Tomorrow Ideas is a mobile application that combines legal, financial and insurance services to organize family finances and help families make decisions for the future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy.
The Index Standard provides index ratings and forecasts that aim to make your index and ETF screening simpler and easier. They are independent of index and product issuers. Their ratings and forecasts are the result of meticulous analysis designed by industry veterans and their goal is to provide clarity and awareness that enables you to make sound decisions, leading to better outcomes.
Sureify is modernizing the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise platform.
Spyglaz is a platform for proactive customer retention serving the insurance and asset management industries. Spyglaz enables better live customer conversations by using machine learning to predict future customer loss, when retention action is required and identifies upsell/cross-sell opportunities.
Symend’s science-driven digital engagement platform enables service providers and financial institutions to better engage their at-risk customers with empathy, contributing to the dignity and welfare of individuals while building lifelong value for the company and the brand.
Stash is pioneering the future of personal finance with the first financial subscription that helps people create better lives. From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that has helped more than
5M people reach their financial goals and make progress towards financial freedom.
Socotra is a technology platform that builds a modern cloud-based platform for technology- driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers.
Socialeads is a platform that analyzes social media content for context, life events, and personality dimensions. It combines social science, data science, and advanced technologies to see and know the clients’ personal and professional networks and deliver actionable insights right to their phone.
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.
Simon allows you to experience structured investment and annuity solutions that work for the advisor—with pre-sale, point-of-sale, and post- trade analytical tools—so advisors can stay focused on their clients.
NASSAU RE/IMAGINE