
| Reviews | 8 | 4 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://business.triply.co/ | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.6
|
3.0
|
| Reviews | 8 | 3 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://business.triply.co/ | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.6
|
2.7
|
| Reviews | 8 | 3 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://business.triply.co/ | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.6
|
2.7
|
| Reviews | 8 | 3 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://business.triply.co/ | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.6
|
2.0
|
| Reviews | 8 | 3 |
| Description |
Triply (Formerly Tripitaca) is the operating system for travel businesses in Africa. We eliminate operational chaos by unifying payments, Invoicing, payroll, accounting, operations, and more into a single platform allowing travel businesses to execute and sell more efficiently. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://business.triply.co/ | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
Vince Ruecker - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Ferne Anderson - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.6
|
3.5
|
| Reviews | 5 | 4 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | http://www.fuseinsight.com | https://www.hellosunset.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.6
|
3.5
|
| Reviews | 5 | 4 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | http://www.fuseinsight.com | https://www.SaturnOS.com |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.4
|
| Reviews | 5 | 7 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | http://www.fuseinsight.com | https://www.finnyai.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.3
|
| Reviews | 5 | 3 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | http://www.fuseinsight.com | https://www.tradeflowai.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
Fuse vs Assembly HOA
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.3
|
| Reviews | 5 | 3 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | http://www.fuseinsight.com | https://assemblyhoa.com |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.6
|
3.2
|
| Reviews | 5 | 5 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | http://www.fuseinsight.com | https://prosights.co/ |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.6
|
3.0
|
| Reviews | 5 | 4 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | http://www.fuseinsight.com | https://www.elayne.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.6
|
3.0
|
| Reviews | 5 | 3 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | http://www.fuseinsight.com | https://www.meetthyme.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.6
|
2.7
|
| Reviews | 5 | 3 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | http://www.fuseinsight.com | https://corgi.insure |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.6
|
2.7
|
| Reviews | 5 | 3 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | http://www.fuseinsight.com | https://offdeal.io |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.6
|
2.0
|
| Reviews | 5 | 3 |
| Description |
AI-powered intake, eligibility and benefits verification for US healthcare providers to radically improve the patient billing experience. If you know senior execs in medical groups or partners in healthcare PE please do connect us. We won’t waste their time: +1 628 468 3232. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | http://www.fuseinsight.com | https://www.taxgpt.com |
| Positives |
"The team uses it daily. Essential for our operations."
Harry Beier - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"The interface is confusing and needs improvement."
Jermey Sawayn - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
S
|
|---|---|---|
| Rating |
3.5
|
3.5
|
| Reviews | 4 | 4 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
| Website | https://www.hellosunset.com/ | https://www.SaturnOS.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.4
|
| Reviews | 4 | 7 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.hellosunset.com/ | https://www.finnyai.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.3
|
| Reviews | 4 | 3 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.hellosunset.com/ | https://www.tradeflowai.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.3
|
| Reviews | 4 | 3 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.hellosunset.com/ | https://assemblyhoa.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.2
|
| Reviews | 4 | 5 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.hellosunset.com/ | https://prosights.co/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
E
|
|---|---|---|
| Rating |
3.5
|
3.0
|
| Reviews | 4 | 4 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.hellosunset.com/ | https://www.elayne.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
T
|
|---|---|---|
| Rating |
3.5
|
3.0
|
| Reviews | 4 | 3 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.hellosunset.com/ | https://www.meetthyme.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
C
|
|---|---|---|
| Rating |
3.5
|
2.7
|
| Reviews | 4 | 3 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.hellosunset.com/ | https://corgi.insure |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
O
|
|---|---|---|
| Rating |
3.5
|
2.7
|
| Reviews | 4 | 3 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.hellosunset.com/ | https://offdeal.io |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
T
|
|---|---|---|
| Rating |
3.5
|
2.0
|
| Reviews | 4 | 3 |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.hellosunset.com/ | https://www.taxgpt.com |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.4
|
| Reviews | 4 | 7 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://www.SaturnOS.com | https://www.finnyai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.3
|
| Reviews | 4 | 3 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.SaturnOS.com | https://www.tradeflowai.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.3
