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Market Strategy
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Target Market
Otomo

Otomo provides self-driving finance as a service to credit unions. Similar to how Spotify tees up the perfect playlist, Otomo’s AI-curated platform is designed to remove the forethought, guesswork, and effort from consumers’ daily financial lives. It embeds quickly or can be white labeled, and generates revenue for licensing clients from day one. Self-driving finance […]

UNest

UNest is an easy-to-use mobile app that helps parents save for their kids’ future via tax-advantaged investment plans. The solution was launched by a team of financial experts and entrepreneurs from companies including Acorns, Capital Group and Marqeta. The company is gaining a very strong momentum on the way to become a leader in the family […]

eToro

eToro is a large trading platform based in Tel Aviv with offices in Cyprus, the UK, Israel, the U.S., and Australia. They were founded in 2007 and quickly grew, allowing users to trade currency and commodities. They have since expanded to offer stocks and contract for difference (CFD), cryptocurrency, a mobile app, and a social […]

Jimubox

Jimubox is a Beijing-based marketplace lending platform that provides small and medium enterprise loans and individual consumption loans to under banked Chinese borrowers. Jimubox delivers safe and attractive investment opportunities to RMB investors through an innovative online marketplace which leverages transparency and technology to ensure investor safety. Jimubox serves China’s growing affluent class of more […]

intelliflo

intelliflo supplies specialist online software for IFAs, financial, and mortgage advisers, allowing focus on clients… not administration! intelliflo brings together leading businesses in the financial services sector: Intelliflo: UK’s #1 practice management and digital engagement software provider; i4C: leading integrated cash flow modelling solution; Jemstep: market-leading digital advice provider; Portfolio Pathway: cutting-edge wealth management solution; […]

IEX

Investors Exchange, or IEX, is an American stock exchange founded in 2012. IEX is a fair, simple, and transparent market center dedicated to investor protection, providing a more balanced marketplace via simplified market structure design and cutting-edge technology. IEX’s core innovation is its network architecture, which mandates that all orders travel a combined 38 miles […]

GreenKey Technologies

GreenKey Technologies, winner of the 2015 most promising startup award, is changing the way the world communicates. The core technology behind GreenKey is AI. That is, they use machine learning (ML) to power natural language processing (NLP). With it, they record, transcribe, and analyze verbal interactions and mine them for insight. Then, they produce reports, […]