Kleiner Perkins is a venture capital firm specializing in investing in early-stage, growth, and incubation companies. The firm continues that legacy, investing in founders with bold ideas that span industries and continents, partnering with them from inception to IPO and beyond to maximize the potential of their ideas. They also focus on early computer firms using their devices and programming and service companies. It also invests in the digital, life sciences, and healthcare industries.

Kleiner Perkins

Sierra Ventures is a Bay Area-based early-stage venture firm investing globally with a focus on Next Generation Enterprise and Emerging Technologies. With over three decades of experience and over $2 billion of assets under management, Sierra has created a vast network of successful entrepreneurs, Global 1000 CXOs, operational executives, and deep domain experts, providing a platform for entrepreneurs around the world. Sierra Ventures primarily invests in Seed and Series A rounds, with a preference to lead investment rounds and reserve capital for follow on rounds. Investment sectors include artificial intelligence/machine learning, big data, cloud, fintech, health tech, IoT/infrastructure, marketplaces, SaaS & enterprise apps, security, and emerging technologies such as 5G, devices, blockchain, robotics, and virtual reality / augmented reality. Sierra Ventures typically makes initial investments between $500,000 and $7 million on average and invests between $500,000 and $15 million over the life of an investment. The firm has invested in leading companies such as Intuit, Invensense, Greenplum, MakeMyTrip, OnLink, Teradata, StrataCom, Sourcefire, Treasure Data, and more. Sierra Ventures was founded in 1982 and is based in San Mateo, California.

Sierra Ventures

Technology Venture Investors (TVI) was a venture capital firm with four highly successful funds that invested in over 100 start-up and emerging growth companies. Among these early investments was Microsoft, where TVI was the sole investor.

Technology Venture Investors

Intuit

Distributed workforces require new solutions for office operations, HR, payment, and more.

Remote Work Infrastructure

Finch offers a unified API that allows companies to access more than 200 payrolls, HRIS, and benefits systems to develop HR dashboards and streamline various HR functions, including employee onboarding, benefits management, and cost tracking. It also caters to use cases such as retirement benefits and insurance plan enrollment. The company initially focused on helping lenders process paycheck protection program applications and expanded into the employment API ecosystem. Finch also caters to use cases such as employee income verification through census data (e.g., name, income, DOB, email, phone number, etc).&nbsp;Finch uses a subscription-based business model, which includes a freemium plan, with paid plans starting at USD 35 per month per connection, and custom pricing for larger enterprises.Key customers and partnershipsAs of April 2024, the company had over 5 million daily API calls from 35,000+ enterprises, including that of Sequoia, Carta and Betterment.Finch offers two kinds of integrations: (1) Automated API, which offers instant data extraction from connected systems, and (2) Assisted API, which requires additional implementation steps and extracts data periodically. The automated APIs that Finch integrates with include bambooHR, Bob, Greenhouse, and Gusto, while the assisted API integrations include AAP isolved, Abacus HCM isolved, AccountantsWorld, etc.Funding and financialsIn June 2023, Finch raised USD 3 million in funding from Intuit Ventures. Funds were earmarked to expand operations and its business reach.&nbsp;Previously, in <a href="https://sp-edge.com/updates/16571">February 2023</a>, Finch raised USD 40 million in a Series B round. The funding was allocated to add coverage for more payroll and benefits systems, expand into new employment data verticals, and grow Finch's engineering, product, and customer success teams by increasing its workforce to more than 80 (from 57) in 2023.

Membership-based, non-insurance healthcare companies helping maintain a steady state of well being.

