Our Partners

We’re proud of our partner network that spans data providers, technology partners, financial wellness providers, and CRMs. Through close collaboration with partners, we play a pivotal role throughout the customer journey by unifying customer data to represent the system of record for the customer’s living balance sheet.

This page highlights key partners across these important categories.

Data Providers

Technology Partners

Financial Wellness

CRM

Collaborate With Us

We offer a non-invasive, open architecture system to help enterprises offer rich digital experiences with unified data at their core.

Connect with our team to learn more about partnership opportunities and team with us to develop
better financial experiences for everyone.

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