Farther is a wealth management firm that integrates financial planning software with personalized advisory services to enhance client investment strategies. The platform provides data-driven insights and tailored financial models, enabling clients to optimize their asset allocation and achieve their financial goals more effectively.

HealthSherpa is a Healthcare.gov certified web broker that simplifies the enrollment process for subsidy-eligible health plans through a user-friendly platform and personalized support via phone, email, and chat. The company addresses the complexity of the Affordable Care Act by providing tools that help consumers select and effectively utilize their health insurance, having successfully enrolled over 9 million individuals.

Moxie provides an integrated software suite specifically designed for aesthetic practices, covering clinical charting, payroll, and membership management. The platform supports medspa growth through expert marketing services, business coaching, and medical director matching. This comprehensive approach helps aesthetic entrepreneurs increase profitability, ensure compliance, and scale operations efficiently.

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.

PLACE is a real estate technology platform that provides agents with tools and services to enhance operational efficiency and profitability in property transactions. By connecting clients with top-performing agents and offering resources for home buying, selling, and financing, PLACE simplifies the real estate process and maximizes financial outcomes for users.

PolicyFly is a policy management platform that automates submissions and streamlines the underwriting process through smart forms and centralized data management. It enables insurers to efficiently manage the entire policy lifecycle, from application to renewal, enhancing profitability and operational speed.

Spark Advisors provides an all-in-one technology platform tailored for Medicare agencies, brokers, and call centers. This platform centralizes core workflows including contracting, finance, and compliance tracking for efficient operations. The technology supports agency management, broker CRM functions, and call center oversight to drive growth and improve client retention in the Medicare space.

Tern Travel offers an integrated platform that connects travel advisors with clients and suppliers, streamlining itinerary creation, credit card authorization, and commission tracking through automation and real-time reporting. By consolidating multiple tools into one system, Tern reduces manual data entry and enhances workflow efficiency, allowing travel professionals to focus on client relationships and business growth.