Preventive Healthcare

Glooko is an app-based remote patient monitoring and diabetes management platform that collects patient data from a range of third-party glucose monitoring devices. The company’s technology integrates with over 200 diabetes and biometric devices worldwide, offering the largest compatibility among connected care platforms.Glooko’s FDA-approved Mobile Insulin Dose Adjustment System (MIDS) allows healthcare providers to create customized care plans and provides patients with daily instructions on recommended insulin dosage levels based on the readings from the glucose monitoring devices. The platform also allows diabetic patients to track activity data and meals, access educational material, and follow care plans that are monitored through the app.In <a href="https://sp-edge.com/updates/9200?industryIds=22">March 2022</a>, Glooko acquired Paris-based DIABNEXT, a diabetes care platform, and rebranded it as Glooko XT for the French market. Furthermore, in <a href="https://sp-edge.com/updates/8154">January 2022</a>, Glooko acquired Berlin-based xbird, a medical AI company developing solutions for predicting health risks and supporting diabetes management through personalized interventions.Key customers and partnershipsAs of May 2024, Glooko had partnered with more than 8,000 clinics and served 3 million users with diabetes across 30 countries.The company has established several key partners, including 1) <a href="https://www.hedia.com/hedia-and-glooko-reveal-new-global-partnership/">Hedia</a> to integrate Hedia's insulin dosing algorithm into Glooko's platforms (June 2023), 2) <a href="https://sp-edge.com/updates/25233">Better Therapeutics</a> to integrate Better Therapeutics' AspyreRx into Glooko's platform (January 2024), and 3) Sanofi to integrate Sanofi's SoloSmart device into the Glooko platform (February 2023).

More important now than ever, telehealth will long outlast the pandemic that drove its growth.

Telehealth

<div>
 
 Glooko is an app-based remote patient monitoring and diabetes management platform that collects patient data from a range of third-party glucose monitoring devices. Glooko&rsquo;s US Food &amp; Drug Administration approved Mobile Insulin Dose Adjustment System (MIDS) allows healthcare providers to create customized care plans and provides patients with daily instructions on recommended insulin dosage levels based on the readings from the glucose monitoring devices. 
 
 
 The platform also allows diabetic patients to track activity data and meals, access educational material, and follow care plans that are monitored through the app. As of March 2021, the app has partnered with more than 7,500 clinics and served 3 million users with diabetes across 27 countries. 
 
 
 As of March 2022, the company had acquired two companies: 1) 
 <a href="https://sp-edge.com/updates/8154">
 xbird
 </a>
 , a German AI-backed medical company, and 2) French diabetes care platform 
 <a href="https://sp-edge.com/updates/9200?industryIds=22">
 DIABNEXT
 </a>
 as part of its planned global expansion drive. The integration of xbird&rsquo;s Just In Time Adaptive Intervention technology will enhance Glooko&rsquo;s advanced analytics capabilities and tools as well as expand its global reach across 7,500 clinics and more than one million users. DIABNEXT will be rebranded as Glooko XT and two platforms will be available for the French market which allow the company to scale its operations into more regions and expand its remote patient monitoring services.
 
 
 Founded in 2010, Glooko is headquartered in both California and Sweden. In March 2021, the company concluded a Series D round that brought its total funding up to USD 101 million to enter new geographical locations and expand its clinical product offerings to cover other chronic diseases. 
 
</div>

New insurance models are disrupting a centuries-old industry with a focus on personalization and convenience

InsurTech: Personal Lines

Matic is a free insurance marketplace that allows its customers to compare coverage and rates from a network of more than 40 A-rated home and auto carriers and distribution partners in industries ranging from mortgage origination, servicing, and banking to automotive organizations, real estate, etc. The company’s agents are based in Columbus, Ohio and Phoenix, Arizona, and the insurance agency is fully licensed in all 50 states in the US.Customers are required to fill out an online form to get matched with the most suited carrier and to receive a quote, after which customers can review the quotes and compare coverage options and purchase the policy directly online by electronically signing an application or working with a licensed advisor over the phone. Insurance carriers pay Matic a commission when customers switch policies. Matic’s advisors are not paid based on the premium paid by customers.In October 2023, Matic reported that it has achieved an average revenue growth of more than 100% over the past five years. It also claims that its bottom line has improved by over 60%, driven by its recurring revenue model.Key customers and partnership&nbsp;Matic Insurance’s partners include top lenders, banks, and services providers, who are collectively responsible for processing 20% of US home loans. In <a href="https://sp-edge.com/updates/28660">April 2024</a>, it partnered with USA mortgages to integrate its property and casualty insurance marketplace into the latter's home lending platform.

Helping employers provide personalized, high-touch, and holistic financial wellness tools to their entire workforce.

