Who we work with

We work with banking clients, fintech startups, technology firms like IBM, Adobe, Samsung, as well as AARP, Accenture, PwC, Bain, Cap Gemini, Omidyar Network, and Oliver Wyman.

We help organize discussions at global conferences and events like Money20/20, Plug and Play, Digital Banking, IN|Vest, and Finovate.

We help these players navigate, contextualize, and diversify their business models in order to be prepared for the changes to the broader financial services landscape.


  • Alpharank

  • Bond

  • CUneXus Solutions

  • Envel

  • Know Your Corp

  • Meniga

  • Peotic Technologies

  • Stoovo

  • Zero


  • Carolina FinTech Hub

  • Envestnet | Yodlee

  • Fintech INV (Fiserv)

  • Plug N Play Fintech

  • Startupbootcamp Fintech

  • VC Fintech (FIS)

advisory SERVICES:

  • BAI Industry Advisory Panel

  • Behavioral Finance

  • Brandeis University (Fintech)(Rabb School)

  • iValley Innovation Center

  • Journal of Digital Banking (Editorial Board Member)

  • NextMoney

  • World FinTech Report Executive Steering Committee