Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.