Financial Wellness Tools

Canada-based ZayZoon, an earned-wage access platform, provides employees access to on-demand wages before payday, thus alleviating financial stress and reducing the necessity for high-interest loans or credit. ZayZoon's platform integrates with payroll systems, offering a significant advantage for both employers and employees seeking financial flexibility.Zayzoon’s wellness offerings also include financial education and tools that help users to achieve various financial goals such as budgeting and building credit. In addition, ZayZoon Perks allows users to receive discounts on certain expenses.Key customers and partnershipsAs of April 2024, ZayZoon had over 4,500 employers using its platform and served notable customers including McDonald’s, Subway, Wendy’s, and Mazda, among others.Funding and financials<a href="https://sp-edge.com/updates/27905">In March 2024</a>, ZayZoon raised USD 15 million in Series B extension funding led by Viola Fintech. The funds were to support ZayZoon's growth, innovation, and expansion plans.

Buy Now, Pay Later

Melio provides a digital platform for small businesses to manage their B2B payments and receivables. It offers a digital accounts payable and receivables dashboard that provides a unified integrated tool to transfer and receive payments. It helps small businesses and their suppliers receive and transfer payments, giving oversight and control over cash flow and reducing or eliminating late payment costs.In August 2023, Melio introduced a new product called <a href="https://sp-edge.com/updates/20593">“Pay Over Time,” </a>which is a buy now, pay later (BNPL) product. It offers flexible payment terms to help small businesses pay vendors and bills. Powered by Credit Key, the service allows eligible small businesses to access up to USD 50,000 in capital instantly through their Melio account. With Pay Over Time, business owners can choose to pay their bills in monthly installments over an extended period while ensuring their vendors receive full and timely payments. Key customers and partnerships In April 2023, Melio partnered with Shopify to offer Shopify Bill Pay, an accounts payable solution for Shopify merchants. The company integrated the cloud-based accounting software platform Xero in January 2023 to manage its accounts payable and receivable data. Funding and financialsIn September 2021, the company raised an additional USD 250 million in a Series D funding round led by Thrive Capital and General Catalyst. The funds were earmarked for accelerating the company's expansion through partnerships with financial institutions, software providers, and marketplaces interested in enabling B2B payments for their customers.

Platforms, apps, and cards to keep the corporate wallet in check

Business Expense Management

<div>
 
 Melio is a B2B domestic and cross-border payout platform for small businesses to transfer and receive payments. Users can upload and settle invoices through the platform, using several payment methods including bank transfers and credit cards (including virtual cards). It also helps users avoid late payment costs and makes the payout process more efficient and effective by setting policies and permissions to approve spending.&nbsp;
 
 
 
 
 Melio can also be used to split one bill into multiple payments and even to pay several bills at once. In August 2023, the company
 <a href="https://sp-edge.com/updates/20571">
 launched &ldquo;Pay Over Time&rdquo;
 </a>
 , a buy-now-pay-later (BNPL) solution. This enables small businesses to settle their suppliers immediately and in full through Melio, and subsequently pay Melio in monthly installments (up to 12 equal monthly installments).&nbsp;&nbsp;
 
 
 
 As of October 2023, the platform gave access to over 7,000 popular vendors which were part of its network, including AT&amp;T, Amex, and First Progress. Melio charges on a pay-per-use basis for credit card and cross border transactions. 
 
 
 The company also operates an R&amp;D center based in Tel Aviv, Israel, to complement its New York headquarters. Melio appointed former Meta and PayPal executive Tomer Barel as its COO in February 2022 to lead its strategy executions and business scaling.
 
 
 Key customers and partnerships
 
 
 
 
 The company has entered several partnerships to boost its platform. It partnered with Shopify in April 2023 to enable US merchants to pay and manage bills through their Shopify admin. In June 2021, it partnered with Capital One (a diversified banking company) to allow small businesses to access a wider gamut of accounts payable and receivable cash flow management tools. It also partnered with leading accounting software QuickBooks in 2020 to launch &ldquo;Bill Pay,&rdquo; which allows QuickBooks users to make payments and automate data entry and insights through the platform.&nbsp;
 
 
 
 The platform has seen strong growth, with its monthly payment processing volumes rising about 5,000% in the 18 months leading to September 2021.
 
 
 
 
 Funding and financials
 
 
 
 
 Melio raised USD 250 million in Series D funding in September 2021, co-led by Thrive Capital and General Catalyst, at a USD 4 billion valuation (around 3x its January 2021 valuation). The funds were earmarked to accelerate the company&rsquo;s expansion through partnerships with financial institutions, software companies, and marketplaces.&nbsp; 
 
</div>

Elite Formation Studio of Dance offers a secure, supportive, caring, and trustworthy atmosphere. Elite Formation Studio of Dance believes that excellence must be learned and developed through life experiences in order to become a reality!

