Cohorts of 2012

Operator of a wealth management platform intended to expand access to quality financial advice. The company's platform offers account aggregation that automatically discovers assets, to provide a portal that reaches out to deliver value to clients by eliminating traditional reporting tasks and operational burdens, enabling financial advisors to increase their revenue and gain more clients.

Developer of claims management software designed to transform the end-to-end claims process through digitization and intelligent automation. The company's software offers electronic intake of FNOL, data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements, enabling companies to have access to cloud-native services in claim settlement processes.