All Top 100

Go2Income

July 13, 2021 All Top 100, Retirement Planning For Boomers No comments

Go2Income helps retirees or near-retirees secure their retirement with more dependable, spendable income.

Halo Investing

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

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions.

Grandhood

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Grandhood aims to make every pension investment more transparent and accessible. They are a Denmark-based startup working on an alternative pension fund.

Gerry

July 13, 2021 All Top 100, Retirement Planning For Boomers No comments

Gerry is a concierge service provider, helping families find the right assisted living homes for elders. The company provides its services related to assisted home living, financial planning, memory care facilities, family support, and communication, providing families with personalized recommendations and advice to find a suitable facility for their loved ones.

Gainfully

July 13, 2021 All Top 100, Customer Creation for Advisors No comments

Gainfully is a financial services platform that helps financial professionals generate new business and connect with their clients better.

FIV

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

Your Annuity Custom Software Solution Experts. Focus on your clients and efficiency. Let FIV streamline your operations so you can keep doing what you love. FIV acts as the central platform for only your Carriers, Products and Rates, Tear Sheets, Compliance and Database Management.

Genivity

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

Genivity is a dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with next generation heirs.

Gainbridge SPIA

July 13, 2021 All Top 100, Retirement Planning For Boomers No comments

The Gainbridge SPIA (Single-Premium Immediate Annuity) is a financial planning tool designed to convert an initial investment into a stable stream of fixed monthly payouts over a specified investment period.

Fintech Open Source Foundation

July 13, 2021 All Top 100, Institution Enablers No comments

The Fintech Open Source Foundation is an independent nonprofit organization focused on promoting open innovation during a period of unprecedented technological transformation within financial services. FINOS believes that organizations that embrace open source software development and common standards will be best positioned to capture the growth opportunities presented by this transformation.

Fenris Digital

July 13, 2021 All Top 100, Institution Enablers No comments

Fenris enables streamlined customer acquisition and full lifecycle optimization. Clients (agencies, carriers, financial services providers) leverage their APIs to inject insights and data into their workflows, to increase conversions, and deliver killer Amazon- like customer journeys.

All Top 100

Go2Income

Halo Investing

Grandhood

Gerry

Gainfully

FIV

Genivity

Gainbridge SPIA

Fintech Open Source Foundation

Fenris Digital

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