I-flow offers an intelligent no-coding data management platform to connect, transform, store and share data across shop floor and top floor with just a few clicks.
Nicholas Brenia
Wizest
Build a Team You Trust with Wizest. Browse their universe of financial experts – Leaderboards, expert profiles, and performance history make it easy to choose. Add experts to your team and copy their portfolios in one click.
Wink, Inc.
Wink, Inc. is a market research firm that tracks life insurance and annuity companies, their products, features, rates, and sales. In short, we provide accurate, thorough, timely, and compliant product information on life insurance contracts and annuities. We offer full-service competitive intelligence for life insurance and annuity home offices, distributors, sales professionals, and consulting firms.
Voyant
Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. They use engaging visuals to inspire your clients to discover and share their exact goals. They also help you reveal your clients’ path to achievement in a way you can both see clearly – in real time.
UNest
UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app’s simple gifting feature, UNest Rewards and they can easily set up recurring contributions.
True Link
True Link is a diversified financial services firm dedicated to protecting and increasing our customers’ independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.
Truelytics
Truelytics is a B-to-B Enterprise SAAS startup, pioneering the Advisor Transition Management platform. Truelytics is the first end-to-end data- driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
Ethos Life
Ethos Life is an online platform that simplifies the process of purchasing life insurance, including term life, whole life, and critical illness insurance. It offers an easy-to-use digital interface for applying and obtaining policies quickly, often without the need for medical exams. Ethos uses data and technology to provide personalized coverage options and competitive pricing. The company’s mission is to make life insurance accessible, affordable, and straightforward for everyone.
The Index Standard
The Index Standard provides index ratings and forecasts that aim to make your index and ETF screening simpler and easier. They are independent of index and product issuers. Their ratings and forecasts are the result of meticulous analysis designed by industry veterans and their goal is to provide clarity and awareness that enables you to make sound decisions, leading to better outcomes.
Sureify
Sureify is modernizing the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise platform.