Financial Services

Wealth management technology

Investment-analytics software structuring private-market and venture portfolio data; acquired by J.P. Morgan (2023).

Payment processing and management platform

White label loan processing platform for auto industry

Automate invoice/payment processing

Mobile payment technology platform

Sales analytics tools for financial services companies

Global equity ownership tracking & mgmt platform

Financial reporting & forecasting for SaaS startups

Cashless payment system

Consumer fintech app pairing a high-yield checking account with proactive, pre-spend budgeting.

White-label crowdfunding platform

Credit union management software

Debt collection software platform

Auto dealer lending software

Buyer verification for mortgage lenders

Software platforms for financial and payments processing industry

Core software for credit unions

Club membership management and billing

Mobile banking software

Online tax preparation & e-file service

Stock, futures and forex trading-analysis software (Track 'n Trade).

Healthcare account management

Accounts payable routing and approval software

End-to-end traditional and fee-based payment solutions

Accounts payable automation

Enterprise software for financial institutions

Small business loan source

Analytics for risk mitigation

Cloud, API-first loan-management and servicing platform for lenders and fintechs.

Individual retirement accounts from Goldman Sachs

Mortgage workflow automation

Data platform for banks, credit unions, and fintechs

Financial-health platform matching small businesses to credit, financing and business banking.

Cloud banking scalable technology

Payment data processing

Debt collection software

Robotic process automation for CPAs and controllers

Video platform for banking branches to reach customers

Finance management platform

Credit monitoring and repair

Healthcare financing platform

Budget software and a credit card

AI-first CRM built for financial advisors — prepares meetings, drafts follow-ups and surfaces client knowledge on demand.

Public consumer fintech/digital bank; large Utah operations and SLC-area payments-tech subsidiary Galileo.

Metro 2 credit-reporting software for reporting trade lines to the major bureaus.

Subscription personal-budgeting app built on the envelope method.

Online accounting and invoicing software for small businesses.