Innovation in retiretech

Shaping the Future of the Industry

Background

In late 2020, we introduced "Reimagining Retirement in a Post-COVID World," a series of events that highlighted the rapid technological adoption by carriers, distributors, and clients, catapulting them five to ten years ahead. This swift advancement has prompted organizations to reevaluate their strategies, investment priorities, and partnerships to succeed in this dynamic environment. From these events, we identified over 100 companies set to transform the industry for the next decade.

Since our initial launch, we have brought together over 1,000 industry leaders and innovative companies at Retiretech Forums nationwide to share insights and expertise on the significant changes as we continue to reimagine retirement.

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Sectors

We have categorized these innovative companies into eleven sectors, reflecting the intersection of target customers—millennials, employees, boomers—and the specific challenges they address, such as savings, planning, and advice through planners, agents, or institutions.

Savings For Millennials

Millennials are burdened with debt, including college loans and credit card debt. Several startups are emerging to tackle the savings shortfall, which will be crucial for their future retirement planning. Retirement plan providers, financial institutions, and insurance carriers must integrate with these new partners to succeed.

Financial Planning For Millennials

A small fraction of millennials, benefiting from high-paying jobs, startup success, or inheritances, have started financial planning. Innovative companies are creating native digital experiences to deliver advice and foster long-term financial stability.

Savings For Employees

Employers seek a financially stable workforce. Startups are helping employees alter spending habits, budget effectively, and save more, contributing to overall financial well-being.

Retirement Planning For Employees

Workplace savings, primarily through 401(k) and other defined contribution plans, have increased significantly due to automatic enrollment. However, account balances need to grow to ensure stable retirements. Companies are emerging to enhance retirement planning within the ERISA framework.

Retirement Planning For Boomers

Boomers’ comfort with technology has surged, leading to the rise of digital-first platforms offering advice, savings reallocation, and retirement product purchases.

Customer Creation For Advisors

Agents and advisors desire more clients. Startups in this sector, beyond being mere lead generators, are connecting educated consumers with well-matched advisors, fostering new client relationships.

Planning Tools For Advisors

Advanced planning tools, introduced 10-15 years ago, brought institutional capabilities to individual investors. Today’s tools use advanced algorithms integrated with trading platforms, promising real-time planning linked to portfolio activities.

D2C Annuities

Online term life providers revolutionized insurance sales. Similarly, startups are beginning to succeed in the D2C (Direct to Consumer) annuity market with simple, consumer-friendly annuity products.

Product Selectors

The internet enhances transparency. Startups organizing, rating, and recommending products will add significant value for agents, advisors, and consumers, redefining user experience and purchase decision factors.

Compliance/risk Managements

Institutions, agents, advisors, and customers face diverse risks, including market volatility, health issues, geopolitical turmoil, and cybersecurity threats. Startups are developing platforms for real-time risk assessment and integration with trading platforms, bringing risk mitigation strategies to individual investors.

Institution Enablers

Retirement plan providers, financial institutions, and insurance carriers need support integrating with new partners, making real-time underwriting and pricing decisions, and reducing costs as margins compress.

Summary

Our list of over 100 companies is expected to grow, addressing the needs of millions of Americans for a more secure retirement. Solving this challenge requires innovative approaches to increasing savings rates, improving financial literacy, expanding accumulation options, and providing effective decumulation strategies.

Laura Dinan Haber Innovation Program Manager, Nassau Re/Imagine

Questions? – Contact Laura Dinan Haber

Top 100 Retiretech Companies 2021

55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.

Acorns

Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange- traded funds offered by some asset managers including Vanguard and BlackRock.

Algoreg

Algoreg is a global RegTech, contributing to the digital transformation of businesses in compliance with regulatory requirements. With our proprietary solutions, we transform the way that banks, investment funds, payment companies or insurance firms are on-boarding their customers and conduct the KYC journey. Our products enable a fast and compliant onboarding, decrease operational KYC and reduce negative impacts on customers.

Annuities Genius

Annuities Genius offers everything you can possibly need to present, choose and sell annuities in one place at your fingertips.

