WealthEngine uses advanced analytics and data to provide wealth intelligence and prospecting services, enabling financial advisors to identify high-net-worth prospects and tailor their marketing efforts accordingly. The platform offers insights into the wealth, lifestyle, philanthropic interests, and affinities of millions of individuals and households in the U.S.
InsureLife.io provides an AI-powered Network Orchestration Platform for Insurers that digitally connects their financial services products with consumers and agents, so they interact anytime, growing sales in a contactless world by creating an “in the moment” buying experience for connected consumers.
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.
Gainfully is a financial services platform that helps financial professionals generate new business and connect with their clients better.
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