Goalsetter is a financial technology company offering a family savings and financial education platform with savings goals, allowance tracking, and parental controls designed to build financial literacy in children. It also provides a classroom-focused platform covering budgeting, credit, investing, and long-term planning. Banking services are provided through Webster Bank, N.A., Member FDIC.

Hubly is a practice management software platform designed for financial advisory firms, providing workflow management, task tracking, automations, and collaboration tools. Its operating system enables advisory firms to deliver a high-touch household experience at scale while ensuring nothing falls through the cracks.

n2uitive is a technology company that transforms recorded statements into actionable data insights for insurance claims professionals. Its platform helps insurers make better decisions and deliver improved outcomes by converting audio content into structured, analyzable information.

Qualtik is a Portland, Oregon-based fintech company offering a SaaS platform for commercial loan portfolio analysis and credit risk analytics. The platform helps community banks collect, digitize, and analyze loan data for asset valuation and reporting. In July 2025, Qualtik acquired Enlighten Financial, a Wisconsin-based firm, to expand its credit risk management capabilities.

Roost is a smart home telematics company headquartered in Sunnyvale, CA, that develops a patent-pending connected platform for homeowners and commercial insurance. Founded in 2014 by James Blackwell and Roel Peeters, Roost offers in-home IoT solutions that transform how insurers engage with policyholders.

Sella Group is a private, independent Italian holding company with offices in Italy and abroad, operating in banking, fintech, and financial services. It founded and supports the Fintech District of Milan and launched the first open banking platform in Italy. In 2025, its banking arm Banca Sella acquired full control of digital banking platform Hype for €85 million.

Upwardli is a financial technology company that provides credit-building tools designed specifically for immigrants, international students, visa-holders, and newcomers to U.S. financial services. Its Credit Builder product reports recurring payments to Experian, helping users establish a U.S. credit history without requiring an existing credit profile.