Nick Cayer

iraLogix is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customers IRA accounts. Our groundbreaking proprietary technology platform offers open architecture for investment options, custody and advice providers, allowing access to institutionally priced IRAs for everyone, regardless of account size.

Tesouro is a modern acquirer processor

Tesorio is revolutionizing the way businesses work together and grow through connected finance. The Tesorio Cash Flow Performance Platform replaces tedious and reactive cash flow forecasting and collections processes with accurate, real-time predictions, optimized workflows, and actionable insights based on behavioral trends. Finance teams are empowered to achieve breakthrough cash flow performance and predictability while improving customer experience and relationships. Tesorio is trusted by the worlds best finance teams at companies like Slack, Box, Snowflake, Veeva Systems, Twilio, Domo, and many others to reduce average time spent building forecasts by 90%, increase average collections productivity by 2X, and reduce average days sales outstanding by 33 days. We’re backed by blue-chip investors from the Forbes Midas List (Josh Kopelman and Mike Maples), leading finance software founders (Bobby Lent, co-founder of Ariba, and Rob Hull, founder of Adaptive Insights), and finance industry titans (Jeff Epstein, ex-CFO of Oracle, Ken Goldman, ex-CFO of Yahoo, and Keith Nilsson, ex-TPG and Head of Corporate Development at Yahoo!, led the Alibaba acquisition). Were hiring too! Learn more here: https://www.tesorio.com/careers/

Businesses face significant data challenges that hinder their ability to fully leverage the potential of AI. The effectiveness of AI-powered decision models depends on the quality of the data they rely on. Monnai addresses this by delivering real-time, AI-ready insights, enabling seamless decision-making across the customer lifecycle. From acquisition and onboarding to transaction management, Monnai empowers businesses to engage with customers confidently on a global scale. Monnai is backed by Motive Partners, Tiger Global and Better Tomorrow Ventures.

Taiga brings enterprise quality business intelligence (BI) and analytics to all levels of the convenience store industry. Taiga's StoreKeep BI collects the data from all your stores & headquarters in real-time. It even alerts you to anomalies such as out of stocks and long lines. StoreKeep is the only product that collects all the data, presenting you with actionable information minute by minute, at HQ, or in your car.

Ciphertrace, a Mastercard company, delivers scalable crypto asset intelligence solutions that help identify and mitigate crypto risk across the entire ecosystem. Powered by fully auditable and independently verified data attribution, our insights help make crypto safe and secure, while navigating ever-changing global regulations.

CoFi is the first multi-party payment platform for premium elective procedures. With CoFi, patients can pay two or more parties — surgeon, optometrist, facility — right at the surgeon's office. Hundreds of practices use CoFi today to compliantly handle co-management and ASC fees, delighting partners and patients alike.

Kushki es la paytech de clase mundial, que conecta a LatAm con los pagos digitales y ayuda a las empresas de Latinoamérica a reducir los costos y la complejidad de las transacciones digitales, al mismo tiempo que mejora las tasas de aceptación y reduce los fraudes. Con menos de una década de existencia, Kushki ha sido clasificada dentro de la categoría Unicornio al lograr una valoración de USD $1.5 miles de millones. Kushki opera en 5 países y aprovecha los equipos locales para ofrecer soluciones personalizadas a los clientes de cada país.

We understand how paramount the customer experience is to a carriers success. Thats why our mission is to help insurance companies thrive by providing cutting-edge technology which places customers at the center of every transaction. From premium payments to claims disbursement, we ensure a hassle-free experience for everyone involved. With a dedicated team of over 750 experts focused on the insurance industry, One Inc is equipped to solve even the most complex use cases for our carriers. We understand the intricacies of the insurance landscape and have the expertise to navigate them successfully. Our commitment to delivering exceptional solutions has earned us the trust of over 250+ successful insurance companies who have harnessed the power of One Inc. One Incs commitment to innovation is evident through our partnerships with leading core systems like Guidewire, Duck Creek, Origami Risk and more. By leveraging these collaborations and maintaining one of the largest networks of over 770,000 vendor/providers in the industry, we have set the standard for digitization in insurance transactions. One Inc continuously drive the industry forward and remain at the forefront of advancements that shape its future.