Anrok is the modern sales tax solution for the Internet era. Built specifically for SaaS businesses, Anrok unifies sales tax monitoring, calculation, and remittance across any financial stack. Finance teams, from startups to enterprises, opt for Anrok to monitor their exposure, compute and manage taxes accurately, handle filing and remittance, and generate audit-ready reports—all within a unified platform.

ZayZoon is the developer of an earned wage access platform that helps employees get paid on demand and reduces financial stress. The company's technology allows employees to access their earned money before payday.

Matic is an independent insurance agency that works with multiple insurance carriers so that we can provide the best recommendation to you. This often results in the best policy and the best price.

Finch makes it possible to access org-wide directory, payroll, and benefits data across 200+ payroll, HRIS, and benefits systems —all through a single integration. As the world moves toward standardized, open, and interconnected data systems, the company provides the connective infrastructure underpinning the employment sector. Finch empowers innovators to access the global employment ecosystem.

CoinTracker is a portfolio and tax manager for cryptocurrency that enables seamless cryptocurrency portfolio tracking and tax compliance. CoinTracker automatically syncs transactions into one unified dashboard and helps users file their crypto taxes with the click of a button.

Melio is a fintech company that gives small businesses a way to digitally manage their business-to-business payments and receivables. It was built to help small businesses keep up with business. A B2B payments experience that not only saves time but also significantly improves cash flow. A payment workflow so simple it helps businesses focus on their customers, not their back office. It was founded in 2018 and is based in New York, New York.

Clearco is an online financial platform that provides growth capital to e-commerce and B2B companies. It utilizes proprietary software and data science models to identify high-growth funding opportunities and also offers funding in exchange for a steady revenue share of earnings. It also allows startups to avail an alternative source of funding for their fast-growing businesses without diluting equity.

Townsquared is a private and secure platform for businesses within a neighborhood to connect, communicate, and collaborate. Businesses within the same community share many values and challenges – communicating with each other empowers everyone to make smart decisions and succeed.  We know that your business is complicated and extends beyond your neighborhood – that is why Townsquared gives you the option to connect directly with businesses outside your neighborhood too.

At Curious they believe in lifelong learning. Learning for its own sake. Learning that happens beyond classrooms, and not only in academic subjects (unless you count beer brewing, pipe soldering, and organic gardening as academic). Learning as a necessity of living.  At Curious they also believe great teachers are as valuable to society as great business leaders or academic thinkers. They wonder why there are hundreds of high-tech ways to share silly photos, and military-grade technology can help them find their friends at a bar, but teachers have few quality tools to help them succeed online.  They believe teachers are some of society’s greatest entrepreneurs and should be treated as such.  They also believe that videos of cats dancing the Macarena, and super-slo-mo exploding watermelons are really cool, but not the kind of online learning they’re talking about. And that Justin’s new band only reminds them a little bit of this. But that’s another story...  Mostly, they believe in being curious.

Clinkle’s goal is to modernize the way people transact, by creating a next generation payment platform that will change the way people pay for things. Based in San Francisco, the company is planning to introduce its mobile wallet for day-to-day transactions within the next year.

Glooko develops a remote patient-monitoring platform to identify at-risk patients with diabetes. It integrates with diabetes devices, fitness wearables, and activity trackers to allow data capture and provide reports and analytics that aim to drive behavior change and outcomes.

Rockmelt is a social web browser built off of Chromium and boasts deep integration with both Facebook and Twitter with its ''Edges'' which are filled with friends that are online and feeds that you follow complete with update badges.  It also sports what some believe to be the next big search revolution. Unlike Google's universal navigation field, RockMelt has a dedicated search field that shows complete search results as a drop down overtop web pages. This is helpful when switching between different search results from one single query. Rockmelt also has its own URL shortener me.lt. The browser is supported on both Windows and OS X platforms.  It is backed by one of Silicon Valley's most well-known personalities, Marc Andreessen. The principal engineer for Netscape Navigator, Robert John Churchill, is the principal engineer for RockMelt as well.

CNX Media is a revolutionary, media-content convergence company that produces and distributes personalized, original programming for television and the Internet. They have successfully built their company by producing and distributing network-quality news content to stations and their web sites.  As new, groundbreaking platforms designed to reach the consumer continually evolve, they recognize the need for content tailored to all these new outlets. They have formally changed their name from NewsNet Central to CNX Media to encompass the broad applications of their unique services.

