account-aggregation
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Tanmai Sharma and the retirement that wouldn’t stay retired
He left the trading floor and found another problem worth working on: wealthy people could own assets across the world and still struggle to see them together. From Canopy to Collation.AI, Tanmai Sharma has kept returning to the same question - what can you do once the numbers finally agree?
MX makes money make sense
A bank can see a transaction without understanding it. MX turns that gap into a business, connecting accounts and translating financial data into something people can use.
Pontera and the money on the other side of the wall
Your advisor can plan your retirement. Your employer’s 401(k) may still sit beyond reach. Pontera built a business in that awkward gap - and discovered that connecting the money means negotiating who gets to open the door.
How eMoney Turned $10.5 Trillion Into a Conversation
eMoney’s planning platform gives financial advisors and clients the same live picture of a household’s money. Its depth is the draw - and the reason simpler practices may find it too much.
Method
Method is a financial connectivity platform that lets developers link, read, and repay a consumer's credit and liability accounts - credit cards, student loans, auto loans, mortgages and more - through a single API. Using only a phone number, Method connects to 20,000+ financial institutions, surfaces real-time balances, payoff quotes and due dates, and moves money directly to creditors. It powers embedded lending, refinancing, balance transfers and debt payoff for fintechs and lenders including SoFi, Aven, Bilt, Happy Money and Figure.