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Blueprint Income

July 13, 2021 All Top 100, D2C Annuities No comments

With Blueprint Income, you have the option of signing up for a Personal Pension or buying a traditional annuity. With either, you get guaranteed retirement income you can count on for life.

Annuity Rate Watch

July 13, 2021 All Top 100, Product Selectors No comments

Annuity Rate Watch is an Industry Leading Annuity Software For Financial Professionals and Distributors.

Bridge

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

Bridge helps RIAs save money for their clients by finding low-cost ETF alternatives to mutual fund investments.

Asset-Map

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real- time.

Annuities Genius

July 13, 2021 All Top 100, Product Selectors No comments

Annuities Genius offers everything you can possibly need to present, choose and sell annuities in one place at your fingertips.

Acorns

July 13, 2021 All Top 100, Savings for Millennials No comments

Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange- traded funds offered by some asset managers including Vanguard and BlackRock.

Algoreg

July 13, 2021 All Top 100, Compliance Risk Management No comments

Algoreg is a global RegTech, contributing to the digital transformation of businesses in compliance with regulatory requirements. With our proprietary solutions, we transform the way that banks, investment funds, payment companies or insurance firms are on-boarding their customers and conduct the KYC journey. Our products enable a fast and compliant onboarding, decrease operational KYC and reduce negative impacts on customers.

Orion

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

Orion is dedicated to creating financial planning software that enables profitable financial planning for all of its customers. It has automated advice delivery that allows more advisors to participate in holistic advice and more clients to receive financial plans regardless of their net worth.

55ip

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.

Wysa

July 9, 2021 All Startups, Hartford Insurtech Hub No comments

Wysa provides mental health support via a unique 3-layer hybrid model. They use an emotionally-intelligent AI conversational agent to provide immediate 24X7 support, helping users identify evidence-based self-help tools and techniques to work through challenging periods of their life. They can escalate users needing further support, to professional clinical psychologists. All of this is designed around a text-based app interface.

Nicholas Brenia

nbrenia

Blueprint Income

Annuity Rate Watch

Bridge

Asset-Map

Annuities Genius

Acorns

Algoreg

Orion

55ip

Wysa

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