David Jegen

Monark is an API-infrastructure enabling retail brokerage firms and wealth management platforms to provide access to private market investments from within their native client experience.

Dispatch is a data orchestration company focused on syncing data across an advisors tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses. Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so.

Notabene’s SafeTransact is an easy-to-use platform that empowers customers to identify and stop high-risk crypto activity before it occurs.

1upHealth provides the healthcare industry’s most sophisticated FHIR-enabled health data platform for claims and clinical data acquisition, exchange, and compute. From leading health plans and state Medicaid agencies to innovative digital health organizations and top performing ACOs, over 75 health organizations rely on 1upHealth to meet evolving regulatory requirements and optimize claims and clinical data-driven initiatives. With the push towards digital quality measures, population health analytics, value-based contracts, and better healthcare experiences, the 1up managed platform helps our customers to meet the growing demands for data access and connectivity. For more information visit www.1up.health.

Mortgages help borrowers become homeowners. Yet, closing a mortgage is a complex transaction that requires multiple participants, processes, and technology. Borrowers are thrown into an intricate, stressful process instead of feeling excited and confident about this meaningful investment. And the teams responsible for delivering the loan should feel empowered to close efficiently. To improve both borrower experience and business outcomes, lenders and title companies operating at the center of the closing need the right tools—which is why we built Snapdocs. Snapdocs is the leading digital closing solution connecting the people, processes, and technologies that power mortgage closings. Our platform automates every interaction between lenders and title companies across the mortgage closing process, from pre-closing through the sale of the loan. With our patented AI technology, hands-on customer service, and extensive settlement and notary networks, all mortgage participants enjoy accurate, smooth, and secure closings. This approach gives customers a competitive advantage by saving them time and money. Snapdocs makes mortgage a snap. For more information, please visit www.snapdocs.com.

Vendr is forever changing how companies find, buy, renew and manage SaaS. With over billions in SaaS purchases across 2,500+ suppliers, the Vendr SaaS buying platform enables the world’s fastest-growing companies to purchase SaaS, without friction and at a fair price. Headquartered in Boston with a second location in Charleston and over 400 employees, Vendr is a privately held company founded in 2019 by Ryan Neu. Read more at vendr.com.

We are a mobile app that simplifies bill payments for everyday people. Snap a pic & pay any bill in seconds! We know paying bills is a stressful process for many Americans. By making it easy to pay any bill with a mobile device, we are removing the hassle of paying bills through the mail, over the phone, or on complicated web portals. We are also helping billers of all sizes and from all industries get paid faster and more often. We’re proud to be one of the highest-rated fintech applications on the App Store, with over 70k reviews, and backed by investors that include Sequoia Capital, Bessemer Venture Partners, and First Round Capital. To learn more, check out PapayaPay.com or find us on the App Store!

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid. As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.

Toast empowers restaurants of all sizes to build great teams, increase revenue, improve operations, and delight guests. We pair our deep understanding of the restaurant industry with powerful cloud based software and restaurant-grade hardware to deliver an intuitive, all-in-one platform, across point of sale, guest marketing, digital ordering & delivery, and payroll & HR We are Toasters! Think you could be one too? https://careers.toasttab.com/

The ultimate platform for embedded finance products, marketplaces, media and data Engine by MoneyLion (formerly Even Financial), the category-leading embedded finance marketplace platform, matches consumers with real-time, personalized financial product recommendations from the largest connected network of top providers, on mobile apps, websites, and other consumer touchpoints. Engine by MoneyLion is the Enterprise brand of MoneyLion, a leader in financial technology, powering the next generation of personalized products and content Learn more at www.engine.tech ML Enterprise Inc. (formerly Even Financial Inc.) NMLS# 1475872 https://nmlsconsumeraccess.org

Toast empowers restaurants of all sizes to build great teams, increase revenue, improve operations, and delight guests. We pair our deep understanding of the restaurant industry with powerful cloud based software and restaurant-grade hardware to deliver an intuitive, all-in-one platform, across point of sale, guest marketing, digital ordering & delivery, and payroll & HR We are Toasters! Think you could be one too? https://careers.toasttab.com/

Axoni is a real-time data replication company serving the world’s largest financial institutions. Axoni’s platform enables rapid deployment of critical financial networks and automated, real-time data replication across market participants.

FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms. FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion. FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs Social Media Community Policy: Content posted here by third-parties about FutureAdvisor remains the responsibility of the party posting the content, and is neither endorsed by FutureAdvisor nor representative of FutureAdvisor's viewpoints. Any opinions or statements posted by third parties are their own, and may not be indicative of others'​ experience or future performance or success. FutureAdvisor does not endorse or adopt any content on a third-party site linked to from this page. At its discretion, FutureAdvisor may remove any content containing violations of securities regulations; lewdness, personal attacks or obscenity; comments irrelevant to the topic at hand; or unsolicited advertisements and spam.

Fintech Sandbox is a nonprofit that helps fintech startups build great products. Founded in 2014, Fintech Sandbox provides critical data access and development resources to fintech entrepreneurs around the world. With this advantage, our startups build proven and resilient products, enabling innovative partnerships with financial institutions that address the industry’s most pressing challenges. In addition to our Data Access Residency, Fintech Sandbox also hosts Boston Fintech Week - an annual celebration of the FinTech community - and runs the Mass Fintech Hub - an initiative to drive continued success and growth for the Massachusetts FinTech ecosystem. Learn More: Apply for Data Access Residency - https://fintechsandbox.org/application-fintech-sandbox-data-access-program Boston Fintech Week - https://bostonfintechweek.org/ Mass Fintech Hub - https://massfintechhub.com/

Monark is an API-infrastructure enabling retail brokerage firms and wealth management platforms to provide access to private market investments from within their native client experience.

Dispatch is a data orchestration company focused on syncing data across an advisors tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses. Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so.

Notabene’s SafeTransact is an easy-to-use platform that empowers customers to identify and stop high-risk crypto activity before it occurs.

1upHealth provides the healthcare industry’s most sophisticated FHIR-enabled health data platform for claims and clinical data acquisition, exchange, and compute. From leading health plans and state Medicaid agencies to innovative digital health organizations and top performing ACOs, over 75 health organizations rely on 1upHealth to meet evolving regulatory requirements and optimize claims and clinical data-driven initiatives. With the push towards digital quality measures, population health analytics, value-based contracts, and better healthcare experiences, the 1up managed platform helps our customers to meet the growing demands for data access and connectivity. For more information visit www.1up.health.