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 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 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 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 is modernizing the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise platform.
Spyglaz AI is a sales growth platform for the life and annuity insurance sector, empowering carriers to optimize relationships with key distribution partners like agents, advisors, and IMOs. By leveraging data, our platform predicts at-risk top producers, uncovers emerging talent, and delivers insights into sales velocity and agent performance. With a user-friendly interface and powerful backend capabilities, Spyglaz AI helps carriers strategically invest in relationships, streamline operations, and drive growth, making us the trusted partner for sustainable success in a competitive market.
Symend’s science-driven digital engagement platform enables service providers and financial institutions to better engage their at-risk customers with empathy, contributing to the dignity and welfare of individuals while building lifelong value for the company and the brand.
Stash is pioneering the future of personal finance with the first financial subscription that helps people create better lives. From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that has helped more than
5M people reach their financial goals and make progress towards financial freedom.
Socotra is a technology platform that builds a modern cloud-based platform for technology- driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers.
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. The company has created dozens of calculators and tools spanning home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. The company connects people to financial advisors via the SmartAdvisor service.
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