Avolent, Inc. provides application software for electronic billing and settlement process. It offers electronic billing and payment application that provides a Web-based self-service solution for billing and payment needs. The company's software is used for bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch print. Avolent, Inc. also offers implementation, systems integration, technical support, and training services. The company serves healthcare, leasing/financial, insurance, distribution/manufacturing, and communications industries. Avolent, Inc. has strategic alliances with Accenture, Ariba, Sterling Commerce, Trizetto, SAP NetWeaver, and Vengroff, Williams & Associates, Inc.

Santa Clara, California-based ezlogin.com offers the most efficient way to access and manage personal Web content. With the explosion of financial, shopping, email, calendar, news and other Web-based accounts, Internet users are increasingly faced with the challenge of tracking personal information scattered across the Web. ezlogin.com's JumpPage service solves this problem by letting users consolidate and view all important content on a personal Summary Page and instantly access any account with a single click. The free ezlogin.com service is accessible from any Net-connected computer and from wireless devices such as the Palm VII.  ezlogin.com's comprehensive solution includes: LiveClips, Personal Summary, OneClick Login, OneClick Registration, OneClick Sharing, Instant CheckOut, SpamBlocking, and SurfRooms™.

Verisign operates the infrastructure for the .com, .net, .tv, .cc, .name, .jobs, .edu and .gov top-level domains, as well as two of the world’s 13 Internet root servers A and J, managing and protecting the DNS infrastructure for some 121 million domain names and processing more than 77 billion Internet queries daily.  Verisign’s infrastructure assurance services, including Managed DNS, DDoS Protection and iDefense Security Intelligence, help to ensure online businesses are as available as the Web itself.

Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals. The company’s product portfolio includes TurboTax, a software solution that offers free tax filing, efile taxes, and income tax returns; Quicken; QuickBooks; Mint.com, and more. It also offers end-to-end solutions for online tax preparation, download products, mobile tax prep, mortgage interest and property tax, corporations tax, military tax, and more. Intuit was founded by Tom Proulx and Scott Cook in 1983 and is based in Mountain View, California. The company serves customers in North America, Asia, Europe, and Australia with offices in the United States, Canada, India, U.K., and Singapore.

<div> Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals. The company&rsquo;s product portfolio includes TurboTax, a software solution that offers free tax filing, efile taxes, and income tax returns; Quicken; QuickBooks; Mint.com, and more. It also offers end-to-end solutions for online tax preparation, download products, mobile tax prep, mortgage interest and property tax, corporations tax, military tax, and more. Intuit was founded by Tom Proulx and Scott Cook in 1983 and is based in Mountain View, California. The company serves customers in North America, Asia, Europe, and Australia with offices in the United States, Canada, India, U.K., and Singapore. </div>

Intuit Appoints AI Leader Forrest Norrod to its Board of Directors

Intuit Prosperity Accelerator

Intuit Mailchimp

QuickBooks

Using AI to automate, enhance and optimize marketing activities

Marketing Automation

Firms positioned as an 'all-in-one' marketing platform,  providing a variety of functions across the MarTech stack

Startups providing platforms for planning and managing marketing campaigns.

Startups offering tools for finding and attracting potential customers with targeted ads.

Startups providing tools to automate the execution of marketing campaigns across varied channels.

Startups providing tools for gathering, cleaning and enhancing customer data to provide deep analytics.

Solutions that enable employees to avoid out-of-pocket spending on business expenses, using company-issued payment cards.

Platforms that let employees scan receipts (through OCR) and automatically submit claims to receive reimbursements with the limited involvement of admin, finance, or HR staff.

Platforms offering payout automation solutions that cover the process either entirely or partially—from vendor onboarding to making payments.

Creating affordable content for the digital age

Content Creation Tools

Assists content writers in creating digital written media including blogs, ebooks, magazines, and journals.

Offers tools to create pictures, videos, animations, and other visual media.

Assists in creating a variety of digital media channels including podcasts, polls, quizzes, and surveys.

Platforms for discovering and purchasing digital content. Typically offering a repository of digital content or a marketplace to discover and connect with content creators.

Tools for collaboration between internal and external team members on content creation.

