Nicholas Brenia

Luma

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Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, their post-sales support provides life cycle support to ensure that advisors and clients are maximizing their purchases.

Nicholas BreniaLuma
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LifeYield

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LifeYield’s software takes a comprehensive view of investors’_ assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage SuiteTM of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage.

Nicholas BreniaLifeYield
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Longevity Card

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Longevity Card is a banking application developer intended to help manage money
and health, together. Their application provides financial products, personalized health tips and recommendations from your personal AI longevity advisor, reward points that can be redeemed to buy products within the marketplace ecosystem, thereby enabling users to remain high functioning and financially stable throughout their lives.

Nicholas BreniaLongevity Card
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JourneyGuide

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JourneyGuide allows you to interactively work with your clients’ and provide answers to their most important retirement questions in seconds, not days. Together, you can chart a course to, and through, retirement. Proprietary algorithms based on years research allow for speed while at the same time support the rigor necessary to provide results that advisors and clients can be confident in.

Nicholas BreniaJourneyGuide
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iPipeline

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iPipeline provides cloud-based software solutions for the life insurance and financial services industry. Through SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents, distributors and consumers.

Nicholas BreniaiPipeline
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Kidbrook

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By distilling decades of research in the fields of quantitative analysis, behavioral economics and portfolio management into easily accessible APIs, Kidbrooke enables the FinTechs and financial institutions to build the next-generation digital wealth experiences. They provide B2B automated financial analytics designed to lower the cost of providing wealth management services without compromising on performance scalability.

Nicholas BreniaKidbrook
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InterGen Data

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InterGen Data develops proprietary “AI/ML” Artificial Intelligence-based Machine Learning algorithms that help banks, financial services, and insurance companies predict and identify when their clients are likely to have an important Life Event occur, what it could be, and how much of a financial impact that it could make.

Nicholas BreniaInterGen Data
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Intellagents

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Intellagents Intellagents (now a FatBrain AI company) is the only no-code, hybrid cloud, independent insurance integration platform, connecting agents, insurers, and new digital marketplaces and ecosystems with best-in-class insurtech solutions, data, and AI provider, Core and legacy systems to power “Real Change” in the insurance industry.

Nicholas BreniaIntellagents
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