|
| Reviews | 4 | 3 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.SaturnOS.com | https://assemblyhoa.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
|
|---|---|---|
| Rating |
3.5
|
3.2
|
| Reviews | 4 | 5 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.SaturnOS.com | https://prosights.co/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
E
|
|---|---|---|
| Rating |
3.5
|
3.0
|
| Reviews | 4 | 4 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.SaturnOS.com | https://www.elayne.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
T
|
|---|---|---|
| Rating |
3.5
|
3.0
|
| Reviews | 4 | 3 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.SaturnOS.com | https://www.meetthyme.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
C
|
|---|---|---|
| Rating |
3.5
|
2.7
|
| Reviews | 4 | 3 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.SaturnOS.com | https://corgi.insure |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
O
|
|---|---|---|
| Rating |
3.5
|
2.7
|
| Reviews | 4 | 3 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.SaturnOS.com | https://offdeal.io |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
S
|
T
|
|---|---|---|
| Rating |
3.5
|
2.0
|
| Reviews | 4 | 3 |
| Description |
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.SaturnOS.com | https://www.taxgpt.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Oliver Spinka - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Had to switch to a different solution after trying this."
Prof. Jett Moen IV - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.4
|
3.3
|
| Reviews | 7 | 3 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.finnyai.com/ | https://www.tradeflowai.com/ |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.4
|
3.3
|
| Reviews | 7 | 3 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.finnyai.com/ | https://assemblyhoa.com |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.4
|
3.2
|
| Reviews | 7 | 5 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.finnyai.com/ | https://prosights.co/ |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.4
|
3.0
|
| Reviews | 7 | 4 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.finnyai.com/ | https://www.elayne.com/ |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.4
|
3.0
|
| Reviews | 7 | 3 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.finnyai.com/ | https://www.meetthyme.com/ |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.4
|
2.7
|
| Reviews | 7 | 3 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.finnyai.com/ | https://corgi.insure |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.4
|
2.7
|
| Reviews | 7 | 3 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.finnyai.com/ | https://offdeal.io |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.4
|
2.0
|
| Reviews | 7 | 3 |
| Description |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.finnyai.com/ | https://www.taxgpt.com |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.3
|
3.3
|
| Reviews | 3 | 3 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
| Website | https://www.tradeflowai.com/ | https://assemblyhoa.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.3
|
3.2
|
| Reviews | 3 | 5 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://www.tradeflowai.com/ | https://prosights.co/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.3
|
3.0
|
| Reviews | 3 | 4 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://www.tradeflowai.com/ | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.3
|
3.0
|
| Reviews | 3 | 3 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.tradeflowai.com/ | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.3
|
2.7
|
| Reviews | 3 | 3 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.tradeflowai.com/ | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.3
|
2.7
|
| Reviews | 3 | 3 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.tradeflowai.com/ | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.3
|
2.0
|
| Reviews | 3 | 3 |
| Description |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.tradeflowai.com/ | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature | ||
|---|---|---|
| Rating |
3.3
|
3.2
|
| Reviews | 3 | 5 |
| Description |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
| Website | https://assemblyhoa.com | https://prosights.co/ |
| Positives |
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.3
|
3.0
|
| Reviews | 3 | 4 |
| Description |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://assemblyhoa.com | https://www.elayne.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.3
|
3.0
|
| Reviews | 3 | 3 |
| Description |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://assemblyhoa.com | https://www.meetthyme.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.3
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://assemblyhoa.com | https://corgi.insure |
| Positives |
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.3
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://assemblyhoa.com | https://offdeal.io |
| Positives |
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.3
|
2.0
|
| Reviews | 3 | 3 |
| Description |
Assembly is an AI-enabled HOA management company on a mission to fix homeowner associations. Traditional HOA management is often reactive, confusing, and inefficient. Assembly takes a different approach by combining professional expertise with intelligent software to make communities run smoothly and decisions easier. We exist to build trust, create transparency, and ensure well-run communities that protect and enhance property values. Assembly simplifies day-to-day operations, automates routine tasks, and delivers the right knowledge at the right time. Our platform gives boards and homeowners clarity to make smarter, more confident decisions. We manage HOAs in San Francisco Bay Area and Greater Los Angeles. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://assemblyhoa.com | https://www.taxgpt.com |
| Positives |
"The team uses it daily. Essential for our operations."