Platforms that provide an all-in-one solution that covers the entire content creation process. Typically also provides consultancy services covering content strategy, design, and analytics.

InsurTech: Infrastructure

INCUMBENTS_PRESENT

<div>
 
 Intuit, a financial management software company, has announced a deal to acquire certain technology and assets from Zendrive, a firm specializing in mobility risk intelligence. 
 The intention behind this acquisition is to augment the growth of the Karma Drive program of Credit Karma, a subsidiary of Intuit. Karma Drive is a usage-based insurance initiative that was put into motion in <a href="https://sp-edge.com/updates/2787"> December 2020 </a>.
 The technology acquired from Zendrive will be made available to around 120 million Credit Karma customers in the US. This new resource will enable these customers to avail discounts on their auto insurance policies, with the discount rates based on their demonstrated safe driving habits.
 Additionaly, in this acquisition deal, Zendrive's key personnel will be brought on board the Credit Karma team. This includes Zendrive’s CEO, Dennis Ellis, its co-founder and CTO, Pankaj Risbood, along with a majority of the technical team.
 
</div>

Intuit signs agreement to acquire Zendrive's technology and assets

A suite of marketing solutions and features focused on email marketing

Marketing cloud

Mailchimp Marketing Platform

Platform and mobile app to monitor credit scores, manage personal finances, and create savings accounts

B2C applications

CreditKarma

Intuit introduces QuickBooks Bill Pay for B2B AP Automation

Intuit offers AP automation by expanding QuickBooks Business Network

Intuit’s Q1 FY23 performance above analyst expectations; MailChimp drives growth in international online revenue

Elite Formation Studio of Dance

Anrok

Khosla Ventures

Sequoia Capital

Index Ventures

ZayZoon

Viola FinTech

Export Development Canada

Framework Venture Partners

Offers interactive platforms or apps for employers to provide personalized financial advice to its employees. These also include tools for budgeting, tracking earnings, and managing expenses.

Matic Insurance

IA Capital Group

Cultivation Capital

Fenway Summer Ventures

The K Fund

Nationwide Ventures

Bayshore Capital Advisors

MTech Capital

Allstate Strategic Ventures

TruStage

Venice Investments

Assurity Ventures

Providers of comparison websites and tools for carriers, agents, and insurers to compare and purchase policies.

Finch

Companies that offer the entire spectrum of HR tools including payroll processing benefits, onboarding, compliance, analytics, scheduling etc

CoinTracker

Accel

General Catalyst

Y Combinator

Initialized Capital

Coinbase Ventures

Seven Seven Six

Kraken Ventures

Melio

Thrive Capital

Bessemer Venture Partners

Aleph

Coatue

American Express Ventures

Salesforce Ventures

Latitude

Capital One Ventures

Corner Capital Management

Crew Capital

Clearco

SoftBank Vision Fund

Bow Capital

Park West Asset Management

Karman Ventures (fka Moving Capital)

Brookfield Growth

Red Hat

Red Hat and Intuit join forces on Argo project, extending GitOps community innovation to better manage multi-cluster cloud-native applications at scale

Building future-ready applications in the cloud

Cloud-native Tech

Vendors offering solutions for application definition and development. This layer focuses on the tools that enable engineers to build cloud-native applications

Uber

Uber Freight partnered with Intuit to integrate QuickBooks Online (QBO) accounting software directly into Uber Freight to enable auto-invoicing for QBO users on Uber Freight, improving invoicing timeliness, review, tracking and payments.

Using online platforms, autonomy, electric and fuel-cell tech solutions to shape the future of trucking.

Truck Industry Tech

Apps that help shippers connect with carriers, optimize freight logistics, track shipment and driver hours, etc.

Charles Schwab

Charles Schwab partnererd with Intuit to utilize Schwab’s application programming interface (API) connections and enable clients to authorize third parties to download requested account information on their behalf in an encrypted form, without storing their usernames and passwords.

Retail investors demanding sophisticated passive investment strategies are looking for an edge.

Retail Trading Infrastructure

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Concentrix

Through California-based Intuit Inc.'s "Prosperity Hub" program, Concentrix is adding 50 jobs to its Lower Yoder Township site, a move that will bring its total employment to 350

Capital One

To allow  Capital One customers who use Intuit's suite of services including QuickBooks Online, Mint, and TurboTax, to securely import their financial data without sharing login credentials.

Intuit

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