All Top 100

Covr

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Covr’s digital, white-labeled platforms integrate seamlessly with financial brands to provide life, long-term care, disability, and supplemental health solutions from top carriers to their clients in a simple, turnkey way.  Our AI-driven tools, digital advice model and omnichannel sales support seamlessly blend high-tech and high-touch. We’re dedicated to transforming the insurance purchase process from something that was previously slow and paper-based to an experience that is fast and digital.

Laura Dinan HaberCovr
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Worthright

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Worthright helps families and professionals quickly understand what a family can afford as they transition through a post-retirement life. Worthright’s team of specialists can help find income from existing assets, reduce the the cost of basic bills or insurance premiums and advocate for a family throughout the entire process.

Nicholas BreniaWorthright
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Wink, Inc.

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Wink, Inc. is a market research firm that tracks life insurance and annuity companies, their products, features, rates, and sales. In short, we provide accurate, thorough, timely, and compliant product information on life insurance contracts and annuities. We offer full-service competitive intelligence for life insurance and annuity home offices, distributors, sales professionals, and consulting firms.

Nicholas BreniaWink, Inc.
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Voyant

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Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. They use engaging visuals to inspire your clients to discover and share their exact goals. They also help you reveal your clients’ path to achievement in a way you can both see clearly – in real time.

Nicholas BreniaVoyant
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UNest

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UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app’s simple gifting feature, UNest Rewards and they can easily set up recurring contributions.

Nicholas BreniaUNest
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True Link

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True Link is a diversified financial services firm dedicated to protecting and increasing our customers’ independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.

Nicholas BreniaTrue Link
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Truelytics

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Truelytics is a B-to-B Enterprise SAAS startup, pioneering the Advisor Transition Management platform. Truelytics is the first end-to-end data- driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

Nicholas BreniaTruelytics
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