Annuity Advantage

Annuity Advantage provides a comprehensive platform for comparing different types of annuities, helping individuals and advisors make informed decisions about annuity investments. The service offers free quotes and detailed, personalized analyses of annuity contracts to optimize retirement income planning.

Annuity Rate Watch

Annuity Rate Watch is an Industry Leading Annuity Software For Financial Professionals and Distributors.

Asset-Map

Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real- time.

Blueprint Income

With Blueprint Income, you have the option of signing up for a Personal Pension or buying a traditional annuity. With either, you get guaranteed retirement income you can count on for life.

Bridge

Bridge helps RIAs save money for their clients by finding low-cost ETF alternatives to mutual fund investments.

CANNEX

CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America. Their mission is to provide access and transparency to the pricing and features of annuity, bank and investment products that consumers rely on for retirement security.

Canvas Annuity

Canvas Annuity allows for a simple way to fund your retirement with a fixed annuity. Their Motto: People-first annuities. Great rates. Flexible access. Zero commissions.

Carefull

Carefull is a financial management platform designed to protect older adults from financial risks. The service monitors bank accounts, credit cards, and other financial activity to detect signs of fraud, late payments, and mistakes. Carefull provides alerts and actionable insights to both seniors and their trusted family members or caregivers, ensuring financial safety and peace of mind.

Catch

Catch handles all of it so you don’t have to. Whether you work for yourself or have a few side gigs, you still need tax withholding, time off, retirement, and health insurance. Catch can help you get squared away. Choose your benefits, link your bank, then set aside a percentage of each paycheck. It’s that simple.

Clearnomics

Clearnomics provides a technology that empowers financial advisors to have engaging market conversations with clients.

ClientPoint

ClientPoint is a cloud-based platform designed to generate, manage and track sales proposals. The platform ties all SaaS together to give businesses a way to easily build custom client portals, or ClientPoints, so that they can: engage prospects more dynamically to close more deals faster; (2) successfully onboard customers better, and build stronger and more profitable relationships with them over time.

Comply

Comply provides comprehensive compliance solutions tailored for the financial services industry, now enhanced by the integration of ComplySci and RIA in a Box. The platform offers a suite of tools designed to streamline regulatory compliance, including automated workflows, real-time monitoring, and detailed reporting. By leveraging advanced technology, Comply helps firms manage compliance risks efficiently, ensuring they stay up-to-date with evolving regulatory requirements.

ComplySci

ComplySci is a leading provider of regulatory technology solutions that help compliance professionals identify, manage and report on employee conflicts of interests and compliance risk activities, including personal trading, political contributions, and other violations.

Covr

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.

Due

Due makes retirement simple with an annuity/ pension like program to help you know how much money you have coming in each month when you retire.

Ellevest

Ellevest is a full-service robo-advisor aimed at female investors, with a focus on how different incomes, lifetime earnings, events and lifespans add up to the need for a discrete investment approach to help women meet their life and financial goals.

Employment Hero PensionSync

PensionSync Employment Hero’s PensionSync tool is a solution that automates the delivery of data between payroll, AE middleware and pension providers. ThePensionSync tool is at the heart of automatic enrollment connecting payroll and pensions.

Ensight

EnsightTM provides SaaS-based sales acceleration solutions that make selling life insurance, LTC and annuities simpler, more profitable & a modern digital experience. The EnsightTM sales enablement platform helps insurance carriers, national distributors, BGAs and financial professionals drive sales growth, improve sales productivity, and transform the advisor-client experience at the point of sale.

Epsor

Epsor designs and distributes employee savings and retirement plans. The company has thus built an easy-to-deploy digital platform with a transparent pricing policy. Compared to other market players, Epsor’s product offering is cheaper and relies on an open architecture.

Ethos Life

Ethos Life is an online platform that simplifies the process of purchasing life insurance, including term life, whole life, and critical illness insurance. It offers an easy-to-use digital interface for applying and obtaining policies quickly, often without the need for medical exams. Ethos uses data and technology to provide personalized coverage options and competitive pricing. The company’s mission is to make life insurance accessible, affordable, and straightforward for everyone.

