
Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.
Parthean helps users understand spending, set goals, and access financial coaching through a mobile-first experience.
The product is offered to employers as a financial wellness benefit for employees.


An Egyptian employee financial wellness platform offering salary access, instant bill payments, savings, gold investment, and money transfers.


Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.


PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.



Engagement product delivering predictive insights and next-best-action recommendations to bank customers.


Achieve Good is a personal finance app for tracking spending, planning debt payoff, and working toward becoming debt-free.


Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.


Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.




Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.


Quicken Simplifi is a subscription spending tracker with budgets, watchlists, and cash-flow views.


Portfolio and data platform Addepar provides for wealth managers and advisors.


Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.


Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.


An Egyptian employee financial wellness platform offering salary access, instant bill payments, savings, gold investment, and money transfers.

Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.

PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.

Finary's cashflow tool tracks household budgets inside its wealth platform.

Engagement product delivering predictive insights and next-best-action recommendations to bank customers.

Achieve Good is a personal finance app for tracking spending, planning debt payoff, and working toward becoming debt-free.

Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.

Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.

Proprietary assessment suite for values-based financial planning

Consumer app offering earned wage access and cash advances.

Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.

Quicken Simplifi is a subscription spending tracker with budgets, watchlists, and cash-flow views.

Portfolio and data platform Addepar provides for wealth managers and advisors.

Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.

Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.

Digital wealth platform for institutions and advisors.

YNAB's budgeting app applies the zero-based method of giving every dollar a job.
