Ellevest is a full-service robo-advisor aimed at female investors, with a focus on how different incomes, lifetime earnings, events and lifespans add up to the need for a discrete investment approach to help women meet their life and financial goals.
Due makes retirement simple with an annuity/ pension like program to help you know how much money you have coming in each month when you retire.
EnsightTM provides SaaS-based sales acceleration solutions that make selling life insurance, LTC and annuities simpler, more profitable & a modern digital experience. The EnsightTM sales enablement platform helps insurance carriers, national distributors, BGAs and financial professionals drive sales growth, improve sales productivity, and transform the advisor-client experience at the point of sale.
Opurtun is a finance app that analyzes your spending habits and automatically saves the perfect amount every day.
ClientPoint is a cloud-based platform designed to generate, manage and track sales proposals. The platform ties all SaaS together to give businesses a way to easily build custom client portals, or ClientPoints, so that they can: engage prospects more dynamically to close more deals faster; (2) successfully onboard customers better, and build stronger and more profitable relationships with them over time.
Catch handles all of it so you don’t have to. Whether you work for yourself or have a few side gigs, you still need tax withholding, time off, retirement, and health insurance. Catch can help you get squared away. Choose your benefits, link your bank, then set aside a percentage of each paycheck. It’s that simple.
ComplySci is a leading provider of regulatory technology solutions that help compliance professionals identify, manage and report on employee conflicts of interests and compliance risk activities, including personal trading, political contributions, and other violations.
Clearnomics provides a technology that empowers financial advisors to have engaging market conversations with clients.
Canvas Annuity allows for a simple way to fund your retirement with a fixed annuity. Their Motto: People-first annuities. Great rates. Flexible access. Zero commissions.
CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America. Their mission is to provide access and transparency to the pricing and features of annuity, bank and investment products that consumers rely on for retirement security.
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