EverSafe

EverSafe is a platform dedicated to protecting seniors from financial fraud and identity theft. By continuously monitoring financial accounts, credit reports, and real estate records, EverSafe detects suspicious activity and alerts users and their trusted advocates. The service offers tailored solutions to safeguard assets, providing peace of mind for seniors and their families.

EvoShare

EvoShare is the only solution turning American workers’_ spending into automatic retirement savings. For a long time, employees have only had one source of money for their 401(k) or 403(b) plan; their paycheck. With EvoShare, employees have access to an entirely new source of money to grow their retirement savings; their spending.

Facet Wealth

Facet is a provider of financial and wealth management services used to simplify the financial planning process. Its services include portfolio management, comprehensive full financial life planning, and personalized goal planning from a dedicated Certified Financial Planner (CFP) on a subscription-based model that enables customers toincrease their financial security and prosperity at an affordable cost.

Fenris Digital

Fenris enables streamlined customer acquisition and full lifecycle optimization. Clients (agencies, carriers, financial services providers) leverage their APIs to inject insights and data into their workflows, to increase conversions, and deliver killer Amazon- like customer journeys.

FindBob

FindBob is a growth, transition and succession planning tool for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.

Fintech Open Source Foundation

The Fintech Open Source Foundation is an independent nonprofit organization focused on promoting open innovation during a period of unprecedented technological transformation within financial services. FINOS believes that organizations that embrace open source software development and common standards will be best positioned to capture the growth opportunities presented by this transformation.

FIV

Your Annuity Custom Software Solution Experts. Focus on your clients and efficiency. Let FIV streamline your operations so you can keep doing what you love. FIV acts as the central platform for only your Carriers, Products and Rates, Tear Sheets, Compliance and Database Management.

Gainbridge SPIA

The Gainbridge SPIA (Single-Premium Immediate Annuity) is a financial planning tool designed to convert an initial investment into a stable stream of fixed monthly payouts over a specified investment period.

Gainfully

Gainfully is a financial services platform that helps financial professionals generate new business and connect with their clients better.

Genivity

Genivity is a dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with next generation heirs.

Gerry

Gerry is a concierge service provider, helping families find the right assisted living homes for elders. The company provides its services related to assisted home living, financial planning, memory care facilities, family support, and communication, providing families with personalized recommendations and advice to find a suitable facility for their loved ones.

Go2Income

Go2Income helps retirees or near-retirees secure their retirement with more dependable, spendable income.

Grandhood

Grandhood aims to make every pension investment more transparent and accessible. They are a Denmark-based startup working on an alternative pension fund.

Guideline

Guideline is an all-inclusive 401(k) and full-stack solution that automates plan administration and compliance to growing businesses.

Halo Investing

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions.

Harness Wealth

Harness Wealth is a platform that connects clients to vetted financial advisory firms that provide a wide range of tailored financial services.

Hexure

Hexure offers innovative sales and regulatory automation solutions. We automate and modernize the entire sales process for advisors, agents and their customers, advancing the way insurance, retirement and investment products are marketed, sold, bought, delivered and managed. From pre-sale functions through e-application, to post-sale services, our suite of integrated sales tools and components make the sales and buying experience intuitive, fast and mobile.

Human Interest

Human Interest provides easy and affordable 401(k) retirement plans for small and medium-sized businesses, helping employers offer competitive benefits to attract and retain employees. Their platform simplifies the setup, enrollment, and management of retirement savings plans, making it easier for businesses to help their employees save for the future.

iCapital

iCapital provides structured investment and annuity solutions designed for financial advisors, offering pre-sale, point-of-sale, and post-trade analytical tools. These tools enable advisors to focus on their clients while optimizing investment strategies and managing complex financial products effectively.

Icon Retirement

Icon Retirement savings built for the 21st century. It’s the first portable, universally accessible, workplace savings plan. Built for the modern workforce, our proprietary technology delivers simple, fast, radically less expensive alternative to 401k plans.

Income Discovery

Income Discovery is a value-added planning tool built to help advisors provide better answers to difficult questions from clients either contemplating retirement or currently in retirement. A proven white label tech platform for retirement decumulation to deliver a Full & Rich Retirement to millions.

