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Addepar is a leading provider of technology for the wealth management industry. The company`s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company`s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley`s Fintech Award for making significant impact to the firm`s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
Aggregate Knowledge is a San Mateo, CA-based company in the Software and Internet sector.
Screen Check North America is a Dallas, TX-based company in the Software & Internet sector.
ENACOMM is a FinTech provider of an open API digital gateway that supports open banking and enables financial services companies to innovate by overcoming the complexities of integrating to core, payments, and other digital platforms. Its affordable solutions modernize the customer experience (CX) for bank customers and credit union members, rivaling the customer service technologies offered by the biggest financial institutions with the deepest pockets. ENACOMM also provides tools and products to help track fraudsters, identify fraudulent activity across customer interaction channels, and prevent fraud. Utilizing web, mobile, real-time alerts, SMS texts, email, voice, chatbots and other communication technology channels including digital voice assistants that enable Conversational Voice Banking, ENACOMM harnesses artificial intelligence, big data, voice biometrics and more to help organizations provide customers and members with a best-in-class, omnichannel self-service experience that is convenient, secure, and user-friendly. A frontrunner in self-service technologies including intelligent, personalized interactive voice response (IVR) for over three decades, the company`s customer base ranges from credit unions and community banks to the largest financial institutions in the United States. Offering financial institutions intelligent interactions and user authentication technologies as hosted services or on-demand through the cloud, ENACOMM was named a Top 10 Retail Banking Solution Provider by Banking CIO Outlook magazine. ENACOMM processes more than 1,000,000 customer interactions and automated data transactions every day.
Capture Technologies is a Oakland, CA-based company in the Software and Internet sector.