Alix (by Meetalix) provides a full‑service estate settlement platform that assigns a dedicated Settlement Specialist to manage every step of the probate process. The specialist handles accounting of assets and liabilities, coordinates with attorneys and financial advisors, oversees property maintenance and sale, and executes asset transfers, all tracked through a client‑facing app for real‑time visibility.

Ardley offers digital mortgage solutions that utilize automated workflows and data integration to streamline the mortgage application and servicing process for lenders and consumers. This technology reduces processing times and enhances transparency, addressing inefficiencies in traditional mortgage transactions.

Bland AI provides conversational AI phone agents that handle sales, scheduling, and support 24/7. Their platform enables businesses to automate customer interactions with human-like dialogue and custom workflows, integrating seamlessly with existing enterprise systems.

Boldin is a web‑based financial planning platform that consolidates a user’s income, savings, taxes, debt, real estate, healthcare, and personal goals into a single model. Its AI‑driven assistant answers plain‑language “what‑if” questions and runs scenario analyses such as early retirement or market downturns, while providing real‑time net‑worth tracking, Monte Carlo risk simulations, and budgeting tools. The service includes educational resources and coaching, with a free tier and subscription options for advanced modeling and priority support.

Brite Benefits provides digital benefits education software that enables brokers to create and distribute customized benefits guides and decision support tools efficiently. This platform streamlines the benefits education process, allowing clients to access high-quality information quickly, reducing the time required for guide creation from weeks to hours.

Castellum.AI provides a compliance screening platform that utilizes real-time data synchronization and advanced algorithms to identify financial crime risks across sanctions, PEPs, and adverse media. By reducing false positives by 88%, the solution enhances the efficiency of compliance teams in banks, fintechs, and global companies, streamlining KYC and transaction monitoring processes.

Certificial is a real-time insurance verification platform that utilizes SmartCOI™ technology to automate the issuance and tracking of Certificates of Insurance (COIs) across all stakeholders. This platform addresses the inefficiencies and compliance risks associated with manual COI management, ensuring that all parties have access to the most current coverage information instantly.

Clair offers an embedded Earned Wage Access solution that allows employees to access their earned wages directly through payroll and workforce management platforms, ensuring compliance with financial regulations. By leveraging earnings data for underwriting and partnering with Pathward, N.A., Clair provides quick wage advances, with 50% of users receiving funds in under two minutes.

Coverdash provides instant, tailored business insurance coverage for small businesses, startups, and freelancers through a streamlined online process. The platform offers essential policies like General Liability, Workers' Compensation, and Cyber insurance, simplifying risk management. Additionally, Coverdash enables partners to embed their automated insurance experience via a single line of code for ancillary revenue generation.

Flex provides a payment platform that enables businesses to accept Health Savings Account (HSA) and Flexible Spending Account (FSA) cards through a prebuilt checkout page or customizable UI components. This integration allows businesses to increase customer acquisition, boost average order values by 20%, and enhance conversion rates by meeting consumer demand for HSA/FSA payment options.

Health Gorilla operates a Federally Qualified Health Information Network that enables secure and interoperable data exchange among healthcare providers. The platform facilitates access to complete patient health records, enhancing care coordination and improving patient outcomes in a fragmented healthcare landscape.

Jawnt offers a cloud‑based commuter benefits platform that automates eligibility verification, pre‑tax payroll deductions, and compliance across multiple jurisdictions. The service includes a Visa‑debit card (Jawnt Pass) and mobile wallet integration for employees to pay transit, parking, bikeshare, and micromobility expenses with pre‑tax dollars, while providing administrators real‑time dashboards, analytics, and API connections to HRIS and payroll systems.

Method provides a unified API that lets fintech platforms, lenders, e‑commerce merchants, and digital banks connect to over 10,000 U.S. financial institutions with a single phone‑number authentication. The service delivers real‑time liability data—balances, transactions, due dates, credit limits, APRs, and payoff quotes—and includes an embedded payment engine for instant bill payments and balance transfers, all while handling security and compliance.

Nayya is a benefits experience platform that utilizes data science and AI to provide personalized decision support during employee benefits enrollment and onboarding. By centralizing health and wealth information, Nayya enables employees to make informed choices about their benefits, addressing the complexity of disjointed benefits offerings.

Scription provides a subscription-based maintenance platform for commercial and industrial equipment, bundling parts, labor, and service level agreements into a single plan. This model reduces equipment downtime by three times and stabilizes maintenance costs, addressing the unpredictability and high expenses associated with traditional hourly maintenance services.

XP Health is an AI-powered vision benefits platform that enables all employees, including those with 20/20 vision, to easily access and utilize vision care services online and in-person. By personalizing the eyewear purchasing experience and reducing costs to an average of $42 per pair, XP Health addresses the inefficiencies and high out-of-pocket expenses associated with traditional vision insurance.

YellowBird utilizes a technology platform to connect businesses with qualified Environmental, Health, and Safety (EHS) professionals for both short- and long-term projects, eliminating the need for lengthy hiring processes. This service addresses the challenge of finding vetted safety experts quickly, enabling companies to enhance their safety programs while reducing costs associated with full-time employees.