Income Solutions

Hueler Companies launched the groundbreaking Income Solutions platform, a web-based lifetime income annuity purchase system. Income Solutions Platform is a lifetime income annuity marketplace with simple, streamlined tools that can help you turn savings into a paycheck for life or an income stream you won’t outlive.

IncomeConductor

IncomeConductor® is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement.

InsureLife.io

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.

Intellagents

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.

InterGen Data

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.

iPipeline

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.

JourneyGuide

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.

Kidbrook

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.

Life Legacy

Life Legacy creates a mission-driven channel that current life insurance buyers don’t have access to or knowledge of. Their platform instantly allows members to find an affordable plan, support the charity of their choice by paying monthly premiums, and most importantly, leave the world a better place.

LifeYield

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.

Longevity Card

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.

Luma

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.

Marstone

Marstone is an ensemble of experienced designers, technologists, storytellers, and wealth management practitioners who came together to develop a new breed of financial tools and investment solutions that are intuitive, useful, and relevant for everyone.

Micruity

Micruity’s first of its kind platform enables frictionless annuity transactions, the portability of annuity products, and the building of annuity based funds.

NewRetirement

NewRetirement is an online retirement planning platform that caters to individuals preparing for retirement. They offer tools for financial planning, retirement calculators, and personalized advice to help users achieve their retirement goals. Unique to NewRetirement is their focus on comprehensive planning that integrates both financial and lifestyle considerations, aiming to provide a holistic approach to retirement readiness.

NextCapital

NextCapital’s Managed Advice platform provides retirement savers with personalized advice and a plan that grows with them, to and through retirement.

NICE Actimize

NICE Actimize is the largest and broadest provider of financial crime, risk and compliance solutions for regional and global financial institutions, as well
as government regulators. NICE Actimize experts apply innovative technology to protect institutions and safeguard consumers and investors assets by identifying financial crime, preventing fraud and providing regulatory compliance.

NOW: Pensions

NOW: Pensions has a clear mission: to help everyone save for a more financially secure future. This means achieving the best financial outcomes for their own members, while fighting for a fair pension system to enable all pension savers the ability to enjoy the retirement they deserve by highlighting pension inequalities and campaigning for change.

One@Work

One@Work offers an affordable on-demand pay product that allows employees to access their paychecks when they need it most—without confusing, hidden, or predatory fees. With a proven track record of reducing employee turnover and increasing retention and productivity, Even is the highest-rated on-demand pay app and has over 800,000 users nationwide.

Opurtun

Opurtun is a finance app that analyzes your spending habits and automatically saves the perfect amount every day.

Origin

Origin is the only platform that helps your people manage compensation, benefits and personal finances – side by side with financial professionals.

Orion

Orion is dedicated to creating financial planning software that enables profitable financial planning for all of its customers. It has automated advice delivery that allows more advisors to participate in holistic advice and more clients to receive financial plans regardless of their net worth.

Penelope

Penelope is a retirement platform for small businesses, making 401(k) plans affordable and easy to manage. They use technology to automate plan administration and compliance, integrating with payroll providers for seamless operation. Penelope also provides a user-friendly experience, ensuring accessibility for businesses of all sizes.

Penfold

Penfold is the new way of doing Pensions. Managed entirely on mobile, it gives people complete transparency to track everything about their pension in real time. It myth-busts and explains pensions and retirement planning in the most simple way, and it helps you avoid building up loads of small pots every time you change jobs.

PensionBee

PensionBee combines all your old pensions into one new online plan. The application enables its users to create profiles including information on past and present pension and personal information. It allows them to track the pension progress and features a pension calculator to set retirement goals and add new contributions.

Profile Pensions

Profile Pensions’ mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. They provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be their customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. They can help with the rest. Now owned by Moneyfarm Group

Proformex

Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities.

PTO Exchange

PTO Exchange is a flexible benefits platform that allows employers to extend existing benefits to convert unused paid time off (PTO) into retirement contributions, student loan payments, emergency cash, or voluntary health insurance Advisor Tools.