Ms. Rahsaan Shanahan III - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Performance issues during peak usage times."
Prof. Stacey Wilderman III - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
|
|---|---|---|
| Rating |
3.2
|
3.0
|
| Reviews | 5 | 4 |
| Description |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
| Website | https://prosights.co/ | https://www.elayne.com/ |
| Positives |
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.2
|
3.0
|
| Reviews | 5 | 3 |
| Description |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://prosights.co/ | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
|
|---|---|---|
| Rating |
3.2
|
2.7
|
| Reviews | 5 | 3 |
| Description |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://prosights.co/ | https://corgi.insure |
| Positives |
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
|
|---|---|---|
| Rating |
3.2
|
2.7
|
| Reviews | 5 | 3 |
| Description |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://prosights.co/ | https://offdeal.io |
| Positives |
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
|
|---|---|---|
| Rating |
3.2
|
2.0
|
| Reviews | 5 | 3 |
| Description |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://prosights.co/ | https://www.taxgpt.com |
| Positives |
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
T
|
|---|---|---|
| Rating |
3.0
|
3.0
|
| Reviews | 4 | 3 |
| Description |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.elayne.com/ | https://www.meetthyme.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
C
|
|---|---|---|
| Rating |
3.0
|
2.7
|
| Reviews | 4 | 3 |
| Description |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.elayne.com/ | https://corgi.insure |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
O
|
|---|---|---|
| Rating |
3.0
|
2.7
|
| Reviews | 4 | 3 |
| Description |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.elayne.com/ | https://offdeal.io |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
E
|
T
|
|---|---|---|
| Rating |
3.0
|
2.0
|
| Reviews | 4 | 3 |
| Description |
Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.elayne.com/ | https://www.taxgpt.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
C
|
|---|---|---|
| Rating |
3.0
|
2.7
|
| Reviews | 3 | 3 |
| Description |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
| Website | https://www.meetthyme.com/ | https://corgi.insure |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
O
|
|---|---|---|
| Rating |
3.0
|
2.7
|
| Reviews | 3 | 3 |
| Description |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.meetthyme.com/ | https://offdeal.io |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
T
|
T
|
|---|---|---|
| Rating |
3.0
|
2.0
|
| Reviews | 3 | 3 |
| Description |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.meetthyme.com/ | https://www.taxgpt.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
O
|
|---|---|---|
| Rating |
2.7
|
2.7
|
| Reviews | 3 | 3 |
| Description |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://corgi.insure | https://offdeal.io |
| Positives |
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
C
|
T
|
|---|---|---|
| Rating |
2.7
|
2.0
|
| Reviews | 3 | 3 |
| Description |
Corgi is building the first full stack AI insurance carrier. Insurance is 12% of US GDP. We’re taking it all. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://corgi.insure | https://www.taxgpt.com |
| Positives |
"Switched from our old tool and never looked back."
Elijah Schuster - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Lisa Roob IV - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |
| Feature |
O
|
T
|
|---|---|---|
| Rating |
2.7
|
2.0
|
| Reviews | 3 | 3 |
| Description |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://offdeal.io | https://www.taxgpt.com |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |