Finalis is platform that helps private securities brokerages to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including: M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to private securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Mandate Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest private securities brokerage platform. For more information, please visit http://www.finalis.com or follow us on LinkedIn.
NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
Operant Networks is a network service provider company for complex systems and energy companies. This platform provides cyber-secure, and technology-agnostic solutions that help clients to deploy their services and evolve at a quicker rate than their competitors. Operant Networks was founded in 2016 and is headquartered in Santa Rosa, California.
The easiest way to add technique coaching and correction to sport and fitness products. ASENSEI weaves motion capture into sports apparel and knowledge into software so that fitness equipment, training apps and Connected Fitness products can coach and correct your customer's movement in real-time. It strengthens engagement by turning solo practice into instructional learning, locks in brand loyalty by connecting coaching to clothing, and increases retention by showing your customers measurable progress along a learning path.