Questis

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by helping employees solve the root causes of financial stress.

Retirable

Retirable’s mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, they’re helping U.S. pre-retirees find their way to the futures they deserve.

Retiree Income

Retiree Income is retirement planning software solution for fixed income, social security, and tax- efficient withdrawals. The company was founded on the belief that there is a better way to serve retirees or people getting ready to retire—one that is smarter and more personalized.

RIA in a Box

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice. Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser (“RIA”) firms in the country.

Right Bridge

Right Bridge’s mission is to deliver the gift of financial clarity to affluent individuals and families who are thoughtfully preparing for, or already in, retirement. They do this, first, by helping clients determine their financial goals and, second, by creating a custom, tailored portfolio engineered specifically for them. They owe no allegiance to any company or investment – Their only loyalty is to our clients.

Savology

Savology is helping American households improve their financial well-being by providing accessible and affordable financial planning online. Savology delivers financial planning directly to consumers and through employers as a sponsored benefit.

Savvly

Savvly is a financial wellness platform focused on empowering individuals to make informed financial decisions. Savvly offers the “first market-driven retirement solution”. By aggregating financial accounts, Savvly provides personalized insights and recommendations to help users optimize their savings, investments, and spending. The platform offers tools for budgeting, goal setting, and tracking progress towards financial objectives, aiming to enhance users’ financial well-being through education and proactive financial management strategies.

Secure

Secure makes it easy for employers to add emergency savings accounts (ESA) to their benefits program, and helps employees build towards a healthy financial future. With Secure, employers can provide an immediate positive impact on their employees’ lives.

Silver Bills

Developer of bill paying technology intended to take over the burden of paying bill for seniors. Silver Bills’ technology receives clients’ bills electronically, scrutinizes and pays them, employs technology-based secure systems to alleviate the hassles of daily money management and charges an economical, flat monthly fee, enabling elderly Americans and their families live in their homes without the stress and anxiety that often accompanies paying bills.

Silvur

Silvur is a retirement planning app that helps baby boomers reach their retirement goals. It provides those entering their second and third acts of life with a no-fear retirement plan, giving users the ability to improve their financial fitness over time. Plan your entire retirement at the power of your fingertips.

SimplyWise

SimplyWise is a comprehensive retirement planning platform that simplifies financial decisions for individuals nearing retirement. It offers tools for optimizing Social Security benefits, managing retirement savings, and exploring annuities. SimplyWise aims to empower users with clear, actionable insights and personalized guidance to secure their financial future effectively.

Smart Pension

Smart Pension is a workplace pension tailored specifically for UK businesses. Their employee app will transform the future of pension saving for a new generation. It allows users to pick and choose the most suitable investment funds, track their pension balance in real-time on their phone and increase contribution levels when they can afford to do so – engaging people with their pensions like never before.

SmartAsset

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.

SmartX Advisory Solutions

SmartX Advisory Solutions is a leading innovator of managed accounts technology and architect of the SMArtX Turnkey Asset Management Platform.

Socotra

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.

Spyglaz

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.

Stash

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.

Sureify

Sureify is modernizing the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise platform.

Symend

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.

The Index Standard

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.

True Link

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.

Truelytics

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.

UNest

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.

Vigil

Vigil provides carriers with a comprehensive solution to update their policy servicing capabilities for agents and policyholders in one seamless package. Vigil simplifies submission and tracking, reduces resolution time, eliminates NIGO, and unlocks straight-through processing for all of your service transactions.

Voyant

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.

Wealth Engine

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.

Wellahead

Wellahead is a platform designed to enhance financial wellness through personalized guidance and education. It helps users manage their finances more effectively by offering insights into spending habits, savings strategies, and investment opportunities. Wellahead aims to empower individuals to make informed financial decisions, ultimately supporting their journey towards financial security and well-being.

Wink, Inc.

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.

Wizest

Build a Team You Trust with Wizest. Browse their universe of financial experts – Leaderboards, expert profiles, and performance history make it easy to choose. Add experts to your team and copy their portfolios in one click.