Jennifer Lee

A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 40,000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.

GoHenry is the money app giving 6-18-year olds a head start in life as they learn to earn, save, spend and invest - all with parental oversight. Having pioneered a new category in financial education when it launched in 2012, over 2.2 million kids have now learnt money skills with GoHenry. With the ultimate goal to make every kid smart with money, GoHenry believes the best way to learn is to get hands-on experience with money. Its parent and child apps help kids to Learn (via in-app, bite-sized money lessons, Money Missions); Earn (via regular chores, one-off tasks and giftlinks); Spend (responsibly via its prepaid debit card and real-time notifications); Save (via savings goals and interest on savings); Give (via regular micro-donations to the NSPCC); and Invest (via GoHenry’s Junior ISA). As a mission-led business, GoHenry is leading the push for financial education to be made compulsory in all schools across the UK from primary age. Follow GoHenry’s journey on LinkedIn, Instagram, and TikTok (@gohenry).

Yieldstreet is the leading private market investment platform helping people dive into alternative investing with confidence and ease. From real estate, venture capital, private equity, art, short term notes and more, Yieldstreet investors gain exclusive access to a wide range of opportunities. All Yieldstreet offerings are curated and vetted by top-tier investment managers. Looking to join a global team with colleagues in over 8 countries who speak over 17 different languages? Do you have an entrepreneurial spirit and a passion for FinTech? Join our growing family and take part in a hybrid work model with a diverse and inclusive work culture. Together, we can help make alternative investments a fundamental part of the modern-day portfolio. For more information, check out our job listings.

The end-to-end real estate investment platform for people on the rise! Upright is Americas most transparent, collaborative, & fastest-growing real estate fintech. Get to know us better on our website: https://bit.ly/uprightdtus To see our current open positions, visit our Careers page: https://bit.ly/uprtcareers

Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our customers’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence.

MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion’s mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, and personalization; and shortening the distance to an informed action. In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.

At COMPLY, we pride ourselves on being the champion for compliance professionals. Through technology, consulting and education, we help clients navigate the ever-changing regulatory environment, end to end. Our deep industry expertise – which includes expansive knowledge in technology enablement and regulatory compliance protocols and processes (SEC, FINRA, FCA, State) – supports more than 5,000 clients in more than 60 countries, including investment banks, private funds (including private equity firms and hedge funds), broker-dealers, registered investment advisers, insurance, and other financial services firms. Learn more at comply.com.

Launched in 2014 and based in New York, Clearpool Group, Inc. offers holistic electronic trading solutions and provides independent agency broker-dealer execution services. With over 120 Algorithmic Management System (AMS) clients and executing between 2-3% of the US equity market volume, Clearpool empowers market participants to achieve better quality executions in an evolving equity market microstructure and competitive landscape.

At Fingercheck, were about making life easier for small business owners. We know payroll and HR can be a total headache, so we created a platform that simplifies everything. You can say goodbye to the stress and time-consuming tasks of payroll and HR management, including taxes and compliance – weve got you covered! Our advanced AI and automation technology saves you time and money, so you can put energy into growing your business. And the best part? Our team is dedicated to providing top-notch support. We take the time to understand your needs and offer personalized solutions to make your internal processes quick, easy, and accurate.

A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 40,000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.

Dash Solutions (formerly Prepaid Technologies and WorkStride), founded in Birmingham, AL, provides innovative digital payment and engagement solutions driven by a proprietary technology stack, including payroll, expense, gift, reward and incentive card products and programs to employers, financial institutions and government agencies. With decades of experience, we provide nimble, customized market-ready solutions with high-touch service and support.

GoHenry is the money app giving 6-18-year olds a head start in life as they learn to earn, save, spend and invest - all with parental oversight. Having pioneered a new category in financial education when it launched in 2012, over 2.2 million kids have now learnt money skills with GoHenry. With the ultimate goal to make every kid smart with money, GoHenry believes the best way to learn is to get hands-on experience with money. Its parent and child apps help kids to Learn (via in-app, bite-sized money lessons, Money Missions); Earn (via regular chores, one-off tasks and giftlinks); Spend (responsibly via its prepaid debit card and real-time notifications); Save (via savings goals and interest on savings); Give (via regular micro-donations to the NSPCC); and Invest (via GoHenry’s Junior ISA). As a mission-led business, GoHenry is leading the push for financial education to be made compulsory in all schools across the UK from primary age. Follow GoHenry’s journey on LinkedIn, Instagram, and TikTok (@gohenry).