55ip is a financial technology company purpose-built to break down barriers to financial progress. Setting the industry standard for automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial services industry. Combined with leading trading and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTaxSM Technology, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and pursue better outcomes for their clients. 55ip is a wholly owned subsidiary of J.P. Morgan Asset Management, the asset management business of JPMorgan Chase & Co. Visit 55-ip.com for more information. 55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://55-ip.com/email-disclaimer/.

Bend Financial is revolutionizing health savings accounts (HSAs). This Boston-based technology and services company provides HSA and financial wellness solutions to individuals, employers, and organizations in the group benefits distribution market. Bend’s innovative approach and is re-envisioning the user experience and the consumer’s relationship with their HSA, making the product attractive to all types of healthcare consumers.

MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for finance professionals. MineralTree streamlines AP, giving customers unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure. For more information visit www.mineraltree.com.

Hi Marley is the first intelligent conversational platform built for P&C insurance and powered by SMS. Designed by insurance professionals, Hi Marley enables lovable, convenient conversations across the entire ecosystem, saving money and time for carriers while building customer loyalty through delightful interactions. Hi Marleys industry-leading collaboration, coaching and analytics capabilities deliver crucial insights that streamline carrier operations while enabling a frictionless customer engagement experience . The solution is made for the enterprise; it’s fast to deploy, easy to use and seamlessly integrates with core insurance systems. Through its advanced conversational technology, Hi Marley reduces friction – empowering innovative carriers to reinvent the customer and employee experience.

Boost Payment Solutions optimizes the use and acceptance of commercial cards through its suite of proprietary technology-enabled solutions. Boost has reinvented how commercial card payments are initiated, accepted and processed for thousands of companies around the world. As the only fintech acquirer exclusively focused on the B2B marketplace, Boost is making commercial cards a cost effective, scalable and secure alternative to traditional and cumbersome payment methods. Boost features a global footprint and is headquartered in New York, NY.

Connexeo™ is transforming Administration Software and Payment Systems for education and community organizations, delivering streamlined access and support through web-based solutions designed to address our industry’s unique needs.

Ren is a driving force that powers people, ideas, and institutions for good. As the leading independent philanthropic solutions provider in North America, Ren delivers the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy. Elite financial services firms, nonprofit organizations, and community foundations rely on Ren to support more than $125 Billion of assets through their planned giving programs, including charitable trusts, donor-advised funds, pooled income funds, endowments, and private foundations.

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

iraLogix is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customers IRA accounts. Our groundbreaking proprietary technology platform offers open architecture for investment options, custody and advice providers, allowing access to institutionally priced IRAs for everyone, regardless of account size.

Tesouro is a modern acquirer processor

Tesorio is revolutionizing the way businesses work together and grow through connected finance. The Tesorio Cash Flow Performance Platform replaces tedious and reactive cash flow forecasting and collections processes with accurate, real-time predictions, optimized workflows, and actionable insights based on behavioral trends. Finance teams are empowered to achieve breakthrough cash flow performance and predictability while improving customer experience and relationships. Tesorio is trusted by the worlds best finance teams at companies like Slack, Box, Snowflake, Veeva Systems, Twilio, Domo, and many others to reduce average time spent building forecasts by 90%, increase average collections productivity by 2X, and reduce average days sales outstanding by 33 days. We’re backed by blue-chip investors from the Forbes Midas List (Josh Kopelman and Mike Maples), leading finance software founders (Bobby Lent, co-founder of Ariba, and Rob Hull, founder of Adaptive Insights), and finance industry titans (Jeff Epstein, ex-CFO of Oracle, Ken Goldman, ex-CFO of Yahoo, and Keith Nilsson, ex-TPG and Head of Corporate Development at Yahoo!, led the Alibaba acquisition). Were hiring too! Learn more here: https://www.tesorio.com/careers/